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EIN 04-3493404

Carlson Family Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Rockport
State
Massachusetts
Year formed
2000
Most recent tax filings
2024-08-01
NTEE code, primary
T20: Private Foundations
Description
The Carlson Family Trust is a private foundation located in Rockport, MA that primarily funds charity. It made 18 grants last year to various organizations, including the Thacher Island Association and others.
Also known as...
Carlson C Richard Ttee
Total revenues
$313,799
2024
Total expenses
$200,782
2024
Total assets
$2,904,844
2024
Num. employees
0
2024

Grants made by Carlson Family Trust

GranteeGrant descriptionAmount
Peabody Essex MuseumCharity$31,000
Brewster AcademyCharity$30,000
Thacher and Straitsmouth Islands AssociationCharity$20,000
...and 8 more grants made

Financials for Carlson Family Trust

RevenuesFYE 08/2024
Total grants, contributions, etc.$104,139
Investment income and dividends$81,180
Net rental income$0
Net gain from sale of non-inventory assets$128,107
Gross sales of inventory$0
Miscellaneous revenues$373
Total revenues$313,799
Data update history
February 17, 2025
Posted financials
Added Form 990PF for fiscal year 2024
January 9, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 27, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 20, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
2 Driftwood Way
Rockport, MA 01966
Metro area
Boston-Cambridge-Newton, MA-NH
County
Essex County, MA
Phone
(800) 882-2080
IRS details
EIN
04-3493404
Fiscal year end
August
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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