Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ALDRICH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1200 MORRIS TURNPIKE 3005
  Room/suite
City or town
SHORT HILLS
State or province
NJ
Country  
ZIP or foreign postal code
07078
A Employer identification number

87-3136736
B Telephone number (see instructions)

2018741257
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$28,057,854J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 8,971 8,971  
4 Dividends and interest from securities... 752,459 752,459  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,437
b Gross sales price for all assets on line 6a 6,889,935
7 Capital gain net income (from Part IV, line 2)... 4,437
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 765,867 765,867  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,272 0   32,272
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,753 19,153   21,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,282 2,282   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,786 0   3,786
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,844 100   8,744
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,937 21,535   66,402
25 Contributions, gifts, grants paid....... 1,019,356 1,019,356
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,116,293 21,535   1,085,758
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -350,426
b Net investment income (if negative, enter -0-) 744,332
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,022,786 7,800,331 7,800,331
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,206,196 Click to see attachment
List of Attached Documents:
// Content
506,028 		506,028
b Investments—corporate stock (attach schedule)....... 11,229,868 Click to see attachment
List of Attached Documents:
// Content
12,924,899 		12,924,899
c Investments—corporate bonds (attach schedule)....... 1,665,381 Click to see attachment
List of Attached Documents:
// Content
1,196,621 		1,196,621
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,747,837 Click to see attachment
List of Attached Documents:
// Content
5,629,975 		5,629,975
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,872,068 28,057,854 28,057,854
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,872,068 28,057,854
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,872,068 28,057,854
30 Total liabilities and net assets/fund balances (see instructions). 25,872,068 28,057,854
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,872,068
2
Enter amount from Part I, line 27a .....................
2
-350,426
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,536,212
4
Add lines 1, 2, and 3 ..........................
4
28,057,854
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
28,057,854
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,889,935   6,885,498 4,437
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,437
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,437
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,346
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,346
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,346
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,325
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,325
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 978
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax978 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ, PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressALDRICHFOUNDATION.ORG
14
The books are in care ofPKF O' CONNOR DAVIES ADVISORY LLC Telephone no. (908) 272-6200

Located at20 COMMERCE DRIVE SUITE 301CRANFORDNJ ZIP+407016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILLIAM A GREENE III BOARD CHAIR, SECRETARY AND TREASURER
0.50 		0 0 0
1200 MORRIS TURNPIKE STE 3005
SHORT HILLS,NJ07078
CHRISTINE O GREENE BOARD MEMBER
0.50 		0 0 0
1200 MORRIS TURNPIKE STE 3005
SHORT HILLS,NJ07078
CAROLINE BLAKE PRESIDENT
15.00 		0 0 0
1200 MORRIS TURNPIKE STE 3005
SHORT HILLS,NJ07078
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,659,419
b
Average of monthly cash balances.......................
1b
6,917,386
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,576,805
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
26,576,805
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
398,652
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,178,153
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,308,908
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,308,908
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,346
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,346
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,298,562
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,298,562
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,298,562
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,085,758
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,085,758
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,298,562
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 1,099,198
d From 2023......  
e From 2024...... 3,459,216
f Total of lines 3a through e ........ 4,558,414
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,085,758
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,085,758
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 212,804 212,804
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,345,610
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,345,610
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 886,394
c Excess from 2023 ....  
d Excess from 2024 .... 3,459,216
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
WILLIAM A GREENE III
CHRISTINE O GREENE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALEX'S LEMONADE STAND FOUNDATION

333 E LANCASTER AVE 414
WYNNEWOOD,PA19096 		N/A   PEDIATRIC CANCER RESEARCH 10,000

ALL HANDS AND HEARTS

82 COUNTY ROAD PMB 79
MATTAPOISETT,MA02739 		N/A   DISASTERS AND EMERGENCY MANAGEMENT 7,500

AMERICAN ASSOCIATION FOR CANCER RESEARCH

615 CHESTNUT STREET 17TH FL
PHILADELPHIA,PA191063483 		N/A   CANCER RESEARCH 2,095

BIG DOG RANCH RESCUE

14444 OKEECHOBEE BLVD
LOXAHATCHEE,FL33470 		N/A   VETERAN SERVICE DOG TRAINING PROGRAM AND FOSTER PROGRAM FOR DEPLOYED MILITARY 2,505

