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 2019 through 2023. In 2023, it awarded 1 grant totaling $8K. Net investment income was $10.
Herbert & Annie Carlton Foundation at a glance
In short: Herbert & Annie Carlton Foundation gave $8K across 1 grant in 2023 (avg $8K), mostly in Virginia. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $7,883
- -43.7% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $7,883
- -43.7% vs 2022
- Median grant
- $7,883
- Primary geography
- Virginia (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Herbert & Annie Carlton Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Herbert & Annie Carlton Foundation gives
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2023, annual grant giving ranged from $8K (2023) to $18K (2019). In 2023 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various Richmond, VA | Various | $7,883 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $-900 | $8,598 | $7,883 | 1 | $8,598 | $10 | $223 |
| 2022 | $10,886 | $269 | $14,060 | $14,000 | 1 | $14,060 | $269 | $681 |
| 2021 | $24,344 | $13,847 | $10,607 | $10,605 | 1 | — | $178 | $1,069 |
| 2019 | $14,418 | $16,014 | $19,092 | $17,775 | 1 | — | $489 | $731 |
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.
Leadership & Key People
Officers and directors from IRS filings
Herbert & Annie Carlton Foundation is led by William G Hollowell, President since 2021 (on filings since 2019); none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
William G Hollowell
President
Vice President → President, 2021
On filings since 2019
1 hr/week
No compensation reported
Martha H Orcutt
Treasurer
On filings since 2021
No compensation reported
Former officers (4)
- Former: Philip C Hollowell (2019–2022) — Vice President
- Former: Carolyn C. Hollowell (2019) — President
- Former: Martha A. Hollowell (2019) — Vice President
- Former: Z. Greene Hollowell (2019) — Treasurer
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herbert & Annie Carlton Foundation
How much does Herbert & Annie Carlton Foundation give each year?
Herbert & Annie Carlton Foundation gave $8K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $14K across 1 grant.
What is Herbert & Annie Carlton Foundation?
Herbert & Annie Carlton Foundation is a private foundation focused on Education, based in Richmond, VA.
Where does Herbert & Annie Carlton Foundation operate?
Herbert & Annie Carlton Foundation has awarded grants in Virginia.
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 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS January 31, 2020)
- IRS filings on file for fiscal years 2021–2023
Live grants for the work Herbert & Annie Carlton Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Herbert & Annie Carlton Foundation's focus areas in our free grants database
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