Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009
- Assets
- $0.0
- Revenue
- $7.8m
- Investments
- $290.2m
- Employees
- 0
- Location
- Villa Park, CA
- Founding
- 03/2016
- Data as of
- 12/2020
- EIN
- 47-3812344
The information for Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 is as of the organization's most recent filing in December '21. This organization is located in Villa Park, CA. It has been in existence for 5 years, following its founding in 2016.
Organization Classification
The IRS classifies organizations according to the National Taxonomy of Exempt Entities (NTEE) system. The NTEE system helps the IRS assign a 3-character code to each organization to describe the organization's activities.
The Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 is classified under the NTEE code T22, which falls under the major classification of Philanthropy, Voluntarism & Grantmaking Foundations. The NTEE code indicates that the organization is a Private Independent Foundation. Private Independent Foundations are private foundations that make grants based on charitable endowments and are primarily focused on grantmaking rather than actively raising funds. They are usually endowed by a single individual or family and are considered family foundations if relatives or the original donor are still involved in the foundation's operations. The organization is also governed by the C Section Code 3, which encompasses Religious, Educational, Charitable, Scientific, Literary, Testing for Public Safety, to Foster National or International Amateur Sports Competition, or Prevention of Cruelty to Children or Animals Organizations.
Grant History
Our dataset includes six years of grant history for the Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009. In these six years, they have awarded a total of 24 grants, with an average check size of $3,758,333. The foundation primarily focuses on the Health Care sector, with 12 grants awarded in that sector. They have also awarded one grant in the Medical Research sector. In terms of geographical distribution, the organization has awarded the most grants in California (12), followed by Washington D.C. (6) and Tennessee (6).
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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 | $584,582 |
| Dividends & Interest | $4,481,351 |
| Profit on Inventory Sales | $0 |
| Other Income | $90,123 |
| Total Revenue | $7,778,728 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $265,051 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $412,376 |
| Contributions, gifts, grants paid | $16,000,000 |
| Total expenses and disbursements | $16,412,376 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $290,182,394 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 has awarded $18,000,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
PARALYZED VETERANS OF AMERICA PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,500,000 |
Newport Beach, CA PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,500,000 |
PRINCIPLES INC DBA IMPACT DRUG AND ATC PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,500,000 |
Memphis, TN PURPOSE: TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE | $4,500,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Kavli Foundation Los Angeles, CA | $672,190,947 | $63,900,227 |
Oprah Winfrey Charitable Foundation Los Angeles, CA | $244,908,730 | $15,499,605 |
Reed Family Giving Palo Alto, CA | $0 | $1,785,630 |
Perenchio Foundation Pasadena, CA | $23,143,013 | $16,139,490 |
Elbridge Stuart Foundation San Francisco, CA | $0 | $50,927,983 |
Chamberlin Family Foundation Richmond, CA | $3,805,906 | $611,005 |
May And Stanley Smith Charitable Trust Corte Madera, CA | $490,127,774 | $29,599,485 |
Diane And Bruce Halle Foundation Scottsdale, AZ | $130,264 | $31,307,586 |
Cyrus Tang Foundation Las Vegas, NV | $882,448,132 | $23,435,848 |
Scully Memorial Foundation San Rafael, CA | $838,174,417 | $32,779,151 |
Kate B Reynolds Charitable Trust Las Vegas, NV | $458,547,474 | $24,205,244 |
Windsong Tr Manhattan Beach, CA | $426,534,426 | $49,190,132 |