Private foundation (trust)EIN 581947471Est. 1991-08

CARLTON FOUNDATION

BIRMINGHAM, AL 35202

Accepts unsolicited proposals

Total Assets

$559K

FY 2023

Annual Giving

$27K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$4K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$18K

Total Expenses

$37K

Qualifying Distributions

$30K

Distributable Amount

$27K

Min. Investment Return

$27K

Undistributed Income

$22K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $500 through median $1K to maximum $4K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $27K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

82 grants

ARTESIAN ALLIANCE
$12K
3 grants
DEERFIELD-WINDSOR SCHOOL
$12K
3 grants
PHOEBE FOUNDATION
$11K
5 grants
ALBANY HUMANE SOCIETY
$10K
5 grants
ALBANY MUSEUM OF ART
$10K
5 grants
DEERFIELDWINDSOR SCHOOL
$8K
2 grants
YOUNG LIFE OF ALBANY
$6K
5 grants
CHILDREN'S HEALTHCARE OF ATLANTA FDN
$6K
2 grants

Grant Size Distribution

82 grants

<$10K
82
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Georgia
$121K
90% of total
Maryland
$5K
4% of total
Tennessee
$4K
3% of total
District of Columbia
$2K
1% of total
California
$2K
1% of total
Oregon
$1K
1% of total

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CARLTON FOUNDATION — Grants, Financials & Contact | Grantivo