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· Private foundation

Carlson Family Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$210k
Granted FY2025still arriving
23
Grants FY2025still arriving
6
States reached
$90k
Largest
01What you fund
0189% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Arts & Culture$560kEducation$275kHousing & Shelter$172kRecreation & Sports$75kHuman Services$61kCrime & Legal$45kHealth$43kScience & Tech$26kOther$0
02FY2025 · 23 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k15 grants · $23k
  • $10k–50k7 grants · $97k
  • $50k–250k1 grant · $90k
$1,000
Median grant
6
States reached
$3.1M
Total assets
Largest grants
RecipientAmount
FAMILY AID BOSTON$90,000
BREWSTER ACADEMY$20,000
CAPE ANN HISTORICAL MUSEU$20,000
THACHER ISLAND ASSOCIATION$15,000
PEABODY ESSEX MUSEUM$12,000
PERKINS SCHOOL FOR BLIND$10,000
SEALASKA HERITAGE INSTITUTE$10,000
22MOHAWKS$10,000
Individual grant recipient$5,000
HUNDRED CLUB OF MA$5,000
NORTH SHORE ARTS ASSOCIATION$1,000
ROCKPORT MUSIC ASSOCIATION$1,000
PATHWAYS FOR CHILDREN$1,000
WELLSPRING HOUSE$1,000
BOSTON UNIVERSITY$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $71k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 86% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%22MOHAWKS: $10k → 7%PATHWAYS FOR CHILDREN: $2k → 10%PATHWAYS FOR CHILDREN: $2k → 10%GLOUCESTER CELEBRATION CORP: $1k → 10%WELLSPRING HOUSE: $1k → 10%WELLSPRING HOUSE: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%WELLSPRING HOUSE: $1k → 10%WELLSPRING HOUSE: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%WELLSPRING HOUSE: $1k → 10%WELLSPRING HOUSE: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%PATHWAYS FOR CHILDREN: $1k → 10%WELLSPRING HOUSE: $1k → 10%WELLSPRING HOUSE: $1k → 10%WELLSPRING HOUSE: $1k → 10%YMCA OF THE NORTH SHORE: $21k → 10%YMCA OF THE NORTH SHORE: $10k → 10%YMCA OF THE NORTH SHORE: $10k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

AK
ME
NH
NY
MA
MO
VA
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve funded before.
$1.3M · 26 repeat orgs$58k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +40% since the first grant, against +37% for the ones you funded once.

26 repeat relationships — 19 still active in FY2025, 7 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

26
15

Total granted

$1.3M
$37k

Median revenue growth · since first grant

+40%
+37%

Still filing today

58%
13%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $22k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesArts & CultureEducationRecreation & SportsHealthScience & TechOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • FB
    FAMILYAID BOSTON INC
    9× · 2017–2025 · $172k · revenue +260%
  • BA
    Brewster Academy
    9× · 2017–2025 · $155k · revenue +34%
  • CO
    Camp O-AT-KA Inc
    9× · 2017–2025 · $75k · revenue +119%

Funded once

  • GM
    GLOUCESTER MOVIE GENOMICS INSTITUT
    one grant, 2019 · $10k
  • ENDICOTT COLLEGEgraduated
    one grant, 2021 · $5k · revenue +37%
  • CF
    COLLINGS FOUNDATION
    one grant, 2022 · $5k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

2
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
3
Massachusetts Outdoor Heritage Foundation Inc Attn Susan Sacco
4
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
5
Phillips Exeter Academy

Unite goodness and knowledge and inspire youth from every quarter to lead purposeful lives. [text in quotations is taken from the academy's deed of gift, drafted in 1781] knowledge and goodness "above all, it is expected that the attention…

Education
6
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
7
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
8
The Rhode Island Historical Society

The rhode island historical society, through its collections, museums, and educational initiatives, welcomes everyone to engage with rhode island's complex and significant past.

Arts & Culture
9
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
10
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
11
Massachusetts Historical Society

To promote understanding of the history of massachusetts and the nation by collecting and communicating materials and resources that foster historical knowledge.

Arts & Culture
12
Northeast Hospital Corporation

Centering on a concept and continuum of care that embraces the health, well-being and dignity of each patient, regardless of their ability to pay, northeast hospital corporation (nhc) has four facilities, beverly hospital, addison gilbert…

Health

For reference, the grantee most central to the portfolio’s shape is The Open Door Cape Ann Food Pantry Inc and the most unlike its peers is Thacher & Straitsmouth Islands Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 55 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%0%<5yr13%5%5–10yr20%5%10–20yr20%15%20–35yr13%25%35–55yr15%50%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr13%1%5–10yr20%3%10–20yr20%18%20–35yr13%22%35–55yr15%56%55yr+

The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
0.0%0/20
the rest of the field
11%
1,166/10,871

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

20 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 20 of the 46 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
20/20
Grantees still filing
15/20
Grew since you first funded