CAMP KESEM

440 N BARRANCA AVENUE SUITE 2273
COVINA,CA91723 		N/A   SUPPORTING CHILDREN THROUGH A PARENTS CANCER JOURNEY 2,606

CHILDREN'S HOSPITAL OF PHILADELPHIA

34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		N/A   CAR-T RESEARCH 500,000

DEAN RANDAZZO CANCER FOUNDATION

PO BOX 149
SOMERS POINT,NJ08244 		N/A   PROMOTE CANCER AWARENESS AND PROVIDE FINANCIAL SUPPORT 15,000

FOR PETE'S SAKE CANCER RESPITE

620 W GERMANTOWN PIKE SUITE 150
PLYMOUTH MEETING,PA19462 		N/A   PROVIDE RESPITE SERVICES TO CANCER PATIENTS AND THEIR FAMILIES 10,000

FRIENDS OF FIREFIGHTERS

199 VAN BRUNT STREET
BROOKLYN,NY11231 		N/A   MENTAL HEALTH COUNSELING AND WELLNESS SERVICES FOR ACTIVE AND RETIRED FDNY FIREFIGHTERS AND THEIR FAMILIES 25,000

HOPE FOR HALLIE

528 BRYN MAWR AVE
SWARTHMORE,PA19081 		N/A   ADOLESCENTS YOUNG ADULT 5,150

JOHN MOLLOY JR FOUNDATION

16 OGDEN ST
STATEN ISLAND,NY10312 		N/A   PROVIDE SCHOLARSHIP TO STUDENTS WHO EXEMPLIFY KINDNESS, DEDICATION AND COMMITMENT 5,000

JOSEPH S GRIPPO MEMORIAL

835 W SHORE DR
KINN,NJ07405 		N/A   SUPPORT FAMILIES IMPACTED BY CANCER 5,000

LIGUORI ACADEMY

1952 EAST ALLEGHENY AVENUE
PHILADELPHIA,PA19134 		N/A   SUPPORT SCHOOL CHOICE 12,500

SOLDIER STRONG

1127 HIGH RIDGE RD STE 124
STAMFORD,CT06905 		N/A   PROVIDE REVOLUTIONARY TECHNOLOGY, INNOVATIVE ADVANCEMENTS AND EDUCATIONAL OPPORTUNITIES TO VETERANS 5,000

THOMAS JEFFERSON UNIVERSITY TJU

125 S 9TH STREET SUITE 600
PHILADELPHIA,PA19107 		N/A   ALS RESEARCH 320,000

UNITE FOR HER

22 E KING ST
MALVERN,PA19355 		N/A   BREAST CANCER AND OVARIAN CANCER SUPPORT 15,000

UNIVERSITY OF PITTSBURGH

200 S GRAIG STREET SUITE 230
PITTSBURGH,PA152600100 		N/A   SUPPORT PITT STUDENT ATHLETES AND HAIL TO HEROES FOOTBALL CELEBRATION 50,000

WARRIOR CANINE CONNECTION

14934 SCHAEFFER RD
BOYDS,MD20841 		N/A   VETERAN SERVICE DOGS 10,000

WREATHS ACROSS AMERICA

PO BOX 249 4 POINT STREET
COLUMBIA FALLS,ME04623 		N/A   REMEMBER AND HONOR US VETERANS AND TEACH NEXT GENERATION THE VALUE OF FREEDOM 17,000
Total ................................. 3a 1,019,356
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 8,971  
4 Dividends and interest from securities ....     14 752,459  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,437  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 765,867 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
765,867
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 32,272 0   32,272

TY 2025 InvestmentsCorpBondsSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Name of Bond End of Year Book Value End of Year Fair Market Value
CATERPILLAR FINL SERVICE (4.800%, 1/6/2026) 250,000 UNITS 250,023 250,023
PEPSICO INC NTS B/E (05.125%, 11/10/2026) 126,000 UNITS 126,314 126,314
TEXAS INSTRUMENTS INC (4.600%, 02/15/2028) 75,000 UNITS 76,196 76,196
SHELL INTL FIN NTS B/E (3.875%, 11/13/2028) 125,000 UNITS 124,985 124,985
MASTERCARD INC NTS B/E (4.850%, 03/09/2033) 175,000 UNITS 180,191 180,191
WALMART INC NTS B/E (4.100%, 04/15/2033) 175,000 UNITS 175,002 175,002
METLIFE INC NTS B/E (5.375%, 07/15/2033) 250,000 UNTIS 263,910 263,910

