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
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
Ready to take the next step with Carlson Family Foundation?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Christine E Moser Foundation
NEW BRITAIN, CT
Assets
$767K
Grants
7
Total Given
$36K
The Ravengate Foundation
OLD GREENWICH, CT
Assets
$1.2M
Grants
3
Total Given
$70K
Alderman Family Foundation
SALISBURY, CT
Assets
$33K
Grants
5
Total Given
$650
Calf Island Foundation
GREENWICH, CT
Assets
$172K
Grants
1
Total Given
$10K
Russel R Taylor Foundation
GREENWICH, CT
Assets
$2.6M
Grants
3
Total Given
$224K
Nancy a Larson Foundation Inc
OLD LYME, CT
Assets
$9K
Grants
8
Total Given
$12K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Carlson Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities