Carlson Family Foundation

Private foundation · Grantmaker Essex, CT EIN: 90-0859272

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.

Key facts about Carlson Family Foundation

In short: Carlson Family Foundation gave $68K across 8 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
90-0859272
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$67,754
Grants made (2025)
8
Average grant
$8,469
Median grant
$5,000
Total assets
$1,156,160
Primary geography
Connecticut (84% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

-3.7% YoY

Annual Giving

$68K

+4.2% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$8K

+17.3% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

New LondonMiddletownEssexNashvilleFairfieldCenterbrookCromwellSouthingtonHartfordIvorytonNew HartfordNew Haven

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K7 grants2019 9 grants2020 9 grants2021 9 grants2022 11 grants2023 9 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $64K (2022) to $70K (2021). In 2025 it made 8 grants totaling $68K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Mitchell College: $30KMitchell College$30KVanderbilt University: $11KVanderbilt University$11KCommunity Foundation of Middlesex: $10KCommunity Foundation ofMiddlesex$10KCommunity Music School: $5KCommunity Music School$5KConnecticut Audubon Society: $5KConnecticut Audubon Society$5KEssex Land Trust: $3KEssex Land Trust$3KThe Conn Fdn for Dental Outreach: $3KThe Conn Fdn for DentalOutreach$3KIvoryton Playhouse: $754Ivoryton Playhouse$754

The largest 2025 recipient was Mitchell College ($30K). Together the top 8 received $68K.

Grant Size Distribution

46 grants across all recorded years

46<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 46 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mitchell College New London, CTEducation$30,000
Vanderbilt University Nashville, TNEducation$11,000
Community Foundation of Middlesex Middletown, CTGeneral Operations$10,000
Community Music School Centerbrook, CTGeneral Operations$5,000
Connecticut Audubon Society Fairfield, CTProgram Support$5,000
Essex Land Trust Essex, CTGeneral Operations$3,000
The Conn Fdn for Dental Outreach Southington, CTProgram Support$3,000
Ivoryton Playhouse Ivoryton, CTProgram Support$754

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,156,160$1,200,529$1,229,035
Revenue$24,989$38,459$39,267
Expenses$69,358$66,965$66,586
Qualifying Distributions$69,104$66,325$66,285
Net Investment Income$24,735$38,363$39,159
Distributable Amount$58,173$61,767$62,688

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)

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.

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