Carlson Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 23 grants totaling $210K. Net investment income was $434K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.1M
+6.5% YoY
Annual Giving
$210K
+26.2% YoY
Grant Count
23
+15.0% YoY
Avg Grant Size
$9K
+9.7% YoY
Under IRS private-foundation payout rules, Carlson Family Trust reported a distributable amount of $186K for 2025 — the minimum it must pay out in qualifying distributions.
About Carlson Family Trust
Based on IRS filings
Carlson Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 23 grants totaling $210K. Net investment income was $434K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,092,322 | $2,904,844 | $2,887,148 |
| Revenue | $474,118 | $313,799 | $224,963 |
| Expenses | $249,696 | $200,782 | $143,910 |
| Qualifying Distributions | $209,500 | $166,000 | $113,000 |
| Net Investment Income | $434,330 | $209,287 | $185,676 |
| Distributable Amount | $186,412 | $168,471 | $151,359 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Family Aid Boston ($90,000), Brewster Academy ($20,000), Cape Ann Historical Museu ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BATTEN SCHOOL FOUNDATION CHARLOTTESVILLE, VA | CHARITY | $1,000 |
| BOSTON UNIVERSITY BOSTON, MA | CHARITY | $1,000 |
| BREWSTER ACADEMY WOLFEBORO, NH | CHARITY | $20,000 |
| CAMP O-AT-KA EAST SEBAGO, ME | CHARITY | $1,000 |
| CAPE ANN HISTORICAL MUSEU GLOUCESTER, MA | CHARITY | $20,000 |
| DIABETIC AADI BOSTON, MA | CHARITY | $1,000 |
| FAMILY AID BOSTON BOSTON, MA | CHARITY | $90,000 |
| GLOUCESTER MARINE GENOMICS INSTITUT GLOUCESTER, MA | CHARITY | $1,000 |
| GLOUCESTER MARITIME MUSEUM GLOUCESTER, MA | CHARITY | $1,000 |
| HUNDRED CLUB OF MA BOSTON, MA | CHARITY | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| C RICHARD CARLSON | TRUSTEE | — | — |
| DEBORAH W CARLSON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carlson Family Trust?
Carlson Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, MA. It holds $3.1M in total assets as of 2025.
How large is Carlson Family Trust?
As of 2025, Carlson Family Trust holds $3.1M in total assets with $474K in annual revenue. It awarded 23 grants totaling $210K in 2025.
Where does Carlson Family Trust operate?
Carlson Family Trust has awarded grants in Alaska, Florida, Massachusetts, Maine, Missouri, New Hampshire, New York, Virginia.
What size grants does Carlson Family Trust award?
In 2025, Carlson Family Trust awarded 23 grants totaling $210K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Carlson Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Carlson Family Trust reported a distributable amount of $186K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carlson Family Trust's EIN?
Carlson Family Trust's EIN (Employer Identification Number) is 04-3493404. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Carlson Family Trust'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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