Civic Intelligence

Herbert & Annie Carlton Foundation

990PF • Fiscal year 2012 • EIN 23-7092739

Sep 01, 2011 to Aug 31, 2012 • Filed on Dec 01, 2012

Organization Profile
7416 Forest Hill Avenue23235-1528
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$56,208

Down $35,058 (-38%) from 2011

Net Assets

Down

$56,208

Down $35,058 (-38%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$35,203

Down $1,222 (-3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $56,545Liabilities 2010: $0Net Assets 2010: $56,5452010Assets 2011: $91,266Liabilities 2011: $0Net Assets 2011: $91,2662011Assets 2012: $56,208Liabilities 2012: $0Net Assets 2012: $56,2082012Assets 2013: $38,900Liabilities 2013: $0Net Assets 2013: $38,9002013Assets 2014: $54,841Liabilities 2014: $0Net Assets 2014: $54,8412014Assets 2015: $26,068Liabilities 2015: $0Net Assets 2015: $26,0682015Assets 2016: $28,634Liabilities 2016: $0Net Assets 2016: $28,6342016Assets 2019: $14,418Liabilities 2019: $0Net Assets 2019: $14,4182019Assets 2021: $24,344Liabilities 2021: $0Net Assets 2021: $24,3442021Assets 2022: $10,886Liabilities 2022: $0Net Assets 2022: $10,8862022

Highlighted filing

2012

Assets$56,208
Liabilities$0
Net Assets$56,208
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $34,7542010Expenses 2011: $36,4252011Expenses 2012: $35,2032012Expenses 2013: $32,7152013Revenue 2014: $47,813Expenses 2014: $31,872Net Income 2014: $15,9412014Revenue 2015: $2,839Expenses 2015: $31,612Net Income 2015: -$28,7732015Revenue 2016: $31,499Expenses 2016: $29,233Net Income 2016: $2,2662016Revenue 2019: $16,014Expenses 2019: $19,092Net Income 2019: -$3,0782019Revenue 2021: $13,847Expenses 2021: $10,607Net Income 2021: $3,2402021Revenue 2022: $269Expenses 2022: $14,060Net Income 2022: -$13,7912022

Highlighted filing

2012

Revenue-
Expenses$35,203
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Dec 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN C HOLLOWELLPresidentPT$0--
MARTHA A HOLLOWELLVice Pres-$0--
PHILIP C HOLLOWELLVice-Pres-$0--
Z GREENE HOLLOWELLTreasurer/MgPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED DETAILPUBLICVARIOUS, VA, US$33,835
Filing and Contact Details

