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Nonprofit · EIN 58-1410420

THALIA & MICHAEL C CARLOS FOUNDATION INC

Tax-exempt · ATLANTA, GA 30319

Financials

$1.2M$1.7M2023$2.2M$2.3M2024$3M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of THALIA & MICHAEL C CARLOS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,031,291$2,168,750$862,541$23,086,885$0$23,086,885
December 31, 2024990-PF$2,168,988$2,271,180-$102,192$22,221,635$0$22,221,635
December 31, 2023990-PF$1,210,305$1,737,303-$526,998$22,296,970$0$22,296,970
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$819,505
Net gain from sales of assets
$2,211,786

Expenses

Grants and similar amounts paid
$1,950,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,040,874
Excise tax on investment income
$40,872

Balance sheet and other

Total assets, start of year
$22,221,635
Total assets, end of year
$23,086,885
Total liabilities, end of year
$0
Net assets, end of year
$23,086,885
Fair market value of assets
$34,321,636
Qualifying distributions
$2,040,874
Net investment income
$3,031,291

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY BALENT LONG
999 PEACHTREE STREET NE STE 1500, ATLANTA, GA 30309
PRESIDENT1$0
F SHEFFIELD HALE
303 PEACHTREE BATTLE AVE, ATLANTA, GA 30305
SECRETARY0.5$0
KENT ALEXANDER
100 17TH STREET NE, ATLANTA, GA 30309
TRUSTEE0.5$0
CHRIS M CARLOS
ONE NATIONAL DRIVE SW, ATLANTA, GA 30336
TRUSTEE0.5$0
ROBERT AROGETI
2002 SUMMIT BLVD NE STE 120, ATLANTA, GA 30319
TREASURER0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARY BALENT LONG
999 PEACHTREE STREET NE STE 1500, ATLANTA, GA 30309
PRESIDENT1$0
F SHEFFIELD HALE
303 PEACHTREE BATTLE AVE, ATLANTA, GA 30305
SECRETARY0.5$0
KENT ALEXANDER
100 17TH STREET NE, ATLANTA, GA 30309
TRUSTEE0.5$0
CHRIS M CARLOS
ONE NATIONAL DRIVE SW, ATLANTA, GA 30336
TRUSTEE0.5$0
ROBERT AROGETI
2002 SUMMIT BLVD NE STE 120, ATLANTA, GA 30319
TREASURER0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARY BALENT LONG
999 PEACHTREE STREET NE STE 1500, ATLANTA, GA 30309
PRESIDENT1$0
F SHEFFIELD HALE
303 PEACHTREE BATTLE AVE, ATLANTA, GA 30305
SECRETARY0.5$0
KENT ALEXANDER
100 17TH STREET NE, ATLANTA, GA 30309
TRUSTEE0.5$0
CHRIS M CARLOS
ONE NATIONAL DRIVE SW, ATLANTA, GA 30336
TRUSTEE0.5$0
ROBERT AROGETI
2002 SUMMIT BLVD NE STE 120, ATLANTA, GA 30319
TREASURER0.5$0

Address and contacts

Address (IRS master file)
2002 SUMMIT BLVD NE 120, ATLANTA, GA 30319-1476
In care of
% ROBERT AROGETI
Signed the 990-PF
ROBERT AROGETI, TRUSTEE
Phone
(404) 898-8209
Return prepared by
CRI ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-1410420
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$23,086,885
Income (IRS master file)
$10,943,960

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,031,291$2,168,750$23,086,885XML
990-PFDecember 2024$2,168,988$2,271,180$22,221,635XML
990-PFDecember 2023$1,210,305$1,737,303$22,296,970XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1410420).

Questions about THALIA & MICHAEL C CARLOS FOUNDATION INC

What is the EIN of THALIA & MICHAEL C CARLOS FOUNDATION INC?
The employer identification number (EIN) of THALIA & MICHAEL C CARLOS FOUNDATION INC is 58-1410420.
Is THALIA & MICHAEL C CARLOS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to THALIA & MICHAEL C CARLOS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THALIA & MICHAEL C CARLOS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THALIA & MICHAEL C CARLOS FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THALIA & MICHAEL C CARLOS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THALIA & MICHAEL C CARLOS FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does THALIA & MICHAEL C CARLOS FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,031,291, expenses of $2,168,750 and total assets of $23,086,885 at year end.

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