Jeffrey Carlton Foundation 105848-000
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.
Jeffrey Carlton Foundation 105848-000 at a glance
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.
- Annual giving (2024)
- $2,171,970
- -12.4% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $723,990
- -12.4% vs 2023
- Median grant
- $723,990
- Total assets
- $41,508,753
- -0.8% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Jeffrey Carlton Foundation 105848-000 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
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
The most common grant size was in the $500K–1M range: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orange County Bar Foundation DBA Project Youth Oc Santa Ana, CA | General Operations Fund | $723,990 |
| University of Southern California Los Angeles, CA | General Operations Fund | $723,990 |
| Principles Inc (DBA Impact Drug & Alcohol Treatment Center) Pasadena, CA | General Operations Fund | $723,990 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $41,508,753 | $2,815,009 | $2,554,301 | $2,171,970 | 3 | $2,503,468 | $2,788,169 | $2,716,869 |
| 2023 | $41,846,936 | $3,338,703 | $2,836,957 | $2,478,426 | 3 | $2,791,176 | $3,300,194 | $2,517,338 |
| 2022 | $41,201,597 | $1,589,981 | $3,329,521 | $2,768,469 | 3 | $3,097,014 | $1,538,215 | $2,668,762 |
| 2021 | $43,613,854 | $3,942,266 | $3,056,153 | $2,510,136 | 3 | $2,859,549 | $3,795,419 | $2,911,856 |
| 2020 | $42,744,598 | $2,758,339 | $2,915,894 | $2,484,258 | 3 | — | $2,520,655 | $2,490,365 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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