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
Ready to take the next step with Herbert & Annie Carlton Foundation?
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.
Explore Open Grants
Browse active grant opportunities in Herbert & Annie Carlton Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Jack Kent Cooke Foundation
LANSDOWNE, VA
Assets
$890.3M
Grants
1,419
Total Given
$24.4M
The Northrop Grumman Foundation
FALLS CHURCH, VA
Assets
$20.1M
Grants
1,284
Total Given
$12.4M
Donors Trust Inc
ALEXANDRIA, VA
Assets
$1.4B
Grants
919
Total Given
$282.1M
The Community Foundation Inc
RICHMOND, VA
Assets
$852.4M
Grants
917
Total Given
$61.8M
America's Charities
CHANTILLY, VA
Assets
$28.0M
Grants
889
Total Given
$18.9M
Dominion Energy Charitable Foundation
RICHMOND, VA
Assets
—
Grants
773
Total Given
$16.4M
The Nature Conservancy
ARLINGTON, VA
Assets
$9.5B
Grants
627
Total Given
$54.1M
Foster Foundation
BROOKNEAL, VA
Assets
$16.8M
Grants
530
Total Given
$900K
Charlottesville Area Community
CHARLOTTESVILLE, VA
Assets
$292.3M
Grants
437
Total Given
$27.9M
Jt-minnie Maude Charitable Trust
DANVILLE, VA
Assets
$51.2M
Grants
433
Total Given
$2.3M
Fauquier Health Foundation
WARRENTON, VA
Assets
$287.4M
Grants
331
Total Given
$8.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Herbert & Annie Carlton Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities