Robert Carleton Fund XXXXX0000

Private foundation · Grantmaker Chicago, IL EIN: 13-6833622

Robert Carleton Fund XXXXX0000 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grant totaling $164K. Net investment income was $225K.

Key facts about Robert Carleton Fund XXXXX0000

In short: Robert Carleton Fund XXXXX0000 gave $164K across 1 grant in 2025 (avg $164K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-6833622
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$163,918
Grants made (2025)
1
Average grant
$163,918
Median grant
$163,918
Total assets
$2,813,235
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

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

1

+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.

How Robert Carleton Fund XXXXX0000 gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 93% 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 the 2025 grant dollars on its one itemized grant.

States

Cities

Pawling

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grant2019 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $149K (2019) to $170K (2023). In 2025 it made 1 grant totaling $164K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Trinity-Pawling School: $164KTrinity-Pawling School$164K

The largest 2025 recipient was Trinity-Pawling School ($164K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trinity-Pawling School Pawling, NYGeneral$163,918

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Robert Carleton Fund XXXXX0000's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2019

    2 hrs/week

    $40K (2019) → $33K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

JP Morgan Chase Bank NA — Trustee: $33KJP Morgan Chase Bank NATrustee$33K

The highest reported compensation on the 2025 filing was $33K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Robert Carleton Fund XXXXX0000

How much does Robert Carleton Fund XXXXX0000 give each year?

Robert Carleton Fund XXXXX0000 gave $164K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $152K across 1 grant.

How large is Robert Carleton Fund XXXXX0000?

Robert Carleton Fund XXXXX0000 reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $191K (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 Robert Carleton Fund XXXXX0000 operate?

Robert Carleton Fund XXXXX0000 has awarded grants in New York.

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 2019–2025.

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

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