Carlson Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carlson Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 90-0859272
Foundation Overview
Based in Essex, CT, Carlson Family Foundation has awarded 80 grants totaling $719,620 to organizations in Connecticut and Tennessee. Individual grants range from $1,000 to $50,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
6 of 22 recipients (27%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
90% of all grants are concentrated in Connecticut, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Connecticut, funding concentrates in New London (28%), Middletown (26%), Essex (15%).
Funding Trajectory
Declining funding trend with 35% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (40%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Carlson Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Essex Land Trust | $3,000 | Essex, CT, US | General Operations | 2023 |
| The Conn Fdn For Dental Outreach | $2,000 | Southington, CT, US | General Operations | 2023 |
| Community Foundation Of Middlesex | $5,000 | Middletown, CT, US | River Valley Fund For Families | 2023 |
| Sister Cities Essex Haiti | $2,500 | Essex, CT, US | Program Support | 2023 |
| The Connecticut Audubon Society | $6,000 | Fairfield, CT, US | Program Support - Summer Camp | 2023 |
| Vanderbilt University | $10,000 | Nashville, TN, US | Education | 2023 |
| Middlesex Habitat For Humanity | $2,500 | Cromwell, CT, US | Program Support - Build | 2023 |
| Community Foundation Of Middlesex | $10,000 | Middletown, CT, US | General Operations | 2023 |
| Mitchell College | $20,000 | New London, CT, US | Endowment Scholarship | 2023 |
| Children In Placement | $2,000 | New Haven, CT, US | Program Support | 2023 |
| Junior Achievement | $2,000 | Hartford, CT, US | Program Support | 2023 |
| Essex Land Trust | $3,000 | Essex, CT, US | General Operations | 2023 |
| The Conn Fdn For Dental Outreach | $2,000 | Southington, CT, US | General Operations | 2023 |
| Community Foundation Of Middlesex | $5,000 | Middletown, CT, US | River Valley Fund For Families | 2023 |
| Sister Cities Essex Haiti | $2,500 | Essex, CT, US | Program Support | 2023 |
| The Connecticut Audubon Society | $6,000 | Fairfield, CT, US | Program Support - Summer Camp | 2023 |
| Vanderbilt University | $10,000 | Nashville, TN, US | Education | 2023 |
| Middlesex Habitat For Humanity | $2,500 | Cromwell, CT, US | Program Support - Build | 2023 |
| Community Foundation Of Middlesex | $10,000 | Middletown, CT, US | General Operations | 2023 |
| Mitchell College | $20,000 | New London, CT, US | Endowment Scholarship | 2023 |
| Children In Placement | $2,000 | New Haven, CT, US | Program Support | 2023 |
| Junior Achievement | $2,000 | Hartford, CT, US | Program Support | 2023 |
| Essex Land Trust | $4,000 | Essex, CT, US | General Operations | 2022 |
| Sister Cities Essex Haiti | $2,500 | Essex, CT, US | Program Support - Big Decisions | 2022 |
| The Connecticut Audubon Society | $5,000 | Fairfield, CT, US | Program Support - Summer Camp | 2022 |
| Middlesex Habitat For Humanity | $2,500 | Cromwell, CT, US | Program Support - Build | 2022 |
| Community Foundation Of Middlesex | $3,950 | Middletown, CT, US | General Operations | 2022 |
| Vanderbilt University | $6,000 | Nashville, TN, US | Education | 2022 |
| Mitchell College | $25,000 | New London, CT, US | Endowment Scholarship | 2022 |
| Community Foundation Of Middlesex | $10,000 | Middletown, CT, US | General Operations | 2022 |
| Community Foundation Of Middlesex | $5,000 | Middletown, CT, US | River Valley Fund For Families | 2022 |
| Essex Land Trust | $4,000 | Essex, CT, US | General Operations | 2022 |
| Sister Cities Essex Haiti | $2,500 | Essex, CT, US | Program Support - Big Decisions | 2022 |
| The Connecticut Audubon Society | $5,000 | Fairfield, CT, US | Program Support - Summer Camp | 2022 |
| Middlesex Habitat For Humanity | $2,500 | Cromwell, CT, US | Program Support - Build | 2022 |
| Community Foundation Of Middlesex | $3,950 | Middletown, CT, US | General Operations | 2022 |
| Vanderbilt University | $6,000 | Nashville, TN, US | Education | 2022 |
| Mitchell College | $25,000 | New London, CT, US | Endowment Scholarship | 2022 |
| Community Foundation Of Middlesex | $10,000 | Middletown, CT, US | General Operations | 2022 |
| Community Foundation Of Middlesex | $5,000 | Middletown, CT, US | River Valley Fund For Families | 2022 |
| Essex Land Trust | $4,000 | Essex, CT, US | General Operations | 2022 |
| Sister Cities Essex Haiti | $2,500 | Essex, CT, US | Program Support - Big Decisions | 2022 |
