Carlson Family Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carlson Family Trust. Data shown is extracted from Form 990-PF filings.
EIN: 04-3493404
Foundation Overview
Based in Rockport, MA, Carlson Family Trust has awarded 220 grants totaling $1,644,200 to organizations in Massachusetts, New Hampshire and 6 other states across the US. Individual grants range from $500 to $110,000, 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
4 of 23 recipients (17%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
81% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Gloucester (36%), Boston (23%), Rockport (19%).
Funding Trajectory
Strong 68% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Carlson Family Trust'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 |
|---|---|---|---|---|
| Batten School Foundation | $1,000 | Charlottesville, VA, US | Charity | 2024 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2024 |
| Brewster Academy | $20,000 | Wolfeboro, NH, US | Charity | 2024 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2024 |
| Cape Ann Historical Museu | $20,000 | Gloucester, MA, US | Charity | 2024 |
| Diabetic Aadi | $1,000 | Boston, MA, US | Charity | 2024 |
| Family Aid Boston | $90,000 | Boston, MA, US | Charity | 2024 |
| Gloucester Marine Genomics Institut | $1,000 | Gloucester, MA, US | Charity | 2024 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2024 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2024 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2024 |
| Open Door | $1,000 | Gloucester, MA, US | Charity | 2024 |
| Peabody Essex Museum | $12,000 | Salem, MA, US | Charity | 2024 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2024 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2024 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2024 |
| Thacher Island Association | $15,000 | Rockport, MA, US | Charity | 2024 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2024 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2024 |
| North Shore Arts Association | $1,000 | Gloucester, MA, US | Charity | 2024 |
| Sealaska Heritage Institute | $10,000 | Juneau, AK, US | Charity | 2024 |
| Florida School Deaf | $500 | St Augustine, FL, US | Charity | 2024 |
| 22mohawks | $10,000 | Sharon, MA, US | Charity | 2024 |
| American Royal Museum | $1,000 | Kansas City, MO, US | Charity | 2023 |
| Batten School Foundation | $2,000 | Charlottesville, VA, US | Charity | 2023 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2023 |
| Brewster Academy | $30,000 | Wolfeboro, NH, US | Charity | 2023 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2023 |
| Cape Ann Historical Museu | $24,000 | Gloucester, MA, US | Charity | 2023 |
| Diabetic Aadi | $5,000 | Boston, MA, US | Charity | 2023 |
| Family Aid Boston | $19,000 | Boston, MA, US | Charity | 2023 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2023 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2023 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2023 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2023 |
| Open Door | $1,000 | Gloucester, MA, US | Charity | 2023 |
| Peabody Essex Museum | $31,000 | Salem, MA, US | Charity | 2023 |
| Perkins School For Blind | $11,000 | Watertown, MA, US | Charity | 2023 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2023 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2023 |
| Thacher Island Association | $20,000 | Rockport, MA, US | Charity | 2023 |
| Wakefield Brookfield Historical | $1,000 | Sanbornville, NH, US | Charity | 2023 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2023 |
| American Royal Museum | $1,000 | Kansas City, MO, US | Charity | 2023 |
| Batten School Foundation | $2,000 | Charlottesville, VA, US | Charity | 2023 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2023 |
| Brewster Academy | $30,000 | Wolfeboro, NH, US | Charity | 2023 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2023 |
| Cape Ann Historical Museu | $24,000 | Gloucester, MA, US | Charity | 2023 |
| Diabetic Aadi | $5,000 | Boston, MA, US | Charity | 2023 |
| Family Aid Boston | $19,000 | Boston, MA, US | Charity | 2023 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2023 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2023 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2023 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2023 |
| Open Door | $1,000 | Gloucester, MA, US | Charity | 2023 |
| Peabody Essex Museum | $31,000 | Salem, MA, US | Charity | 2023 |
| Perkins School For Blind | $11,000 | Watertown, MA, US | Charity | 2023 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2023 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2023 |
| Thacher Island Association | $20,000 | Rockport, MA, US | Charity | 2023 |
| Wakefield Brookfield Historical | $1,000 | Sanbornville, NH, US | Charity | 2023 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2023 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2022 |
| Brewster Academy | $15,000 | Wolfeboro, NH, US | Charity | 2022 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2022 |
| Cape Ann Historical Museu | $26,000 | Gloucester, MA, US | Charity | 2022 |
