Carlson Family Foundation

ESSEX, CT EIN: 90-0859272

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K20202021202220232024
Metric202420232022
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

$0$18K$35K$53K$70K9 grants20209 grants20219 grants202211 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

MITCHELL COLLEGE$20KCOMMUNITY FOUNDATION OF …$10KVANDERBILT UNIVERSITY$10KTHE CONNECTICUT AUDUBON …$8KESSEX HISTORICAL SOCIETY$5KOUTSIDE PERSPECTIVES$4KTHE CONN FDN FOR DENTAL …$3KESSEX LAND TRUST$3KCOMMUNITY MUSIC SCHOOL$3K

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Carlson Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD E CARLSONTRUSTEE
JADA LOUTITTRUSTEE

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

CenterbrookCromwellEssexFairfieldHartfordMiddletownNashvilleNew HartfordNew HavenNew LondonSouthington

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

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