Carlos Fund
Carlos Fund is a private foundation, based in Laguna Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $9K.
Carlos Fund at a glance
In short: Carlos Fund gave $6K across 2 grants in 2024 (avg $3K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,500
- -94.8% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $2,750
- -92.2% vs 2023
- Median grant
- $2,750
- Total assets
- $7,021,195
- +51.3% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Carlos Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Elephant Cooperation ($5K). Together the top 2 received $6K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 19 grants of 21 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Carlos Fund gives
- Giving fell 84% from 2021 to 2024. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $6K (2024) to $153K (2022). In 2024 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Elephant Cooperation San Clemente, CA | General Operating Support | $5,000 |
| Orange County Community Foundaton Newport Beach, CA | General Operating Support | $500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,021,195 | $2,008,685 | $41,435 | $5,500 | 2 | $5,500 | $8,590 | — |
| 2023 | $4,639,139 | $186,906 | $140,497 | $105,500 | 3 | $1,427,612 | $24,188 | $71,443 |
| 2022 | $4,049,561 | $-91,093 | $171,055 | $153,150 | 7 | $283,827 | $12,637 | $138,821 |
| 2021 | $4,281,230 | $21,957 | $55,718 | $34,275 | 6 | $220,529 | $19,354 | $166,577 |
| 2020 | $4,314,991 | $242,841 | $46,423 | $17,000 | 3 | — | $240,458 | $153,283 |
Leadership & Key People
Officers and directors from IRS filings
Carlos Fund is led by Julian Mack, President & Director on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Julian Mack
President & Director
On filings since 2020
2 hrs/week
No compensation reported
Amy Mack
Vice President & Secretary
Vice President, Secretary, CFO & Director → Vice President & Secretary, 2022
On filings since 2020
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Carlos Fund
How much does Carlos Fund give each year?
Carlos Fund gave $6K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $106K across 3 grants.
How large is Carlos Fund?
Carlos Fund reported $7.0M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $2.0M.
Where does Carlos Fund operate?
Carlos Fund has awarded grants in California, Illinois.
What is Carlos Fund's EIN?
Carlos Fund's EIN (Employer Identification Number) is 46-1592888. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Carlos Fund's focus areas in our free grants database
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