Floyd R Carlson Charitable Trust Xxxxx6000
EIN 746355588Total Given 2017–2023
$177K
32 grants · $25K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$6K
typical small grants · $5K–$7K
grant size
91%
deep partner · 10/11 multi-year
repeat
$691K
Assets (2023)
11
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JPMORGAN CHASE BANK NA
Phone
(800) 496-2583
Deadlines
MARCH 1ST TO BE CONSIDERED FOR GRANTS MADE FOR THE CURRENT CALENDAR YEAR
How to Apply
APPLICATIONS SHOULD BE IN WRITING AND INCLUDE THE ORGANIZATION'S IRC SECTION 501(C)(3) STATUS LETTER
Restrictions
ANNUAL GRANTS ARE LIMITED TO ORGANIZATIONS EXEMPT UNDER IRC SECTION 170 THAT PROVIDE FINANCIAL SUPPORT FOR NEEDY CHILDREN
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $29K | $699K | $44K | 5 |
| 2018 | $30K | $621K | $47K | 5 |
| 2020 | $30K | $734K | $50K | 5 |
| 2021 | $27K | $785K | $48K | 6 |
| 2022 | $32K | $631K | $14K | 6 |
| 2023 | $29K | $691K | $34K | 5 |
Grant Size Distribution
Based on 32 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$6K
Average
$6K
75th Pctl
$7K
Maximum
$9K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
Grants Awarded (32 total)
| Purpose | ||||
|---|---|---|---|---|
| The YMCA of Greater Williamson County | Round Rock, TX | $9,285 | GENERAL | 2017 |
| Children at Heart Foundation | Round Rock, TX | $9,000 | GENERAL | 2018 |
| The YMCA of Greater Williamson County | Round Rock, TX | $9,000 | GENERAL | 2018 |
| Children at Heart Foundation | Round Rock, TX | $8,705 | GENERAL | 2017 |
| The Ymca of Greater Williamson County | Round Rock, TX | $8,000 | GENERAL | 2023 |
| Rock Ride on Center for Kids | Georgetown, TX | $8,000 | GENERAL | 2022 |
| The Ymca of Greater Williamson County | Round Rock, TX | $8,000 | GENERAL | 2022 |
| Rock Ride on Center for Kids | Georgetown, TX | $7,000 | GENERAL | 2021 |
| The Ymca of Greater Williamson County | Round Rock, TX | $7,000 | GENERAL | 2021 |
| Fellowship of Christian Athletes | Spicewood, TX | $7,000 | GENERAL | 2023 |
| Boys & Girls Club of Georgetown | Georgetown, TX | $6,000 | GENERAL | 2020 |
| Fellowship of Christian Athletes | Spicewood, TX | $6,000 | GENERAL | 2020 |
| Rock Ride on Center for Kids | Georgetown, TX | $6,000 | GENERAL | 2020 |
| Clay Madsen Benefit Fund Inc | Round Rock, TX | $6,000 | GENERAL | 2020 |
| The Ymca of Greater Williamson County | Round Rock, TX | $6,000 | GENERAL | 2020 |
| Williamson County Welfare Board | Georgetown, TX | $6,000 | GENERAL | 2018 |
| Williamson County Welfare Board | Georgetown, TX | $5,803 | GENERAL | 2017 |
| Fellowship of Christian Athletes | Spicewood, TX | $5,000 | GENERAL | 2021 |
| Clay Madsen Benefit Fund Inc | Round Rock, TX | $5,000 | GENERAL | 2021 |
| Clay Madsen Benefit Fund Inc | Round Rock, TX | $5,000 | GENERAL | 2023 |
| Children at Heart Foundation | Round Rock, TX | $5,000 | GENERAL | 2023 |
| Fellowship of Christian Athletes | Spicewood, TX | $5,000 | GENERAL | 2022 |
| Clay Madsen Benefit Fund Inc | Round Rock, TX | $5,000 | GENERAL | 2022 |
| Children at Heart Foundation | Round Rock, TX | $5,000 | GENERAL | 2022 |
| Boys & Girls Club of Georgetown | Georgetown, TX | $4,000 | GENERAL | 2023 |