The Woodbery Carlton Foundation Inc

Wauchula, FL
Tax-exempt since Jan. 1989
EIN: 65-0068703

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$178k (2024)

Expenses

$128k (2024)

Total Assets

$2.39M (2024)

Total Liabilities

$1.49k (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 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

Revenue

$178,092

Expenses

$127,892

Net Income

$50,200

Net Assets

$2,384,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$244	0.1%
Dividends	$69,193	38.9%
Sales of Assets	$55,459	31.1%
Other Income	$53,196	29.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,800	93.7%
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	$2,385,971
Total Liabilities	$1,490
Net Assets	$2,384,481

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on July 1, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$195,855

Expenses

$121,327

Net Income

$74,528

Net Assets

$2,336,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$670	0.3%
Dividends	$68,569	35.0%
Sales of Assets	$73,420	37.5%
Other Income	$53,196	27.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,725	93.7%
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	$2,336,539
Total Liabilities	$0
Net Assets	$2,336,539

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$142,759

Expenses

$128,486

Net Income

$14,273

Net Assets

$2,219,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$986	0.7%
Dividends	$32,754	22.9%
Sales of Assets	$55,823	39.1%
Other Income	$53,196	37.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,675	93.9%
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	$2,219,170
Total Liabilities	$0
Net Assets	$2,219,170

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on July 3, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$300,984

Expenses

$133,964

Net Income

$167,020

Net Assets

$2,167,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$43,945	14.6%
Sales of Assets	$184,320	61.2%
Other Income	$72,695	24.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,387	94.3%
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	$2,167,883
Total Liabilities	$0
Net Assets	$2,167,883

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Aug. 5, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$204,167

Expenses

$123,240

Net Income

$80,927

Net Assets

$2,464,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.0%
Dividends	$41,075	20.1%
Sales of Assets	$45,076	22.1%
Other Income	$117,982	57.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,900	94.9%
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	$2,464,129
Total Liabilities	$0
Net Assets	$2,464,129

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on June 22, 2022

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$140,706

Expenses

$2,414

Net Income

$138,292

Net Assets

$2,395,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.0%
Dividends	$17,895	12.7%
Sales of Assets	$48,877	34.7%
Other Income	$73,895	52.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$2,397,625
Total Liabilities	$2,364
Net Assets	$2,395,261

990-PF

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

PDF

Fiscal Year Ending Aug.
2019

Revenue

$114,647

Expenses

$161,416

Net Income

-$46,769

Net Assets

$2,259,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$507	0.4%
Dividends	$41,221	36.0%
Sales of Assets	$72,919	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,550	95.7%
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	$2,259,755
Total Liabilities	$0
Net Assets	$2,259,755

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Dec. 12, 2019

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

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Fiscal Year Ending Aug.
2018

Revenue

$66,347

Expenses

$162,490

Net Income

-$96,143

Net Assets

$2,311,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129	0.2%
Dividends	$49,460	74.5%
Sales of Assets	$16,758	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,460	95.1%
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	$2,311,474
Total Liabilities	$0
Net Assets	$2,311,474

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Dec. 21, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$66,383

Expenses

$157,894

Net Income

-$91,511

Net Assets

$2,411,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.1%
Dividends	$52,447	79.0%
Sales of Assets	$9,685	14.6%
Other Income	$4,198	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,450	92.8%
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	$2,411,366
Total Liabilities	$0
Net Assets	$2,411,366

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Jan. 9, 2018

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

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XML

Fiscal Year Ending Aug.
2016

Revenue

$22,365

Expenses

$162,375

Net Income

-$140,010

Net Assets

$2,503,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.2%
Dividends	$54,070	> 100%
Sales of Assets	-$31,753
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,050	93.0%
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	$2,503,333
Total Liabilities	$0
Net Assets	$2,503,333

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on June 12, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$88,019

Expenses

$162,553

Net Income

-$74,534

Net Assets

$2,645,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$87	0.1%
Dividends	$52,572	59.7%
Sales of Assets	-$128
Other Income	$35,488	40.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,295	93.1%
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	$2,645,629
Total Liabilities	$0
Net Assets	$2,645,629

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Jan. 14, 2016

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

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Fiscal Year Ending Aug.
2014

Revenue

$62,546

Expenses

$194,934

Net Income

-$132,388

Net Assets

$2,720,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,451	2.3%
Dividends	$29,506	47.2%
Sales of Assets	-$12,921
Other Income	$44,510	71.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,321	92.0%
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	$2,720,163
Total Liabilities	$0
Net Assets	$2,720,163

Compensation

Key Employees and Officers	Compensation	Other
Doyle E Carlton Iii (Trustee)	$0	$0
Jane Carlton Durando (Trustee)	$0	$0
Susan C Smith (Trustee)	$0	$0
Walter S Farr (Trustee)	$0	$0

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990-PF

Filed on Dec. 2, 2014

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

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Fiscal Year Ending Aug.
2013

Revenue

$159,615

Expenses

$203,503

Net Income

-$43,888

Net Assets

$2,852,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,308	7.1%
Dividends	$58,008	36.3%
Sales of Assets	$90,299	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,602	93.7%
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	$2,852,551
Total Liabilities	$0
Net Assets	$2,852,551

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$105,931

Expenses

$226,755

Net Income

-$120,824

Net Assets

$2,896,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$95	0.1%
Dividends	$96,906	91.5%
Sales of Assets	$8,930	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,867	91.2%
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	$2,896,439
Total Liabilities	$0
Net Assets	$2,896,439

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$141,682

Expenses

$179,133

Net Income

-$37,451

Net Assets

$3,017,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129	0.1%
Dividends	$106,006	74.8%
Sales of Assets	$35,547	25.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,083	86.6%
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	$3,017,263
Total Liabilities	$0
Net Assets	$3,017,263

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

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Updated January 26, 2026

The Woodbery Carlton Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $178k (2024)

Expenses $128k (2024)

Total Assets $2.39M (2024)

Total Liabilities $1.49k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$178k (2024)

Expenses

$128k (2024)

Total Assets

$2.39M (2024)

Total Liabilities

$1.49k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002