Carlton Family Foundation Trust

LITTLE ROCK, AR EIN: 71-6174467

Carlton Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITTLE ROCK, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $439K in total assets. In 2024, it awarded 3 grants totaling $310K. Net investment income was $118K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$439K

-17.4% YoY

Annual Giving

$310K

+72.2% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$103K

+129.6% YoY

Under IRS private-foundation payout rules, Carlton Family Foundation Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Carlton Family Foundation Trust

Based on IRS filings

Carlton Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITTLE ROCK, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $439K in total assets. In 2024, it awarded 3 grants totaling $310K. Net investment income was $118K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

DallasLittle RockNew YorkNorth Little RockWacoWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$142K$283K$425K$567K20202021202220232024
Metric202420232022
Total Assets$438,968$531,609$440,860
Revenue$220,136$272,781$394,482
Expenses$311,862$189,473$415,778
Qualifying Distributions$310,000$180,000$410,000
Net Investment Income$118,274$4,828$6,966
Distributable Amount$31,665$18,984$23,014

Giving Over Time

Total grant dollars and number of grants per year

$0$103K$205K$308K$410K9 grants20205 grants20215 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

START UP WACO$200KACT II ARGENTA$100KRISE COLLECTIVE GLOBAL INC$10K

Grant Size Distribution

26 grants across all recorded years

19<$50K$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Start up Waco ($200,000), Act Ii Argenta ($100,000), Rise Collective Global Inc ($10,000).

RecipientPurposeAmount
ACT II ARGENTA NORTH LITTLE ROCK, ARSUPPORT THE ARTS$100,000
START UP WACO WACO, TXASSIST AND SUPPORT ENTREPRENEURS$200,000
RISE COLLECTIVE GLOBAL INC NEW YORK, NYBRING CHRIST TO EARLY CAREER WOMEN$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PATRICIA CARLTONTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carlton Family Foundation Trust?

Carlton Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITTLE ROCK, AR. It holds $439K in total assets as of 2024.

How large is Carlton Family Foundation Trust?

As of 2024, Carlton Family Foundation Trust holds $439K in total assets with $220K in annual revenue. It awarded 3 grants totaling $310K in 2024.

Where does Carlton Family Foundation Trust operate?

Carlton Family Foundation Trust has awarded grants in Arkansas, District of Columbia, New York, Texas.

What size grants does Carlton Family Foundation Trust award?

In 2024, Carlton Family Foundation Trust awarded 3 grants totaling $310K — an average of about $103K per grant, based on its IRS Form 990 filings.

How much is Carlton Family Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlton Family Foundation Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carlton Family Foundation Trust's EIN?

Carlton Family Foundation Trust's EIN (Employer Identification Number) is 71-6174467. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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