AUMdb

Carlson Family Tr

EIN 043493404 · 501(c)(3) · Private foundation · Rockport, MA · recognized 2000

Assets
$4.1M
Revenue
$474K
Expenses
$250K
Investment income
$434K

Form 990 fiscal year ended 08/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
C Richard Carlson Trustee $0 $0
Deborah W Carlson Trustee $0 $0