Nonprofit · EIN 13-6957038
CARSON FAM CHARITABLE TR
Also known as CARSON RUSSELL L TTEE
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $63,019,144 | $66,071,188 | -$3,052,044 | $497,620,335 | $0 | $497,620,335 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,580,742
- Dividends
- $5,404,602
- Interest
- $184,215
- Net gain from sales of assets
- $32,332,089
- Other income
- $3,517,496
Expenses
- Grants and similar amounts paid
- $50,468,073
- Compensation of officers, directors and key employees
- $1,275,417
- Salaries, compensation and benefits (total)
- $704,567
- Disbursements for charitable purposes
- $53,140,566
- Excise tax on investment income
- $663,049
Balance sheet and other
- Total assets, start of year
- $466,593,070
- Total assets, end of year
- $497,620,335
- Total liabilities, end of year
- $0
- Net assets, end of year
- $497,620,335
- Fair market value of assets
- $497,620,335
- Qualifying distributions
- $53,140,566
- Net investment income
- $57,280,405
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY MEYERCORD STEVENS 650 MADISON AVENUE, NEW YORK, NY 100221029 | EXECUTIVE VICE PRESIDENT | 40 | $587,500 | $125,307 |
| CECILY M CARSON 650 MADISON AVENUE, NEW YORK, NY 100221029 | TRUSTEE | 40 | $485,000 | $83,791 |
| KRISSY SUDANO 650 MADISON AVENUE, NEW YORK, NY 100221029 | MANAGING DIRECTOR Highest-paid employee | 40 | $405,000 | $108,768 |
| DOROTHY R ROBERTS 650 MADISON AVENUE, NEW YORK, NY 100221029 | ADMINISTRATIVE OFFIC Highest-paid employee | 40 | $160,000 | $53,644 |
| MELISSA FERNANDEZ 650 MADISON AVENUE, NEW YORK, NY 100221029 | FINANCE DIRECTOR Highest-paid employee | 40 | $157,500 | $123,832 |
| EDWARD S CARSON 650 MADISON AVENUE, NEW YORK, NY 100221029 | TRUSTEE | 15 | $117,500 | $109,507 |
| MADELINE CARSON 650 MADISON AVENUE, NEW YORK, NY 100221029 | TRUSTEE (BEGAN APRIL 2024) | 40 | $85,417 | $0 |
| RUSSELL CARSON 650 MADISON AVENUE, NEW YORK, NY 100221029 | TRUSTEE | 40 | $0 | $0 |
| JUDITH CARSON 650 MADISON AVENUE, NEW YORK, NY 100221029 | TRUSTEE | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 650 MADISON AVENUE 26TH FLOOR, NEW YORK, NY 10022-1029
- In care of
- % BANK OF AMERICA NA
- Signed the 990-PF
- RUSSELL CARSON, TRUSTEE
- Phone
- (212) 899-5983
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6957038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $497,620,335
- Income (IRS master file)
- $72,971,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $44,605,576 | $61,143,014 | $466,593,070 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $111,506,666 | $70,256,397 | $454,041,302 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CARSON FAM CHARITABLE TR
- What is the EIN of CARSON FAM CHARITABLE TR?
- The employer identification number (EIN) of CARSON FAM CHARITABLE TR is 13-6957038.
- Is CARSON FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CARSON FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARSON FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARSON FAM CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARSON FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CARSON FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $587,500 (AMY MEYERCORD STEVENS, EXECUTIVE VICE PRESIDENT).
- How much revenue does CARSON FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $63,019,144, expenses of $66,071,188 and total assets of $497,620,335 at year end.
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