Private Foundation

CARLSON FAMILY TRUST

CARLSON FAMILY TRUST, of ROCKPORT, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $474K in revenue, $250K in expenses, $3.1M in total assets. IRS filings disclose 142 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 043493404 ROCKPORT, MA Latest filing: 2025

Total Revenue$474K

Total Expenses$250K

Total Assets$3.1M

Grants Given142

Grant Total$1.1M

Filing Years2020–2025

Sample Grants Given

FAMILY AID BOSTON

BOSTON, MA · 2024

CHARITY

$90,000

CAPE ANN HISTORICAL MUSEU

GLOUCESTER, MA · 2024

CHARITY

$20,000

BREWSTER ACADEMY

WOLFEBORO, NH · 2024

CHARITY

$20,000

THACHER ISLAND ASSOCIATION

ROCKPORT, MA · 2024

CHARITY

$15,000

PEABODY ESSEX MUSEUM

SALEM, MA · 2024

CHARITY

$12,000

Showing up to 5 of 142 total records — full history available with membership.

Officers & Directors

TRUSTEE C Richard Carlson

TRUSTEE Deborah W Carlson

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITY

$1,051,000 142 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$474K	$250K	$3.1M
2024	$314K	$201K	$2.9M
2023	$225K	$144K	$2.9M
2021	$320K	$173K	$2.7M
2020	$55K	$145K	$2.6M

Between 2020 and 2025, reported annual revenue grew from $55K to $474K (+762%), with total assets most recently reported at $3.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AK, FL, MA, ME, MO, NH, and 2 other states.

AKFLMAMEMONHNYVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CARLSON FAMILY TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports