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  4. Jeffrey Carlton Foundation 105848-000
EIN 38-7095011

Jeffrey Carlton Foundation 105848-000

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Wilmington
State
Delaware
Year formed
2013
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Jeffrey Carlton Foundation is a private foundation located in Wilmington, DE. The foundation made three grants last year. The trustee of the foundation is Wilmington Trust Company. Grantees of the foundation include Orange County Bar Foundation.
Also known as...
Jeffrey Carlton Foundation; Wilmington Trust Company Ttee
Total revenues
$1,589,981
2022
Total expenses
$3,329,521
2022
Total assets
$41,201,597
2022
Num. employees
1
2022

Grants made by Jeffrey Carlton Foundation 105848-000

GranteeGrant descriptionAmount
Project Youth OcbfGeneral Operations Fund$922,823

Personnel at Jeffrey Carlton Foundation 105848-000

NameTitleCompensation
Tony RothChief Investment Officer
Luke TilleyChief Economist and Department Head
Frank ScherOfficer , Wilm Trust , Trustee
Phil RavenscroftHead of Portfolio Construction
Andrew Hopkins, CfaCfa Head of Equity Research
...and 14 more key personnel

Financials for Jeffrey Carlton Foundation 105848-000

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$989,941
Net rental income$0
Net gain from sale of non-inventory assets$1,973
Gross sales of inventory$0
Miscellaneous revenues$598,067
Total revenues$1,589,981

Form 990s for Jeffrey Carlton Foundation 105848-000

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-10-07990PFView PDF
2019-122021-05-11990PFView PDF
2018-122019-12-11990PFView PDF
...and 4 more Form 990s

Organizations like Jeffrey Carlton Foundation 105848-000

OrganizationLocationRevenue
Red Empress FoundationBar Harbor, ME$641,778
Northern York County Historical and Preservation SocietyDillsburg, PA$862,443
Garbett Family FoundationSalt Lake City, UT$1,252,813
W Miller Richardson TrustGrundy, VA$1,137,943
Colman Family FoundationHockessin, DE$438,163
The Helen Lindsay Family FoundationBrooklyn Park, MN$569,232
T Ulatowski Family FoundationWilmington, DE$1,014,610
L Donald Phillips and Dorothy G PNewburyport, MA$619,403
Mark C Lemons FoundationSanta Monica, CA$724,862
John Q Shunk AssociationBucyrus, OH$566,323
Data update history
January 22, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 22, 2023
Used new vendors
Identified 1 new vendor, including
February 10, 2023
Updated personnel
Identified 11 new personnel
August 10, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
1100 N Market St
Wilmington, DE 19890
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
New Castle County, DE
Website URL
wilmingtontrust.com/ 
Phone
(302) 651-8944
IRS details
EIN
38-7095011
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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