Nonprofit · EIN 41-1377918
ROBERT W CARLSON FOUNDATION
Tax-exempt · EDEN PRAIRIE, MN 55344
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $112,927 | $37,793 | $75,134 | $1,024,315 | $0 | $1,024,315 |
| December 31, 2024 | 990-PF | $95,761 | $63,064 | $32,697 | $945,810 | $0 | $945,810 |
| December 31, 2023 | 990-PF | $63,642 | $53,226 | $10,416 | $912,113 | $0 | $912,113 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,375
- Interest
- $5
- Net gain from sales of assets
- $76,547
Expenses
- Grants and similar amounts paid
- $28,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $29,590
- Excise tax on investment income
- $1,479
Balance sheet and other
- Total assets, start of year
- $945,810
- Total assets, end of year
- $1,024,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,024,315
- Fair market value of assets
- $1,249,038
- Qualifying distributions
- $29,590
- Net investment income
- $112,927
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 |
|---|---|---|---|
| ROBERT W CARLSON JR 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | TREASURER | 0 | $0 |
| VIRGINIA D CARLSON 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | SECRETARY | 0 | $0 |
| DANA CARLSON SMITH 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W CARLSON JR 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | TREASURER | 0 | $0 |
| VIRGINIA D CARLSON 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | SECRETARY | 0 | $0 |
| DANA CARLSON SMITH 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W CARLSON JR 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | TREASURER | 0 | $0 |
| VIRGINIA D CARLSON 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | SECRETARY | 0 | $0 |
| DANA CARLSON SMITH 12535 BEACH CIRCLE, EDEN PRAIRIE, MN 55344 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12535 BEACH CIR, EDEN PRAIRIE, MN 55344-5218
- Signed the 990-PF
- ROBERT W CARLSON JR, TREASURER
- Phone
- (952) 927-1400
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
- 41-1377918
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,024,315
- Income (IRS master file)
- $138,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $112,927 | $37,793 | $1,024,315 | IRS |
| 990-PF | December 2024 | $95,761 | $63,064 | $945,810 | IRS |
| 990-PF | December 2023 | $63,642 | $53,226 | $912,113 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 41-1377918).
Questions about ROBERT W CARLSON FOUNDATION
- What is the EIN of ROBERT W CARLSON FOUNDATION?
- The employer identification number (EIN) of ROBERT W CARLSON FOUNDATION is 41-1377918.
- Is ROBERT W CARLSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to ROBERT W CARLSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT W CARLSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT W CARLSON FOUNDATION 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 ROBERT W CARLSON FOUNDATION 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 ROBERT W CARLSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT W CARLSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $112,927, expenses of $37,793 and total assets of $1,024,315 at year end.
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