Floyd R Carlson Charitable Trust

Chicago, IL
Tax-exempt since Dec. 1997
EIN: 74-6355588

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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

$42.4k (2024)

Expenses

$42.6k (2024)

Total Assets

$546k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$42,378

Expenses

$42,558

Net Income

-$180

Net Assets

$545,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,927	58.8%
Sales of Assets	$17,451	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,455	78.6%
Compensation of Officers*	$13,819	32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,647
Total Liabilities	$0
Net Assets	$545,647

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$13,819	$0

990-PF

Filed on May 7, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$33,831

Expenses

$41,772

Net Income

-$7,941

Net Assets

$548,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,551	57.8%
Sales of Assets	$14,104	41.7%
Other Income	$176	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,907	81.2%
Compensation of Officers*	$12,430	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,615
Total Liabilities	$0
Net Assets	$548,615

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$12,430	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$14,096

Expenses

$46,026

Net Income

-$31,930

Net Assets

$556,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,291	> 100%
Sales of Assets	-$7,195
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,181	80.8%
Compensation of Officers*	$13,125	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$556,540
Total Liabilities	$0
Net Assets	$556,540

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$13,125	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$47,700

Expenses

$43,158

Net Income

$4,542

Net Assets

$588,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,868	45.8%
Sales of Assets	$25,832	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,078	76.6%
Compensation of Officers*	$14,638	33.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,626
Total Liabilities	$0
Net Assets	$588,626

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$14,638	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$49,844

Expenses

$43,298

Net Income

$6,546

Net Assets

$584,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,089	30.3%
Sales of Assets	$34,494	69.2%
Other Income	$261	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,137	81.2%
Compensation of Officers*	$13,014	30.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$584,052
Total Liabilities	$1
Net Assets	$584,051

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$13,014	$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

$37,131

Expenses

$52,486

Net Income

-$15,355

Net Assets

$577,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,735	47.8%
Sales of Assets	$19,396	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,809	81.6%
Compensation of Officers*	$12,775	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$577,616
Total Liabilities	$1
Net Assets	$577,615

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$12,775	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$47,404

Expenses

$40,911

Net Income

$6,493

Net Assets

$583,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,873	35.6%
Sales of Assets	$30,531	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,693	82.4%
Compensation of Officers*	$9,509	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,984
Total Liabilities	$0
Net Assets	$583,984

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,509	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$43,647

Expenses

$36,952

Net Income

$6,695

Net Assets

$577,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,789	33.9%
Sales of Assets	$28,855	66.1%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,096	86.9%
Compensation of Officers*	$7,701	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$577,566
Total Liabilities	$0
Net Assets	$577,566

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$7,701	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

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

$21,116

Expenses

$41,242

Net Income

-$20,126

Net Assets

$591,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,315	63.1%
Sales of Assets	$8,064	38.2%
Other Income	-$263

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,959	87.2%
Compensation of Officers*	$7,690	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$591,926
Total Liabilities	$0
Net Assets	$591,926

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$35,104

Expenses

$41,146

Net Income

-$6,042

Net Assets

$612,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,894	45.3%
Sales of Assets	$19,122	54.5%
Other Income	$88	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,874	82.3%
Compensation of Officers*	$7,888	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$612,059
Total Liabilities	$0
Net Assets	$612,059

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$42,593

Expenses

$38,896

Net Income

$3,697

Net Assets

$618,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,198	31.0%
Sales of Assets	$28,836	67.7%
Other Income	$559	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,849	84.5%
Compensation of Officers*	$7,708	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$618,407
Total Liabilities	$0
Net Assets	$618,407

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$21,906

Expenses

$39,393

Net Income

-$17,487

Net Assets

$614,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,130	69.1%
Sales of Assets	$7,691	35.1%
Other Income	-$915

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,710	83.0%
Compensation of Officers*	$7,480	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,711
Total Liabilities	$0
Net Assets	$614,711

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$45,847

Expenses

$40,410

Net Income

$5,437

Net Assets

$632,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.1%
Dividends	$13,960	30.4%
Sales of Assets	$31,864	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,200	82.2%
Compensation of Officers*	$7,362	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$632,195
Total Liabilities	$1
Net Assets	$632,194

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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Updated March 23, 2026

Floyd R Carlson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $42.4k (2024)

Expenses $42.6k (2024)

Total Assets $546k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Revenue

$42.4k (2024)

Expenses

$42.6k (2024)

Total Assets

$546k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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2001