| The Connecticut Audubon Society | $5,000 | Fairfield, CT, US | Program Support - Summer Camp | 2022 |
| Middlesex Habitat For Humanity | $2,500 | Cromwell, CT, US | Program Support - Build | 2022 |
| Community Foundation Of Middlesex | $3,950 | Middletown, CT, US | General Operations | 2022 |
| Vanderbilt University | $6,000 | Nashville, TN, US | Education | 2022 |
| Mitchell College | $25,000 | New London, CT, US | Endowment Scholarship | 2022 |
| Community Foundation Of Middlesex | $10,000 | Middletown, CT, US | General Operations | 2022 |
| Community Foundation Of Middlesex | $5,000 | Middletown, CT, US | River Valley Fund For Families | 2022 |
| Child & Family Agency | $9,000 | New London, CT, US | Program Support | 2021 |
| Community Foundation Of Middlesex | $10,270 | Middletown, CT, US | Program Support | 2021 |
| Community Music School | $5,000 | Centerbrook, CT, US | Education | 2021 |
| Essex Land Trust | $4,000 | Essex, CT, US | Program Support | 2021 |
| Middlesex Health | $5,000 | Middletown, CT, US | Health Care | 2021 |
| Mitchell College | $25,000 | New London, CT, US | Endowment Scholarship | 2021 |
| New Horizons | $2,500 | Middletown, CT, US | Program Support | 2021 |
| The Connecticut Audubon Society | $5,000 | Fairfield, CT, US | Program Support | 2021 |
| Vanderbilt University | $4,500 | Nashville, TN, US | Education | 2021 |
| Vanderbilt University | $5,000 | Nashville, TN, US | Education | 2020 |
| Community Foundation Of Middlesex | $9,000 | Middletown, CT, US | Program Support | 2020 |
| Child & Family Agency | $10,000 | New London, CT, US | Program Support | 2020 |
| Safe Futures | $1,000 | New London, CT, US | Program Support | 2020 |
| Mitchell College | $30,000 | New London, CT, US | Endowment Scholarship | 2020 |
| Mitchell College | $5,000 | New London, CT, US | Education | 2020 |
| Middlesex Habitat For The Humanity | $2,500 | Cromwell, CT, US | Program Support | 2020 |
| The Connecticut Audubon Society | $2,500 | Fairfield, CT, US | Program Support | 2020 |
| Community Music School | $5,000 | Centerbrook, CT, US | Education | 2020 |
| Middlesex Habitat For The Humanity | $2,500 | Cromwell, CT, US | Program Support | 2018 |
| Child & Family Agency | $2,000 | New London, CT, US | Program Support | 2018 |
| Vanderbilt University | $1,000 | Nashville, TN, US | Education | 2018 |
| Middlesex Hospital | $10,000 | Middletown, CT, US | Healthcare | 2018 |
| Mitchell College | $40,000 | New London, CT, US | Endowment Scholarship | 2018 |
| Mitchell College | $20,000 | New London, CT, US | Annual Fund | 2018 |
| Child & Family Agency | $1,000 | New London, CT, US | Program Support | 2018 |
| Mitchell College | $40,000 | New London, CT, US | Endowment Scholarship | 2017 |
| Mitchell College | $20,000 | New London, CT, US | Annual Fund | 2017 |
| Middlesex Hospital | $15,000 | Middletown, CT, US | Healthcare | 2017 |
| Child & Family Agency | $6,000 | New London, CT, US | Program Support | 2017 |
| Mitchell College | $50,000 | New London, CT, US | Endowment Scholarship | 2016 |
| Mitchell College | $50,000 | New London, CT, US | Renovation Project | 2016 |
Foundations Similar to Carlson Family Foundation
Discover 5 foundations with comparable assets ($1,224,987-$1,246,197), similar grant patterns, and geographic focus in CT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Zoe's Best Friend Inc
EIN: 20-4409296 | 29 grants awarded |
$1,235,916
(≈ Similar) |
$5,000
median grant |
Cheshire, CT
Same state |
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|
Harry E Malcarne & Florence G Malcarne
EIN: 30-6664352 | 35 grants awarded |
$1,237,375
(≈ Similar) |
$7,270
median grant |
Essex, CT
Same state |
|
|
Middlesex County Camp Foundation
EIN: 06-1433226 | 26 grants awarded |
$1,244,198
(≈ Similar) |
$3,000
median grant |
Cromwell, CT
Same state |
|
|
Kanarek Family Foundation
EIN: 20-5841285 | 24 grants awarded |
$1,246,197
(≈ Similar) |
$5,000
median grant |
Greenwich, CT
Same state |
|
|
The Calarco Family Foundation
EIN: 20-1976848 | 48 grants awarded |
$1,224,987
(≈ Similar) |
$5,000
median grant |
Woodbridge, CT
Same state |
|
Related Foundation Resources in CT:
Contact Information
Official contact details for Carlson Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 90-0859272 |
| Website | N/A |
| Address | PO BOX 126 Essex, CT 06426-0126 |
Key People (2)
Board members, trustees, and key staff who oversee Carlson Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Richard E Carlson |
|---|---|
| Trustee | Jada Loutit |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Carlson Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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