Carlton Foundation

BIRMINGHAM, AL EIN: 58-1947471

Carlton Foundation is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $493K in total assets. In 2024, it awarded 16 grants totaling $25K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$493K

-1.3% YoY

Annual Giving

$25K

-7.4% YoY

Grant Count

16

-5.9% YoY

Avg Grant Size

$2K

-1.6% YoY

About Carlton Foundation

Based on IRS filings

Carlton Foundation is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $493K in total assets. In 2024, it awarded 16 grants totaling $25K. Net investment income was $22K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AlbanyAtlantaBrookhavenGainesvilleHagerstownSalemSewaneeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$36K$55K$73K20202021202220232024
Metric202420232022
Total Assets$492,662$499,022$516,779
Revenue$29,087$18,087$15,200
Expenses$35,429$36,609$38,407
Qualifying Distributions$27,757$29,629$29,736
Net Investment Income$21,514$10,520$7,873
Distributable Amount$28,660$26,847$28,380

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$20K$27K17 grants202016 grants202116 grants202217 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DEERFIELDWINDSOR SCHOOL$4KARTESIAN ALLIANCE$4KALBANY HUMANE SOCIETY$2KST PAULS EPISCOPAL CHURCH$2KALBANY MUSEUM OF ART$2KKNOX MARTIN FOUNDATION$2KALBANY SYMPHONY ASSOCIAT…$1KALBANY TECHNICAL COLLEGE$1KPHOEBE FOUNDATION$1KYOUNG LIFE OF ALBANY$1K

Grant Size Distribution

82 grants across all recorded years

82<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$8,787

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

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