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Virginia · Private foundation

The Carlson Family Foundation

Its FY2019 filing reports that it accepted unsolicited grant applications.

$798k
Granted FY2019
4
Grants FY2019
3
Organizations funded FY2019
33%
First-time grantees FY2019
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Read this first · the figures below need context

98% of The Carlson Family Foundation’s FY2019 grant dollars went to Gs Donor Advised Philanthropy Fund For Wealth Management Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2019 names 3 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

4
’17
2
’18
3
’19

Amber years are those where most dollars went to a sponsor.

Median grant, FY2019
$5,000
Largest grant, FY2019
$782,988
Organizations funded a year
2 to 7
FY2017 to FY2019
States reached, FY2019
4
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2019, 33% of the organizations The Carlson Family Foundation funded were first-time grantees, receiving 33% of its grant dollars.

New vs renewed · share of each year

In FY2019, 67% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’19
RenewedFirst-time

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

’18’19
Human ServicesEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20193$15k33%
FY20182$40k100%
FY20177$51kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Philanthropy$783kEducation$41kArts & Culture$35kHealth$25kPublic Safety & Disaster$3kHuman Services$3k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
IA
PA
NJ
VA
DC
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2019, and the share of each one’s budget the grants supplied at peak.

Plus 3 recipients with no EIN on record ($6k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Carlson Family Foundation with peer funders

About The Carlson Family Foundation

How much does The Carlson Family Foundation give?
The Carlson Family Foundation reported 4 grants totaling $797,988 in its FY2019 IRS filing. It funded between 2 and 7 organizations a year over FY2017 to FY2019.
What does The Carlson Family Foundation fund?
By grant dollars over FY2017 to FY2019, its largest causes are Philanthropy (88%), Education (5%), Arts & Culture (4%).
Who are The Carlson Family Foundation's largest grantees?
By total granted over FY2017 to FY2019: Stable ($35k), Morningside University ($20k), National Kidney Foundation Inc ($18k).
Does The Carlson Family Foundation fund new organizations?
In FY2019, 33% of the organizations it funded were first-time grantees.
Does The Carlson Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Carlson Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is The Carlson Family Foundation based?
The Carlson Family Foundation is based in VA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 11 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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