Herbert And Edith Carlson Char Fdn Tua 3455000469
- Assets
- $2.8m
- Revenue
- $411.3k
- Investments
- $2.7m
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 05/1998
- Data as of
- 12/2021
- EIN
- 59-7109120
Organization Overview
Herbert And Edith Carlson Char Fdn Tua 3455000469 is located in Birmingham, AL. The organization was established in 1998. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Herbert And Edith Carlson Char Fdn Tua 3455000469 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 12/2021, Herbert And Edith Carlson Char Fdn Tua 3455000469 generated $411.3k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.0% each year. All expenses for the organization totaled $189.3k during the year ending 12/2021. While expenses have increased by 1.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Herbert And Edith Carlson Char Fdn Tua 3455000469 has awarded 26 individual grants totaling $722,184. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $71,961 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $339,328 |
| Capital Gain Net Income | $339,328 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $411,289 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $34,033 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,636 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $632 |
| Total operating and administrative expenses | $40,301 |
| Contributions, gifts, grants paid | $149,035 |
| Total expenses and disbursements | $189,336 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $83,121 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,727,993 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,811,114 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, Herbert And Edith Carlson Char Fdn Tua 3455000469 has awarded $149,035 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Tampa, FL PURPOSE: GENERAL OPERATING | $37,259 |
JOHNS HOPKINS ALL CHILDREN'S HOSPITAL PURPOSE: GENERAL OPERATING | $37,259 |
HOSPICE FDN OF THE FL SUNCOAST ATTN PURPOSE: GENERAL OPERATING | $37,259 |
Clearwater, FL PURPOSE: GENERAL OPERATING | $18,629 |
RELIGIOUS COMMUNITY SERVICES INC PURPOSE: GENERAL OPERATING | $13,095 |
Clearwater, FL PURPOSE: GENERAL OPERATING | $5,534 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Virginia Bankers Association Group Benefits Trust Orlando, FL | $33,617,508 | $79,896,107 |
Lettie Pate Whitehead Foundation Inc Atlanta, GA | $545,577,272 | $201,098,940 |
Mitchell Wolfson Sr Foundation Miami, FL | $245,881,118 | $51,380,734 |
Sudco Inc & Affiliates Voluntary Empl Beneficiary Association Tr Jacksonville, FL | $1,629,809 | $12,527,671 |
Lucille S Beeson Charitable Remainder 66 1055001761 Birmingham, AL | $200,434,362 | $15,901,903 |
Walter R Ferguson Charitable Foundation Charitable Foundation Fort Lauderdale, FL | $0 | $613,063 |
Willis And Reba Johnsons Foundation Franklin, TN | $17,058,167 | $2,077,347 |
Telford Foundation Inc Naples, FL | $77,208,801 | $5,161,589 |
Joseph C Bancroft Charitable & Educational Fund Mccomb, MS | $195,688,163 | $4,336,128 |
Wanda And James M Moran Jr Foundation Inc Deerfield Beach, FL | $6,609,461 | $5,004,559 |
Yarim Foundation Boca Raton, FL | $1,467,226 | $2,520,229 |
Arnold & Winnie Palmer Foundation Inc Orlando, FL | $20,742,397 | $2,603,528 |