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Nonprofiteer
← CARLTON LANDING SOCIAL WELFARE FOUNDATION

Form 990 for tax year 2025

Filed by CARLTON LANDING SOCIAL WELFARE FOUNDATION.

Totals

Total revenue
$414,083
Total expenses
$304,967
Contributions and grants received
$314,161
Grants paid
$0
Program service revenue
$85,925
Investment income
$14,803
Other revenue
-$806
Total assets, end of year
$519,439
Total liabilities, end of year
$3,717
Net assets or fund balances, end of year
$515,722
Program services expenses (Part IX)
$171,263
Management and general expenses
$128,868
Fundraising expenses
$4,836
Program service expenses (Part III)
$171,263

Program services were 56.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $314,161

  • 2a · Program service revenue: COMMUNITY SUPPORT

    total $85,925 · related or exempt $85,925

  • 3 · Investment income

    total $9,884 · excluded $9,884

  • 7a · Gross sales of assets other than inventory

    securities $4,919

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $4,919

  • 7d · Net gain or loss

    total $4,919 · excluded $4,919

  • 10a · Gross sales of inventory

    $523

  • 10b · Cost of goods sold

    $1,329

  • 10c · Net income from sales of inventory

    total -$806 · related or exempt -$806

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $96,713 · program services $14,507 · management and general $77,370 · fundraising $4,836

  • 7 · Other salaries and wages

    total $47,506 · program services $47,506

  • 9 · Other employee benefits

    total $9,309 · program services $9,309

  • 10 · Payroll taxes

    total $10,930 · program services $6,449 · management and general $4,481

  • 11b · Fees: legal

    total $375 · management and general $375

  • 11c · Fees: accounting

    total $5,112 · management and general $5,112

  • 11f · Fees: investment management

    total $4,685 · management and general $4,685

  • 11g · Fees: other

    total $2,757 · program services $1,224 · management and general $1,533

  • 12 · Advertising and promotion

    total $15,298 · program services $15,298

  • 13 · Office expenses

    total $6,352 · management and general $6,352

  • 14 · Information technology

    total $5,545 · management and general $5,545

  • 16 · Occupancy

    total $16,507 · program services $16,507

  • 19 · Conferences, conventions and meetings

    total $81 · management and general $81

  • 22 · Depreciation, depletion and amortization

    total $21,858 · management and general $21,858

  • 23 · Insurance

    total $1,476 · management and general $1,476

  • 24a · Other expenses: PROGRAM EVENT EXPENSES

    total $40,479 · program services $40,479

  • 24b · Other expenses: PROGRAMMING

    total $17,225 · program services $17,225

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $2,125 · program services $2,125

  • 24d · Other expenses: GOLF CART MAINTENANCE

    total $634 · program services $634

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $86,125 · end of year $84,983

  • 4 · Accounts receivable

    beginning of year $0 · end of year $25

  • 10a · Land, buildings and equipment: cost or other basis

    $153,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $41,894

  • 10c · Land, buildings and equipment, net

    beginning of year $132,964 · end of year $111,106

  • 11 · Investments: publicly traded securities

    beginning of year $175,916 · end of year $322,975

  • 15 · Other assets

    beginning of year $350 · end of year $350

  • 17 · Accounts payable and accrued expenses

    beginning of year $319 · end of year $0

  • 19 · Deferred revenue

    beginning of year $372 · end of year $2,669

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,048

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $394,664 · end of year $515,722

Mission and programs · 2025

Mission

THE CARLTON LANDING SOCIAL WELFARE FOUNDATION 501(C)4 WAS CREATED TO INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING. THESE CORE VALUES; FAMILY, CREATION, AND SIMPLICITY, CREATE A LIFE-GIVING COMMUNITY CULTURE.

Activities or mission (Part I)

INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING.

  • THE CARLTON LANDING SOCIAL WELFARE FOUNDATION PROVIDED COMMUNITY EVENTS FOR THE 380+ CARLTON LANDING HOMEOWNERS, THEIR GUESTS, AND NEIGHBORING COMMUNITIES. ALL OF THE EVENTS WERE FAMILY-FRIENDLY AND CREATED OPPORTUNITIES FOR A HEALTHY COMMUNITY CULTURE. THESE EVENTS ARE HOSTED TO SUPPORT AND GROW THE CULTURE OF THE CARLTON LANDING COMMUNITY. AS THE COMMUNITY GROWS, WE WILL EXPAND COMMUNITY EVENTS. 2025 EVENTS: - PORCHFEST MUSIC FESTIVAL, APRIL 20TH - APPROX 300 ATTENDEES. - WELLNESS WEEKEND, SEPTEMBER 21ST - APPROX 100 ATTENDEES. - FRIENDSGIVING 2025 -150 ATTENDEES.

