Nonprofit · EIN 41-6028973
THE CURTIS L CARLSON FAMILY FOUNDATION
Tax-exempt · MINNETONKA, MN 55305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,628,532 | $13,422,720 | -$5,794,188 | $285,651,487 | $0 | $285,651,487 |
| December 31, 2023 | 990-PF | $12,427,978 | $14,807,460 | -$2,379,482 | $267,033,099 | $0 | $267,033,099 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $7,446,615
- Net gain from sales of assets
- $181,917
Expenses
- Grants and similar amounts paid
- $10,178,729
- Compensation of officers, directors and key employees
- $430,635
- Salaries, compensation and benefits (total)
- $851,749
- Disbursements for charitable purposes
- $12,484,295
- Excise tax on investment income
- $126,344
Balance sheet and other
- Total assets, start of year
- $267,033,099
- Total assets, end of year
- $285,651,487
- Total liabilities, end of year
- $0
- Net assets, end of year
- $285,651,487
- Fair market value of assets
- $285,651,487
- Qualifying distributions
- $12,484,295
- Net investment income
- $11,479,895
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 |
|---|---|---|---|---|
| C DAVID NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | SECRETARY | 40 | $334,635 | $25,430 |
| ARETHA GREEN-RUPERT 701 CARLSON PKY STE 1250, MINNETONKA, MN 55305 | PROGRAM DIRECTOR Highest-paid employee | 40 | $222,285 | $9,180 |
| DANA JENSEN 701 CARLSON PKY STE 1250, MINNETONKA, MN 55305 | PROGRAM DIRECTOR Highest-paid employee | 40 | $179,932 | $31,427 |
| NICHOLAS SCHMIDT 701 CARLSON PKY STE 1250, MINNETONKA, MN 55305 | SR GRANTS MANAGER Highest-paid employee | 40 | $129,170 | $5,149 |
| JULIE PILARSKI 701 CARLSON PKY STE 1250, MINNETONKA, MN 55305 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $93,135 | $5,285 |
| ELLY KJELDBJERG 701 CARLSON PKY STE 1250, MINNETONKA, MN 55305 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $72,663 | $13,650 |
| BARBARA C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| MARILYN C NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| WENDY M NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| RICHARD C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| GEOFFREY C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| JULIET JACKSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
| ALEXANDER MURESANU 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE, BOARD CHAIR | 1 | $8,000 | $0 |
| PATRICK GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE, TREASURER | 1 | $8,000 | $0 |
| EMMA GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 |
| ABIGAIL GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 |
| TENLEY GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $8,000 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| C DAVID NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | SECRETARY | 40 | $344,724 | $25,614 |
| ARETHA GREEN-RUPERT 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305 | PROGRAM DIRECTOR Highest-paid employee | 40 | $237,108 | $9,005 |
| DANA JENSEN 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305 | PROGRAM DIRECTOR Highest-paid employee | 40 | $191,582 | $35,942 |
| NICHOLAS SCHMIDT 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305 | SR GRANTS MANAGER Highest-paid employee | 40 | $137,226 | $5,619 |
| JOAN WEIS 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305 | GRANTS MANAGER Highest-paid employee | 40 | $98,309 | $781 |
| JULIE PILARSKI 701 CARLSON PKWY STE 1250, MINNETONKA, MD 55305 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $96,351 | $5,193 |
| BARBARA C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| MARILYN C NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| WENDY M NELSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| RICHARD C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| GEOFFREY C GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| JULIET JACKSON 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| ALEXANDER MURESANU 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE, BOARD CHAIR | 1 | $6,000 | $0 |
| PATRICK GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE, TREASURER | 1 | $6,000 | $0 |
| EMMA GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| GINA GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $6,000 | $0 |
| ABIGAIL GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $4,000 | $0 |
| TENLEY GAGE 701 CARLSON PKWY, MINNETONKA, MN 55305 | TRUSTEE | 1 | $4,000 | $0 |
Address and contacts
- Address (IRS master file)
- 701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305-5244
- In care of
- % CARLSON FAMILY OFFICE
- Signed the 990-PF
- PATRICK GAGE, TREASURER
- Phone
- (952) 404-5605
- Website
- carlsonfamilyfoundation.org
- Return prepared by
- DELOITTE TAX 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 | 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
- 41-6028973
- 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
- 1962
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $285,651,487
- Income (IRS master file)
- $37,631,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,628,532 | $13,422,720 | $285,651,487 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $12,427,978 | $14,807,460 | $267,033,099 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | 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 41-6028973).
Questions about THE CURTIS L CARLSON FAMILY FOUNDATION
- What is the EIN of THE CURTIS L CARLSON FAMILY FOUNDATION?
- The employer identification number (EIN) of THE CURTIS L CARLSON FAMILY FOUNDATION is 41-6028973.
- Is THE CURTIS L CARLSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to THE CURTIS L CARLSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CURTIS L CARLSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CURTIS L CARLSON FAMILY FOUNDATION 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 THE CURTIS L CARLSON FAMILY FOUNDATION 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 THE CURTIS L CARLSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 18 received compensation from the organization, the highest $334,635 (C DAVID NELSON, SECRETARY).
- How much revenue does THE CURTIS L CARLSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,628,532, expenses of $13,422,720 and total assets of $285,651,487 at year end.
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All nonprofits in MINNETONKA · Minnesota · Philanthropy, voluntarism and grantmaking foundations