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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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