| Family Aid Boston | $16,000 | Boston, MA, US | Charity | 2022 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2022 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2022 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Peabody Essex Museum | $5,000 | Salem, MA, US | Charity | 2022 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2022 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Thacher Island Association | $10,000 | Rockport, MA, US | Charity | 2022 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2022 |
| American Royal Museum | $1,000 | Kansas City, MO, US | Charity | 2022 |
| Annisquam Historical | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Fl School Of Deaf Blind | $1,000 | St Augustine, FL, US | Charity | 2022 |
| Gloucester Celebration Corp | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Mass Charitable Mechanics | $5,000 | Quincy, MA, US | Charity | 2022 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2022 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2022 |
| Brewster Academy | $15,000 | Wolfeboro, NH, US | Charity | 2022 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2022 |
| Cape Ann Historical Museu | $26,000 | Gloucester, MA, US | Charity | 2022 |
| Family Aid Boston | $16,000 | Boston, MA, US | Charity | 2022 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2022 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2022 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Peabody Essex Museum | $5,000 | Salem, MA, US | Charity | 2022 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2022 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Thacher Island Association | $10,000 | Rockport, MA, US | Charity | 2022 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2022 |
| American Royal Museum | $1,000 | Kansas City, MO, US | Charity | 2022 |
| Annisquam Historical | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Fl School Of Deaf Blind | $1,000 | St Augustine, FL, US | Charity | 2022 |
| Gloucester Celebration Corp | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Mass Charitable Mechanics | $5,000 | Quincy, MA, US | Charity | 2022 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2022 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2022 |
| Brewster Academy | $15,000 | Wolfeboro, NH, US | Charity | 2022 |
| Camp O-at-ka | $1,000 | East Sebago, ME, US | Charity | 2022 |
| Cape Ann Historical Museu | $26,000 | Gloucester, MA, US | Charity | 2022 |
| Family Aid Boston | $16,000 | Boston, MA, US | Charity | 2022 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2022 |
| Gloucester Maritime Museum | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2022 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Peabody Essex Museum | $5,000 | Salem, MA, US | Charity | 2022 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2022 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2022 |
| Thacher Island Association | $10,000 | Rockport, MA, US | Charity | 2022 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2022 |
| American Royal Museum | $1,000 | Kansas City, MO, US | Charity | 2022 |
| Annisquam Historical | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Fl School Of Deaf Blind | $1,000 | St Augustine, FL, US | Charity | 2022 |
| Gloucester Celebration Corp | $1,000 | Gloucester, MA, US | Charity | 2022 |
| Mass Charitable Mechanics | $5,000 | Quincy, MA, US | Charity | 2022 |
| North Shore Ymca | $5,000 | Beverly, MA, US | Charity | 2022 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2021 |
| Brewster Academy | $10,000 | Wolfeboro, NH, US | Charity | 2021 |
| Camp O-at-ka | $5,000 | East Sebago, ME, US | Charity | 2021 |
| Cape Ann Historical Museu | $21,000 | Gloucester, MA, US | Charity | 2021 |
| Family Aid Boston | $11,000 | Boston, MA, US | Charity | 2021 |
| Gloucester Marine Genomics Institut | $5,000 | Gloucester, MA, US | Charity | 2021 |
| Gloucester Maritime Museum | $1,200 | Gloucester, MA, US | Charity | 2021 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2021 |
| Joslin Diabetes Center | $5,000 | Boston, MA, US | Charity | 2021 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2021 |
| Peabody Essex Museum | $5,000 | Salem, MA, US | Charity | 2021 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2021 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2021 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2021 |
| Thacher Island Association | $110,000 | Rockport, MA, US | Charity | 2021 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2021 |
| Cape Ann Ymca | $5,000 | Gloucester, MA, US | Charity | 2021 |
| Collings Foundation | $5,000 | Stow, MA, US | Charity | 2021 |
| American Friends Of Royal Museums | $3,000 | New York, NY, US | Charity | 2020 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2020 |
| Brewster Academy | $10,000 | Wolfeboro, NH, US | Charity | 2020 |
| Camp O-at-ka | $21,000 | East Sebago, ME, US | Charity | 2020 |
| Cape Ann Historical Museu | $26,000 | Gloucester, MA, US | Charity | 2020 |
| Family Aid Boston | $11,000 | Boston, MA, US | Charity | 2020 |
| Gloucester Maritime Herit | $5,500 | Gloucester, MA, US | Charity | 2020 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2020 |
| Joslin Diabetes Center | $5,000 | Boston, MA, US | Charity | 2020 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2020 |
| Peabody Essex Museum | $20,000 | Salem, MA, US | Charity | 2020 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2020 |
| Rockport Art Association | $1,000 | Rockport, MA, US | Charity | 2020 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2020 |
