Carlson Family Fdn-BlackRock
Carlson Family Fdn-BlackRock is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grant totaling $120K. Net investment income was $4K.
Carlson Family Fdn-BlackRock at a glance
In short: Carlson Family Fdn-BlackRock gave $120K across 1 grant in 2025 (avg $120K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,337
- +11933.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $120,337
- +11933.7% vs 2024
- Median grant
- $120,337
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carlson Family Fdn-BlackRock funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity Investments Charitable Gift FD ($120K).
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 15 grants of 18 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Carlson Family Fdn-BlackRock gives
- Giving grew 71% from 2022 to 2025. Method
- In 2024 it paid out 197% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1K (2024) to $120K (2025). In 2025 it made 1 grant totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift FD Boston, MA | Unrestricted General | $120,337 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $5,304 | $124,245 | $120,337 | 1 | $123,294 | $4,294 | — |
| 2024 | $118,941 | $3,059 | $13,453 | $1,000 | 1 | $12,222 | $2,009 | $6,215 |
| 2023 | $129,337 | $-15,643 | $115,247 | $111,500 | 3 | $113,913 | $1,567 | $7,433 |
| 2022 | $260,226 | $21,251 | $85,409 | $70,500 | 7 | $73,940 | $18,458 | $15,479 |
| 2021 | $322,942 | $528,906 | $80,293 | $76,000 | 6 | — | $276,354 | $6,528 |
Leadership & Key People
Officers and directors from IRS filings
Carlson Family Fdn-BlackRock is led by Katrina Carlson, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katrina Carlson
President
On filings since 2021
4 hrs/week
No compensation reported
Kenneth Carlson
Secretary
On filings since 2021
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Carlson Family Fdn-BlackRock
How much does Carlson Family Fdn-BlackRock give each year?
Carlson Family Fdn-BlackRock gave $120K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
Where does Carlson Family Fdn-BlackRock operate?
Carlson Family Fdn-BlackRock has awarded grants in Arizona, California, Massachusetts, Rhode Island.
What is Carlson Family Fdn-BlackRock's EIN?
Carlson Family Fdn-BlackRock's EIN (Employer Identification Number) is 95-4819814. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 1, 2023)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Carlson Family Fdn-BlackRock's focus areas in our free grants database
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