Herbert & Annie Carlton Foundation
Herbert & Annie Carlton Foundation is a private foundation focused on Education, based in RICHMOND, VA. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $8K. Net investment income was $10.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$8K
-43.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
-43.7% YoY
Under IRS private-foundation payout rules, Herbert & Annie Carlton Foundation reported a distributable amount of $223 for 2023 — the minimum it must pay out in qualifying distributions.
About Herbert & Annie Carlton Foundation
Based on IRS filings
Herbert & Annie Carlton Foundation is a private foundation focused on Education, based in RICHMOND, VA. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $8K. Net investment income was $10.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $10,886 | $24,344 |
| Revenue | $-900 | $269 | $13,847 |
| Expenses | $8,598 | $14,060 | $10,607 |
| Qualifying Distributions | $8,598 | $14,060 | — |
| Net Investment Income | $10 | $269 | $178 |
| Distributable Amount | $223 | $681 | $1,069 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Various ($7,883).
| Recipient | Purpose | Amount |
|---|---|---|
| Various Richmond, VA | Various | $7,883 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William G Hollowell | President | 1 | — |
| Martha H Orcutt | Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herbert & Annie Carlton Foundation?
Herbert & Annie Carlton Foundation is a private foundation focused on Education, based in RICHMOND, VA. It holds — in total assets as of 2023.
Where does Herbert & Annie Carlton Foundation operate?
Herbert & Annie Carlton Foundation has awarded grants in Virginia.
What size grants does Herbert & Annie Carlton Foundation award?
In 2023, Herbert & Annie Carlton Foundation awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Herbert & Annie Carlton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Herbert & Annie Carlton Foundation reported a distributable amount of $223 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert & Annie Carlton Foundation's EIN?
Herbert & Annie Carlton Foundation's EIN (Employer Identification Number) is 23-7092739. IRS Form 990 filing data is available on this page for 2021–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.