Carlson Family Foundation
EIN 311678303Total Given 2016–2024
$8.7M
1,042 grants · $963K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$4K
typical micro grants · $1K–$11K
grant size
42%
supporter · 202/478 multi-year
repeat
$30.4M
Assets (2024)
478
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(919) 604-0842
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $987K | $24.8M | $1.2M | 122 |
| 2017 | $1.0M | $25.3M | $1.0M | 135 |
| 2018 | $1.2M | $22.5M | $1.4M | 154 |
| 2019 | N/A | $22.7M | $4.1M | N/A |
| 2020 | $1.3M | $22.9M | $998K | 143 |
| 2021 | $1.1M | $26.0M | $1.1M | 147 |
| 2022 | $951K | $22.0M | $1.6M | 123 |
| 2023 | $964K | $27.3M | $2.1M | 108 |
| 2024 | $1.1M | $30.4M | $2.0M | 110 |
Grant Size Distribution
Based on 1042 grants on record
Minimum
$10
25th Pctl
$1K
Median
$4K
Average
$8K
75th Pctl
$11K
Maximum
$150K
Geographic Distribution
Texas Counties Served
0.3% of US grants
· Rank #23 of 33 states
$655 across
3 grants
2 of 254 counties
Top 2 counties
- 1 Collin
- 2 Dallas
Officers & Directors
AJ
Ann E Jacobs
8 yrs
President
Leadership
TN
Trilby F Norton
8 yrs
Vice President
Leadership
PN
Paul S Norton
9+ yrs
Treasurer
Leadership
CW
Christina N Wincek
8 yrs
Secretary
Leadership
KN
Kaitlyn Norton
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
JN
Joseph F Norton
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
JN
James M Norton
9+ yrs
Director
MO
Mary N Owen
9+ yrs
Director
MN
Michael a Norton
9+ yrs
Director
JN
John a Norton
9+ yrs
Director
JN
Joseph F Norton
8 yrs
Vice President/Treasurer
Leadership
KN
Kyle P Norton
8 yrs
President
Leadership
TN
Trilby F Norton
8 yrs
Secretary
Leadership
JN
John a Norton
9+ yrs
Director
MN
Michael a Norton
9+ yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
AJ
Ann E Jacobs
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
JN
James M Norton
9+ yrs
Director
PN
Paul S Norton
9+ yrs
Director
MO
Mary N Owen
9+ yrs
Director
JN
Joseph F Norton
8 yrs
Vice President/Treasurer
Leadership
KN
Kyle P Norton
8 yrs
President
Leadership
TN
Trilby F Norton
8 yrs
Secretary
Leadership
MN
Michael a Norton
9+ yrs
Director
MN
Malcolm a Norton
6 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
AJ
Ann E Jacobs
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
JN
James M Norton
9+ yrs
Director
PN
Paul S Norton
9+ yrs
Director
MO
Mary N Owen
9+ yrs
Director
JN
John a Norton
9+ yrs
Director
MO
Mary N Owen
9+ yrs
President
Leadership
JN
Joseph F Norton
8 yrs
Vice President/Treasurer
Leadership
TN
Trilby F Norton
8 yrs
Secretary
Leadership
MN
Michael a Norton
9+ yrs
Director
JN
John a Norton
9+ yrs
Director
PN
Paul S Norton
9+ yrs
Director
JN
James M Norton
9+ yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
AJ
Ann E Jacobs
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
MN
Malcolm a Norton
6 yrs
Director
JN
John a Norton
9+ yrs
President
Leadership
MN
Michael a Norton
9+ yrs
Vice President/Treasurer
Leadership
MO
Mary N Owen
9+ yrs
Secretary
Leadership
TN
Trilby F Norton
8 yrs
Director
MN
Malcolm a Norton
6 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
AJ
Ann E Jacobs
8 yrs
Director
JN
Joseph F Norton
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
JN
James M Norton
9+ yrs
Director
PN
Paul S Norton
9+ yrs
Director
JN
John a Norton
9+ yrs
President
Leadership
MN
Michael a Norton
9+ yrs
Vice President/Treasurer
Leadership
PN
Paul S Norton
9+ yrs
Secretary
Leadership
AJ
Ann E Jacobs
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
MN
Malcolm a Norton
6 yrs
Director
TN
Trilby F Norton
8 yrs
Director
MO
Mary N Owen
9+ yrs
Director
JN
James M Norton
