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Private Foundation · MA · Private Independent Foundations

Carlson Family Tr

Rockport, MA  ·  EIN 043493404  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$3.1M

Total Giving

$624K

Grants on File

77

Average Grant

$8K

Giving Radius

Where Carlson Family Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $1K across 1 grant GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $522K across 63 grants MD — no grants on file ME — $28K across 4 grants MI — no grants on file MN — no grants on file MO — $2K across 2 grants MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — $66K across 5 grants NJ — no grants on file NM — no grants on file NV — no grants on file NY — $3K across 1 grant OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — $2K across 1 grant VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 31 recipients across 7 states. Top concentrations: ROCKPORT ($153K, 12 grants), GLOUCESTER ($146K, 23 grants), BOSTON ($101K, 16 grants), WOLFEBORO ($65K, 4 grants), SALEM ($61K, 4 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Endicott College $5K 2021
Rockport Music Association $1K 2021
Rockport Art Association $1K 2021
Boston University $1K 2021
Family Aid Boston $11K 2021
Thacher Island Association $5K 2021
Joslin Diabetes Center $5K 2021
Perkins School for Blind $10K 2021
Wellspring House $1K 2021
American Friends of Royal Museums $3K 2021
Camp O-At-Ka $21K 2021
Brewster Academy $10K 2021
Cape Ann Historical Museu $26K 2021
Cape Ann YMCA $10K 2021
Gloucester Maritime Herit $6K 2021
Hundred Club of Ma $5K 2021
Pathways for Children $1K 2021
Peabody Essex Museum $20K 2021
Boston University $1K 2022
Brewster Academy $10K 2022
Camp O-At-Ka $5K 2022
Thacher Island Association $110K 2022
Rockport Music Association $1K 2022
Wellspring House $1K 2022
Perkins School for Blind $10K 2022

Page 1 of 4 · 77 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $2.9M $151K $225K $144K
2022 $2.9M $158K $470K $236K
2021 $2.7M $155K $320K $173K
2020 $2.6M $137K $55K $145K
2019 $2.7M $132K $568K $160K
2015 $2.4M $140K $153K $141K
2014 $2.4M $133K $336K $135K
2013 $2.2M $124K $158K $131K
2012 $2.1M $116K $19K $125K
2011 $2.2M $119K $115K $107K

Section VII

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