TY 2025 InvestmentsCorpStockSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC IRELAND CL A (CAN) 378.000 SHARES 101,417 101,417
ALPHABET INC CL A (GOOGL) 980.000 SHARES 306,740 306,740
AMAZON.COM INC (AMZN) 760.000 SHARES 175,423 175,423
ANALOG DEVICES INC (ADI) 295.000 SHARES 80,004 80,004
ANHEUSER BUSCH INBEV SPON ADR (BUD) 472.000 SHARES 30,227 30,227
APPLE INC (AAPL) 1350.000 SHARES 367,011 367,011
AT&T INC (T) 7937.000 SHARES 197,155 197,155
AVERY DENNISON CORP (AVY) 467.000 SHARES 84,938 84,938
BRISTOL MYERS SQUIBB CO (BMY) 2174.000 SHARES 117,266 117,266
CHEVRON CORP (CVX) 2042.000 SHARES 311,221 311,221
CISCO SYSTEMS INC (CSCO) 7250.000 SHARES 558,468 558,468
CITIZENS FINANCIAL GROUP INC (CFG) 2324.000 SHARES 135,745 135,745
COMCAST CORP NEW CL A (CMCSA) 3381.000 SHARES 101,057 101,057
CORTEVA INC (CTVA) 1035.000 SHARES 69,376 69,376
COSTCO WHOLESALE CORP (COST) 114.000 SHARES 98,307 98,307
CRH PLC ORD SHS .32 EACH ORD EUR (CRH) 3624.000 SHARES 452,275 452,275
CUMMINS INC (CMI) 1948.000 SHARES 994,357 994,357
CVS HEALTH CORP (CVS) 1842.000 SHARES 146,180 146,180
DANAHER CORP (DHR) 1793.000 SHARES 410,454 410,454
DOW INC (DOW) 2505.000 SHARES 58,567 58,567
DUPONT DE NEMOURS INC (DD) 1473.000 SHARES 59,215 59,215
EOG RESOURCES INC (EOG) 1113.000 SHARES 116,875 116,875
GENL DYNAMICS CORP (GD) 757.000 SHARES 254,852 254,852
HALLIBURTON CO (HOLDING COMPANY) (HAL) 1436.000 SHARES 40,580 40,580
HOME DEPOT INC (HD) 1263.000 SHARES 434,598 434,598
HUMANA INC (HUM) 267.000 SHARES 68,387 68,387
HUNTINGTON INGALLS INDS INC (HII) 185.000 SHARES 62,913 62,913
ILLINOIS TOOL WORKS INC (ITW) 1976.000 SHARES 486,689 486,689
INTEL CORP (INTC) 4017.000 SHARES 148,227 148,227
JPMORGAN CHASE & CO (JPM) 3059.000 SHARES 985,671 985,671
LAM RESEARCH CORP (LRCX) 800.000 SHARES 136,944 136,944
LAUDER ESTEE COS CL A (EL) 823.000 SHARES 86,185 86,185
LENNOX INTL INC (LII) 421.000 SHARES 204,429 204,429
LILLY ELI & CO (LLY) 494.000 SHARES 530,892 530,892
LOCKHEED MARTIN CORP (LMT) 353.000 SHARES 170,736 170,736
MARSH & MCLENNAN COS INC (MMC) 897.000 SHARES 166,411 166,411
MICROSOFT CORP (MSFT) 1965.000 SHARES 950,313 950,313
MSCI INC (MSCI) 394.000 SHARES 226,050 226,050
NEXTERA ENERGY INC COM (NEE) 2415.000 SHARES 193,876 193,876
NIKE INC CL B (NKE) 667.000 SHARES 42,495 42,495
NOVARTIS AG SPON ADR (NVS) 1448.000 SHARES 199,636 199,636
NVIDIA CORP (NVDA) 1250.000 SHARES 233,125 233,125
OCCIDENTAL PETROLEUM CRP (OXY) 1155.000 SHARES 47,494 47,494
ORACLE CORP (ORCL) 1108.000 SHARES 215,960 215,960
PNC FINANCIAL SERVICES GROUP (PNC) 1660.000 SHARES 346,492 346,492
QNITY ELECTRONICS INC (Q) 736.000 SHARES 60,094 60,094
REPUBLIC SERVICES INC (RSG) 2069.000 SHARES 438,483 438,483
RTX CORP (RTX) 1899.000 SHARES 348,277 348,277
SALESFORCE, INC. (CRM) 834.000 SHARES 220,935 220,935
SANDOZ GROUP AG SPON ADR (SDZNY) 289.000 SHARES 21,032 21,032
SHERWIN WILLIAMS CO (SHW) 526.000 SHARES 170,440 170,440
SOUTHWEST AIRLINES CO (LUV) 3139.000 SHARES 129,735 129,735
STARBUCKS CORP (SBUX) 435.000 SHARES 36,631 36,631
UNITEDHEALTH GROUP INC (UNH) 331.000 SHARES 109,266 109,266
VERALTO CORP (VLTO) 536.000 SHARES 53,482 53,482
WALT DISNEY CO (HOLDINGS CO) (DIS) 1154.000 SHARES 131,291 131,291