    Expenses $152,812 · Revenue $84,502

  • AS PART OF ITS MISSION TO ENHANCE THE COLLECTIVE WELL-BEING AND PROSPERITY OF CARLTON LANDING, THE CARLTON LANDING SOCIAL WELFARE FOUNDATION PROVIDES "GENERAL COMMUNITY PROGRAMMING" THAT STRENGTHENS COMMUNITY BONDS AND ENCOURAGES ACTIVE PARTICIPATION IN TOWN LIFE. PROGRAMMING HAS INCLUDED FAMILY-ORIENTED EVENTS SUCH AS "BOOKS ON STAGE: STORY TIME," INSTALLATION AND MAINTENANCE OF A FREE TEMPORARY MINI DISC GOLF COURSE WITH DISCS AVAILABLE TO BORROW, AND PARTNER-LED WORKSHOPS SUCH AS POTTERY AND YOGA. THESE ACTIVITIES ARE OPEN AND ACCESSIBLE TO THE BROADER COMMUNITY AND ARE DESIGNED TO PROMOTE CONNECTION, RECREATION, WELLNESS, AND ENGAGEMENT CONSISTENT WITH THE FOUNDATION'S SOCIAL WELFARE PURPOSE.

    Expenses $9,444

  • THE CARLTON LANDING SOCIAL WELFARE FOUNDATION 501(C)(4) MAINTAINS AND OPERATES THE POP-UP SHOPS ON WATER STREET AS A COMMUNITY SUPPORT INITIATIVE. THE POP-UP SHOPS ON WATER STREET DIRECTLY SUPPORT THE MISSION OF CLSWF BY ENHANCING THE COLLECTIVE WELL-BEING AND PROSPERITY OF THE COMMUNITY. BY PROVIDING A DEDICATED SPACE FOR LOCAL ARTISANS, SMALL BUSINESSES, AND ENTREPRENEURS, THIS PROGRAM STRENGTHENS THE LOCAL ECONOMY AND CREATES OPPORTUNITIES FOR MEANINGFUL COMMUNITY INTERACTIONS. THE POP-UPS FOSTER A SENSE OF CONNECTION AMONG RESIDENTS AND VISITORS, ENCOURAGE A THRIVING MARKETPLACE, AND CONTRIBUTE TO THE TOWN'S OVERALL VITALITY. THROUGH THIS INITIATIVE, THE FOUNDATION ACTIVELY BOLSTERS COMMUNITY BONDS WHILE SUPPORTING SUSTAINABLE ECONOMIC GROWTH IN CARLTON LANDING.WE HOST 20-50 VENDORS. VISITORS VARY BETWEEN 100 - 750. SHOPS ARE OPEN FRIDAY EVENINGS AND SATURDAY MORNINGS MAY THROUGH JULY, WITH ADDITIONAL OPENINGS DURING HOLIDAY WEEKENDS WHEN WE HOST THEMED EVENTS. WE PROVIDE INTERNET AND ELECTRICITY TO THE VENDORS.

    Expenses $7,781 · Revenue $390

  • THE SATURDAY MORNING GARDEN SERIES INVITES FAMILIES TO START THEIR WEEKEND WITH A DELIGHTFUL MORNING OF STORIES, CRAFTS, AND GARDEN FUN. THE SATURDAY MORNING GARDEN SERIES ALIGNS WITH THE CARLTON LANDING SOCIAL WELFARE FOUNDATION'S MISSION BY STRENGTHENING COMMUNITY BONDS AND PROMOTING THE COLLECTIVE WELL-BEING OF CARLTON LANDING. BY BRINGING FAMILIES TOGETHER IN A SHARED SPACE, THE PROGRAM ENCOURAGES INTERGENERATIONAL ENGAGEMENT, ENVIRONMENTAL STEWARDSHIP, AND CREATIVE EXPRESSION. IT ENHANCES THE TOWN'S VITALITY BY CULTIVATING A DEEPER CONNECTION TO NATURE, FOSTERING LIFELONG LEARNING, AND SUPPORTING A THRIVING, ENGAGED COMMUNITY. 5 SESSIONS WERE HELD BETWEEN MARCH AND JULY (10 AM 12 PM) WITH BETWEEN 20-70 PARTICIPANTS. PARTICIPANTS WERE BETWEEN 3 AND 65+ YEARS OLD.

    Expenses $1,226 · Revenue $227

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Grant Humphreys

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sarah Partin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Caleb Conner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Bob Davis

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jon Fuller

    GOVERNANCE CHAIR (THRU 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Alice Canada

    EXECUTIVE DIRECTOR

    Total calculated
    $96,713
    From this org
    $85,431
    From related orgs
    $0
    Other
    $11,282
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
26 March 2026
IRS schema version
2025v4.0
Source object
202630869349301618

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