Hazel Crosby Carlton Foundation Inc

LAKELAND, FL EIN: 20-3163711

Hazel Crosby Carlton Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKELAND, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $177K in total assets. In 2024, it awarded 2 grants totaling $41K. Net investment income was $204.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$177K

-17.9% YoY

Annual Giving

$41K

-40.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-40.7% YoY

Under IRS private-foundation payout rules, Hazel Crosby Carlton Foundation Inc reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Hazel Crosby Carlton Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $288K (77%)

Illinois $87K (23%)

States

Florida Illinois

Cities

BartowCartervilleLakeland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$176,924	$215,419	$283,814
Revenue	$2,832	$399	$118,557
Expenses	$44,966	$70,348	$47,862
Qualifying Distributions	$40,894	$68,930	$35,075
Net Investment Income	$204	—	$111,996
Distributable Amount	$3,185	$646	$7,908

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Options for Women ($21,000), John a Logan College Foundation ($19,894).

Recipient	Purpose	Amount
JOHN A LOGAN COLLEGE FOUNDATION CARTERVILLE, IL	FUNDINGS FOR BETTY FRANCES MATTINGLY	$19,894
OPTIONS FOR WOMEN LAKELAND, FL	TO SUPPORT GENERAL PROGRAM	$21,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CYNTHIA L BUNCH	PRESIDENT/TR	—	—
CHARLES A FUNK	DIRECTOR	—	—
KATHY J SERGI	DIRECTOR	—	—
LIEF G GOODSON	DIRECTOR	—	—
NILA C WATKINS	DIRECTOR	—	—
OMAR GARCIA	OFFICER	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Hazel Crosby Carlton Foundation Inc?

Hazel Crosby Carlton Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKELAND, FL. It holds $177K in total assets as of 2024.

How large is Hazel Crosby Carlton Foundation Inc?

As of 2024, Hazel Crosby Carlton Foundation Inc holds $177K in total assets with $3K in annual revenue. It awarded 2 grants totaling $41K in 2024.

Where does Hazel Crosby Carlton Foundation Inc operate?

Hazel Crosby Carlton Foundation Inc has awarded grants in Florida, Illinois.

What size grants does Hazel Crosby Carlton Foundation Inc award?

In 2024, Hazel Crosby Carlton Foundation Inc awarded 2 grants totaling $41K — an average of about $20K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hazel Crosby Carlton Foundation Inc reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hazel Crosby Carlton Foundation Inc's EIN?

Hazel Crosby Carlton Foundation Inc's EIN (Employer Identification Number) is 20-3163711. IRS Form 990 filing data is available on this page for 2020–2024.