Nonprofit · EIN 41-1926767
CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA
Tax-exempt · MINNETONKA, MN 55305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,067,469 | $746,472 | $320,997 | $16,236,665 | $0 | $16,236,665 |
| December 31, 2023 | 990 | $621,649 | $701,848 | -$80,199 | $15,486,696 | $0 | $15,486,696 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,067,469
- Net gain from sales of assets
- $256,492
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $735,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,920
- Program services (functional)
- $735,000
- Management and general (functional)
- $11,472
Balance sheet and other
- Total assets, start of year
- $15,486,696
- Total assets, end of year
- $16,236,665
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,236,665
- Publicly traded securities
- $11,771,456
- Net assets with donor restrictions
- $16,236,665
- Gross unrelated business income
- $82,222
- Gross receipts
- $1,067,469
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- MN
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY M NELSON | TRUSTEE Trustee or director | 0 | $0 |
| LEE SKOLD | TRUSTEE Trustee or director | 0 | $0 |
| MARTHA ARONSON | TRUSTEE Trustee or director | 0 | $0 |
| SCOTT GAGE | TRUSTEE Trustee or director | 0 | $0 |
| KODI VERHALEN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY M NELSON | TRUSTEE Trustee or director | 0 | $0 |
| LEE SKOLD | TRUSTEE Trustee or director | 0 | $0 |
| MARTHA ARONSON | TRUSTEE Trustee or director | 0 | $0 |
| SCOTT GAGE | TRUSTEE Trustee or director | 0 | $0 |
| KODI VERHALEN | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305-5244
- In care of
- % CARLSON FAMILY OFFICE
- Principal officer (990 for 2024)
- C DAVID NELSON, 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305
- Signed the 990
- SCOTT GAGE, TRUSTEE
- Phone
- (952) 404-5636
- Return prepared by
- DELOITTE TAX LLP
Mission
TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA
Program accomplishments
- SUPPORT OF THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTAExpenses $735,000 · grants $735,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1926767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $16,236,665
- Income (IRS master file)
- $1,067,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,067,469 | $746,472 | $16,236,665 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $621,649 | $701,848 | $15,486,696 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,186,792 | $837,166 | $14,728,554 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 41-1926767).
Questions about CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA
- What is the EIN of CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA?
- The employer identification number (EIN) of CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA is 41-1926767.
- Is CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA 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 CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA?
- The 990 for the year ended December 31, 2024 names C DAVID NELSON.
- Who are the officers and directors of CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,067,469, expenses of $746,472 and total assets of $16,236,665 at year end.
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All nonprofits in MINNETONKA · Minnesota · Philanthropy, voluntarism and grantmaking foundations