Carlson Family Fdn-blackrock

PENNINGTON, NJ EIN: 95-4819814

Carlson Family Fdn-blackrock is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grants totaling $120K. Net investment income was $4K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$120K

+11933.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$120K

+11933.7% YoY

About Carlson Family Fdn-blackrock

Based on IRS filings

Carlson Family Fdn-blackrock is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grants totaling $120K. Net investment income was $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BostonLos AngelesPhoenixProvidenceSanta MonicaVan Nuys

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$145K$291K$436K$582K20212022202320242025
Metric202520242023
Total Assets$118,941$129,337
Revenue$5,304$3,059$-15,643
Expenses$124,245$13,453$115,247
Qualifying Distributions$123,294$12,222$113,913
Net Investment Income$4,294$2,009$1,567
Distributable Amount$6,215$7,433

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$60K$90K$120K6 grants20217 grants20223 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

FIDELITY INVESTMENTS CHA…$120K

Grant Size Distribution

18 grants across all recorded years

15<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Fidelity Investments Charitable Gift Fd ($120,337).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FD BOSTON, MAUNRESTRICTED GENERAL$120,337

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
KATRINA CARLSONPRESIDENT4
KENNETH CARLSONSECRETARY4

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carlson Family Fdn-blackrock?

Carlson Family Fdn-blackrock is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds — in total assets as of 2025.

Where does Carlson Family Fdn-blackrock operate?

Carlson Family Fdn-blackrock has awarded grants in Arizona, California, Massachusetts, Rhode Island.

What size grants does Carlson Family Fdn-blackrock award?

In 2025, Carlson Family Fdn-blackrock awarded 1 grants totaling $120K — an average of about $120K per grant, based on its IRS Form 990 filings.

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.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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