LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION
Cite this
Plain text LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/456246765. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/456246765
MLA “LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/456246765. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $1.5M · expenses $462K · assets $6.0M
- Also known as
- CARLSON FOUNDATION
- EIN
- 45-6246765
- Address
- CO VERRILL ONE FEDERAL ST FL 20, BOSTON, MA 02110-0000
- NTEE code
- T21
- Subsection
- 501(c)(3)
- Ruling year
- 2011
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
No one listed on these returns was paid.
Unpaid officers and directors · 6 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Ellen M Harrington | TRUSTEE | 2013-2024 | 2 |
| Matthew J Leonard | TRUSTEE | 2015-2024 | 3 |
| Karen Burke | TRUSTEE | 2022-2024 | 1 |
| James F Reynolds (former) | TRUSTEE | 2012-2021 | 1 |
| Janet M Smith Resigned 61715 (former) | TRUSTEE | 2015 | 1 |
| Janet M Smith (former) | TRUSTEE | 2012-2014 | 1 |
People by year
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| KAREN BURKE | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| KAREN BURKE | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| KAREN BURKE | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2015 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| JANET M SMITH RESIGNED 61715 | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2014 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET M SMITH | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2013 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET M SMITH | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN M HARRINGTON | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2012 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET M SMITH | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JAMES F REYNOLDS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 3 grants to organizations · $396K
2023 · 3 grants to organizations · $375K
2022 · 3 grants to organizations · $440K
2021 · 3 grants to organizations · $370K
2020 · 3 grants to organizations · $350K
2019 · 3 grants to organizations · $330K
2018 · 3 grants to organizations · $320K
2017 · 3 grants to organizations · $300K
2016 · 3 grants to organizations · $300K
2015 · 3 grants to organizations · $200K
2014 · 3 grants to organizations · $160K
2013 · 3 grants to organizations · $50K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2014 · 1 contributor · $1.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE ANNA BETTY CARLSON TRUST | Organization or other | BOSTON, MA | $1,855,504 | - | Form 990PF Sch. B, 2014 · filing |
2013 · 1 contributor · $3.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE ANNA BETTY CARLSON TRUST | Organization or other | $3,861,223 | $2,246,123 | Form 990PF Sch. B, 2013 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $1,450,338 | $462,285 | $5,970,044 | $5,970,044 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $385,832 | $414,698 | $4,981,789 | $4,981,789 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,023,071 | $452,624 | $5,009,300 | $5,009,300 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $44,267 | $374,754 | $4,438,842 | $4,438,842 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $156,174 | $360,376 | $4,769,022 | $4,769,022 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $209,918 | $336,031 | $4,973,231 | $4,973,231 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $175,150 | $333,755 | $5,099,344 | $5,099,344 | - | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $133,913 | $310,706 | $5,261,009 | $5,261,009 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $188,095 | $315,690 | $5,444,072 | $5,444,072 | - | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $116,608 | $212,802 | $5,571,345 | $5,571,345 | - | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $1,976,130 | $170,415 | $5,667,588 | $5,667,588 | $1,855,504 | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $3,844,802 | $70,243 | $3,861,871 | $3,861,871 | $3,807,564 | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $520 | $13,230 | $87,312 | $87,312 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
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|---|---|---|---|---|---|---|---|
| CHARLESVIEW FOUNDATION | MA | T21 | $2,306,355 | $140,895 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| CEDAR STREET FOUNDATION | MA | T21 | $1,215,176 | $1,106,138 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| ANALOG DEVICES FOUNDATION | MA | T21 | $2,093,753 | $2,620,225 | EXECUTIVE DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| AKAMAI FOUNDATION INC | MA | T21 | $2,173,703 | $3,600,312 | Assistant Sec, Exec dir | $310,628 | Same NTEE code T21, revenue within 2x, same state |
| EPKER-SINHA FOUNDATION | MA | T21 | $1,753,445 | $1,955,122 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| NSB COMMUNITY FOUNDATION INC | MA | T21 | $1,096,786 | $99,522 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| AUDAX CHARITABLE FOUNDATION INC | MA | T21 | $1,255,140 | $220,241 | Char. Coordinator | $195,255 | Same NTEE code T21, revenue within 2x, same state |
| BOSTON GLOBE FOUNDATION INC | MA | T21 | $1,949,273 | $1,684,186 | CLERK | $0 | Same NTEE code T21, revenue within 2x, same state |
