The Curtis L Carlson Family Foundation
The Curtis L Carlson Family Foundation is a private foundation, based in Minnetonka, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $285.7M in total assets. In 2024, it awarded 1 grant totaling $10.2M. Net investment income was $9.1M.
Key facts about The Curtis L Carlson Family Foundation
In short: The Curtis L Carlson Family Foundation gave $10.2M across 1 grant in 2024 (avg $10.2M), mostly in Minnesota. Source: 2024 IRS Form 990-PF.
- EIN
- 41-6028973
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $10,178,729
- Grants made (2024)
- 1
- Average grant
- $10,178,729
- Median grant
- $10,178,729
- Total assets
- $285,651,487
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$285.7M
+7.0% YoY
Annual Giving
$10.2M
-15.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10.2M
-15.2% YoY
Under IRS private-foundation payout rules, The Curtis L Carlson Family Foundation reported a distributable amount of $13.5M for 2024 — the minimum it must pay out in qualifying distributions.
How The Curtis L Carlson Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10.1M (2020) to $12.0M (2023). In 2024 it made 1 grant totaling $10.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Statement Attached ($10.2M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Statement Attached Minnetonka, MN | Statement Attached | $10,178,729 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $285,651,487 | $267,033,099 | $254,585,066 |
| Revenue | $7,628,532 | $12,427,978 | $11,578,614 |
| Expenses | $13,422,720 | $14,807,460 | $14,514,868 |
| Qualifying Distributions | $12,484,295 | $13,944,218 | $13,516,685 |
| Net Investment Income | $9,089,489 | $11,551,500 | $9,967,498 |
| Distributable Amount | $13,534,238 | $12,759,390 | $13,113,480 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Curtis L Carlson Family Foundation is led by Alexander Muresanu, Trustee & Board Chair since 2023 (on filings since 2020); all 13 officers listed in 2024 are compensated.
Officers on the 2024 filing
Alexander Muresanu
Trustee & Board Chair
Trustee → Trustee & Board Chair, 2023
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Barbara C. Gage
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Emma Gage
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Geoffrey C. Gage
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Gina Gage
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $8K (2024)
Marilyn C. Nelson
Trustee
Trustee & Treasurer → Trustee, 2021
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Patrick Gage
Trustee & Treasurer
Trustee → Trustee & Treasurer, 2021
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Richard C. Gage
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Wendy M. Nelson
Trustee
Trustee & Board Chair → Trustee, 2023
On filings since 2020
1 hr/week
$6K (2020) → $8K (2024)
Juliet Jackson
Trustee
On filings since 2022
1 hr/week
$6K (2022) → $8K (2024)
Abigail Gage
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $8K (2024)
Tenley Gage
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $8K (2024)
C. David Nelson
Secretary
On filings since 2020
40 hrs/week
$288K (2020) → $335K (2024)
Former officers (4)
- Former: Diana L. Nelson (2020–2021) — Trustee
- Former: Jennifer Nelson (2020–2021) — Trustee
- Former: Juliet Nelson (2020–2021) — Trustee
- Former: Scott C. Gage (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $335K, to C David Nelson (Secretary). 13 officers or directors reported compensation on that filing.
Frequently asked questions about The Curtis L Carlson Family Foundation
How much does The Curtis L Carlson Family Foundation give each year?
The Curtis L Carlson Family Foundation gave $10.2M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $12.0M across 1 grant.
How large is The Curtis L Carlson Family Foundation?
The Curtis L Carlson Family Foundation reported $285.7M in total assets on its 2024 IRS Form 990-PF. It paid out $12.5M in qualifying distributions that year, against a required minimum of $13.5M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Curtis L Carlson Family Foundation operate?
The Curtis L Carlson Family Foundation has awarded grants in Minnesota.
What is The Curtis L Carlson Family Foundation's EIN?
The Curtis L Carlson Family Foundation's EIN (Employer Identification Number) is 41-6028973. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Curtis L Carlson Family Foundation by hand.
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