Nonprofit · EIN 31-1678303
CARLSON FAMILY FOUNDATION INC
Tax-exempt · CHAPEL HILL, NC 27516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,339,271 | $2,176,155 | $163,116 | $18,955,751 | $265,829 | $18,689,922 |
| December 31, 2024 | 990-PF | $1,950,587 | $2,173,759 | -$223,172 | $18,767,698 | $240,892 | $18,526,806 |
| December 31, 2023 | 990-PF | $2,050,526 | $2,006,509 | $44,017 | $19,217,386 | $467,408 | $18,749,978 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $182,619
- Interest
- $38
- Net rental income
- $1,266,954
- Net gain from sales of assets
- $160,183
Expenses
- Grants and similar amounts paid
- $1,142,206
- Compensation of officers, directors and key employees
- $245,250
- Disbursements for charitable purposes
- $1,385,889
- Excise tax on investment income
- $21,835
Balance sheet and other
- Total assets, start of year
- $18,767,698
- Total assets, end of year
- $18,955,751
- Total liabilities, end of year
- $265,829
- Net assets, end of year
- $18,689,922
- Fair market value of assets
- $33,539,923
- Qualifying distributions
- $1,385,889
- Net investment income
- $2,339,271
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,650 |
| MICHAEL A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,650 |
| MARY N OWEN C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | SECRETARY | 5 | $26,650 |
| PAUL S NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | TREASURER | 5 | $26,650 |
| JAMES M NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,650 |
| CHRISTINA N WINCEK C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
| KYLE P NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
| JOSEPH F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
| ANN E JACOBS C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | PRESIDENT | 5 | $16,000 |
| LAUREN C NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
| KAITLYN NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
| TRILBY F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $16,000 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,000 |
| MICHAEL A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,000 |
| MARY N OWEN C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,000 |
| PAUL S NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | TREASURER | 5 | $26,000 |
| JAMES M NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $26,000 |
| CHRISTINA N WINCEK C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | SECRETARY | 5 | $15,640 |
| KYLE P NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,640 |
| JOSEPH F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,640 |
| ANN E JACOBS C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | PRESIDENT | 5 | $15,640 |
| LAUREN C NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,640 |
| KAITLYN NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,640 |
| TRILBY F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | VICE PRESIDENT | 5 | $15,640 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 5 | $25,000 |
| MICHAEL A NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 5 | $25,000 |
| MARY N OWEN C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 2 | $25,000 |
| JAMES M NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $25,000 |
| LENORE TRILBY NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $25,000 |
| PAUL S NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,000 |
| CHRISTINA N WINCEK C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,000 |
| KYLE P NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | PRESIDENT | 1 | $15,000 |
| JOSEPH F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | VICE PRESIDENT/TREASURER | 1 | $15,000 |
| ANN E JACOBS C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,000 |
| LAUREN C NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,000 |
| KAITLYN NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | DIRECTOR | 1 | $15,000 |
| TRILBY F NORTON C/O CFF INC 1610 SKYE DRIVE, CHAPEL HILL, NC 27516 | SECRETARY | 1 | $15,000 |
Address and contacts
- Address (IRS master file)
- 1610 SKYE DR, CHAPEL HILL, NC 27516-9017
- In care of
- % JOHN A NORTON
- Signed the 990-PF
- JOSEPH NORTON, TREASURER
- Phone
- (919) 604-0842
- Return prepared by
- BRUNOTT CPA & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1678303
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T122)
- Assets (IRS master file)
- $18,955,751
- Income (IRS master file)
- $2,655,543
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,339,271 | $2,176,155 | $18,955,751 | IRS |
| 990-PF | December 2024 | $1,950,587 | $2,173,759 | $18,767,698 | XML |
| 990-PF | December 2023 | $2,050,526 | $2,006,509 | $19,217,386 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-1678303).
Questions about CARLSON FAMILY FOUNDATION INC
- What is the EIN of CARLSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of CARLSON FAMILY FOUNDATION INC is 31-1678303.
- Is CARLSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CARLSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLSON FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLSON FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CARLSON FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 12 received compensation from the organization, the highest $26,650 (JOHN A NORTON, DIRECTOR).
- How much revenue does CARLSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,339,271, expenses of $2,176,155 and total assets of $18,955,751 at year end.
Other nonprofits in CHAPEL HILL
- BILL & PEGGY BRITT FOUNDATION INC EIN 88-1729194 · last filed 990-PF for 2025
- WILLIAM R KENAN JR CHARITABLE TRUST EIN 13-6192029 · last filed 990-PF for 2025
- DAUGHTRY FAMILY FOUNDATION EIN 39-2526241 · last filed 990-PF for 2025
- NCHOF INC EIN 92-1234582 · last filed 990 for 2024
- KLAPPER FAMILY FOUNDATION INC EIN 35-1999306 · last filed 990-PF for 2025
- SCHOOL OF GOVERNMENT FOUNDATION INC EIN 56-1966429 · last filed 990 for 2025
- IRELAND FAMILY FOUNDATION EIN 56-2227048 · last filed 990-PF for 2025
- D MICHAEL WARNER-ELIZABETH B CRAVEN FOUNDATION TRUST EIN 81-4710242 · last filed 990-PF for 2025
All nonprofits in CHAPEL HILL · North Carolina · Philanthropy, voluntarism and grantmaking foundations