Carlton Foundation

BIRMINGHAM, AL EIN: 58-1947471

Carlton Foundation is a private foundation focused on Arts and culture, 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

Under IRS private-foundation payout rules, Carlton Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Carlton Foundation

Based on IRS filings

Carlton Foundation is a private foundation focused on Arts and culture, 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

Among its reported 2024 grants, the largest include Deerfieldwindsor School ($4,000), Artesian Alliance ($4,000), Albany Humane Society ($2,000).

RecipientPurposeAmount
ALBANY SYMPHONY ASSOCIATION ALBANY, GAGENERAL OPERATING$1,000
ALBANY TECHNICAL COLLEGE ALBANY, GAGENERAL OPERATING$1,000
DEERFIELDWINDSOR SCHOOL ALBANY, GAGENERAL OPERATING$4,000
ALBANY HUMANE SOCIETY ALBANY, GAGENERAL OPERATING$2,000
PHOEBE FOUNDATION ALBANY, GAGENERAL OPERATING$1,000
YOUNG LIFE OF ALBANY ALBANY, GAGENERAL OPERATING$1,000
ST PAULS EPISCOPAL CHURCH ALBANY, GAGENERAL OPERATING$2,000
OPERATION SMILE HAGERSTOWN, MDGENERAL OPERATING$1,000
KEEP ALBANYDOUGHERTY BEAUTIFUL ALBANY, GAGENERAL OPERATING$1,000
CHILDRENS HEALTHCARE OF ATLANTA INC BROOKHAVEN, GAGENERAL OPERATING$1,000

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

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carlton Foundation?

Carlton Foundation is a private foundation focused on Arts and culture, based in BIRMINGHAM, AL. It holds $493K in total assets as of 2024.

How large is Carlton Foundation?

As of 2024, Carlton Foundation holds $493K in total assets with $29K in annual revenue. It awarded 16 grants totaling $25K in 2024.

Where does Carlton Foundation operate?

Carlton Foundation has awarded grants in California, District of Columbia, Georgia, Maryland, Oregon, Tennessee.

What size grants does Carlton Foundation award?

In 2024, Carlton Foundation awarded 16 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlton Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carlton Foundation's EIN?

Carlton Foundation's EIN (Employer Identification Number) is 58-1947471. IRS Form 990 filing data is available on this page for 2020–2024.

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

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