The Carlson Family Foundation
- Assets
- $792.6k
- Revenue
- $34.5k
- Investments
- $434.3k
- Employees
- 0
- Location
- Great Falls, VA
- Founding
- 01/2014
- Data as of
- 12/2018
- EIN
- 46-1603984
Organization Overview
The Carlson Family Foundation is located in Great Falls, VA. The organization was established in 2014. 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.
For the year ending 12/2018, Carlson Family Foundation generated $34.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.7%) each year. All expenses for the organization totaled $43.0k during the year ending 12/2018. As we would expect to see with falling revenues, expenses have declined by (20.5%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James G Carlson Officer | 5 | $0 | |
Mary Anne Carlson Officer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $18,000 |
| Interest on Savings | $6,567 |
| Dividends & Interest | $9,966 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $34,533 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,000 |
| Contributions, gifts, grants paid | $40,000 |
| Total expenses and disbursements | $43,000 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $358,307 |
| 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 | $434,281 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $792,588 |
| 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 | $23 |
| Total liabilities | $23 |
Grants Awarded
Over the last fiscal year, The Carlson Family Foundation has awarded $40,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
RIDER UNIVERSITY PURPOSE: SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $5,000 |
STABLE PURPOSE: SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $35,000 |