2026-03-27T17:44:59-05:00 2025-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2025-01-01 884392567 CARLTON LANDING SOCIAL WELFARE FOUNDATION CARL 9187075252 28 ACADEMY LANE CARLTON LANDING OK 74432 ALICE E CANADA EXECUTIVE DIRECTOR 9187075252 2026-03-26 1 WENDY R COOLEY CPA P01523804 4023302660 2026-03-25 2025 2025-03-06 01:10:19Z X ALICE E CANADA 28 ACADEMY LANE CARLTON LANDING OK 74432 415412 0 X WWW.CARLTONLANDINGFOUNDATION.ORG X 2022 OK INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING. 4 4 3 10 0 0 388950 314161 88614 85925 8068 14803 1385 -806 487017 414083 0 0 0 0 154499 164458 0 0 4836 151746 140509 306245 304967 180772 109116 395355 519439 691 3717 394664 515722 X 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. 0 0 152812 84502 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. 9444 0 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. 7781 390 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. 1226 227 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. 1226 227 171263 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 3 1 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 OK X ALICE E CANADA 9187075252 28 ACADEMY LANE CARLTON LANDING OK 74432 GRANT HUMPHREYS PRESIDENT 1.00 1.00 X X 0 0 0 SARAH PARTIN VICE PRESIDENT 1.00 0.00 X X 0 0 0 CALEB CONNER SECRETARY 1.00 0.00 X X 0 0 0 BOB DAVIS TREASURER 1.00 0.00 X X 0 0 0 JON FULLER GOVERNANCE CHAIR (THRU 1/25) 1.00 0.00 X X 0 0 0 ALICE CANADA EXECUTIVE DIRECTOR 20.00 20.00 X 85431 0 11282 85431 0 11282 0 0 0 0 0 314161 314161 COMMUNITY SUPPORT 624200 85925 85925 85925 9884 9884 4919 0 4919 4919 4919 523 1329 -806 -806 414083 85119 0 14803 96713 14507 77370 4836 47506 47506 9309 9309 10930 6449 4481 375 375 5112 5112 4685 4685 2757 1224 1533 15298 15298 6352 6352 5545 5545 16507 16507 81 81 21858 21858 1476 1476 PROGRAM EVENT EXPENSES 40479 40479 PROGRAMMING 17225 17225 PROFESSIONAL DEVELOPMEN 2125 2125 GOLF CART MAINTENANCE 634 634 304967 171263 128868 4836 86125 84983 0 25 153000 41894 132964 111106 175916 322975 350 350 395355 519439 319 0 372 2669 0 1048 691 3717 X 0 0 0 0 394664 515722 394664 515722 395355 519439 109116 11942 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153000 41894 111106 111106 VENDOR DEPOSITS 1048 1048 FORM 990, PART VI, SECTION A, LINE 2 GRANT HUMPHREYS AND BOB DAVIS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE BOARD REVIEWS THE DISCLOSURES AND DETERMINES WHETHER A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A SALARY COMPARISONS FOR EQUIVALENT ROLES ARE USED TO DETERMINE OFFICER COMPENSATION. THE BOARD OF DIRECTORS SET THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST. CARLTON LANDING CHARITABLE FOUNDATION 28 ACADEMY LANE CARLTON LANDING OK 74432 921254049 COMMUNITY EDUCATION AND ACTIVITIES OK 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0