TY 2025 InvestmentsGovtObligationsSch
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
US Government Securities - End of Year Book Value:

506,028
US Government Securities - End of Year Fair Market Value:

506,028
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESCO S&P 500 PURE VALUE ETF (RPV) 2958.000 SHARES FMV 305,739 305,739
ISHARES CORE S&P MIDCAP (IJH) 1415.000 SHARES FMV 93,390 93,390
ISHARES CORE S&P SMALL-CAP ETF (IJR) 706.000 SHARES FMV 84,847 84,847
ISHARES RUSSELL 1000 VALUE ETF (IWD) 385.000 SHARES FMV 80,981 80,981
SCHWAB INTL EQUITY ETF (SCHF) 10712.000 SHARES FMV 257,516 257,516
STATE STREET CONSUMER (XLY) 408.000 SHARES FMV 48,719 48,719
STATE STREET TECHNOLOGY SELECT SECTOR SPDR (XLK) 698.000 SHARES FMV 100,491 100,491
STATE STREET INDL SELECT SECTOR SPDR ETF (XLI) 178.000 SHARES FMV 27,611 27,611
STATE STREET MATERIALS SELECT SECTOR SPDR ETF (XLB) 312.000 SHARES FMV 14,149 14,149
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 15750.000 SHARES FMV 741,510 741,510
VANGUARD SHORT-TERM CORP BD IDX ADMIRAL (VSCSX) 38940.148 SHARES FMV 845,391 845,391
VANGUARD ULTRA-SHORT TERM BOND FUND CLASS ADMIRAL (VUSFX) 13711.201 SHARES FMV 275,321 275,321
VANGUARD INTERM-TERM TREASURT INDEX FUND CLASS ADMIRAL (VSIGX) 22369.986 SHA FMV 452,992 452,992
VANGUARD INTERMEDIATE TERM INV GRADE FUND ADMIRAL (VFIDX) 70379.918 SHARES FMV 628,493 628,493
SPDR GOLD SHARES ETF (GLD) 4221 SHARES FMV 1,672,825 1,672,825

TY 2025 OtherExpensesSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 4,633 0   4,633
OFFICE EXPENSES 1,009 0   1,009
COMPUTER AND WEBSITE EXPENSES 2,225 0   2,225
BANK FEES AND SERVICE CHARGES 2 0   2
ADR FEES 100 100   0
DUES AND SUBSCRIPTIONS 875 0   875


TY 2025 OtherIncreasesSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 2,536,212


TY 2025 OtherProfessionalFeesSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE MARKETING FEES 21,600 0   21,600
INVESTMENT MANAGEMENT FEES 19,153 19,153   0


TY 2025 TaxesSchedule
Name:
ALDRICH FOUNDATION
EIN:
87-3136736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 9,000 0   0
FOREIGN TAXES WITHHELD 2,282 2,282   0