Filer

EIN
23-7092739
Raw XML Appendix286 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01195
AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREP
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01195
CompensationExplanation/Compensation/PersonName0CAROLYN C HOLLOWELL
CompensationExplanation/Compensation/PersonName1MARTHA A HOLLOWELL
CompensationExplanation/Compensation/PersonName2PHILIP C HOLLOWELL
CompensationExplanation/Compensation/PersonName3Z GREENE HOLLOWELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01270
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12043
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11355
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0VANGUARD WELLINGTON FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FRANKLIN TEMPLETON GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FRANKLIN TEMPLETON MUTUAL QUEST Z
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0120
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount025
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0145
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01195
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm025
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss033835
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-35058
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0145
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01368
IRS990PF/BalanceSheets/CapitalStockBOY091266
IRS990PF/BalanceSheets/CapitalStockEOY056208
IRS990PF/BalanceSheets/CashBOY086421
IRS990PF/BalanceSheets/CashEOY051364
IRS990PF/BalanceSheets/CashEOYFMV051364
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04845
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY091266
IRS990PF/BalanceSheets/TotalAssetsEOY056208
IRS990PF/BalanceSheets/TotalAssetsEOYFMV055532
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY091266
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY056208
IRS990PF/BalanceSheets/TotalNetAssetsBOY091266
IRS990PF/BalanceSheets/TotalNetAssetsEOY056208
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome025
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-35058
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal056208
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY091266
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY056208
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03679
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03679
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03679
IRS990PF/DistributableAmount/MinimumInvestmentReturn03682
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03
IRS990PF/DistributableAmount/TotalTax03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY055532
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets074765
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances070793
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03972
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01121
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03682
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets073644
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets074765
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition310.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROLYN C HOLLOWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARTHA A HOLLOWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PHILIP C HOLLOWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Z GREENE HOLLOWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE-PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER/MG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107416 FOREST HILL AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117416 FOREST HILL AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127416 FOREST HILL AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine137416 FOREST HILL AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0RICHMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RICHMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2RICHMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3RICHMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode023235
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode123235
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode223235
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode323235
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct037746
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets037745
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.512539
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.648101
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.436433
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.577440
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.491091
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.409632
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets073644
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1056198
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2079538
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3077918
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4086090
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5099665
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035202
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1036422
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2034713
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3044993
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4042278
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5040826
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.562697
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions035202
IRS990PF/QualifyingDistributions/ExpensesAndContributions035202
IRS990PF/QualifyingDistributions/QualifyingDistributions035202
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Z GREENE HOLLOWELL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08042723556
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107416 FOREST HILL AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RICHMOND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode023235
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0VA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICANTS SHOULD FILE A SINGLE PAGE LETTER OUTLINING THE NEEDS AND FINANCIAL CONDITION OF THE ORGANIZATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Z GREENE HOLLOWELL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08042723556
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine107416 FOREST HILL AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0RICHMOND
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode023235
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE. HOWEVER, PREFERENCE IS GIVEN TO CHARITIES IN THE RICHMOND, VA AREA AND NATIONALLY KNOWN CHARITIES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount033835
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode023235
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear033835
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03679
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03679
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1033614
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031240
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3041155
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4037806
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5036243
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5036243
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0175338
IRS990PF/UndistributedIncome/ExcessFromCurrentYear031523
IRS990PF/UndistributedIncome/ExcessFromYear1033614
IRS990PF/UndistributedIncome/ExcessFromYear2031240
IRS990PF/UndistributedIncome/ExcessFromYear3041155
IRS990PF/UndistributedIncome/ExcessFromYear4037806
IRS990PF/UndistributedIncome/QualifyingDistributions035202
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus031523
IRS990PF/UndistributedIncome/TotalCorpus0211581
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0180058
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1PUBLICATIONS
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps197
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks197
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Amount125
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1TREASURER OF VIRGINIA
TaxesSchedule/Taxes/DisbursementsCharitablePrps025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0237092739
ReturnHeader/Filer/Name/BusinessNameLine10HERBERT & ANNIE CARLTON FOUNDATION
ReturnHeader/Filer/NameControl0HERB
ReturnHeader/Filer/Phone08043304400
ReturnHeader/Filer/USAddress/AddressLine107416 FOREST HILL AVENUE
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0232351528
ReturnHeader/Officer/DateSigned02012-12-01
ReturnHeader/Officer/Name0Z GREENE HOLLOWELL
ReturnHeader/Officer/Phone08043304400
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-11-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HARRIS HARDY & JOHNSTONE PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109201 ARBORETUM PKWY STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RICHMOND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode023236
ReturnHeader/Preparer/Name0TIM R HARRIS
ReturnHeader/Preparer/Phone08045600560
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-11T12:08:25-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,208
Liabilities
$0
Net assets
$56,208
Revenue
-
Expenses
$35,203
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.27$14.1$13.8
2021Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$13.8$10.6$3.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$16.0$19.1$3.08
2016Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$31.5$29.2$2.27
2015Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$2.84$31.6$28.8
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$47.8$31.9$15.9
2013Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$32.7
2012Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$35.2
2011Detailed filing. Detailed filing data is available for this year.$91.3$0.00$91.3$36.4
2010Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$34.8