Private foundation · EIN 04-3493404 · Rockport, Massachusetts · Philanthropy & grantmaking

Carlson Family Tr

Should you approach them?

Don't send a cold proposal. The foundation reports that it only gives to preselected organizations; an introduction through a current grantee or board member is the realistic route.

From the 2024 Form 990-PF: 23 grants paid, $210K total, median $1,000. 78% of grants stayed in Massachusetts.

Accepts applications
No
per 990-PF Part XV
Grants paid, 2024
23
$210K
Median grant
$1,000
Stays in MA
78%
of grants
Deadline
—
Assets
$3.1M

Grants paid in 2024

23 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
Family Aid BostonBoston, MACharity$90K
Brewster AcademyWolfeboro, NHCharity$20K
Cape Ann Historical MuseuGloucester, MACharity$20K
Thacher Island AssociationRockport, MACharity$15K
Peabody Essex MuseumSalem, MACharity$12K
Perkins School for BlindWatertown, MACharity$10K
Sealaska Heritage InstituteJuneau, AKCharity$10K
22mohawksSharon, MACharity$10K
Hundred Club of MaBoston, MACharity$5,000
North Shore YMCABeverly, MACharity$5,000
Batten School FoundationCharlottesville, VACharity$1,000
Boston UniversityBoston, MACharity$1,000
Camp O-At-KaEast Sebago, MECharity$1,000
Diabetic AadiBoston, MACharity$1,000
Gloucester Marine Genomics InstitutGloucester, MACharity$1,000
Gloucester Maritime MuseumGloucester, MACharity$1,000
Open DoorGloucester, MACharity$1,000
Rockport Art AssociationRockport, MACharity$1,000
Rockport Music AssociationRockport, MACharity$1,000
Wellspring HouseGloucester, MACharity$1,000
Pathways for ChildrenGloucester, MACharity$1,000
North Shore Arts AssociationGloucester, MACharity$1,000
Florida School DeafSt Augustine, FLCharity$500

By state: Massachusetts 18 · New Hampshire 1 · Alaska 1 · Virginia 1 · Maine 1 · Florida 1

About this foundation

Carlson Family Tr is a private grantmaking foundation in Rockport, Massachusetts, administered in care of C Richard Carlson, tax-exempt since 2000. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Carlson Family Tr accept grant applications?

No. On its 2024 Form 990-PF the foundation checked that it only makes contributions to preselected organizations. Look for an introduction through a current grantee.

How much does Carlson Family Tr give each year?

In tax year 2024 it paid $210K across 23 grants, a median of $1,000.

Where does Carlson Family Tr give?

Massachusetts (18 grants), New Hampshire (1 grants), Alaska (1 grants) and elsewhere, per its latest filing.

More foundations near Rockport that accept applications

All in Massachusetts
FoundationBased inGrants paidMedian grantAccepts applicationsAssets
Horizon Foundation Incsince 1996 Rockport, MA $1.3M110 grants · 2024 $10KYes $32M
Fidelity Foundationsince 1992 Boston, MA $156M4,430 grants · 2024 $400Yes $4.2B
Klarman Family Foundationsince 1991 Boston, MA $82M260 grants · 2024 $100KYes $982M
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