Herbert & Edith Carlson Char Fdn Tua
Herbert & Edith Carlson Char Fdn Tua is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 5 grants totaling $100K. Net investment income was $246K.
Key facts about Herbert & Edith Carlson Char Fdn Tua
In short: Herbert & Edith Carlson Char Fdn Tua gave $100K across 5 grants in 2025 (avg $20K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 59-7109120
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $99,808
- Grants made (2025)
- 5
- Average grant
- $19,962
- Median grant
- $24,952
- Total assets
- $2,767,307
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.8M
+5.1% YoY
Annual Giving
$100K
-28.8% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$20K
-0.3% YoY
Under IRS private-foundation payout rules, Herbert & Edith Carlson Char Fdn Tua reported a distributable amount of $169K for 2025 — the minimum it must pay out in qualifying distributions.
How Herbert & Edith Carlson Char Fdn Tua gives
- Giving fell 57% from 2022 to 2025. Method
- In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $100K (2025) to $234K (2022). In 2025 it made 5 grants totaling $100K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($25K). Together the top 5 received $100K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 29 grants of 30 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Tampa, FL | General Operating | $24,952 |
| John Hopkins All Childrens Hospital Fdn St Petersburg, FL | General Operating | $24,952 |
| Hospice Fdn of the FL Suncoast Clearwater, FL | General Operating | $24,952 |
| Hope Villages of America Clearwater, FL | General Operating | $12,476 |
| Homeless Empowerment Project Inc Clearwater, FL | General Operating | $12,476 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,767,307 | $2,634,228 | $2,626,688 |
| Revenue | $277,211 | $184,836 | $104,799 |
| Expenses | $140,799 | $177,017 | $183,409 |
| Qualifying Distributions | $107,703 | $147,805 | $152,737 |
| Net Investment Income | $246,228 | $155,297 | $77,865 |
| Distributable Amount | $169,229 | $162,557 | $150,744 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Herbert & Edith Carlson Char Fdn Tua's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$29K (2020) → $34K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $34K, to Regions Bank (Trustee).
Frequently asked questions about Herbert & Edith Carlson Char Fdn Tua
How much does Herbert & Edith Carlson Char Fdn Tua give each year?
Herbert & Edith Carlson Char Fdn Tua gave $100K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $140K across 7 grants.
What is Herbert & Edith Carlson Char Fdn Tua's typical grant size?
Herbert & Edith Carlson Char Fdn Tua's median grant in 2025 was $24,952, and its average grant was $19,962, across 5 grants on its 2025 IRS Form 990-PF.
Where does Herbert & Edith Carlson Char Fdn Tua give grants?
Herbert & Edith Carlson Char Fdn Tua gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Clearwater, FL (3 grants).
Does Herbert & Edith Carlson Char Fdn Tua give general operating support?
Yes: 100% of Herbert & Edith Carlson Char Fdn Tua's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Herbert & Edith Carlson Char Fdn Tua's largest grantees?
Herbert & Edith Carlson Char Fdn Tua's largest 2025 grantees include Shriners Hospitals for Children ($24,952), John Hopkins All Childrens Hospital Fdn ($24,952) and Hospice Fdn of the FL Suncoast ($24,952), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Herbert & Edith Carlson Char Fdn Tua?
Herbert & Edith Carlson Char Fdn Tua reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $169K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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