Nonprofit · EIN 04-3493404
CARLSON FAMILY TR
Also known as CARLSON C RICHARD TTEE
Tax-exempt · ROCKPORT, MA 01966
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $474,118 | $249,696 | $224,422 | $3,092,322 | $3,127 | $3,089,195 |
| August 31, 2024 | 990-PF | $313,799 | $200,782 | $113,017 | $2,904,844 | $319 | $2,904,525 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $39,788
- Dividends
- $88,970
- Interest
- $1,708
- Net gain from sales of assets
- $343,652
Expenses
- Grants and similar amounts paid
- $209,500
- Disbursements for charitable purposes
- $209,500
- Excise tax on investment income
- $6,037
Balance sheet and other
- Total assets, start of year
- $2,904,844
- Total assets, end of year
- $3,092,322
- Total liabilities, end of year
- $3,127
- Net assets, end of year
- $3,089,195
- Fair market value of assets
- $4,067,667
- Qualifying distributions
- $209,500
- Net investment income
- $434,330
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C RICHARD CARLSON 2 DRIFTWOOD WAY, ROCKPORT, MA 01966 | TRUSTEE | 0 | $0 |
| DEBORAH W CARLSON 2 DRIFTWOOD WAY, ROCKPORT, MA 01966 | TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C RICHARD CARLSON 2 DRIFTWOOD WAY, ROCKPORT, MA 01966 | TRUSTEE | 0 | $0 |
| DEBORAH W CARLSON 2 DRIFTWOOD WAY, ROCKPORT, MA 01966 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 DRIFTWOOD WAY, ROCKPORT, MA 01966-1900
- In care of
- % C RICHARD CARLSON
- Signed the 990-PF
- C RICHARD CARLSON, TRUSTEE
- Phone
- (800) 882-2080
- Return prepared by
- BACALLCONNIFF INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-3493404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,092,322
- Income (IRS master file)
- $1,216,119
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $474,118 | $249,696 | $3,092,322 | XML |
| 990-PF | August 2024 | $313,799 | $200,782 | $2,904,844 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3493404).
Questions about CARLSON FAMILY TR
- What is the EIN of CARLSON FAMILY TR?
- The employer identification number (EIN) of CARLSON FAMILY TR is 04-3493404.
- Is CARLSON FAMILY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CARLSON FAMILY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLSON FAMILY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLSON FAMILY TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLSON FAMILY TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of CARLSON FAMILY TR?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CARLSON FAMILY TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $474,118, expenses of $249,696 and total assets of $3,092,322 at year end.
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