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Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

  • Villa Park, CA
  • Tax-exempt since March 2016
  • EIN: 47-3812344

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$9.52M (2024)

Expenses
$17.5M (2024)

Total Assets
$301M (2024)

Total Liabilities
$1.62M (2024)

Source: Form 990 tax filings from 2015 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,516,957
Expenses
$17,472,620
Net Income
-$7,955,663
Net Assets
$298,976,426
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,197,881
65.1%
Sales of Assets $2,974,404
31.3%
Other Income $344,672
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,205,924
92.8%
Compensation of Officers* $297,966
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $300,598,025
Total Liabilities $1,621,599
Net Assets $298,976,426
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $297,966 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,753,172
Expenses
$18,288,051
Net Income
-$9,534,879
Net Assets
$283,685,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,233,225
71.2%
Sales of Assets $2,193,293
25.1%
Other Income $326,654
3.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,196,326
88.6%
Compensation of Officers* $274,203
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $284,976,446
Total Liabilities $1,290,965
Net Assets $283,685,481
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $274,203 $0

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,298,422
Expenses
$16,592,489
Net Income
-$10,294,067
Net Assets
$263,008,901
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $503,798
8.0%
Dividends $5,215,368
82.8%
Sales of Assets $374,680
5.9%
Other Income $204,576
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,172,100
97.5%
Compensation of Officers* $283,267
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $263,075,872
Total Liabilities $66,971
Net Assets $263,008,901
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $283,267 $0

Document Links

990-PF
Filed on Nov. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,236,151
Expenses
$18,497,604
Net Income
-$9,261,453
Net Assets
$320,983,948
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $465,171
5.0%
Dividends $5,453,221
59.0%
Sales of Assets $3,115,249
33.7%
Other Income $202,510
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,183,538
98.3%
Compensation of Officers* $310,928
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $321,063,447
Total Liabilities $79,499
Net Assets $320,983,948
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $310,928 $0

Document Links

990-PF
Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,778,728
Expenses
$16,412,376
Net Income
-$8,633,648
Net Assets
$292,910,818
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $584,582
7.5%
Dividends $4,481,351
57.6%
Sales of Assets $2,622,672
33.7%
Other Income $90,123
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,158,029
98.5%
Compensation of Officers* $265,051
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $292,980,360
Total Liabilities $69,542
Net Assets $292,910,818
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $265,051 $0

Document Links

990-PF
Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,959,593
Expenses
$16,035,801
Net Income
-$9,076,208
Net Assets
$281,677,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $27,084
0.4%
Interest Revenue $0
Dividends $6,608,689
95.0%
Sales of Assets $319,198
4.6%
Other Income $4,622
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,791,905
98.5%
Compensation of Officers* $270,977
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $281,746,987
Total Liabilities $69,399
Net Assets $281,677,588
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $270,977 $0

Document Links

990-PF
Filed on Nov. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,209,820
Expenses
$15,429,890
Net Income
-$8,220,070
Net Assets
$251,500,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $34,218
0.5%
Interest Revenue $0
Dividends $5,917,094
82.1%
Sales of Assets $1,258,508
17.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,185,204
98.4%
Compensation of Officers* $279,373
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $251,566,056
Total Liabilities $65,847
Net Assets $251,500,209
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $279,373 $0

Document Links

990-PF
Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,890,455
Expenses
$13,546,220
Net Income
$344,235
Net Assets
$286,238,093
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,560,979
40.0%
Interest Revenue $0
Dividends $5,457,145
39.3%
Sales of Assets $2,872,331
20.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,275,277
98.0%
Compensation of Officers* $271,168
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $286,309,053
Total Liabilities $70,960
Net Assets $286,238,093
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $271,168 $0

Document Links

990-PF
Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,782,849
Expenses
$12,995,914
Net Income
$5,786,935
Net Assets
$253,215,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,716,804
78.4%
Interest Revenue $0
Dividends $4,586,557
24.4%
Sales of Assets -$520,512
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,729,787
98.0%
Compensation of Officers* $243,213
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $253,278,186
Total Liabilities $62,209
Net Assets $253,215,977
Compensation
Key Employees and Officers Compensation Other
Michael Buxton (Trustee) $243,213 $0

Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,177,324
Expenses
$10,657,275
Net Income
$247,520,049
Net Assets
$239,296,488
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $256,515,002
99.4%
Interest Revenue $7,492
0.0%
Dividends $1,596,809
0.6%
Sales of Assets $58,021
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,530,792
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $239,359,636
Total Liabilities $63,148
Net Assets $239,296,488

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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