Private foundation (trust)EIN 043493404Est. 2000-02
CARLSON FAMILY TRUST
ROCKPORT, MA 01966
Total Assets
$4.1M
FY 2024
Annual Giving
$210K
FY 2024
Grants Made
23
FY 2024
Avg Grant
$9K
FY 2024
Grant Range
$500–$90K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$474K
Total Expenses
$250K
Qualifying Distributions
$210K
Distributable Amount
$186K
Min. Investment Return
$192K
Undistributed Income
$122K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
23 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
82 grants
Grant Size Distribution
82 grants
Geographic Focus
8 states
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