Jeffrey Carlton Foundation 133-105848-000
EIN 387095011 Private FoundationTotal Given 2020–2024
$12.4M
15 grants · $2.5M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$828K
typical big bets · $826K–$837K
grant size
60%
deep partner · 3/5 multi-year
repeat
$57.1M
Assets (2024)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(302) 651-1929
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $2.5M | $57.0M | $2.8M | 3 |
| 2021 | $2.5M | $62.6M | $3.9M | 3 |
| 2022 | $2.8M | $51.1M | $1.6M | 3 |
| 2023 | $2.5M | $54.1M | $3.3M | 3 |
| 2024 | $2.2M | $57.1M | $2.8M | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$724K
25th Pctl
$826K
Median
$828K
Average
$828K
75th Pctl
$837K
Maximum
$923K
Geographic Distribution
Officers & Directors
WC
Wilmington Trust Company
3 yrs
Trustee
WT
Wilmington Trust
2 yrs
Trustee
WT
Wilmington Trust
2 yrs
Trustee
WC
Wilmington Trust Company
3 yrs
Trustee
WC
Wilmington Trust Company
3 yrs
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| Orange County Bar Foundation | Santa ANA, CA | $922,823 | GENERAL OPERATIONS FUND | 2022 |
| University of Southern California | LOS Angeles, CA | $922,823 | GENERAL OPERATIONS FUND | 2022 |
| Principles Inc Impact Drug & | Pasadena, CA | $922,823 | GENERAL OPERATIONS FUND | 2022 |
| Orange County Bar Foundation | Santa ANA, CA | $836,712 | GENERAL | 2021 |
| University of Southern California | LOS Angeles, CA | $836,712 | GENERAL | 2021 |
| Principles Inc Impact Drug & | Pasadena, CA | $836,712 | GENERAL | 2021 |
| Orange County Bar Foundation | Santa Ana, CA | $828,086 | General | 2020 |
| Principles Inc Impact Drug & Alcohol Treatment Center | Pasadena, CA | $828,086 | General | 2020 |
| University of Southern California | Los Angeles, CA | $828,086 | General | 2020 |
| Orange County Bar Foundation | Santa ANA, CA | $826,142 | GENERAL OPERATIONS FUND | 2023 |
| University of Southern California | LOS Angeles, CA | $826,142 | GENERAL OPERATIONS FUND | 2023 |
| Principles Inc Impact Drug & | Pasadena, CA | $826,142 | GENERAL OPERATIONS FUND | 2023 |
| Orange County Bar Foundation | Santa ANA, CA | $723,990 | GENERAL OPERATIONS FUND | 2024 |
| University of Southern California | LOS Angeles, CA | $723,990 | GENERAL OPERATIONS FUND | 2024 |
| Principles Inc (Dba Impact Drug & | Pasadena, CA | $723,990 | GENERAL OPERATIONS FUND | 2024 |
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