Carlos Alzueta Memorial Fund

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 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $92K. Net investment income was $50K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-3.7% YoY

Annual Giving

$92K

-7.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$92K

-7.1% YoY

Under IRS private-foundation payout rules, Carlos Alzueta Memorial Fund reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.

About Carlos Alzueta Memorial Fund

Based on IRS filings

Focus Areas

Arts, Culture & Humanities

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $465K (100%)

States

California

Cities

Redding

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,329,631	$1,381,148	$1,479,787
Revenue	$77,094	$34,424	$44,762
Expenses	$128,611	$133,063	$141,878
Qualifying Distributions	$93,962	$100,851	$106,278
Net Investment Income	$50,082	$23,690	$32,151
Distributable Amount	$102,981	$93,798	$100,976

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shasta Historical Society ($92,173).

Recipient	Purpose	Amount
SHASTA HISTORICAL SOCIETY REDDING, CA	GENERAL SUPPORT GRANT	$92,173

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN GRIMES	TRUSTEE	2	$17,894

Subject Areas

Focus areas based on grantmaking activity

Arts, Culture & Humanities

Frequently Asked Questions

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 2024.

How large is Carlos Alzueta Memorial Fund?

As of 2024, Carlos Alzueta Memorial Fund holds $1.3M in total assets with $77K in annual revenue. It awarded 1 grants totaling $92K in 2024.

Where does Carlos Alzueta Memorial Fund operate?

Carlos Alzueta Memorial Fund has awarded grants in California.

What size grants does Carlos Alzueta Memorial Fund award?

In 2024, Carlos Alzueta Memorial Fund awarded 1 grants totaling $92K — an average of about $92K per grant, based on its IRS Form 990 filings.

How much is Carlos Alzueta Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlos Alzueta Memorial Fund reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.