| GORDON FAMILY FOUNDATION | MA | T21 | $1,069,828 | $4,016,648 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| FISHER FAMILY FOUNDATION | MA | T21 | $851,108 | $375,716 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| MICHAEL T SHERMAN FOUNDATION | MA | T21 | $789,929 | $554,960 | TRUSTEE | $17,650 | Same NTEE code T21, revenue within 2x, same state |
| CHICOPEE SAVINGS BANK CHARITABLE FOUNDATION | MA | T21 | $1,499,049 | $184,268 | TREASURER/DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| MCDONAGH FAMILY FOUNDATION | MA | T21 | $1,528,639 | $18,181 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| DOWNEY FAMILY CHARITABLE FOUNDATION | MA | T21 | $814,062 | $217,092 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| WINCHESTER SAVINGS BANK CHARITABLE FOUNDATION INC | MA | T21 | $2,261,638 | $20,000 | CHAIRMAN | $0 | Same NTEE code T21, revenue within 2x, same state |
| NEWBURYPORT FIVE CENTS SAVINGS CHARITABLE FOUNDATION INC | MA | T21 | $742,685 | $660,621 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| MARJORIE COHEN STANZLER CHARITABLE TR | MA | T21 | $1,853,057 | $501,491 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| CLIMATE FINALYTICS INC | MA | T21 | $776,337 | $465,907 | DIRECTOR | $156,000 | Same NTEE code T21, revenue within 2x, same state |
| CARL A DAVIS AND LOIS E DAVIS FOUNDATION | TX | T21 | $2,322,010 | $8,513,524 | DIRECTOR | $0 | Same NTEE code T21, revenue within 2x |
| CARLA AND DAVID CRANE FOUNDATION | CA | T21 | $1,363,326 | $922,372 | TREASURER, DIRECTOR | $772,970 | Same NTEE code T21, revenue within 2x |
| STEVEN AND KATHRYN BANDSTRA FOUNDATION | MI | T21 | $924,462 | $241,195 | PRESIDENT/SECRETARY/TREAS. | $0 | Same NTEE code T21, revenue within 2x |
| CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION | LA | T21 | $2,577,864 | $2,104,078 | EXECUTIVE DI | $109,110 | Same NTEE code T21, revenue within 2x |
| FISHING POLE AND LOVE FOUNDATION | CA | T21 | $1,566,791 | $17,805,670 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T21, revenue within 2x |
| MR AND MRS NELSON RUSCHE FOUNDATION | TX | T21 | $1,702,637 | $2,395,110 | Exec Director/VP/Sec/Director | $51,339 | Same NTEE code T21, revenue within 2x |
| CRAIG AND SUSAN MCCAW FOUNDATION | WA | T21 | $1,167,150 | $1,032,998 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T21, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $462,285 spent · pay $0 · grants $396,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $396,000 | 85.7% | |
| Fees: other professional | $54,394 | 11.8% | |
| Fees: legal | $7,821 | 1.7% | |
| Taxes | $4,070 | 0.9% | |
| Total | $462,285 | 100% |
2023 · Form 990PF · $414,698 spent · pay $0 · grants $375,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $375,000 | 90.4% | |
| Taxes | $16,256 | 3.9% | |
| Fees: legal | $14,003 | 3.4% | |
| Fees: other professional | $9,439 | 2.3% | |
| Total | $414,698 | 100% |
2022 · Form 990PF · $452,624 spent · pay $0 · grants $440,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $440,000 | 97.2% | |
| Fees: legal | $10,124 | 2.2% | |
| Taxes | $2,500 | 0.6% | |
| Total | $452,624 | 100% |
2021 · Form 990PF · $374,754 spent · pay $0 · grants $370,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $370,000 | 98.7% | |
| Taxes | $3,500 | 0.9% | |
| Fees: legal | $1,254 | 0.3% | |
| Total | $374,754 | 100% |
2020 · Form 990PF · $360,376 spent · pay $0 · grants $350,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $350,000 | 97.1% | |
| Fees: legal | $9,163 | 2.5% | |
| Taxes | $1,213 | 0.3% | |
| Total | $360,376 | 100% |
2019 · Form 990PF · $336,031 spent · pay $0 · grants $330,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $330,000 | 98.2% | |
| Fees: legal | $3,183 | 0.9% | |
| Taxes | $2,848 | 0.8% | |
| Total | $336,031 | 100% |
2018 · Form 990PF · $333,755 spent · pay $0 · grants $320,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $320,000 | 95.9% | |
| Fees: legal | $9,661 | 2.9% | |
| Taxes | $4,094 | 1.2% | |
| Total | $333,755 | 100% |
2017 · Form 990PF · $310,706 spent · pay $0 · grants $300,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $300,000 | 96.6% | |
| Fees: legal | $8,836 | 2.8% | |
| Taxes | $1,800 | 0.6% | |
| Other expenses | $70 | 0.0% | |
| Total | $310,706 | 100% |
2016 · Form 990PF · $315,690 spent · pay $0 · grants $300,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $300,000 | 95.0% | |
| Fees: legal | $11,620 | 3.7% | |
| Taxes | $4,000 | 1.3% | |
| Other expenses | $70 | 0.0% | |
| Total | $315,690 | 100% |
2015 · Form 990PF · $212,802 spent · pay $0 · grants $200,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $200,000 | 94.0% | |
| Fees: legal | $9,738 | 4.6% | |
| Taxes | $2,564 | 1.2% | |
| Other expenses | $500 | 0.2% | |
| Total | $212,802 | 100% |
2014 · Form 990PF · $170,415 spent · pay $0 · grants $160,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $160,000 | 93.9% | |
| Fees: legal | $8,855 | 5.2% | |
| Taxes | $1,060 | 0.6% | |
| Other expenses | $500 | 0.3% | |
| Total | $170,415 | 100% |
2013 · Form 990PF · $70,243 spent · pay $0 · grants $50,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $50,000 | 71.2% | |
| Fees: legal | $19,924 | 28.4% | |
| Taxes | $284 | 0.4% | |
| Other expenses | $35 | 0.0% | |
| Total | $70,243 | 100% |
2012 · Form 990PF · $13,230 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees: legal | $12,774 | 96.6% | |
| