Carlson Family Foundation
Carlson Family Foundation is a private foundation, based in Essex, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 8 grants totaling $68K. Net investment income was $25K.
Carlson Family Foundation at a glance
In short: Carlson Family Foundation gave $68K across 8 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $67,754
- +4.2% vs 2024
- Grants made (2025)
- 8
- -11.1% vs 2024
- Average grant
- $8,469
- +17.3% vs 2024
- Median grant
- $5,000
- Total assets
- $1,156,160
- -3.7% vs 2024
- Primary geography
- Connecticut (84% 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 Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Mitchell College ($30K). Together the top 8 received $68K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 46 grants of 46 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Carlson Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 119% 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 2019 to 2025, annual grant giving ranged from $64K (2022) to $70K (2021). In 2025 it made 8 grants totaling $68K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mitchell College New London, CT | Education | $30,000 |
| Vanderbilt University Nashville, TN | Education | $11,000 |
| Community Foundation of Middlesex Middletown, CT | General Operations | $10,000 |
| Community Music School Centerbrook, CT | General Operations | $5,000 |
| Connecticut Audubon Society Fairfield, CT | Program Support | $5,000 |
| Essex Land Trust Essex, CT | General Operations | $3,000 |
| The Conn Fdn for Dental Outreach Southington, CT | Program Support | $3,000 |
| Ivoryton Playhouse Ivoryton, CT | Program Support | $754 |
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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 | $1,156,160 | $24,989 | $69,358 | $67,754 | 8 | $69,104 | $24,735 | $58,173 |
| 2024 | $1,200,529 | $38,459 | $66,965 | $65,000 | 9 | $66,325 | $38,363 | $61,767 |
| 2023 | $1,229,035 | $39,267 | $66,586 | $65,000 | 11 | $66,285 | $39,159 | $62,688 |
| 2022 | $1,256,354 | $13,956 | $66,438 | $63,950 | 9 | $65,050 | $13,854 | $63,882 |
| 2021 | $1,308,836 | $72,790 | $71,546 | $70,270 | 9 | $71,450 | $72,694 | $65,242 |
| 2020 | $1,307,592 | $19,945 | $71,579 | $70,000 | 9 | — | $19,849 | $66,854 |
| 2019 | $1,359,226 | $24,260 | $70,522 | $68,750 | 7 | — | $24,164 | $68,386 |
Under IRS private-foundation payout rules, Carlson Family Foundation reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carlson Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jada Loutit
Trustee
On filings since 2019
No compensation reported
Richard E. Carlson
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Foundation
How much does Carlson Family Foundation give each year?
Carlson Family Foundation gave $68K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 9 grants.
What is Carlson Family Foundation's typical grant size?
Carlson Family Foundation's median grant in 2025 was $5,000, and its average grant was $8,469, across 8 grants on its 2025 IRS Form 990-PF.
Where does Carlson Family Foundation give grants?
Carlson Family Foundation gives mostly in Connecticut: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (16%).
Does Carlson Family Foundation give general operating support?
Yes: 38% of Carlson Family Foundation's 2025 grants with a stated purpose (3 of 8) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Program Support" (3 grants).
Who are Carlson Family Foundation's largest grantees?
Carlson Family Foundation's largest 2025 grantees include Mitchell College ($30,000), Vanderbilt University ($11,000) and Community Foundation of Middlesex ($10,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Carlson Family Foundation?
Carlson Family Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
What is Carlson Family Foundation's EIN?
Carlson Family Foundation's EIN (Employer Identification Number) is 90-0859272. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
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