The Sara and David Carson Family

WEST HARTFORD, CT EIN: 20-2977265

The Sara and David Carson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $222K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$222K

-6.5% YoY

Annual Giving

$33K

+0.0% YoY

Grant Count

10

-16.7% YoY

Avg Grant Size

$3K

+20.0% YoY

Under IRS private-foundation payout rules, The Sara and David Carson Family reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sara and David Carson Family

Based on IRS filings

The Sara and David Carson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $222K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AlexandriaBloomfieldBooneChambersburgEnfieldHartfordHyannisNew YorkNorwichSouth YarmouthWallingfordWashingtonWest BarnstableWest HartfordWest Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$29K$44K$58K20202021202220232024
Metric202420232022
Total Assets$221,707$237,211$236,823
Revenue$31,276$46,828$36,978
Expenses$46,780$46,440$53,175
Qualifying Distributions$40,661$40,706$47,917
Net Investment Income$25,841$41,990$31,720
Distributable Amount$20,399$18,501$20,555

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$41K16 grants202015 grants202119 grants202212 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST STEPHENS & ST AGNES S…$6KBRAZILIAN RESOURCE CENTER$5KCAPE COD WOMEN & GIRL'S …$5KMENTAL HEALTH AMERICA$4KFOODSHARE CT$3KJOURNEY HOME CONNECTICUT$3K4-H EDUCATION CENTER AT …$2KHAITIAN HEALTH FOUNDATION$2KTHE SIMON FOUNDATION$2KPLACE OF GRACE FOOD PANTRY$1K

Grant Size Distribution

72 grants across all recorded years

72<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Stephens & St Agnes School ($6,000), Brazilian Resource Center ($5,000), Cape Cod Women & Girl's Fund Co Cape Cod Foundation ($5,000).

RecipientPurposeAmount
4-H EDUCATION CENTER AT AUER FARM BLOOMFIELD, CTUNRESTRICTED$2,000
BRAZILIAN RESOURCE CENTER HYANNIS, MAUNRESTRICTED$5,000
CAPE COD WOMEN & GIRL'S FUND CO CAPE COD FOUNDATION SOUTH YARMOUTH, MAUNRESTRICTED$5,000
FOODSHARE CT WALLINGFORD, CTUNRESTRICTED$3,000
HAITIAN HEALTH FOUNDATION NORWICH, CTUNRESTRICTED$2,000
JOURNEY HOME CONNECTICUT WEST HARTFORD, CTUNRESTRICTED$3,000
MENTAL HEALTH AMERICA ALEXANDRIA, VAUNRESTRICTED$4,000
PLACE OF GRACE FOOD PANTRY HARTFORD, CTUNRESTRICTED$1,000
ST STEPHENS & ST AGNES SCHOOL ALEXANDRIA, VARESTRICTED FOR CAPITAL CAMPAIGN$6,000
THE SIMON FOUNDATION BLOOMFIELD, CTUNRESTRICTED$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REBECCA CARSON HOLMESADMINISTRATOR$4K

From 2024 filing

NameTitleHoursCompensation
DAVID EA CARSONPRESIDENT
SARA F CARSONSECRETARY
REBECCA CARSON HOLMESADMINISTRATOR2$3,600

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Sara and David Carson Family?

The Sara and David Carson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. It holds $222K in total assets as of 2024.

How large is The Sara and David Carson Family?

As of 2024, The Sara and David Carson Family holds $222K in total assets with $31K in annual revenue. It awarded 10 grants totaling $33K in 2024.

Where does The Sara and David Carson Family operate?

The Sara and David Carson Family has awarded grants in Connecticut, District of Columbia, Iowa, Massachusetts, New York, Pennsylvania, Virginia.

What size grants does The Sara and David Carson Family award?

In 2024, The Sara and David Carson Family awarded 10 grants totaling $33K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Sara and David Carson Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sara and David Carson Family reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sara and David Carson Family's EIN?

The Sara and David Carson Family's EIN (Employer Identification Number) is 20-2977265. IRS Form 990 filing data is available on this page for 2020–2024.

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

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