9+ yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
JN
Joseph F Norton
8 yrs
Director
JN
John a Norton
9+ yrs
President
Leadership
MN
Michael a Norton
9+ yrs
Vice President/Treasurer
Leadership
PN
Paul S Norton
9+ yrs
Secretary
Leadership
AJ
Ann E Jacobs
8 yrs
Director
JN
Joseph F Norton
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
EB
Elaine Boylen
3 yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
JN
James M Norton
9+ yrs
Director
LN
Lauren C Norton
8 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
MN
Malcolm a Norton
6 yrs
Director
TN
Trilby F Norton
8 yrs
Director
MO
Mary N Owen
9+ yrs
Director
JN
James M Norton
9+ yrs
Vice President/Secretary
Leadership
PN
Paul S Norton
9+ yrs
President/Treasurer
Leadership
JN
John a Norton
9+ yrs
Director
MO
Mary N Owen
9+ yrs
Director
MN
Michael a Norton
9+ yrs
Director
TN
Trilby F Norton
8 yrs
Director
MN
Malcolm a Norton
6 yrs
Director
KN
Kaitlyn Norton
8 yrs
Director
LN
Lauren C Norton
8 yrs
Director
AJ
Ann E Jacobs
8 yrs
Director
JN
Joseph F Norton
8 yrs
Director
KN
Kyle P Norton
8 yrs
Director
CW
Christina N Wincek
8 yrs
Director
EB
Elaine Boylen
3 yrs
Director
LN
Lenore Trilby Norton
8 yrs
Director
Grants Awarded (1,042 total)
| Purpose | ||||
|---|---|---|---|---|
| Bravehearts Move New York | New Windsor, NY | $150,000 | MAJOR GRANT | 2020 |
| Brooke'S House Inc | Hagerstown, MD | $89,500 | MAJOR GRANT, DISCRETIONARY GRANT, MATCHING GRANT | 2018 |
| Brooke'S House Inc | Hagerstown, MD | $65,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2020 |
| Brooke'S House Inc | Hagerstown, MD | $64,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2017 |
| University of Southern California | Los Angeles, CA | $63,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2023 |
| Brooke'S House Llc | Hagerstown, MD | $60,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2024 |
| University of Southern California | Los Angeles, CA | $52,000 | DISCRETIONARY GRANT, MAJOR GRANT | 2022 |
| Sound Waters | Stamford, CT | $50,000 | MAJOR GRANT | 2021 |
| Sound Waters Inc | Stamford, CT | $50,000 | MAJOR GRANT | 2022 |
| Sound Waters Inc | Stamford, CT | $50,000 | MAJOR GRANT | 2023 |
| Sound Waters Inc | Stamford, CT | $50,000 | MAJOR GRANT | 2024 |
| University of Southern California | Los Angeles, CA | $50,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2024 |
| Brooke'S House Inc | Hagerstown, MD | $47,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2021 |
| Sound Waters | Stamford, CT | $45,250 | MAJOR GRANT, MATCHING GRANT | 2018 |
| Brooke'S House Llc | Hagerstown, MD | $42,800 | MAJOR GRANT, DISCRETIONARY GRANT | 2022 |
| Asociacion Anidan Ayuda Ninos De Africa | Madrid, None | $42,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2018 |
| Asociacion Anidan Ayuda Ninos De Africa | Madrid, None | $41,000 | MAJOR GRANT, MATCHING GRANT | 2017 |
| Brooke'S House Llc | Hagerstown, MD | $40,000 | MAJOR GRANT | 2023 |
| Apex Community Advancement Inc | New Orleans, LA | $40,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2016 |
| Dress for Success New Orleans | New Orleans, LA | $38,000 | MAJOR GRANT, MATCHING GRANT | 2016 |
| Mag America Inc | Washington, DC | $37,125 | MAJOR GRANT, DISCRETIONARY GRANT | 2021 |
| Food Bank of Central & East Nc | Raleigh, NC | $37,000 | MAJOR GRANT, DISCRETIONARY GRANT | 2020 |
| Unc Children'S Co the Medical Foundation of Nc Inc | Chapel Hill, NC | $36,500 | MAJOR GRANT | 2017 |
| Asociacion Anidan Ayuda Ninos De Africa | Madrid, None | $36,000 | MAJOR GRANT, DISCRETIONARY GRANT, MATCHING GRANT | 2016 |
| Medicos Sin Fronteras Espana | Madrid, None | $35,000 | MAJOR GRANT | 2018 |