Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009
- Assets
- $263.1m
- Revenue
- $6.3m
- Investments
- $259.9m
- Employees
- 0
- Location
- Villa Park, CA
- Founding
- 03/2016
- Data as of
- 12/2022
- EIN
- 47-3812344
Organization Overview
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 is located in Villa Park, CA. The organization was established in 2016. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 generated $6.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (14.5%) each year. All expenses for the organization totaled $16.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 has awarded 28 individual grants totaling $106,200,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Northern Trust Company | 12/30/16 | $425,129 |
Deloitte Tax Llp | 12/30/16 | $138,886 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $503,798 |
| Dividends & Interest | $5,215,368 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $374,680 |
| Capital Gain Net Income | $104,607 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $204,576 |
| Total Revenue | $6,298,422 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $283,267 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $250,528 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,239 |
| Total operating and administrative expenses | $592,489 |
| Contributions, gifts, grants paid | $16,000,000 |
| Total expenses and disbursements | $16,592,489 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,153,607 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $54,979 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $259,867,286 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $263,075,872 |
| Accounts payable and accrued expenses | $66,971 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $66,971 |
Grants Awarded
Over the last fiscal year, Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 has awarded $16,000,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
HOAG HOSPITAL FOUNDATION PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,000,000 |
PARALYZED VETERANS OF AMERICA PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,000,000 |
PRINCIPLES INC DBA IMPACT DRUG AND ATC PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,000,000 |
ST JUDE CHILDREN'S RESEARCH HOSPITAL PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,000,000 |