Carstensen Fred & Hazel

DALLAS, TX EIN: 06-6253194

Carstensen Fred & Hazel is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $283K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $23K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$283K

+3.1% YoY

Annual Giving

$13K

+18.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$13K

+18.8% YoY

Under IRS private-foundation payout rules, Carstensen Fred & Hazel reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

About Carstensen Fred & Hazel

Based on IRS filings

Carstensen Fred & Hazel is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $283K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Bridgeport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$35K$53K$70K202020212022202320242025
Metric202520242023
Total Assets$283,273$274,781$281,822
Revenue$27,416$9,381$-5,173
Expenses$19,593$18,011$21,465
Qualifying Distributions$15,397$14,208$16,373
Net Investment Income$22,974$5,468$2,265
Distributable Amount$16,332$15,084$14,690

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$13K$17K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

UNITED CONGREGATIONAL CH…$13K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include United Congregational Church ($12,919).

RecipientPurposeAmount
UNITED CONGREGATIONAL CHURCH BRIDGEPORT, CTUNRESTRICTED GENERAL$12,919

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$4,944

Frequently Asked Questions

How large is Carstensen Fred & Hazel?

As of 2025, Carstensen Fred & Hazel holds $283K in total assets with $27K in annual revenue. It awarded 1 grants totaling $13K in 2025.

Where does Carstensen Fred & Hazel operate?

Carstensen Fred & Hazel has awarded grants in Connecticut.

What size grants does Carstensen Fred & Hazel award?

In 2025, Carstensen Fred & Hazel awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Carstensen Fred & Hazel required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Carstensen Fred & Hazel reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2025.

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

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