| Thacher Island Association | $5,000 | Rockport, MA, US | Charity | 2020 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2020 |
| Cape Ann Ymca | $10,000 | Gloucester, MA, US | Charity | 2020 |
| Endicott College | $5,000 | Boston, MA, US | Charity | 2020 |
| Brewster Academy | $15,000 | Wolfeboro, NH, US | Charity | 2018 |
| Boston University | $2,000 | Boston, MA, US | Charity | 2018 |
| Camp O-at-ka | $10,000 | East Sebago, ME, US | Charity | 2018 |
| Cape Ann Historical Museu | $11,000 | Gloucester, MA, US | Charity | 2018 |
| Ymca Of The North Shore | $10,000 | Beverly, MA, US | Charity | 2018 |
| Pathways For Children | $1,000 | Gloucester, MA, US | Charity | 2018 |
| Gloucester Maritime Herit | $5,000 | Gloucester, MA, US | Charity | 2018 |
| Joslin Diabetes Center | $6,000 | Boston, MA, US | Charity | 2018 |
| Peabody Essex Museum | $36,000 | Salem, MA, US | Charity | 2018 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2018 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2018 |
| Rockport Art Association | $3,000 | Rockport, MA, US | Charity | 2018 |
| Family Aid Boston | $5,000 | Boston, MA, US | Charity | 2018 |
| Thacher Island Association | $5,000 | Rockport, MA, US | Charity | 2018 |
| American Friends Of Royal Museums | $3,000 | New York, NY, US | Charity | 2018 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2018 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2018 |
| Gloucester Movie Genomics Institut | $10,000 | Gloucester, MA, US | Charity | 2018 |
| Merimack Valley Ymca | $2,000 | Andover, MA, US | Charity | 2018 |
| North Shore Art Asso | $500 | Gloucester, MA, US | Charity | 2018 |
| Brewster Academy | $25,000 | Wolfeboro, NH, US | Charity | 2017 |
| Boston University | $1,000 | Boston, MA, US | Charity | 2017 |
| Camp O-at-ka | $20,000 | East Sebago, ME, US | Charity | 2017 |
| Cape Ann Historical Museu | $5,000 | Gloucester, MA, US | Charity | 2017 |
| Ymca Of The North Shore | $20,500 | Beverly, MA, US | Charity | 2017 |
| Pathways For Children | $2,000 | Gloucester, MA, US | Charity | 2017 |
| Gloucester Maritime Herit | $10,000 | Gloucester, MA, US | Charity | 2017 |
| Joslin Diabetes Center | $5,000 | Boston, MA, US | Charity | 2017 |
| Peabody Essex Museum | $20,000 | Salem, MA, US | Charity | 2017 |
| Perkins School For Blind | $10,000 | Watertown, MA, US | Charity | 2017 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2017 |
| Rockport Art Association | $3,000 | Rockport, MA, US | Charity | 2017 |
| Family Aid Boston | $5,000 | Boston, MA, US | Charity | 2017 |
| Thacher Island Association | $5,000 | Rockport, MA, US | Charity | 2017 |
| American Friends Of Royal Museums | $3,500 | New York, NY, US | Charity | 2017 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2017 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2017 |
| Essex County Community Foundation | $500 | Danvers, MA, US | Charity | 2017 |
| Gloucester Marine Genomics Institut | $10,000 | Gloucester, MA, US | Charity | 2017 |
| Brewster Academy | $15,000 | Wolfeboro, NH, US | Charity | 2016 |
| Bu Met Scholarship | $1,000 | Boston, MA, US | Charity | 2016 |
| Camp O-at-ka | $6,000 | East Sebago, ME, US | Charity | 2016 |
| Cape Ann Historical Museu | $10,000 | Gloucester, MA, US | Charity | 2016 |
| Ymca Of The North Shore | $10,000 | Beverly, MA, US | Charity | 2016 |
| Pathways For Children | $2,000 | Gloucester, MA, US | Charity | 2016 |
| Gloucester Maritime Herit | $20,000 | Gloucester, MA, US | Charity | 2016 |
| Joslin Diabetes Center | $5,000 | Boston, MA, US | Charity | 2016 |
| Peabody Essex Museum | $21,000 | Salem, MA, US | Charity | 2016 |
| Perkins School For Blind | $11,000 | Watertown, MA, US | Charity | 2016 |
| Wellspring House | $1,000 | Gloucester, MA, US | Charity | 2016 |
| Rockport Art Association | $3,000 | Rockport, MA, US | Charity | 2016 |
| Family Aid Boston | $5,000 | Boston, MA, US | Charity | 2016 |
| Thacher Island Association | $5,000 | Rockport, MA, US | Charity | 2016 |
| American Friends Of Royal Museums | $3,000 | New York, NY, US | Charity | 2016 |
| Rockport Music Association | $1,000 | Rockport, MA, US | Charity | 2016 |
| First Congregational Church | $500 | Rockport, MA, US | Charity | 2016 |
| Hundred Club Of Ma | $5,000 | Boston, MA, US | Charity | 2016 |
| North Shore Art Assoc | $500 | Gloucester, MA, US | Charity | 2016 |
Foundations Similar to Carlson Family Trust
Discover 5 foundations with comparable assets ($4,038,933-$4,094,214), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
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EIN: 26-3548021 | 710 grants awarded |
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Howard E Stark Charitable Foundation
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$4,094,214
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Chervenak-nunnalle Foundation Inc
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Related Foundation Resources in MA:
Contact Information
Official contact details for Carlson Family Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-3493404 |
| Website | N/A |
| Address | 2 DRIFTWOOD WAY Rockport, MA 01966-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Carlson Family Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | C Richard Carlson |
|---|---|
| Trustee | Deborah W Carlson |
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 Trust 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
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