Carlson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 9 grants totaling $65K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-2.3% YoY
Annual Giving
$65K
+0.0% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$7K
+22.2% YoY
Under IRS private-foundation payout rules, Carlson Family Foundation reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
About Carlson Family Foundation
Based on IRS filings
Carlson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 9 grants totaling $65K. Net investment income was $38K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,200,529 | $1,229,035 | $1,256,354 |
| Revenue | $38,459 | $39,267 | $13,956 |
| Expenses | $66,965 | $66,586 | $66,438 |
| Qualifying Distributions | $66,325 | $66,285 | $65,050 |
| Net Investment Income | $38,363 | $39,159 | $13,854 |
| Distributable Amount | $61,767 | $62,688 | $63,882 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mitchell College ($20,000), Community Foundation of Middlesex ($10,000), Vanderbilt University ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE CONN FDN FOR DENTAL OUTREACH SOUTHINGTON, CT | PROGRAM SUPPORT - CTMOM CLINICS | $3,000 |
| COMMUNITY FOUNDATION OF MIDDLESEX MIDDLETOWN, CT | GENERAL OPERATIONS | $10,000 |
| COMMUNITY MUSIC SCHOOL CENTERBROOK, CT | GENERAL OPERATIONS | $2,500 |
| ESSEX HISTORICAL SOCIETY ESSEX, CT | PROGRAM SUPPORT - HOLIDAY HOUSE TOUR | $5,000 |
| ESSEX LAND TRUST ESSEX, CT | GENERAL OPERATIONS | $3,000 |
| THE CONNECTICUT AUDUBON SOCIETY FAIRFIELD, CT | PROGRAM SUPPORT - SUMMER CAMP | $7,500 |
| VANDERBILT UNIVERSITY NASHVILLE, TN | EDUCATION | $10,000 |
| MITCHELL COLLEGE NEW LONDON, CT | ENDOWMENT SCHOLARSHIP | $20,000 |
| OUTSIDE PERSPECTIVES NEW HARTFORD, CT | PROGRAM SUPPORT - YEP | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD E CARLSON | TRUSTEE | — | — |
| JADA LOUTIT | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carlson Family Foundation?
Carlson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. It holds $1.2M in total assets as of 2024.
How large is Carlson Family Foundation?
As of 2024, Carlson Family Foundation holds $1.2M in total assets with $38K in annual revenue. It awarded 9 grants totaling $65K in 2024.
Where does Carlson Family Foundation operate?
Carlson Family Foundation has awarded grants in Connecticut, Tennessee.
What size grants does Carlson Family Foundation award?
In 2024, Carlson Family Foundation awarded 9 grants totaling $65K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Carlson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlson Family Foundation reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carlson Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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