Peter Bradley Carlson Charitable Tr FB105

Private foundation · Grantmaker San Antonio, TX EIN: 74-6564793

Peter Bradley Carlson Charitable Tr FB105 is a private foundation, based in San Antonio, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $699K in total assets. In 2026, it made $12K in qualifying distributions. Net investment income was $43K.

Key facts about Peter Bradley Carlson Charitable Tr FB105

EIN
74-6564793
Latest 990 filing
Form 990-PF, 2026
Total assets
$699,470

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$699K

-2.7% YoY

Revenue

$57K

+9.1% YoY

Qualifying Distributions

$12K

-78.0% YoY

Expenses

$26K

-59.0% YoY

Under IRS private-foundation payout rules, Peter Bradley Carlson Charitable Tr FB105 reported a distributable amount of $45K for 2026 — the minimum it must pay out in qualifying distributions.

How Peter Bradley Carlson Charitable Tr FB105 gives

  • Giving grew 61% from 2022 to 2025. Method
  • In 2026 it paid out 28% 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

States

Cities

San Antonio

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 0 grants2026

From 2021 to 2025, annual grant giving ranged from $30K (2021) to $50K (2025). In 2025 it made 1 grant totaling $50K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

3<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2026.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$699,470$718,539$679,321
Revenue$56,631$51,911$34,106
Expenses$25,700$62,725$52,865
Qualifying Distributions$12,411$56,362$45,939
Net Investment Income$43,343$45,548$28,167
Distributable Amount$44,978$42,738$39,852

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 10, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Peter Bradley Carlson Charitable Tr FB105's only listed officer is Frost Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2026 filing

  • Frost Bank

    Trustee

    On filings since 2021

    40 hrs/week

    $10K (2021) → $23K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Frost Bank — Trustee: $23KFrost BankTrustee$23K

The highest reported compensation on the 2026 filing was $23K, to Frost Bank (Trustee).

Frequently asked questions about Peter Bradley Carlson Charitable Tr FB105

How large is Peter Bradley Carlson Charitable Tr FB105?

Peter Bradley Carlson Charitable Tr FB105 reported $699K in total assets on its 2026 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $45K (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.

Where does Peter Bradley Carlson Charitable Tr FB105 operate?

Peter Bradley Carlson Charitable Tr FB105 has awarded grants in Texas.

What is Peter Bradley Carlson Charitable Tr FB105's EIN?

Peter Bradley Carlson Charitable Tr FB105's EIN (Employer Identification Number) is 74-6564793. IRS Form 990 filing data is available on this page for 2021–2026.

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

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