CARLOS FUND

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Cite this

Plain text CARLOS FUND. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/carlos-fund-461592888. Retrieved 2026-11-06.

APA furp.org. (n.d.). CARLOS FUND [Nonprofit organization profile; tax years 2013–2024]. Retrieved November 6, 2026, from https://furp.org/org/carlos-fund-461592888

MLA “CARLOS FUND.” furp.org, tax years 2013–2024, https://furp.org/org/carlos-fund-461592888. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2013–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $2.0M · expenses $41K · assets $7.0M

EIN
46-1592888
Address
PO BOX 483, LAGUNA BEACH, CA 92652-0483
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 2013 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Amy Mack VP, SECRETARY2013-2024 10 $0 reported 2
Julian Mack President & Dir2013-2024 2 $0 reported 2

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK President & Dir2 $0-- $02
AMY MACK VP, SECRETARY10 $0-- $02
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK President & Dir2 $0-- $02
AMY MACK VP, SECRETARY10 $0-- $02
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK President & Dir2 $0-- $02
AMY MACK VP, SECRETARY10 $0-- $02
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK PRESIDENT & DIRECTOR2 $0-$0 $02
AMY MACK VP, SECRETARY, CFO, & DIRECTOR10 $0-$0 $02
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK PRESIDENT & DIRECTOR5 $0-$0 $02
AMY MACK VP, SECRETARY, CFO, & DIRECTOR10 $0-$0 $02
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK PRESIDENT & DIRECTOR5 $0-$0 $02
AMY MACK VP, SECRETARY, CFO, & DIRECTOR10 $0-$0 $02
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK PRESIDENT & DIRECTOR10 $0-$0 $02
AMY MACK VP, SECRETARY, CFO, & DIRECTOR10 $0-$0 $02
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK PRESIDENT & DIRECTOR5 $0-$0 $02
AMY MACK VP, SECRETARY, CFO, & DIRECTOR5 $0-$0 $02
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK DIRECTOR10 $0-$0 $02
AMY MACK DIRECTOR10 $0-$0 $02
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK DIRECTOR10 $0-$0 $02
AMY MACK DIRECTOR10 $0-$0 $02
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK DIRECTOR10 $0-$0 $02
AMY MACK DIRECTOR10 $0-$0 $02
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIAN MACK DIRECTOR0 $0-$0 $02
AMY MACK DIRECTOR0 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 0 grants to organizations · $0 · 2 grants to individuals · $6K
2023 · 0 grants to organizations · $0 · 3 grants to individuals · $106K
2022 · 0 grants to organizations · $0 · 7 grants to individuals · $153K
2021 · 6 grants to organizations · $34K
2020 · 3 grants to organizations · $17K
2019 · 5 grants to organizations · $11K
2018 · 7 grants to organizations · $225K
2017 · 3 grants to organizations · $193K
2016 · 3 grants to organizations · $163K
2015 · 2 grants to organizations · $189K
2014 · 2 grants to organizations · $79K
2013 · 4 grants to organizations · $124K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 1 contributor · $150K
#ContributorTypeCity, stateTotalNoncashSource
1 TYRONE WOOLIE TRUST Person LAGUNA BEACH, CA $150,000- Form 990PF Sch. B, 2023 · filing
2013 · 1 contributor · $780K
#ContributorTypeCity, stateTotalNoncashSource
1 JULIAN MACK Person $780,451$780,451 Form 990PF Sch. B, 2013 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,008,685$41,435 $7,021,195$7,021,195 $1,757,000- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$186,906$140,497 $4,639,139$4,098,859 $150,000- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$91,093$171,055 $4,049,561$4,049,561 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$21,957$55,718 $4,281,230$4,281,230 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$242,841$46,423 $4,314,991$4,314,991 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$245,084$42,476 $4,118,573$4,118,573 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$34,985$259,372 $4,119,941$3,915,965 $0- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$13,207$196,963 $4,140,352$4,140,352 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$584,800$177,059 $4,324,108$4,324,108 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$331,871$197,224 $3,916,367$3,916,367 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$84,783$98,685 $3,781,720$3,781,720 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$938,821$143,199 $3,795,622$3,795,622 $780,451- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE IV FUNDCAT20 $2,193,487$4,201,934 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
YERBA BUENA FUNDCAT20 $1,883,792$2,125,045 EXECUTIVE DIRECTOR$76,950 Same NTEE code T20, revenue within 2x, same state