Where your money sits — by cause, then by grantee

THACHER & STRAITSMOUTH ISLANDS ASSOCIATION — $180,000 · OtherTHACHER & STRAITSMOUTH ISLANDS ASSOCIATIONFAMILYAID BOSTON INC — $172,000 · OtherFAMILYAID BOSTON INCCAPE ANN HISTORICAL MUSEU — $148,000 · OtherCAPE ANN HISTORICAL MUSEUPERKINS SCHOOL FOR BLIND — $102,000 · OtherPERKINS SCHOOL FOR BLINDIndividual grant recipient — $46,500 · OtherIndividual grant recipientTHE HUNDRED CLUB OF MASS INC — $45,000 · OtherTHE HUNDRED CLUB OF MASS INC+26 more — $124,700 · Other+26 morePEABODY ESSEX MUSEUM INC — $173,000 · Arts & CulturePEABODY ESSEX MU…ROCKPORT ART ASSOCIATION — $15,000 · Arts & CultureROCKPORT ART ASS…SEALASKA HERITAGE INSTITUTE — $10,000 · Arts & CultureBrewster Academy — $155,000 · EducationBrewster Acad…+1 more — $5,000 · EducationCamp O-AT-KA Inc — $75,000 · Recreation & SportsYMCA OF THE NORTH SHORE INC — $40,500 · Human ServicesPATHWAYS FOR CHILDRENINC — $10,000 · Human Services22 MOHAWKS CORP — $10,000 · Human ServicesWELLSPRING HOUSE INC — $9,000 · Human Services+1 more — $1,000 · Human ServicesJOSLIN DIABETES CENTER INC — $31,000 · HealthGLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED — $26,000 · Science & TechESSEX COUNTY COMMUNITY FOUNDATION INC — $500 · Philanthropy
Other$818,200Arts & Culture$198,000Education$160,000Recreation & Sports$75,000Human Services$70,500Health$31,000Science & Tech$26,000Philanthropy$500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHACHER & STRAITSMOUTH ISLANDS ASSOCIATION — $180,000 over 9y, 24% of budgetPEABODY ESSEX MUSEUM INC — $173,000 over 9y, 0.2% of budgetFAMILYAID BOSTON INC — $172,000 over 9y, 0.3% of budgetBrewster Academy — $155,000 over 9y, 0.1% of budgetCamp O-AT-KA Inc — $75,000 over 9y, 1.3% of budgetTHE HUNDRED CLUB OF MASS INC — $45,000 over 9y, 0.6% of budgetYMCA OF THE NORTH SHORE INC — $40,500 over 3y, 0.0% of budgetJOSLIN DIABETES CENTER INC — $31,000 over 6y, 0.0% of budgetGLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED — $26,000 over 5y, 0.2% of budgetROCKPORT ART ASSOCIATION — $15,000 over 9y, 1.0% of budgetPATHWAYS FOR CHILDRENINC — $10,000 over 8y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY — $9,000 over 8y, 0.0% of budgetWELLSPRING HOUSE INC — $9,000 over 9y, 0.1% of budgetENDICOTT COLLEGE — $5,000 over 1y, 0.0% of budgetTHE OPEN DOOR CAPE ANN FOOD PANTRY INC — $2,000 over 2y, 0.0% of budgetGLOUCESTER CELEBRATION CORPORATION CO ROBERT J GILLIS JR — $1,000 over 1y, 0.1% of budgetNORTH SHORE ARTS ASSOCIATION OF GLOUCESTER INC — $1,000 over 2y, 0.3% of budgetESSEX COUNTY COMMUNITY FOUNDATION INC — $500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds THACHER & STRAITSMOUTH ISLANDS ASSOCIATION
  • Who funds PEABODY ESSEX MUSEUM INC
  • Who funds FAMILYAID BOSTON INC
  • Who funds Brewster Academy
  • Who funds Camp O-AT-KA Inc
  • Who funds THE HUNDRED CLUB OF MASS INC
  • Who funds YMCA OF THE NORTH SHORE INC
  • Who funds JOSLIN DIABETES CENTER INC
  • Who funds GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED
  • Who funds ROCKPORT ART ASSOCIATION
  • Who funds PATHWAYS FOR CHILDRENINC
  • Who funds 22 MOHAWKS CORP
  • Who funds SEALASKA HERITAGE INSTITUTE
  • Who funds TRUSTEES OF BOSTON UNIVERSITY
  • Who funds WELLSPRING HOUSE INC
  • Who funds ENDICOTT COLLEGE
  • Who funds THE OPEN DOOR CAPE ANN FOOD PANTRY INC
  • Who funds GLOUCESTER CELEBRATION CORPORATION CO ROBERT J GILLIS JR
  • Who funds NORTH SHORE ARTS ASSOCIATION OF GLOUCESTER INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Institution for Savings in Newburyport & Its Vicinity Charitable Foundation IncMA17.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc · Essex County Community Foundation Inc · Eastern Bank Foundation · Boston Foundation Inc · Bruce J Anderson Foundation · Hildreth Stewart Charitable Foundation · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Silicon Valley Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Carlson Family Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 50%2%6%14%25%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 9%
  • Pathways for Childreninc86% of income from government
  • Joslin Diabetes Center Inc35% of income from government
  • Gloucester Marine Genomics Institute Incorporated16% of income from government
  • Trustees of Boston University12% of income from government
  • 22 Mohawks Corp10% of income from government
  • Wellspring House Inc9% of income from government
  • Ymca of the North Shore Inc6% of income from government
  • Familyaid Boston Inc4% of income from government
  • Peabody Essex Museum Inc3% of income from government
  • Essex County Community Foundation Inc2% of income from government
  • Endicott College1% of income from government
  • Rockport Art Association0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Carlson Family Trust?

Find your warmest path to Carlson Family Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 46 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph