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Nonprofiteer
← CARLETON TRUST DD 050983

Form 990 for tax year 2024

Filed by CARLETON TRUST DD 050983.

Totals

Total revenue
$2,535,090
Total expenses
$1,211,402
Contributions and grants received
$0
Grants paid
$938,353
Program service revenue
$0
Investment income
$2,533,950
Other revenue
$1,140
Total assets, end of year
$25,161,288
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$25,161,288
Program services expenses (Part IX)
$1,014,720
Management and general expenses
$196,682
Fundraising expenses
$0
Program service expenses (Part III)
$1,014,720

Program services were 83.8% 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.

  • 3 · Investment income

    total $734,030 · excluded $734,030

  • 7a · Gross sales of assets other than inventory

    securities $8,864,819

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

    securities $7,064,899

  • 7c · Gain or loss

    securities $1,799,920

  • 7d · Net gain or loss

    total $1,799,920 · excluded $1,799,920

  • 11d · All other revenue

    total $1,140 · excluded $1,140

  • 11e · Other revenue, total

    $1,140

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $938,353 · program services $938,353

  • 5 · Compensation of officers, directors and key employees

    total $270,061 · program services $75,617 · management and general $194,444

  • 11g · Fees: other

    total $750 · program services $750

  • 24a · Other expenses: FOREIGN TAXES

    total $2,238 · management and general $2,238

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,282 · end of year $37,658

  • 2 · Savings and temporary cash investments

    beginning of year $125,441 · end of year $427,803

  • 11 · Investments: publicly traded securities

    beginning of year $23,658,194 · end of year $24,695,827

  • 29 · Capital stock, trust principal or current funds

    beginning of year $23,840,917 · end of year $25,161,288

Mission and programs · 2024

Mission

FOR THE CONTINUING MAINTENANCE OF THE ROBERT A CARLETON STRENGTH OF MATERIALS LABORATORY AT COLUMBIA UNIVERSITY.

  • The Carleton Laboratory relied on the allocation from these funds, not only for staffing and research support, but also for ongoing improvement and modernization of the laboratory facilities in conjunction with income from a number of applied testing projects. In parallel to efforts of the School of Engineering, the Laboratory has made significant progress on improving its aging core infrastructure. The Laboratory has focused specifically on the integration and commissioning of new experimental facilities for recently joined faculty, Professor Zhengbo Zou and Marianna Maiaru,

    Expenses $1,014,720 · Grants $938,353

As filed on the 2024 return.

Listed in Part VII

  • Jp Morgan Chase Bank Na

    TRUSTEE

    Total calculated
    $270,061
    From this org
    $270,061
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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

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
2024
Filed
3 December 2025
IRS schema version
2024v5.2
Source object
202620139349301357

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