Albert E and Ethel I Carlton Foundation
Albert E and Ethel I Carlton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 3 grants totaling $621K. Net investment income was $509K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.2M
-1.5% YoY
Annual Giving
$621K
-6.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$207K
-6.2% YoY
Under IRS private-foundation payout rules, Albert E and Ethel I Carlton Foundation reported a distributable amount of $704K for 2024 — the minimum it must pay out in qualifying distributions.
About Albert E and Ethel I Carlton Foundation
Based on IRS filings
Albert E and Ethel I Carlton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 3 grants totaling $621K. Net investment income was $509K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,246,094 | $8,375,553 | $8,689,705 |
| Revenue | $634,465 | $396,721 | $544,499 |
| Expenses | $765,529 | $794,772 | $774,878 |
| Qualifying Distributions | $634,913 | $675,162 | $632,370 |
| Net Investment Income | $509,485 | $412,608 | $419,839 |
| Distributable Amount | $703,871 | $635,746 | $664,513 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Colorado College ($209,075), Penrose St Francis Health Foundation ($208,453), Grace Episcopal Church ($203,701).
| Recipient | Purpose | Amount |
|---|---|---|
| COLORADO COLLEGE COLORADO SPRINGS, CO | GENERAL OPERATING | $209,075 |
| GRACE EPISCOPAL CHURCH COLORADO SPRINGS, CO | GENERAL OPERATING | $203,701 |
| PENROSE ST FRANCIS HEALTH FOUNDATION COLORADO SPRINGS, CO | GENERAL OPERATING | $208,453 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $119,344 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Albert E and Ethel I Carlton Foundation?
Albert E and Ethel I Carlton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $8.2M in total assets as of 2024.
How large is Albert E and Ethel I Carlton Foundation?
As of 2024, Albert E and Ethel I Carlton Foundation holds $8.2M in total assets with $634K in annual revenue. It awarded 3 grants totaling $621K in 2024.
Where does Albert E and Ethel I Carlton Foundation operate?
Albert E and Ethel I Carlton Foundation has awarded grants in Colorado.
What size grants does Albert E and Ethel I Carlton Foundation award?
In 2024, Albert E and Ethel I Carlton Foundation awarded 3 grants totaling $621K — an average of about $207K per grant, based on its IRS Form 990 filings.
How much is Albert E and Ethel I Carlton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert E and Ethel I Carlton Foundation reported a distributable amount of $704K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Albert E and Ethel I Carlton Foundation's EIN?
Albert E and Ethel I Carlton Foundation's EIN (Employer Identification Number) is 84-6331869. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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