Carstensen Fred & Hazel
Carstensen Fred & Hazel is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $314K in total assets. In 2026, it awarded 1 grant totaling $17K. Net investment income was $42K.
Carstensen Fred & Hazel at a glance
In short: Carstensen Fred & Hazel gave $17K across 1 grant in 2026 (avg $17K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $16,757
- +29.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $16,757
- +29.7% vs 2025
- Median grant
- $16,757
- Total assets
- $313,759
- +10.8% vs 2025
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Carstensen Fred & Hazel funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was United Congregational Church ($17K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Carstensen Fred & Hazel gives
- Giving held roughly steady from 2023 to 2026 (+18%). Method
- In 2026 it paid out 113% of 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 2026, annual grant giving ranged from $10K (2021) to $17K (2022). In 2026 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Congregational Church Bridgeport, CT | Unrestricted General | $16,757 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $313,759 | $46,350 | $24,206 | $16,757 | 1 | $19,340 | $42,004 | $17,188 |
| 2025 | $283,273 | $27,416 | $19,593 | $12,919 | 1 | $15,397 | $22,974 | $16,332 |
| 2024 | $274,781 | $9,381 | $18,011 | $10,874 | 1 | $14,208 | $5,468 | $15,084 |
| 2023 | $281,822 | $-5,173 | $21,465 | $14,172 | 1 | $16,373 | $2,265 | $14,690 |
| 2022 | $308,000 | $63,863 | $24,024 | $16,930 | 1 | $19,474 | $59,295 | $17,123 |
| 2021 | $297,077 | $21,000 | $16,007 | $9,993 | 1 | — | $17,347 | $15,535 |
| 2020 | $259,566 | $23,180 | $18,240 | $11,767 | 1 | — | $20,465 | $14,324 |
Under IRS private-foundation payout rules, Carstensen Fred & Hazel reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carstensen Fred & Hazel's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $5K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Carstensen Fred & Hazel
How much does Carstensen Fred & Hazel give each year?
Carstensen Fred & Hazel gave $17K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 1 grant.
How large is Carstensen Fred & Hazel?
Carstensen Fred & Hazel reported $314K in total assets on its 2026 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
Where does Carstensen Fred & Hazel operate?
Carstensen Fred & Hazel has awarded grants in Connecticut.
What is Carstensen Fred & Hazel's EIN?
Carstensen Fred & Hazel's EIN (Employer Identification Number) is 06-6253194. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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