Cartledge Charitable Foundation INC FY2023 filing

Tax-deductible

Roanoke, VA501(c)(3)EIN 54-6044831Revenue $255K in FY2023

On file with the IRS4235 Electric Road Sw, 24018-8445 · Roanoke, VATax-exempt since Dec 1960Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $10K a year · 6% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$255K
×4401 vs prior year
Spent
$243K
Net assets
$172K
By yearFY2020–FY2024
Revenue
$255K
FY2023▲ ×4401
Tap a bar for its year
Revenue by fiscal year
FY2020$1K
FY2021$399K
FY2022$58
FY2023$255K
FY2024$187K
Expenses
$243K
FY2023▲ +121%
Tap a bar for its year
Expenses by fiscal year
FY2020$107K
FY2021$187K
FY2022$110K
FY2023$243K
FY2024$244K
Net assets
$172K
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$58K
FY2021$270K
FY2022$160K
FY2023$172K
FY2024$114K

From the FY2023 Form 990 (year ending August 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1960.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 99% · $241K Operating & administrative 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See Cartledge Charitable Foundation INC executive salaries →

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Programs and updates

A private foundation based in Roanoke, VA.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 59 grants · $242K · 2023–2023
Center in the SquareFY2023$62,500
Carilion Clinic FoundationVA · FY2023$50,000
Second Presbyterian ChurchFY2023$22,949
North Cross SchoolVA · FY2023$20,000
Virginia Tech Athletic FundFY2023$10,000
American Home Furnishings Hall of FFY2023$7,333
Hampden-Sydney CollegeVA · FY2023$6,500
Virginia Foundation for IndependentFY2023$5,000
Junior Achievement of Sw VirginiaFY2023$5,000
Good Samaritan Hospice INCVA · FY2023$5,000
Star City Motor Madness INCVA · FY2023$4,500
First Fridays at Five INCVA · FY2023$3,000
Rescue MissionFY2023$2,500
Boys & Girls Club of Sw VaFY2023$2,500
YMCA of Roanoke ValleyFY2023$1,500
See all 59 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV18
Average grantPart XV$4K
Median grantPart XV$500
Largest grantPart XV$62K
Top cause focusNTEEEducation (7%)

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$255K
Gifts and grants$253K
Investment income$2K
Money out
$243K
Grants paid$241K
Running costs$2K
Owns and owes
$172K
net assets
Cash and savings$172K
Total assets$172K
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$253K
Investment income$2K
Total revenue$255K
Assets in detailEnd of year
Cash and savings together$172K
Total assets$172K
Liabilities$0
Net assets$172K
Operations
Fiscal year endsAugust

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $187K$244K−$57K$114K 990 PDF
FY2023 Viewing $255K$243K$12K$172K 990 PDF
FY2022 $58$110K−$110K$160K 990 PDF
FY2021 $399K$187K$212K$270K 990 PDF
FY2020 $1K$107K−$106K$58K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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