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Carlson Family Tr

Carlson C Richard Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$225k (2023)

Expenses
$144k (2023)

Total Assets
$2.89M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$224,963
Expenses
$143,910
Net Income
$81,053
Net Assets
$2,887,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $39,287
17.5%
Interest Revenue $302
0.1%
Dividends $80,406
35.7%
Sales of Assets $104,968
46.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,000
78.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,887,148
Total Liabilities $0
Net Assets $2,887,148
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$470,266
Expenses
$236,070
Net Income
$234,196
Net Assets
$2,871,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $125,102
26.6%
Interest Revenue $14
0.0%
Dividends $92,667
19.7%
Sales of Assets $252,483
53.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $203,200
86.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,872,625
Total Liabilities $897
Net Assets $2,871,728
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$320,457
Expenses
$172,719
Net Income
$147,738
Net Assets
$2,742,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $39,966
12.5%
Interest Revenue $865
0.3%
Dividends $81,631
25.5%
Sales of Assets $197,995
61.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,500
81.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,742,996
Total Liabilities $787
Net Assets $2,742,209
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,977
Expenses
$144,791
Net Income
-$89,814
Net Assets
$2,637,678
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,552
8.3%
Dividends $72,573
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $127,000
87.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,637,679
Total Liabilities $1
Net Assets $2,637,678
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$567,879
Expenses
$159,963
Net Income
$407,916
Net Assets
$2,729,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $104,099
18.3%
Interest Revenue $4,404
0.8%
Dividends $69,866
12.3%
Sales of Assets $388,895
68.5%
Other Income $615
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,500
88.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,731,445
Total Liabilities $2,372
Net Assets $2,729,073
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$310,244
Expenses
$163,183
Net Income
$147,061
Net Assets
$2,437,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $83,499
26.9%
Interest Revenue $888
0.3%
Dividends $63,644
20.5%
Sales of Assets $161,397
52.0%
Other Income $816
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $152,500
93.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,437,558
Total Liabilities $0
Net Assets $2,437,558
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,344
Expenses
$131,494
Net Income
$54,850
Net Assets
$2,350,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $52,946
28.4%
Interest Revenue $813
0.4%
Dividends $53,619
28.8%
Sales of Assets $78,272
42.0%
Other Income $694
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $125,000
95.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,350,001
Total Liabilities $0
Net Assets $2,350,001
Compensation
Key Employees and Officers Compensation Other
C Richard Carlson (Trustee) $0 $0
Deborah W Carlson (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,471
Expenses
$141,029
Net Income
$12,442
Net Assets
$2,372,690
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $40,806
26.6%
Interest Revenue $130
0.1%
Dividends $76,690
50.0%
Sales of Assets $35,658
23.2%
Other Income $187
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $134,600
95.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,376,105
Total Liabilities $3,415
Net Assets $2,372,690

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$335,615
Expenses
$135,234
Net Income
$200,381
Net Assets
$2,362,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $140,532
41.9%
Interest Revenue $6
0.0%
Dividends $64,273
19.2%
Sales of Assets $130,804
39.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,500
89.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,363,653
Total Liabilities $953
Net Assets $2,362,700

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,825
Expenses
$130,676
Net Income
$27,149
Net Assets
$2,162,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $43,044
27.3%
Interest Revenue $26
0.0%
Dividends $71,288
45.2%
Sales of Assets $42,042
26.6%
Other Income $1,425
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,500
93.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,162,319
Total Liabilities $0
Net Assets $2,162,319

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,980
Expenses
$124,949
Net Income
-$105,969
Net Assets
$2,135,170
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.1%
Dividends $84,383
> 100%
Sales of Assets $0
Other Income $3,058
16.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,500
90.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,135,170
Total Liabilities $0
Net Assets $2,135,170

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,041
Expenses
$107,412
Net Income
$7,629
Net Assets
$2,241,139
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $49,430
43.0%
Interest Revenue $34
0.0%
Dividends $82,887
72.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,500
88.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,241,139
Total Liabilities $0
Net Assets $2,241,139

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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