Carlos Alzueta Memorial Fund

Private foundation · Grantmaker Palo Cedro, CA EIN: 94-6646364

Carlos Alzueta Memorial Fund is a private foundation focused on Arts, Culture & Humanities, based in Palo Cedro, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $101K. Net investment income was $64K.

Key facts about Carlos Alzueta Memorial Fund

In short: Carlos Alzueta Memorial Fund gave $101K across 1 grant in 2025 (avg $101K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
94-6646364
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$101,192
Grants made (2025)
1
Average grant
$101,192
Median grant
$101,192
Total assets
$1,283,074
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

-3.5% YoY

Annual Giving

$101K

+9.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$101K

+9.8% YoY

Under IRS private-foundation payout rules, Carlos Alzueta Memorial Fund reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.

How Carlos Alzueta Memorial Fund gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 93% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Redding

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $77K (2020) to $105K (2022). In 2025 it made 1 grant totaling $101K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Shasta Historical Society: $101KShasta Historical Society$101K

The largest 2025 recipient was Shasta Historical Society ($101K).

Grant Size Distribution

5 grants across all recorded years

<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shasta Historical Society Redding, CAGeneral Support Grant$101,192

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,283,074$1,329,631$1,381,148
Revenue$93,750$77,094$34,424
Expenses$140,307$128,611$133,063
Qualifying Distributions$103,116$93,962$100,851
Net Investment Income$64,223$50,082$23,690
Distributable Amount$110,578$102,981$93,798

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS January 31, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 7, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 29, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 15, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 29, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Carlos Alzueta Memorial Fund is led by John Grimes, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2025 filing

  • John Grimes

    Trustee

    On filings since 2020

    2 hrs/week

    $9K (2020) → $19K (2025)

Former officers (1)
  • Former: Wells Fargo Bank NA (2019–2020) — Trustee

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

John Grimes — Trustee: $19KJohn GrimesTrustee$19K

The highest reported compensation on the 2025 filing was $19K, to John Grimes (Trustee).

Frequently asked questions about Carlos Alzueta Memorial Fund

How much does Carlos Alzueta Memorial Fund give each year?

Carlos Alzueta Memorial Fund gave $101K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 1 grant.

How large is Carlos Alzueta Memorial Fund?

Carlos Alzueta Memorial Fund reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $111K (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 Carlos Alzueta Memorial Fund?

Carlos Alzueta Memorial Fund is a private foundation focused on Arts, Culture & Humanities, based in Palo Cedro, CA. It holds $1.3M in total assets as of 2025.

Where does Carlos Alzueta Memorial Fund operate?

Carlos Alzueta Memorial Fund has awarded grants in California.

What is Carlos Alzueta Memorial Fund's EIN?

Carlos Alzueta Memorial Fund's EIN (Employer Identification Number) is 94-6646364. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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