Jeffrey Carlton Foundation 105848-000

Private foundation · Grantmaker Wilmington, DE EIN: 38-7095011

Jeffrey Carlton Foundation 105848-000 is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $41.5M in total assets. In 2024, it awarded 3 grants totaling $2.2M. Net investment income was $2.8M.

Key facts about Jeffrey Carlton Foundation 105848-000

In short: Jeffrey Carlton Foundation 105848-000 gave $2.2M across 3 grants in 2024 (avg $724K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
38-7095011
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,171,970
Grants made (2024)
3
Average grant
$723,990
Median grant
$723,990
Total assets
$41,508,753
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$41.5M

-0.8% YoY

Annual Giving

$2.2M

-12.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$724K

-12.4% YoY

Under IRS private-foundation payout rules, Jeffrey Carlton Foundation 105848-000 reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.

How Jeffrey Carlton Foundation 105848-000 gives

  • Giving held roughly steady from 2021 to 2024 (−13%). Method
  • In 2024 it paid out 92% 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

1state

Share of 2024 grant dollars across all 3 itemized grants.

States

Cities

Los AngelesPasadenaSanta Ana

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $2.2M (2024) to $2.8M (2022). In 2024 it made 3 grants totaling $2.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Orange County Bar Foundation DBA Project Youth Oc: $724KOrange County Bar FoundationDBA Project Youth Oc$724KUniversity of Southern California: $724KUniversity of SouthernCalifornia$724KPrinciples Inc (DBA Impact Drug & Alcohol Treatment Center): $724KPrinciples Inc (DBA ImpactDrug & Alcohol Treatment…$724K

The largest 2024 recipient was Orange County Bar Foundation DBA Project Youth Oc ($724K). Together the top 3 received $2.2M.

Grant Size Distribution

15 grants across all recorded years

<$50K$50–100K$100–250K$250–500K15$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Orange County Bar Foundation DBA Project Youth Oc Santa Ana, CAGeneral Operations Fund$723,990
University of Southern California Los Angeles, CAGeneral Operations Fund$723,990
Principles Inc (DBA Impact Drug & Alcohol Treatment Center) Pasadena, CAGeneral Operations Fund$723,990

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$41,508,753$41,846,936$41,201,597
Revenue$2,815,009$3,338,703$1,589,981
Expenses$2,554,301$2,836,957$3,329,521
Qualifying Distributions$2,503,468$2,791,176$3,097,014
Net Investment Income$2,788,169$3,300,194$1,538,215
Distributable Amount$2,716,869$2,517,338$2,668,762

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Jeffrey Carlton Foundation 105848-000's only listed officer is Wilmington Trust Company, Trustee on filings since 2020 (compensated).

Officers on the 2024 filing

  • Wilmington Trust Company

    Trustee

    On filings since 2020

    2 hrs/week

    $186K (2020) → $331K (2024)

Former officers (1)
  • Former: Wilmington Trust (2022–2023) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Wilmington Trust Company — Trustee: $331KWilmington Trust CompanyTrustee$331K

The highest reported compensation on the 2024 filing was $331K, to Wilmington Trust Company (Trustee).

Frequently asked questions about Jeffrey Carlton Foundation 105848-000

How much does Jeffrey Carlton Foundation 105848-000 give each year?

Jeffrey Carlton Foundation 105848-000 gave $2.2M across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.5M across 3 grants.

What is Jeffrey Carlton Foundation 105848-000's typical grant size?

Jeffrey Carlton Foundation 105848-000's median grant in 2024 was $723,990, and its average grant was $723,990, across 3 grants on its 2024 IRS Form 990-PF.

Where does Jeffrey Carlton Foundation 105848-000 give grants?

Jeffrey Carlton Foundation 105848-000 gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does Jeffrey Carlton Foundation 105848-000 give general operating support?

Yes: 100% of Jeffrey Carlton Foundation 105848-000's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Jeffrey Carlton Foundation 105848-000?

Jeffrey Carlton Foundation 105848-000 reported $41.5M in total assets on its 2024 IRS Form 990-PF. It paid out $2.5M in qualifying distributions that year, against a required minimum of $2.7M (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 Jeffrey Carlton Foundation 105848-000's EIN?

Jeffrey Carlton Foundation 105848-000's EIN (Employer Identification Number) is 38-7095011. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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