Carlson Foundation
- Assets
- $15.6m
- Revenue
- $848.0k
- Investments
- $15.4m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 02/2003
- Data as of
- 12/2023
- EIN
- 27-0005700
Organization Overview
Carlson Foundation is located in Dallas, TX. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carlson Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Carlson Foundation generated $848.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (26.8%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Carlson Foundation has awarded 269 individual grants totaling $18,167,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Clint D Carlson Director | 1 | $0 | |
Nancy Packer Carlson Director | 1 | $0 | |
Keith T Anderson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $45,000 |
| Interest on Savings | $1,041 |
| Dividends & Interest | $300,125 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $372,863 |
| Capital Gain Net Income | $372,863 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $128,963 |
| Total Revenue | $847,992 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $45,268 |
| Taxes | $10,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $94,041 |
| Total operating and administrative expenses | $156,746 |
| Contributions, gifts, grants paid | $997,500 |
| Total expenses and disbursements | $1,154,246 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $114,221 |
| 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 | $15,551,247 |
| Accounts payable and accrued expenses | $0 |
| 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 | $857,747 |
| Total liabilities | $857,747 |
Grants Awarded
Over the last fiscal year, Carlson Foundation has awarded $997,500 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
ASPEN ART MUSEUM PURPOSE: GENERAL FUND | $12,500 |
COLORADO COLLEGE PURPOSE: GENERAL FUND | $200,000 |
DALLAS CHILDREN'S ADVOCACY CENTER PURPOSE: GENERAL FUND | $25,000 |
DALLAS CHILDREN'S THEATER PURPOSE: GENERAL FUND | $60,000 |
DALLAS THEATER CENTER PURPOSE: GENERAL FUND | $10,000 |
DALLAS MUSEUM OF ART PURPOSE: GENERAL FUND | $75,000 |