Michigan · Nonprofit
Carter P Brown Legacy Preservation Fund
Carter P Brown Legacy Preservation Fund (Michigan) receives grants from 8 organizations whose IRS filings report $288,010 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($132,200). 2 of them have funded it in more than one year, and 58% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $255k
- Funders on record
- 8
- Grants received
- $288k
- Net assets
- $470k
What Carter P Brown Legacy Preservation Fund does
Mission
To support the preservation and restoration of historic buildings and grounds within the castle park reserve for the benefit of residents, visitors and the general public, and to promote the conservation and protection of both the wildlife habitat and the environmentally sensitive back dunes of northwest laketown township, michigan.
As stated on its FY2025 Form 990.
Programs
As part of the Organization's mission to preserve the historic structures at the Castle Park Reserve, the organization provided funding to repair exterior masonry of the Castle.
$69,135 spentof which $69,135 as grants42% of program spendingGrant to Healing Our Waters to support their mission to protect and restore the Great Lakes.
$500 spentof which $500 as grants0% of program spendingAs part of the organization's mission to support conservation efforts, the organization provided funding for legal fees to defend an easement and settlement agreement designed to protect the Critical Dunes Act and the public interest in preserving the dune and its fragile ecosystem known as Baldy in Laketown Township.
$93,688 spent57% of program spending
The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $163,323.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $880k to $308k (−65%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
95% of Carter P Brown Legacy Preservation Fund’s revenue is contributions — more donation-reliant than the typical peer (88% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2020 → 2023: the base held at 2 funders, grant income rose $35k → $161k.
3 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 58% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Carter P Brown Legacy Preservation Fund’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Carter P Brown Legacy Preservation Fund leans on a few funders — its largest provides 46% of grant income and the top three 93%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
58% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Carter P Brown Legacy Preservation Fund.
Largest funder’s share by year: 2020 71% · 2021 100% · 2022 100% · 2023 62% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
0% of Carter P Brown Legacy Preservation Fund's funders are still giving 1 year after their first grant; 25% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
58% of Carter P Brown Legacy Preservation Fund's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $121k that is directly attributable, 100% of it comes from funders outside Michigan, across 5 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $167k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Carter P Brown Legacy Preservation Fund runs a healthier operating margin than three-quarters of the 2,433 environment nonprofits its size.
this organization peer median middle 50% of peers· 2,433 environment nonprofits $100k–$1M, FY2025
Organizations like Carter P Brown Legacy Preservation Fund
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Michigan
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
96% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- Lrp LLC · disregarded
Screen this organization
A dated, signed PDF of the compliance screen for Carter P Brown Legacy Preservation Fund: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Carter P Brown Legacy Preservation Fund?
- Carter P Brown Legacy Preservation Fund (Michigan) receives grants from 8 organizations whose IRS filings report $288,010 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($132,200). 2 of them have funded it in more than one year, and 58% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does Carter P Brown Legacy Preservation Fund have?
- IRS filings report 8 organizations giving $288,010 in grants to Carter P Brown Legacy Preservation Fund, 2 of which have funded it in more than one year.
- Who is the largest funder of Carter P Brown Legacy Preservation Fund?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $132,200 in grants. The full list of funders is on this page.
- How can an organization like Carter P Brown Legacy Preservation Fund find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Michigan. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing