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Nonprofit · EIN 56-1953678

THE CARSON FAMILY FOUNDATION INC

Tax-exempt · FORT MYERS, FL 33919

Financials

$54K$62K2023$154K$41K2024$61K$55K2025
Revenue Expenses · by fiscal year end
Financials of THE CARSON FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$61,358$55,037$6,321$947,051$0$947,051
December 31, 2024990-PF$154,328$41,432$112,896$940,447$0$940,447
December 31, 2023990-PF$53,990$61,855-$7,865$820,572$0$820,572
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$21,110
Interest
$2,425
Net gain from sales of assets
$37,807
Other income
$16

Expenses

Grants and similar amounts paid
$43,925
Compensation of officers, directors and key employees
$7,234
Disbursements for charitable purposes
$46,533
Excise tax on investment income
$764

Balance sheet and other

Total assets, start of year
$940,447
Total assets, end of year
$947,051
Total liabilities, end of year
$0
Net assets, end of year
$947,051
Fair market value of assets
$1,058,487
Qualifying distributions
$46,533
Net investment income
$61,342

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.

NameTitleHours / weekCompensation
FINEMARK NATIONAL BANK & TRUST
8695 COLLEGE PARKWAY SUITE100, FORT MYERS, FL 33919
TRUSTEE1$7,234
PATRICIA L CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
PRES / ASST SECR1$0
STEPHEN T CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
SECR / TREAS1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
FINEMARK NATIONAL BANK & TRUST
8695 COLLEGE PARKWAY SUITE100, FORT MYERS, FL 33919
TRUSTEE1$6,990
PATRICIA L CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
PRES / ASST SECR1$0
STEPHEN T CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
SECR / TREAS1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PATRICIA L CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
PRESIDENT0$4,093
STEPHEN T CARSON
11391 COMPASS POINT DRIVE, FORT MYERS, FL 33908
SECRETARY/TREASURER0$4,092
FINEMARK NATIONAL BANK & TRUST
8695 COLLEGE PARKWAY SUITE100, FORT MYERS, FL 33919
ASSISTANT SECRETARY0$0

Address and contacts

Address (IRS master file)
8695 COLLEGE PKWY STE 100, FORT MYERS, FL 33919-4810
In care of
% PIEDMONT TRUST CO
Signed the 990-PF
JEFF MOES, TRUSTEE
Phone
(239) 209-2017
Return prepared by
ERNST & YOUNG US 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-1953678
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$947,051
Income (IRS master file)
$244,495

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$61,358$55,037$947,051IRS
990-PFDecember 2024$154,328$41,432$940,447IRS
990-PFDecember 2023$53,990$61,855$820,572XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 56-1953678).

Questions about THE CARSON FAMILY FOUNDATION INC

What is the EIN of THE CARSON FAMILY FOUNDATION INC?
The employer identification number (EIN) of THE CARSON FAMILY FOUNDATION INC is 56-1953678.
Is THE CARSON FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to THE CARSON FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CARSON FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE 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 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 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 $7,234 (FINEMARK NATIONAL BANK & TRUST, TRUSTEE).
How much revenue does THE CARSON FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,358, expenses of $55,037 and total assets of $947,051 at year end.

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