Robert Carleton Fund Xxxxx0000

CHICAGO, IL EIN: 13-6833622

Robert Carleton Fund Xxxxx0000 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grants totaling $164K. Net investment income was $225K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+1.6% YoY

Annual Giving

$164K

+7.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$164K

+7.7% YoY

Under IRS private-foundation payout rules, Robert Carleton Fund Xxxxx0000 reported a distributable amount of $191K for 2025 — the minimum it must pay out in qualifying distributions.

About Robert Carleton Fund Xxxxx0000

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $806K (100%)

States

New York

Cities

Pawling

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,813,235	$2,768,259	$2,743,868
Revenue	$246,200	$209,735	$189,153
Expenses	$200,499	$184,883	$200,428
Qualifying Distributions	$176,865	$163,713	$180,954
Net Investment Income	$225,494	$190,814	$170,735
Distributable Amount	$190,713	$175,488	$163,358

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Trinity-pawling School ($163,918).

Recipient	Purpose	Amount
TRINITY-PAWLING SCHOOL PAWLING, NY	GENERAL	$163,918

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Robert Carleton Fund Xxxxx0000?

As of 2025, Robert Carleton Fund Xxxxx0000 holds $2.8M in total assets with $246K in annual revenue. It awarded 1 grants totaling $164K in 2025.

Where does Robert Carleton Fund Xxxxx0000 operate?

Robert Carleton Fund Xxxxx0000 has awarded grants in New York.

What size grants does Robert Carleton Fund Xxxxx0000 award?

In 2025, Robert Carleton Fund Xxxxx0000 awarded 1 grants totaling $164K — an average of about $164K per grant, based on its IRS Form 990 filings.

How much is Robert Carleton Fund Xxxxx0000 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Robert Carleton Fund Xxxxx0000 reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert Carleton Fund Xxxxx0000's EIN?

Robert Carleton Fund Xxxxx0000's EIN (Employer Identification Number) is 13-6833622. IRS Form 990 filing data is available on this page for 2021–2025.