Carlson Family Tr
- Assets
- $2.9m
- Revenue
- $470.3k
- Investments
- $2.8m
- Employees
- 0
- Location
- Rockport, MA
- Founding
- 02/2000
- Data as of
- 08/2022
- EIN
- 04-3493404
The information for Carlson Family Tr is as of the organization's most recent filing in August 2022. This organization is located in Rockport, MA. It has been in existence for 22 years, following its founding in 2000.
Organization Classification
The IRS classifies organizations according to the National Taxonomy of Exempt Entities (NTEE) system. The NTEE system helps the IRS assign a 3-character code to each organization to describe the organization's activities.
The Carlson Family Tr is a philanthropy organization classified under the NTEE code T22, which falls under the major classification of Philanthropy, Voluntarism & Grantmaking Foundations. The NTEE code indicates that the organization is a Private Independent Foundation. Private Independent Foundations are private foundations that make grants based on charitable endowments and are primarily focused on grantmaking rather than fundraising. They are typically endowed by a single individual or family and may be considered family foundations if relatives or the original donor are still involved in the foundation's operations. The organization is also classified under section code 3, which encompasses Religious, Educational, Charitable, Scientific, Literary, Testing for Public Safety, Amateur Sports, or Prevention of Cruelty to Children or Animals Organizations.
Grant History
Our dataset includes six years of grant history for the Carlson Family Tr. During this time, they have awarded a total of 115 grants, with an average check size of $7,745. The organization has awarded grants in various sectors, with the most grants being in Arts, Culture & Humanities (18), followed by Human Services (15) and Education (14). In terms of geographical distribution, the organization has awarded the highest number of grants in Massachusetts (97), followed by New Hampshire (6), Maine (6), New York (5), and Alaska (1).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
C Richard Carlson Trustee | 0 | $0 | |
Deborah W Carlson Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $125,102 |
| Interest on Savings | $14 |
| Dividends & Interest | $92,667 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $252,483 |
| Capital Gain Net Income | $252,483 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $470,266 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,133 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $29 |
| Total operating and administrative expenses | $32,870 |
| Contributions, gifts, grants paid | $203,200 |
| Total expenses and disbursements | $236,070 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $86,725 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,872,625 |
| Accounts payable and accrued expenses | $897 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $897 |
Grants Awarded
Over the last fiscal year, Carlson Family Tr has awarded $203,200 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
Rockport, MA PURPOSE: CHARITY | $110,000 |
CAPE ANN HISTORICAL MUSEU PURPOSE: CHARITY | $21,000 |
FAMILY AID BOSTON PURPOSE: CHARITY | $11,000 |
Wolfeboro, NH PURPOSE: CHARITY | $10,000 |
Watertown, MA PURPOSE: CHARITY | $10,000 |
CAMP O-AT-KA PURPOSE: CHARITY | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |
Carson Fam Charitable Tr New York, NY | $302,357,968 | $144,716,166 |
Blavatnik Family Foundation 2020 New York, NY | $0 | $14,146 |
Henry Luce Foundation Inc New York, NY | $1,226,277,880 | $84,818,070 |
Paul E Singer Foundation New York, NY | $412,018,579 | $19,273,091 |
Bernard And Anne Spitzer Charitable Tr New York, NY | $0 | $17,565,686 |