The Carlilian Foundation is a private foundation focused on Children and youth, based in SCHENECTADY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 15 grants totaling $256K. Net investment income was $398K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+16.9% YoY

Annual Giving

$256K

-2.6% YoY

Grant Count

15

+25.0% YoY

Avg Grant Size

$17K

-22.1% YoY

Under IRS private-foundation payout rules, The Carlilian Foundation reported a distributable amount of $287K for 2024 — the minimum it must pay out in qualifying distributions.

About The Carlilian Foundation

Based on IRS filings

The Carlilian Foundation is a private foundation focused on Children and youth, based in SCHENECTADY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 15 grants totaling $256K. Net investment income was $398K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AlbanyBurnt HillsClifton ParkEsperanceGlenvilleMenandsNiskayunaNuskayunaRensselaerSchenectadySchentadyScotia

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$247K$494K$741K$988K20202021202220232024
Metric202420232022
Total Assets$4,304,551$3,682,984$3,249,144
Revenue$898,113$730,283$258,545
Expenses$276,546$268,943$285,272
Qualifying Distributions$255,882$262,733$263,802
Net Investment Income$398,113$230,283$258,545
Distributable Amount$286,522$241,892$224,827

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$132K$198K$264K15 grants20207 grants202118 grants202212 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROSE GARDEN RESTORATION …$99KSCHOHARIE RIVER CENTER$25KYWCA OF NENY$25KSCHENECTADY LIGHT OPERA …$15KSAMARITAN COUNSELING CEN…$13KSCHENECTADY GUYANESE COM…$10KSEAT CENTER$10KGIRLS INCORPORATED OF TH…$10KSEAH INC$10KSUNY SCHENECTADY COUNTY …$10K

Grant Size Distribution

67 grants across all recorded years

62<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from The Carlilian Foundation

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rose Garden Restoration Committee ($98,882), Schoharie River Center ($25,000), Ywca of Neny ($25,000).

RecipientPurposeAmount
ROSE GARDEN RESTORATION COMMITTEE SCHENECTADY, NYMAINTAIN ROSE GARDEN$98,882
SCHENECTADY GUYANESE COMM CTR SCHENECTADY, NY2024 Grant - General Purpose$10,000
PROCTORS SCHENECTADY, NY2024 Grant - General Purpose$5,000
MUSIC HAVEN SUMMER CONCERT SERIES SCHENECTADY, NY2024 Grant - General Purpose$2,500
SEAT CENTER SCHENECTADY, NY2024 Grant - General Purpose$10,000
SAMARITAN COUNSELING CENTER Scotia, NY2024 Grant - General Purpose$12,500
SCHOHARIE RIVER CENTER Esperance, NY2024 Grant - General Purpose$25,000
SALVATION ARMY Schenectady, NY2024 Grant - General Purpose$5,000
CONCERNED FOR THE HUNGRY Schenectady, NY2024 Grant - General Purpose$7,000
YWCA OF NENY Schenectady, NY2024 Grant - General Purpose$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DESTINY WATKINSVice Chair1
ROBERT CARREAUChairman1
JENNIFER LUDWIGTrustee1.5
SPERO ZOULASTrustee1
MAUREEN OBIETrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Carlilian Foundation?

The Carlilian Foundation is a private foundation focused on Children and youth, based in SCHENECTADY, NY. It holds $4.3M in total assets as of 2024.

How large is The Carlilian Foundation?

As of 2024, The Carlilian Foundation holds $4.3M in total assets with $898K in annual revenue. It awarded 15 grants totaling $256K in 2024.

Where does The Carlilian Foundation operate?

The Carlilian Foundation has awarded grants in New York.

What size grants does The Carlilian Foundation award?

In 2024, The Carlilian Foundation awarded 15 grants totaling $256K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is The Carlilian Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carlilian Foundation reported a distributable amount of $287K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Carlilian Foundation's EIN?

The Carlilian Foundation's EIN (Employer Identification Number) is 14-6049444. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Carlilian Foundation's focus areas in our free grants database

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

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