Woodbery Carlton Foundation

WAUCHULA, FL EIN: 65-0068703

Woodbery Carlton Foundation is a private foundation, based in WAUCHULA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 3 grants totaling $118K. Net investment income was $115K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+2.1% YoY

Annual Giving

$118K

+5.9% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$39K

+5.9% YoY

Under IRS private-foundation payout rules, Woodbery Carlton Foundation reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.

About Woodbery Carlton Foundation

Based on IRS filings

Woodbery Carlton Foundation is a private foundation, based in WAUCHULA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 3 grants totaling $118K. Net investment income was $115K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

LoridaOnaTampaWauchulaZolfo Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$83K$166K$248K$331K20202021202220232024
Metric202420232022
Total Assets$2,385,971$2,336,539$2,219,170
Revenue$178,092$195,855$142,759
Expenses$127,892$121,327$128,486
Qualifying Distributions$119,800$113,725$120,675
Net Investment Income$114,541$114,833$79,125
Distributable Amount$86,128$80,117$82,472

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$62K$92K$123K3 grants20203 grants20215 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

FLORIDA STATE FAIR AUTHO…$105KORANGE BLOSSOM BAPTIST A…$10KHANNAH'S HOUSE$3K

Grant Size Distribution

17 grants across all recorded years

12<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Florida State Fair Authority ($105,000), Orange Blossom Baptist Association ($10,000), Hannah's House ($2,500).

RecipientPurposeAmount
FLORIDA STATE FAIR AUTHORITY TAMPA, FLSUPPORT$105,000
ORANGE BLOSSOM BAPTIST ASSOCIATION LORIDA, FLSUPPORT$10,000
HANNAH'S HOUSE WAUCHULA, FLSUPPORT$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DOYLE E CARLTON IIITRUSTEE0.25
JANE CARLTON DURANDOTRUSTEE0.25
SUSAN C SMITHTRUSTEE0.25
WALTER S FARRTRUSTEE0.5

Frequently Asked Questions

How large is Woodbery Carlton Foundation?

As of 2024, Woodbery Carlton Foundation holds $2.4M in total assets with $178K in annual revenue. It awarded 3 grants totaling $118K in 2024.

Where does Woodbery Carlton Foundation operate?

Woodbery Carlton Foundation has awarded grants in Florida.

What size grants does Woodbery Carlton Foundation award?

In 2024, Woodbery Carlton Foundation awarded 3 grants totaling $118K — an average of about $39K per grant, based on its IRS Form 990 filings.

How much is Woodbery Carlton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Woodbery Carlton Foundation reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Woodbery Carlton Foundation's EIN?

Woodbery Carlton Foundation's EIN (Employer Identification Number) is 65-0068703. IRS Form 990 filing data is available on this page for 2020–2024.

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

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