Herbert & Edith Carlson Char Fdn Tua
Herbert & Edith Carlson Char Fdn Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 7 grants totaling $140K. Net investment income was $155K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+0.3% YoY
Annual Giving
$140K
-3.7% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$20K
-31.2% YoY
Under IRS private-foundation payout rules, Herbert & Edith Carlson Char Fdn Tua reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.
About Herbert & Edith Carlson Char Fdn Tua
Based on IRS filings
Herbert & Edith Carlson Char Fdn Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 7 grants totaling $140K. Net investment income was $155K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,634,228 | $2,626,688 | $2,706,418 |
| Revenue | $184,836 | $104,799 | $168,294 |
| Expenses | $177,017 | $183,409 | $272,583 |
| Qualifying Distributions | $147,805 | $152,737 | $241,912 |
| Net Investment Income | $155,297 | $77,865 | $140,661 |
| Distributable Amount | $162,557 | $150,744 | $159,236 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include John Hopkins All Childrens Hospital Fdn ($35,045), Shriners Hospitals for Children ($32,417), Suncoast Hospice Foundation ($32,417).
| Recipient | Purpose | Amount |
|---|---|---|
| JOHN HOPKINS ALL CHILDRENS HOSPITAL FDN ST PETERSBURG, FL | GENERAL OPERATING | $35,045 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | GENERAL OPERATING | $2,629 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | GENERAL OPERATING | $32,417 |
| HOPE VILLAGES OF AMERICA CLEARWATER, FL | GENERAL OPERATING | $17,523 |
| SUNCOAST HOSPICE FOUNDATION CLEARWATER, FL | GENERAL OPERATING | $32,417 |
| HOMELESS EMERGENCY PROJECT INC CLEARWATER, FL | GENERAL OPERATING | $17,523 |
| HOSPICE FDN OF THE FL SUNCOAST CLEARWATER, FL | GENERAL OPERATING | $2,629 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $33,108 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herbert & Edith Carlson Char Fdn Tua?
Herbert & Edith Carlson Char Fdn Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $2.6M in total assets as of 2024.
How large is Herbert & Edith Carlson Char Fdn Tua?
As of 2024, Herbert & Edith Carlson Char Fdn Tua holds $2.6M in total assets with $185K in annual revenue. It awarded 7 grants totaling $140K in 2024.
Where does Herbert & Edith Carlson Char Fdn Tua operate?
Herbert & Edith Carlson Char Fdn Tua has awarded grants in Florida.
What size grants does Herbert & Edith Carlson Char Fdn Tua award?
In 2024, Herbert & Edith Carlson Char Fdn Tua awarded 7 grants totaling $140K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Herbert & Edith Carlson Char Fdn Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert & Edith Carlson Char Fdn Tua reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert & Edith Carlson Char Fdn Tua's EIN?
Herbert & Edith Carlson Char Fdn Tua's EIN (Employer Identification Number) is 59-7109120. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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