Floyd R Carlson Charitable Trust XXXXX6000
Floyd R Carlson Charitable Trust XXXXX6000 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $548K in total assets. In 2025, it awarded 5 grants totaling $30K. Net investment income was $39K.
Key facts about Floyd R Carlson Charitable Trust XXXXX6000
In short: Floyd R Carlson Charitable Trust XXXXX6000 gave $30K across 5 grants in 2025 (avg $6K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 74-6355588
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $30,000
- Grants made (2025)
- 5
- Average grant
- $6,000
- Median grant
- $5,000
- Total assets
- $548,434
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$548K
+0.5% YoY
Annual Giving
$30K
+7.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$6K
+7.1% YoY
Under IRS private-foundation payout rules, Floyd R Carlson Charitable Trust XXXXX6000 reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
How Floyd R Carlson Charitable Trust XXXXX6000 gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 95% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $27K (2021) to $39K (2019). In 2025 it made 5 grants totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of Georgetown ($10K). Together the top 5 received $30K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Georgetown Georgetown, TX | General | $10,000 |
| The YMCA of Greater Williamson County Round Rock, TX | General | $7,500 |
| Clay Madsen Benefit Fund Inc Round Rock, TX | General | $5,000 |
| Children at Heart Foundation Round Rock, TX | General | $5,000 |
| Fellowship of Christian Athletes Spicewood, TX | General | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $548,434 | $545,647 | $548,615 |
| Revenue | $48,087 | $42,378 | $33,831 |
| Expenses | $45,380 | $42,558 | $41,772 |
| Qualifying Distributions | $35,726 | $33,455 | $33,907 |
| Net Investment Income | $39,052 | $33,734 | $22,954 |
| Distributable Amount | $37,576 | $35,807 | $32,710 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Floyd R Carlson Charitable Trust XXXXX6000's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$13K (2019) → $15K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Floyd R Carlson Charitable Trust XXXXX6000
How much does Floyd R Carlson Charitable Trust XXXXX6000 give each year?
Floyd R Carlson Charitable Trust XXXXX6000 gave $30K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 5 grants.
What is Floyd R Carlson Charitable Trust XXXXX6000's typical grant size?
Floyd R Carlson Charitable Trust XXXXX6000's median grant in 2025 was $5,000, and its average grant was $6,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Floyd R Carlson Charitable Trust XXXXX6000 give grants?
Floyd R Carlson Charitable Trust XXXXX6000 gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Round Rock, TX (3 grants).
Does Floyd R Carlson Charitable Trust XXXXX6000 give general operating support?
Yes: 100% of Floyd R Carlson Charitable Trust XXXXX6000's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Floyd R Carlson Charitable Trust XXXXX6000's largest grantees?
Floyd R Carlson Charitable Trust XXXXX6000's largest 2025 grantees include Boys & Girls Club of Georgetown ($10,000), The YMCA of Greater Williamson County ($7,500) and Clay Madsen Benefit Fund Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Floyd R Carlson Charitable Trust XXXXX6000?
Floyd R Carlson Charitable Trust XXXXX6000 reported $548K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $38K (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.
What is Floyd R Carlson Charitable Trust XXXXX6000's EIN?
Floyd R Carlson Charitable Trust XXXXX6000's EIN (Employer Identification Number) is 74-6355588. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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