CARES FOUNDATIONCAT20 $1,874,447$1,743,318 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ONE WORLD CHILDRENS FUNDCAT20 $2,077,451$3,489,355 CEO$126,634 Same NTEE code T20, revenue within 2x, same state
CAMP FOUNDATIONCAT20 $2,024,622$698,658 PRESIDENT, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CARLSEN MUIR FAMILY FOUNDATIONCAT20 $1,755,033$1,931,874 President$1,000 Same NTEE code T20, revenue within 2x, same state
CAROL AND JAMES COLLINS FOUNDATIONCAT20 $1,952,897$2,241,858 PRES, SEC, TREAS$60,989 Same NTEE code T20, revenue within 2x, same state
FELDMAN FOUNDATION CACAT20 $2,084,513$2,686,257 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ARTHUR AND CHARLOTTE ZITRIN FOUNDATIONCAT20 $1,829,990$1,297,049 President$197,213 Same NTEE code T20, revenue within 2x, same state
CARRINGTON CHARITABLE FOUNDATIONCAT20 $1,819,590$1,230,368 Chairpereson & Director$0 Same NTEE code T20, revenue within 2x, same state
SUSTAINABLE GRANT MAKING PARTNERS FUNDCAT20 $1,998,494$1,943,983 President$227,078 Same NTEE code T20, revenue within 2x, same state
EARL AND ANNA BROADY FOUNDATIONCAT20 $1,790,591$2,782,304 TRUSTEE$68,640 Same NTEE code T20, revenue within 2x, same state
BYLO CHACON FOUNDATIONCAT20 $2,268,663$6,584,314 EXECUTIVE DIRECTOR/TREASURER/SECRETARY$230,698 Same NTEE code T20, revenue within 2x, same state
CONNIE FRANK FOUNDATIONCAT20 $2,113,454$1,086,653 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ARLENE AND MICHAEL ROSEN FOUNDATIONCAT20 $1,941,815$3,916,699 CO-EXECUTIVE DIRECTOR$348,731 Same NTEE code T20, revenue within 2x, same state
JE FOUNDATIONCAT20 $1,815,035$1,805,680 Director$0 Same NTEE code T20, revenue within 2x, same state
1P FOUNDATIONCAT20 $2,293,445$1,434,952 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
M & T FOUNDATIONCAT20 $2,292,450$2,059,848 President$155,088 Same NTEE code T20, revenue within 2x, same state
FRIESE FOUNDATIONCAT20 $2,265,067$8,055,170 DIRECTOR, PRESIDENT$200,000 Same NTEE code T20, revenue within 2x, same state
ALFRED AND HANNA FROMM FOUNDATIONCAT20 $1,838,346$1,189,969 CFO$78,500 Same NTEE code T20, revenue within 2x, same state
JOEL AND DENA GAMBORD FOUNDATIONCAT20 $1,952,497$104,540 Trustee$0 Same NTEE code T20, revenue within 2x, same state
SWANSON FOUNDATIONCAT20 $1,913,740$1,270,468 CEO/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LAR LANDA FOUNDATIONCAT20 $1,805,426$95,053 President/CEO$10,500 Same NTEE code T20, revenue within 2x, same state
M PIUZE FOUNDATIONCAT20 $2,103,569$667,173 CEO$7,083 Same NTEE code T20, revenue within 2x, same state
PERKINS FOUNDATIONCAT20 $1,800,001$4,966 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
NATIONAL PHILANTHROPIC TR $6,423,70015 3DAF sponsor2016–2024 BAY AREA LYME FOUNDATION; ONE WORLD CHILDRENS FUND; CARRINGTON CHARITABLE FOUNDATION
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST $5,138,68113 1Private foundation2014–2024 ONE WORLD CHILDRENS FUND
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $3,716,09625 4DAF sponsor2016–2024 BAY AREA LYME FOUNDATION; ONE WORLD CHILDRENS FUND; ROMULUS T WEATHERMAN MEMORIAL FUND; CARRINGTON CHARITABLE FOUNDATION
STEVEN & ALEXANDRA COHEN FOUNDATION INC $2,272,4982 1Private foundation2021–2022 BAY AREA LYME FOUNDATION
DONOR ADVISED CHARITABLE GIVING $1,775,03723 4DAF sponsor2014–2024 ONE WORLD CHILDRENS FUND; BAY AREA LYME FOUNDATION; ROMULUS T WEATHERMAN MEMORIAL FUND; CARRINGTON CHARITABLE FOUNDATION
LK WHITTIER FOUNDATION $1,750,0001 1Private foundation2023–2023 BAY AREA LYME FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION $1,510,35022 2DAF sponsor2010–2024 ONE WORLD CHILDRENS FUND; BAY AREA LYME FOUNDATION
GREATER HORIZONS $1,375,0001 1DAF sponsor2017–2017 BAY AREA LYME FOUNDATION
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL $1,202,3005 1DAF sponsor2015–2020 ONE WORLD CHILDRENS FUND
NOVO FOUNDATION $940,0006 1Private foundation2015–2021 ONE WORLD CHILDRENS FUND
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $868,4539 2DAF sponsor2017–2024 ONE WORLD CHILDRENS FUND; ROMULUS T WEATHERMAN MEMORIAL FUND
IMAGO DEI FUND $778,9505 1Private foundation2020–2024 ONE WORLD CHILDRENS FUND
FISHER GLOBAL FOUNDATION $608,0851 1Private foundation2024–2024 BAY AREA LYME FOUNDATION
WELLSPRING PHILANTROPIC FUND INC $600,0006 1Private foundation2017–2021 ONE WORLD CHILDRENS FUND
AL-KHATIB FOUNDATION $539,34516 1Private foundation2018–2024 CARRINGTON CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $41,435 spent · pay $0 · grants $5,500 · events $0
LineAs describedTotalShare
Taxes $18,950 45.7%
Other expenses $12,557 30.3%
Contributions, gifts, grants paid $5,500 13.3%
Fees: other professional $4,428 10.7%
Total$41,435100%

