Albert E and Ethel I Carlton Foundation

SAINT LOUIS, MO EIN: 84-6331869

Albert E and Ethel I Carlton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 3 grants totaling $621K. Net investment income was $509K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.2M

-1.5% YoY

Annual Giving

$621K

-6.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$207K

-6.2% YoY

Under IRS private-foundation payout rules, Albert E and Ethel I Carlton Foundation reported a distributable amount of $704K for 2024 — the minimum it must pay out in qualifying distributions.

About Albert E and Ethel I Carlton Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $2.9M (100%)

States

Colorado

Cities

CentennialColorado SpringColorado SpringsEnglewood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,246,094	$8,375,553	$8,689,705
Revenue	$634,465	$396,721	$544,499
Expenses	$765,529	$794,772	$774,878
Qualifying Distributions	$634,913	$675,162	$632,370
Net Investment Income	$509,485	$412,608	$419,839
Distributable Amount	$703,871	$635,746	$664,513

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Colorado College ($209,075), Penrose St Francis Health Foundation ($208,453), Grace Episcopal Church ($203,701).

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$119,344

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Albert E and Ethel I Carlton Foundation?

Albert E and Ethel I Carlton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $8.2M in total assets as of 2024.

How large is Albert E and Ethel I Carlton Foundation?

As of 2024, Albert E and Ethel I Carlton Foundation holds $8.2M in total assets with $634K in annual revenue. It awarded 3 grants totaling $621K in 2024.

Where does Albert E and Ethel I Carlton Foundation operate?

Albert E and Ethel I Carlton Foundation has awarded grants in Colorado.

What size grants does Albert E and Ethel I Carlton Foundation award?

In 2024, Albert E and Ethel I Carlton Foundation awarded 3 grants totaling $621K — an average of about $207K per grant, based on its IRS Form 990 filings.

How much is Albert E and Ethel I Carlton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert E and Ethel I Carlton Foundation reported a distributable amount of $704K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Albert E and Ethel I Carlton Foundation's EIN?

Albert E and Ethel I Carlton Foundation's EIN (Employer Identification Number) is 84-6331869. IRS Form 990 filing data is available on this page for 2020–2024.