Albert E and Ethel I Carlton Foundation
Albert E and Ethel I Carlton Foundation is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $8.2M in total assets. In 2025, it awarded 3 grants totaling $692K. Net investment income was $703K.
Albert E and Ethel I Carlton Foundation at a glance
In short: Albert E and Ethel I Carlton Foundation gave $692K across 3 grants in 2025 (avg $231K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $692,166
- +11.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $230,722
- +11.4% vs 2024
- Median grant
- $231,515
- Total assets
- $8,161,177
- -1.0% vs 2024
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Albert E and Ethel I Carlton Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Colorado College ($233K). Together the top 3 received $692K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Albert E and Ethel I Carlton Foundation gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $414K (2021) to $692K (2025). In 2025 it made 3 grants totaling $692K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Colorado College Colorado Springs, CO | General Operating | $232,673 |
| Penrose St Francis Health Foundation Colorado Springs, CO | General Operating | $231,515 |
| Grace Episcopal Church Colorado Springs, CO | General Operating | $227,978 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,161,177 | $834,595 | $843,018 | $692,166 | 3 | $703,226 | $703,233 | $727,655 |
| 2024 | $8,246,094 | $634,465 | $765,529 | $621,229 | 3 | $634,913 | $509,485 | $703,871 |
| 2023 | $8,375,553 | $396,721 | $794,772 | $662,623 | 3 | $675,162 | $412,608 | $635,746 |
| 2022 | $8,689,705 | $544,499 | $774,878 | $631,355 | 3 | $632,370 | $419,839 | $664,513 |
| 2021 | $8,920,511 | $930,386 | $542,528 | $414,429 | 3 | — | $813,244 | $676,105 |
| 2020 | $8,532,178 | $338,093 | $724,257 | $600,000 | 3 | — | $237,933 | $635,472 |
| 2019 | $8,917,985 | $716,427 | $756,416 | $640,000 | 3 | — | $623,822 | $642,923 |
Under IRS private-foundation payout rules, Albert E and Ethel I Carlton Foundation reported a distributable amount of $728K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Albert E and Ethel I Carlton Foundation's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$109K (2019) → $93K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $93K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Albert E and Ethel I Carlton Foundation
How much does Albert E and Ethel I Carlton Foundation give each year?
Albert E and Ethel I Carlton Foundation gave $692K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $621K across 3 grants.
What is Albert E and Ethel I Carlton Foundation's typical grant size?
Albert E and Ethel I Carlton Foundation's median grant in 2025 was $231,515, and its average grant was $230,722, across 3 grants on its 2025 IRS Form 990-PF.
Where does Albert E and Ethel I Carlton Foundation give grants?
Albert E and Ethel I Carlton Foundation gives mostly in Colorado: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Colorado Springs, CO (3 grants).
Does Albert E and Ethel I Carlton Foundation give general operating support?
Yes: 100% of Albert E and Ethel I Carlton Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Albert E and Ethel I Carlton Foundation?
Albert E and Ethel I Carlton Foundation reported $8.2M in total assets on its 2025 IRS Form 990-PF. It paid out $703K in qualifying distributions that year, against a required minimum of $728K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2019–2025
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