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Carlson Family Trust is a private trust based in ROCKPORT, MA. The foundation received its IRS ruling in 2000. The principal officer is C Richard Carlson. It holds total assets of $3.1M. Annual income is reported at $1.2M. Total assets have grown from $2.2M in 2010 to $2.9M in 2022. 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 2017 to 2024. Grantmaking is concentrated in Massachusetts. According to available records, Carlson Family Trust has made 60 grants totaling $368K, with a median grant of $5K. Annual giving has grown from $142K in 2021 to $226K in 2023. Individual grants have ranged from $1K to $26K, with an average award of $6K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Massachusetts, New Hampshire, Maine, which account for 92% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$11K
Largest Grant
$110K
Based on 18 grants from the most recent 990-PF filing.
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 Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 60 grants. Its grantmaking reaches organizations primarily in MA, NH, ME.
Carlson Family Trust has distributed a total of $368K across 60 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $1K to $26K.
Carlson Family Trust typically selects its grantees rather than accepting unsolicited proposals.
Carlson Family Trust is headquartered in ROCKPORT, MA. While based in MA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| C Richard Carlson | TRUSTEE | $0 | $0 | N/A |
| Deborah W Carlson | TRUSTEE | $0 | $0 | N/A |
Total Giving
$144K
Total Assets
$2.9M
Fair Market Value
$3.2M
Net Worth
$2.9M
Grants Paid
$113K
Contributions
$39K
Net Investment Income
$186K
Distribution Amount
$151K
Total Grants
60
Total Giving
$368K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
26
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cape Ann Historical MuseuCHARITY | Gloucester, MA | $26K | 2023 |
| Family Aid BostonCHARITY | Boston, MA | $16K | 2023 |
| Brewster AcademyCHARITY | Wolfeboro, NH | $15K | 2023 |
| Thacher Island AssociationCHARITY | Rockport, MA | $10K | 2023 |
| Perkins School For BlindCHARITY | Watertown, MA | $10K | 2023 |
| Gloucester Marine Genomics InstitutCHARITY | Gloucester, MA | $5K | 2023 |
| Mass Charitable MechanicsCHARITY | Quincy, MA | $5K | 2023 |
| North Shore YmcaCHARITY | Beverly, MA | $5K | 2023 |
| Hundred Club Of MaCHARITY | Boston, MA | $5K | 2023 |
| Peabody Essex MuseumCHARITY | Salem, MA | $5K | 2023 |
| Rockport Art AssociationCHARITY | Rockport, MA | $1K | 2023 |
| Boston UniversityCHARITY | Boston, MA | $1K | 2023 |
| Camp O-At-KaCHARITY | East Sebago, ME | $1K | 2023 |
| Gloucester Maritime MuseumCHARITY | Gloucester, MA | $1K | 2023 |
| Pathways For ChildrenCHARITY | Gloucester, MA | $1K | 2023 |
| Rockport Music AssociationCHARITY | Rockport, MA | $1K | 2023 |
| Wellspring HouseCHARITY | Gloucester, MA | $1K | 2023 |
| American Royal MuseumCHARITY | Kansas City, MO | $1K | 2023 |
| Annisquam HistoricalCHARITY | Gloucester, MA | $1K | 2023 |
| Fl School Of Deaf BlindCHARITY | St Augustine, FL | $1K | 2023 |
| Gloucester Celebration CorpCHARITY | Gloucester, MA | $1K | 2023 |
| Cape Ann YmcaCHARITY | Gloucester, MA | $10K | 2021 |
| Gloucester Maritime HeritCHARITY | Gloucester, MA | $6K | 2021 |