Carlson Family Fdn-Blackrock
EIN 954819814Total Given 2022–2025
$302K
11 grants · $76K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$10K
typical small grants · $4K–$20K
grant size
38%
supporter · 3/8 multi-year
repeat
$131K
Assets (2023)
8
Distinct Recipients
About
THE FOUNDATION TERMINATED TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $134K | $6K | N/A |
| 2022 | $70K | $225K | $21K | 7 |
| 2023 | $112K | $131K | $-16K | 3 |
| 2025 | $120K | $0 | $5K | 1 |
Grant Size Distribution
Based on 11 grants on record
Minimum
$2K
25th Pctl
$4K
Median
$10K
Average
$27K
75th Pctl
$20K
Maximum
$120K
Geographic Distribution
Officers & Directors
KC
Katrina Carlson
President
Leadership
KC
Kenneth Carlson
Secretary
Leadership
KC
Katrina Carlson
President
Leadership
KC
Kenneth Carlson
Secretary
Leadership
KC
Katrina Carlson
President
Leadership
KC
Kenneth Carlson
Secretary
Leadership
KC
Katrina Carlson
President
Leadership
KC
Kenneth Carlson
Secretary
Leadership
Grants Awarded (11 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fd | Boston, MA | $120,337 | UNRESTRICTED GENERAL | 2025 |
| Brown University | Providence, RI | $100,000 | UNRESTRICTED GENERAL | 2023 |
| Brown University | Providence, RI | $25,000 | UNRESTRICTED GENERAL | 2022 |
| Western Los Angeles County Council | Van Nuys, CA | $15,000 | UNRESTRICTED GENERAL | 2022 |
| Brentwood School | Los Angeles, CA | $11,000 | UNRESTRICTED GENERAL | 2022 |
| J Paul Getty Trust | Los Angeles, CA | $10,000 | UNRESTRICTED GENERAL | 2022 |
| Western Los Angeles County Council | Van Nuys, CA | $10,000 | UNRESTRICTED GENERAL | 2023 |
| The Giving Spirit | Los Angeles, CA | $5,000 | UNRESTRICTED GENERAL | 2022 |
| Duet Partners in Health and Aging | Phoenix, AZ | $2,500 | UNRESTRICTED GENERAL | 2022 |
| Vintage Church of Los Angeles | Santa Monica, CA | $2,000 | UNRESTRICTED GENERAL | 2022 |
| Brentwood School | Los Angeles, CA | $1,500 | UNRESTRICTED GENERAL | 2023 |