The Carson Family Foundation Inc

Fort Myers, FL
Tax-exempt since March 1996
EIN: 56-1953678

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$54k (2023)

Expenses

$61.9k (2023)

Total Assets

$821k (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 Dec.
2023

Revenue

$53,990

Expenses

$61,855

Net Income

-$7,865

Net Assets

$820,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,052	1.9%
Interest Revenue	$0
Dividends	$18,063	33.5%
Sales of Assets	$34,875	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,118	89.1%
Compensation of Officers*	$8,185	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,572
Total Liabilities	$0
Net Assets	$820,572

Compensation

Key Employees and Officers	Compensation	Other
Patricia L Carson (President)	$4,093	$0
Stephen T Carson (Secretary/Treasurer)	$4,092	$0
Finemark National Bank & Trust (Assistant Secretary)	$0	$0

990-PF

Filed on Sept. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$26,752

Expenses

$63,663

Net Income

-$36,911

Net Assets

$828,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,126	71.5%
Sales of Assets	$7,626	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,337	85.4%
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	$828,342
Total Liabilities	$0
Net Assets	$828,342

Compensation

Key Employees and Officers	Compensation	Other
Patricia L Carson (President)	$0	$0
Stephen T Carson (Secretary/Treasurer)	$0	$0
Piedmont Trust Company (Assistant Secretary)	$0	$0

990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$102,664

Expenses

$55,020

Net Income

$47,644

Net Assets

$865,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,411	16.0%
Sales of Assets	$86,253	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,285	82.3%
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	$865,253
Total Liabilities	$0
Net Assets	$865,253

Compensation

Key Employees and Officers	Compensation	Other
Patricia L Carson (President)	$0	$0
Stephen T Carson (Secretary/Treasurer)	$0	$0
Piedmont Trust Company (Assistant Secretary)	$0	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$10,929

Expenses

$52,256

Net Income

-$41,327

Net Assets

$817,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,389	95.1%
Sales of Assets	$321	2.9%
Other Income	$219	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,783	89.5%
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	$822,609
Total Liabilities	$5,000
Net Assets	$817,609

Compensation

Key Employees and Officers	Compensation	Other
Patricia L Carson (President)	$0	$0
Stephen T Carson (Secretary/Treasurer)	$0	$0
Piedmont Trust Company (Assistant Secretary)	$0	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$45,885

Expenses

$60,602

Net Income

-$14,717

Net Assets

$858,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,725	56.1%
Sales of Assets	$20,139	43.9%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,198	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	$858,936
Total Liabilities	$1
Net Assets	$858,935

Compensation

Key Employees and Officers	Compensation	Other
Patricia L Carson (President)	$0	$0
Stephen T Carson (Secretary/Treasurer)	$0	$0
Piedmont Trust Company (Assistant Secretary)	$0	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$64,739

Expenses

$46,617

Net Income

$18,122

Net Assets

$860,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$22,902	35.4%
Sales of Assets	$41,827	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,708	74.5%
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	$860,958
Total Liabilities	$0
Net Assets	$860,958

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$68,312

Expenses

$71,406

Net Income

-$3,094

Net Assets

$842,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$21,104	30.9%
Sales of Assets	$47,199	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,064	81.3%
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	$842,836
Total Liabilities	$0
Net Assets	$842,836

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$54,656

Expenses

$58,702

Net Income

-$4,046

Net Assets

$845,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$18,907	34.6%
Sales of Assets	$35,742	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,950	80.0%
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	$845,930
Total Liabilities	$0
Net Assets	$845,930

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$45,243

Expenses

$57,862

Net Income

-$12,619

Net Assets

$849,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$28,407	62.8%
Sales of Assets	$16,817	37.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,019	79.5%
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	$849,976
Total Liabilities	$0
Net Assets	$849,976

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,173

Expenses

$52,830

Net Income

-$32,657

Net Assets

$862,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.1%
Dividends	$29,222	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,335	78.2%
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	$862,595
Total Liabilities	$0
Net Assets	$862,595

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.

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Types of Nonprofits

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Updated June 30, 2025

The Carson Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54k (2023)

Expenses $61.9k (2023)

Total Assets $821k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Revenue

$54k (2023)

Expenses

$61.9k (2023)

Total Assets

$821k (2023)

Total Liabilities

$0 (2023)

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2023

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