View the filing

2023 · Form 990PF · $140,497 spent · pay $0 · grants $105,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $105,500 75.1%
Other expenses $21,773 15.5%
Taxes $12,718 9.1%
Fees: other professional $506 0.4%
Total$140,497100%

View the filing

2022 · Form 990PF · $171,055 spent · pay $0 · grants $153,150 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $153,150 89.5%
Taxes $12,258 7.2%
Fees: accounting $3,758 2.2%
Other expenses $1,889 1.1%
Total$171,055100%

View the filing

2021 · Form 990PF · $55,718 spent · pay $0 · grants $34,275 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,275 61.5%
Taxes $16,122 28.9%
Fees: accounting $3,226 5.8%
Other expenses $2,095 3.8%
Total$55,718100%

View the filing

2020 · Form 990PF · $46,423 spent · pay $0 · grants $17,000 · events $0
LineAs describedTotalShare
Taxes $21,777 46.9%
Contributions, gifts, grants paid $17,000 36.6%
Fees: accounting $4,765 10.3%
Other expenses $2,681 5.8%
Fees: legal $200 0.4%
Total$46,423100%

View the filing

2019 · Form 990PF · $42,476 spent · pay $0 · grants $11,450 · events $0
LineAs describedTotalShare
Taxes $15,086 35.5%
Contributions, gifts, grants paid $11,450 27.0%
Fees: legal $9,390 22.1%
Fees: accounting $4,204 9.9%
Other expenses $2,346 5.5%
Total$42,476100%

View the filing

2018 · Form 990PF · $259,372 spent · pay $0 · grants $225,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $225,000 86.7%
Fees: legal $16,869 6.5%
Taxes $12,140 4.7%
Fees: accounting $3,097 1.2%
Other expenses $2,266 0.9%
Total$259,372100%

View the filing

2017 · Form 990PF · $196,963 spent · pay $0 · grants $193,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $193,000 98.0%
Fees: accounting $2,441 1.2%
Fees: legal $1,372 0.7%
Taxes $85 0.0%
Other expenses $65 0.0%
Total$196,963100%

View the filing

2016 · Form 990PF · $177,059 spent · pay $0 · grants $163,075 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $163,075 92.1%
Other expenses $7,256 4.1%
Taxes $6,728 3.8%
Total$177,059100%

View the filing

2015 · Form 990PF · $197,224 spent · pay $0 · grants $188,925 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $188,925 95.8%
Other expenses $5,064 2.6%
Taxes $3,235 1.6%
Total$197,224100%

View the filing

2014 · Form 990PF · $98,685 spent · pay $0 · grants $79,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $79,000 80.1%
Taxes $18,533 18.8%
Other expenses $1,152 1.2%
Total$98,685100%

View the filing

2013 · Form 990PF · $143,199 spent · pay $0 · grants $124,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $124,000 86.6%
Other expenses $9,812 6.9%
Fees: legal $6,827 4.8%
Taxes $1,035 0.7%
Fees: other professional $1,025 0.7%
Fees: accounting $500 0.3%
Total$143,199100%

View the filing

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