David S And Brenda K Carlson Foundation
- Assets
- $1.8m
- Revenue
- $151.9k
- Investments
- $1.8m
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 03/2001
- Data as of
- 12/2023
- EIN
- 68-0467243
Organization Overview
David S And Brenda K Carlson Foundation is located in Walnut Creek, CA. The organization was established in 2001. 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. David S And Brenda K 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, David S And Brenda K Carlson Foundation generated $151.9k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $109.3k during the year ending 12/2023. While expenses have increased by 6.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, David S And Brenda K Carlson Foundation has awarded 35 individual grants totaling $491,120. 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 |
|---|---|---|---|
David S Carlson CEO | 0 | $0 | |
Brenda K Carlson CFO And Secr | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $66,024 |
| Interest on Savings | $0 |
| Dividends & Interest | $75,592 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,285 |
| Capital Gain Net Income | $10,285 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $151,901 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $43 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,670 |
| Total operating and administrative expenses | $2,343 |
| Contributions, gifts, grants paid | $107,000 |
| Total expenses and disbursements | $109,343 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $69,118 |
| Savings and temporary cash investments | $0 |
| 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 | $1,353,572 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,846,324 |
| 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 | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, David S And Brenda K Carlson Foundation has awarded $107,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
NORTH PARK UNIVERSITY PURPOSE: PRIVATE UNIVERSITYEVANGELICAL COVENANT | $50,000 |
ST JOHNS LUTHERAN CHURCH PURPOSE: RELIGIOUS MINISTERING | $12,000 |
SALVATION ARMY PURPOSE: PROVIDING ASSISTANCE TO THE POOR | $13,000 |
LOAVES AND FISHES OF CONTRA COSTA PURPOSE: FEEDING THE POOR | $5,000 |
SHRINERS FOR CHILDREN HOSPITAL PURPOSE: PATIENT CARE RESEARCH AND EDUCATION | $12,000 |
JOHN MUIR HEALTH FOUNDATION PURPOSE: SUPPORT FOR HOSPITAL PATIENT CARE | $5,000 |