Robert M & Lenore W Carrier Foundation
Robert M & Lenore W Carrier Foundation is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $102K. Net investment income was $193K.
Robert M & Lenore W Carrier Foundation at a glance
In short: Robert M & Lenore W Carrier Foundation gave $102K across 1 grant in 2025 (avg $102K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $101,970
- +7.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $101,970
- +7.0% vs 2024
- Median grant
- $101,970
- Total assets
- $1,961,623
- +4.3% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert M & Lenore W Carrier Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The University of Mississippi Foundation ($102K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Robert M & Lenore W Carrier Foundation gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 91% 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 2025, annual grant giving ranged from $92K (2020) to $109K (2022). In 2025 it made 1 grant totaling $102K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Mississippi Foundation Oxford, MS | General Operating | $101,970 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,961,623 | $223,035 | $141,209 | $101,970 | 1 | $109,368 | $193,221 | $120,650 |
| 2024 | $1,881,345 | $226,381 | $130,932 | $95,337 | 1 | $109,840 | $205,789 | $116,473 |
| 2023 | $1,785,896 | $78,565 | $133,930 | $102,100 | 1 | $115,636 | $59,426 | $108,873 |
| 2022 | $1,841,261 | $104,783 | $150,331 | $108,724 | 1 | $122,766 | $82,694 | $116,142 |
| 2021 | $1,886,719 | $249,753 | $133,245 | $93,715 | 1 | — | $226,962 | $122,904 |
| 2020 | $1,770,211 | $60,556 | $124,154 | $92,391 | 1 | — | $41,325 | $106,247 |
Under IRS private-foundation payout rules, Robert M & Lenore W Carrier Foundation reported a distributable amount of $121K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert M & Lenore W Carrier Foundation's only listed officer is Regions Bank Trust Dept, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Regions Bank Trust Dept
Trustee
New on the 2025 filing
1 hr/week
$30K (2025)
Former officers (1)
- Former: Regions Natl Bank (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $30K, to Regions Bank Trust Dept (Trustee).
Frequently asked questions about Robert M & Lenore W Carrier Foundation
How much does Robert M & Lenore W Carrier Foundation give each year?
Robert M & Lenore W Carrier Foundation gave $102K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 1 grant.
How large is Robert M & Lenore W Carrier Foundation?
Robert M & Lenore W Carrier Foundation reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $109K in qualifying distributions that year, against a required minimum of $121K (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 M & Lenore W Carrier Foundation operate?
Robert M & Lenore W Carrier Foundation has awarded grants in Mississippi.
What is Robert M & Lenore W Carrier Foundation's EIN?
Robert M & Lenore W Carrier Foundation's EIN (Employer Identification Number) is 62-6035575. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
- IRS filings on file for fiscal years 2020–2024
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