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Floyd R Carlson Charitable Trust is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 1997. The principal officer is Chase Bank Texas Na. It holds total assets of $546K. Annual income is reported at $203K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Texas. According to available records, Floyd R Carlson Charitable Trust has made 17 grants totaling $88K, with a median grant of $5K. The foundation has distributed between $27K and $32K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $32K distributed across 6 grants. Individual grants have ranged from $1K to $8K, with an average award of $5K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$6K
Average Grant
$6K
Largest Grant
$6K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Floyd R Carlson Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in TX.
Floyd R Carlson Charitable Trust has distributed a total of $88K across 17 grants. The median grant size is $5K, with an average of $5K. Individual grants have ranged from $1K to $8K.
The application deadline is MARCH 1ST TO BE CONSIDERED FOR GRANTS MADE FOR THE CURRENT CALENDAR YEAR. Annual grants are limited to organizations exempt under irc section 170 that provide financial support for needy children.
Floyd R Carlson Charitable Trust is headquartered in CHICAGO, IL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jp Morgan Chase Bank N A | TRUSTEE | $13K | $0 | $13K |
Total Giving
$42K
Total Assets
$549K
Fair Market Value
$691K
Net Worth
$549K
Grants Paid
$29K
Contributions
N/A
Net Investment Income
$23K
Distribution Amount
$33K
Total: $504K
Total Grants
17
Total Giving
$88K
Average Grant
$5K
Median Grant
$5K
Unique Recipients
6
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Ymca Of Greater Williamson CountyGENERAL | Round Rock, TX | $8K | 2023 |
| Fellowship Of Christian AthletesGENERAL | Spicewood, TX | $7K | 2023 |
| Children At Heart FoundationGENERAL | Round Rock, TX | $5K | 2023 |
| Clay Madsen Benefit Fund IncGENERAL | Round Rock, TX | $5K | 2023 |
| Boys & Girls Club Of GeorgetownGENERAL | Georgetown, TX | $4K | 2023 |
| Rock Ride On Center For KidsGENERAL | Georgetown, TX | $8K | 2022 |