Private foundation (trust)EIN 597109120Est. 1998-05
HERBERT & EDITH CARLSON CHAR FDN TUA
BIRMINGHAM, AL 35202
Total Assets
$3.2M
FY 2023
Annual Giving
$146K
FY 2023
Grants Made
5
FY 2023
Avg Grant
$29K
FY 2023
Grant Range
$18K–$36K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$105K
Total Expenses
$183K
Qualifying Distributions
$153K
Distributable Amount
$151K
Min. Investment Return
$152K
Undistributed Income
$85K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
5 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
28 grants
Grant Size Distribution
28 grants
Geographic Focus
1 states
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