Vance CHAR FD CUST for Treas
EIN 066050188 Private FoundationTotal Given 2021–2025
$4.0M
58 grants · $792K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $5K–$100K
grant size
63%
deep partner · 12/19 multi-year
repeat
$18.4M
Assets (2025)
19
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
HERBERT E CARLSON
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
MUST CONFIRM TO UNITED COMMUNITY SERVICE FORMAT
Restrictions
ORGANIZATION/OR SERVES NEW BRITIAN CT AREA & CAN RECEIVE TAX DEDUCTIBLE CONTRIBUTIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $12.9M | $906K | N/A |
| 2021 | $558K | $13.1M | $342K | 13 |
| 2022 | $727K | $14.9M | $384K | 12 |
| 2023 | $693K | $15.4M | $494K | 11 |
| 2024 | $1.0M | $16.3M | $964K | 11 |
| 2025 | $946K | $18.4M | $1.4M | 11 |
Grant Size Distribution
Based on 58 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$25K
Average
$68K
75th Pctl
$100K
Maximum
$500K
Geographic Distribution
Officers & Directors
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
CC
Cynthia A. Carlson
6+ yrs
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
CC
Cynthia A. Carlson
6+ yrs
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
CC
Cynthia A. Carlson
6+ yrs
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
CC
Cynthia A. Carlson
6+ yrs
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
CC
Cynthia A. Carlson
6+ yrs
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
HC
Herbert E. Carlson Jr
6+ yrs
Dir/Chairman/President
Leadership
RB
RITA H. Beaulieu
Director/Treasurer
Leadership
CC
Cheryl C. Carlson
6+ yrs
Director/Secretary
Leadership
CC
Cynthia A. Carlson
6+ yrs
Trustee
BA
Bank of America N a
6+ yrs
Agent for Fiduciary
Grants Awarded (58 total)
| Purpose | ||||
|---|---|---|---|---|
| New Britain Museum of American Art | New Britain, CT | $500,000 | UNRESTRICTED GENERAL | 2025 |
| New Britain MUS of American Art | New Britain, CT | $400,000 | REMEDIATION OF | 2024 |
| Central Connecticut State University | New Britain, CT | $200,000 | VANCE PROFESSORSHIP | 2022 |
| New Britain Museum of American Art | New Britain, CT | $200,000 | PURCHASE OF ART | 2022 |
| New Britain Institute | New Britain, CT | $200,000 | REMODEL CONFERENCE AND | 2024 |
| New Britain Museum of American Art | New Britain, CT | $200,000 | PURCHASE OF ART | 2024 |
| New Britain Institute | New Britain, CT | $200,000 | NEW BRITAIN INDUSTRIAL | 2023 |
| New Britain Museum of American Art | New Britain, CT | $200,000 | PURCHASE OF ART | 2023 |
| Trinity on Main | New Britain, CT | $199,000 | SUPPORTS BUILDING REPAIRS | 2025 |
| United Way of Central & Northeastern Ct | Hartford, CT | $125,000 | UNRESTRICTED GENERAL | 2024 |
| United Way of Central & Northeastern Ct | Hartford, CT | $125,000 | UNRESTRICTED GENERAL | 2025 |
| United Way of Central & Northeastern Ct | Hartford, CT | $125,000 | UNRESTRICTED GENERAL | 2023 |
| New Britain Institute | New Britain, CT | $120,000 | CAPITAL CAMPAIGN | 2022 |
| New Britain Museum of American Art | New Britain, CT | $105,000 | PURCHASE OF ART | 2021 |
| United Way of Central & Northeastern Ct | Hartford, CT | $100,000 | UNRESTRICTED GENERAL | 2021 |
| Central Connecticut State University | New Britain, CT | $100,000 | VANCE PROFESSORSHIP | 2021 |
| United Way of Central & Northeastern Ct | Hartford, CT | $100,000 | UNRESTRICTED GENERAL | 2022 |
| The Hospital for Special Care | New Britain, CT | $70,000 | AUTISM INPATIENT UNIT | 2021 |
| YWCA of New Britian | New Britain, CT | $66,000 | COMPLETE RECONSTRUCTION OF | 2023 |
| New Britain Institute | New Britain, CT | $63,500 | CAPITAL CAMPAIGN | 2021 |
| Central Connecticut State | New Britain, CT | $50,000 | VANCE PROFESSORSHIP FUNDING | 2024 |
| The Prudence Crandall Center | New Britain, CT | $48,300 | UNRESTRICTED GENERAL | 2025 |
| The Prudence Crandall | New Britain, CT | $46,000 | OVERHAUL CONFERENCE AND | 2023 |
| The Prudence Crandall | New Britain, CT | $45,000 | SHELTERS FOR VICTIMS OF | 2021 |
| The Prudence Crandall | New Britain, CT | $32,000 | SHELTERS FOR VICTIMS OF | 2022 |
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