Private foundation (trust)EIN 846784871Est. 2020-05

THE CAROLINA TRUST

BRENTWOOD, TN 37024

Total Assets

$2.9M

FY 2023

Annual Giving

$30K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$30K

FY 2023

Grant Range

$30K–$30K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$54K

Total Expenses

$93K

Qualifying Distributions

$39K

Distributable Amount

$142K

Min. Investment Return

$143K

Undistributed Income

$142K

Payout rate 28%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.28%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $43K in 2022. Hover bars for details.

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

Top Recipients

4 grants

THE EDUCATIONAL FOUNDATION INC
$58K
2 grants
FELLOWSHIP BIBLE CHURCH
$10K
1 grant
ANDREA BOCELLI FOUNDATION
$5K
1 grant

Grant Size Distribution

4 grants

<$10K
2
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

North Carolina
$58K
85% of total
Tennessee
$10K
15% of total

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THE CAROLINA TRUST — Grants, Financials & Contact | Grantivo