Nonprofit · EIN 20-2977265
THE SARA AND DAVID CARSON FAMILY FOUNDATION INC
Tax-exempt · WEST HARTFORD, CT 06107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,430 | $46,543 | -$9,113 | $212,594 | $0 | $212,594 |
| December 31, 2024 | 990-PF | $31,276 | $46,780 | -$15,504 | $221,707 | $0 | $221,707 |
| December 31, 2023 | 990-PF | $46,828 | $46,440 | $388 | $237,211 | $0 | $237,211 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,909
- Net gain from sales of assets
- $29,521
Expenses
- Grants and similar amounts paid
- $34,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $41,181
- Excise tax on investment income
- $446
Balance sheet and other
- Total assets, start of year
- $221,707
- Total assets, end of year
- $212,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $212,594
- Fair market value of assets
- $421,576
- Qualifying distributions
- $41,181
- Net investment income
- $37,430
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA CARSON HOLMES 18 LINNARD ROAD, WEST HARTFORD, CT 06107 | ADMINISTRATOR | 2 | $3,600 |
| DAVID EA CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | PRESIDENT | 0 | $0 |
| SARA F CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA CARSON HOLMES 18 LINNARD ROAD, WEST HARTFORD, CT 06107 | ADMINISTRATOR | 2 | $3,600 |
| DAVID EA CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | PRESIDENT | 0 | $0 |
| SARA F CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA CARSON HOLMES 18 LINNARD ROAD, WEST HARTFORD, CT 06107 | ADMINISTRATOR | 2 | $3,600 |
| DAVID EA CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | PRESIDENT | 0 | $0 |
| SARA F CARSON 20 LOEFFLER ROAD APT T211, BLOOMFIELD, CT 06602 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 18 LINNARD RD, WEST HARTFORD, CT 06107-1232
- In care of
- % PULLMAN & COMLEY LLC
- Signed the 990-PF
- REBECCA CARSON HOLMES, ADMINISTRATOR
- Phone
- (860) 232-8459
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | 990-PF 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
- 20-2977265
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $212,594
- Income (IRS master file)
- $50,533
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,430 | $46,543 | $212,594 | IRS |
| 990-PF | December 2024 | $31,276 | $46,780 | $221,707 | IRS |
| 990-PF | December 2023 | $46,828 | $46,440 | $237,211 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 20-2977265).
Questions about THE SARA AND DAVID CARSON FAMILY FOUNDATION INC
- What is the EIN of THE SARA AND DAVID CARSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE SARA AND DAVID CARSON FAMILY FOUNDATION INC is 20-2977265.
- Is THE SARA AND DAVID CARSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE SARA AND DAVID CARSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SARA AND DAVID CARSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SARA AND DAVID CARSON FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SARA AND DAVID CARSON FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE SARA AND DAVID CARSON FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $3,600 (REBECCA CARSON HOLMES, ADMINISTRATOR).
- How much revenue does THE SARA AND DAVID CARSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,430, expenses of $46,543 and total assets of $212,594 at year end.
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