Carter Svoboda Foundation Inc
Carter Svoboda Foundation Inc is a private foundation, based in Durand, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $730K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $54K.
Carter Svoboda Foundation Inc at a glance
In short: Carter Svoboda Foundation Inc gave $20K across 1 grant in 2025 (avg $20K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- -66.7% vs 2024
- Grants made (2025)
- 1
- -75.0% vs 2024
- Average grant
- $20,000
- +33.3% vs 2024
- Median grant
- $20,000
- Total assets
- $730,213
- +15.7% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carter Svoboda Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Virginia Tech ($20K).
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 14 grants of 16 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Carter Svoboda Foundation Inc gives
- Giving fell 84% from 2022 to 2025. Method
- In 2025 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $20K (2025) to $129K (2022). In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Virginia Tech Blacksburg, VA | Tuition Assistance Grant | $20,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $730,213 | $56,233 | $21,861 | $20,000 | 1 | $20,000 | $54,372 | $34,858 |
| 2024 | $631,296 | $-15,609 | $63,762 | $60,000 | 4 | $60,000 | $35,659 | $37,435 |
| 2023 | $716,685 | $54,334 | $37,865 | $35,000 | 2 | $35,000 | $51,469 | $34,133 |
| 2022 | $735,370 | $97,765 | $144,586 | $129,000 | 5 | $129,000 | $95,679 | $39,986 |
| 2021 | $782,864 | $49,773 | $143,000 | $116,000 | 4 | — | $47,773 | $43,904 |
Under IRS private-foundation payout rules, Carter Svoboda Foundation Inc reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carter Svoboda Foundation Inc is led by Robert L. Svoboda Jr., President since 2024 (on filings since 2021); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert L. Svoboda Jr.
President
Treasurer → President-Current, 2023
President-Current → President, 2024
On filings since 2021
20 hrs/week
$2K (2021) → $0 (2025)
Carol Svoboda
Secretary
On filings since 2021
3 hrs/week
$1K (2021) → $0 (2025)
Therese Staub
Treasurer
Director → Treasurer, 2023
On filings since 2021
3 hrs/week
$1K (2021) → $0 (2025)
Former officers (3)
- Former: Robert L. Svoboda (2021–2023) — President
- Former: Catherine M. Svoboda (2021–2022) — Director
- Former: Judith A. Allessandri (2021–2022) — Vice President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $7K, to Robert L Svoboda (President (22)). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Carter Svoboda Foundation Inc
How much does Carter Svoboda Foundation Inc give each year?
Carter Svoboda Foundation Inc gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 4 grants.
How large is Carter Svoboda Foundation Inc?
Carter Svoboda Foundation Inc reported $730K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Carter Svoboda Foundation Inc operate?
Carter Svoboda Foundation Inc has awarded grants in Florida, Michigan, Virginia.
What is Carter Svoboda Foundation Inc's EIN?
Carter Svoboda Foundation Inc's EIN (Employer Identification Number) is 59-3581507. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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