Carlton Family Foundation
Carlton Family Foundation is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $908K in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $57K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$908K
+7.3% YoY
Annual Giving
$21K
-40.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$11K
-70.0% YoY
About Carlton Family Foundation
Based on IRS filings
Carlton Family Foundation is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $908K in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $57K.
Ready to take the next step with Carlton Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $907,780 | $846,374 | $780,395 |
| Revenue | $65,800 | $115,688 | $24,777 |
| Expenses | $38,815 | $49,709 | $89,700 |
| Qualifying Distributions | $29,988 | $42,116 | $77,354 |
| Net Investment Income | $56,973 | $108,095 | $17,755 |
| Distributable Amount | $41,448 | $36,112 | $17,446 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHIL CARLTON | DIRECTOR | 2 | — |
| DEANNA DRESCHER | DIRECTOR | 1 | — |
| ELIZABETH TRATHEN | DIRECTOR | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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