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Carlson Family Foundation is a private trust based in ESSEX, CT. The foundation received its IRS ruling in 2012. It holds total assets of $1.2M. Annual income is reported at $38K. Total assets have grown from $1M in 2012 to $1.2M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Connecticut and Tennessee. According to available records, Carlson Family Foundation has made 38 grants totaling $263K, with a median grant of $5K. The foundation has distributed between $65K and $128K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $128K distributed across 18 grants. Individual grants have ranged from $2K to $25K, with an average award of $7K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Connecticut and Tennessee. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Carlson Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in CT, TN.
Carlson Family Foundation has distributed a total of $263K across 38 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from $2K to $25K.
Carlson Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Carlson Family Foundation is headquartered in ESSEX, CT. While based in CT, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jada Loutit | TRUSTEE | $0 | $0 | N/A |
| Richard E Carlson | TRUSTEE | $0 | $0 | N/A |
Total Giving
$67K
Total Assets
$1.2M
Fair Market Value
$1.2M
Net Worth
$1.2M
Grants Paid
$65K
Contributions
N/A
Net Investment Income
$39K
Distribution Amount
$63K
Total: $194K
Total Grants
38
Total Giving
$263K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
14
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| New HorizonsPROGRAM SUPPORT | Middletown, CT | $3K | 2021 |
| Mitchell CollegeENDOWMENT SCHOLARSHIP | New London, CT | $20K | 2023 |
| Community Foundation Of MiddlesexGENERAL OPERATIONS | Middletown, CT | $10K | 2023 |
| Vanderbilt UniversityEDUCATION | Nashville, TN | $10K | 2023 |
| The Connecticut Audubon SocietyPROGRAM SUPPORT - SUMMER CAMP | Fairfield, CT | $6K | 2023 |
| Essex Land TrustGENERAL OPERATIONS | Essex, CT | $3K | 2023 |
| Middlesex Habitat For HumanityPROGRAM SUPPORT - BUILD | Cromwell, CT | $3K | 2023 |
| Sister Cities Essex HaitiPROGRAM SUPPORT | Essex, CT | $3K | 2023 |
| Junior AchievementPROGRAM SUPPORT | Hartford, CT | $2K | 2023 |
| Children In PlacementPROGRAM SUPPORT | New Haven, CT | $2K | 2023 |
| The Conn Fdn For Dental OutreachGENERAL OPERATIONS | Southington, CT | $2K | 2023 |
| Child & Family AgencyPROGRAM SUPPORT | New London, CT | $9K | 2021 |
| Middlesex HealthHEALTH CARE | Middletown, CT | $5K | 2021 |
| Community Music SchoolEDUCATION | Centerbrook, CT | $5K | 2021 |