Carlson Family Foundation
- Assets
- $1.3m
- Revenue
- $14.0k
- Investments
- $1.1m
- Employees
- 0
- Location
- Essex, CT
- Founding
- 07/2012
- Data as of
- 12/2022
- EIN
- 90-0859272
Organization Overview
Carlson Family Foundation is located in Essex, CT. The organization was established in 2012. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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 Family 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 12/2022, Carlson Family Foundation generated $14.0k 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 (25.0%) each year. All expenses for the organization totaled $66.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Carlson Family Foundation has awarded 45 individual grants totaling $571,970. 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.
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 |
|---|---|---|---|
Richard E Carlson Trustee | 0 | $0 | |
Jada Loutit Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,819 |
| 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 | $8,137 |
| Total Revenue | $13,956 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,286 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,488 |
| Contributions, gifts, grants paid | $63,950 |
| Total expenses and disbursements | $66,438 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $123,312 |
| 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 | $943,919 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,256,354 |
| 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, Carlson Family Foundation has awarded $63,950 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
ESSEX LAND TRUST PURPOSE: GENERAL OPERATIONS | $4,000 |
SISTER CITIES ESSEX HAITI PURPOSE: PROGRAM SUPPORT - BIG DECISIONS | $2,500 |
THE CONNECTICUT AUDUBON SOCIETY PURPOSE: PROGRAM SUPPORT - SUMMER CAMP | $5,000 |
MIDDLESEX HABITAT FOR HUMANITY PURPOSE: PROGRAM SUPPORT - BUILD | $2,500 |
COMMUNITY FOUNDATION OF MIDDLESEX PURPOSE: GENERAL OPERATIONS | $3,950 |
VANDERBILT UNIVERSITY PURPOSE: EDUCATION | $6,000 |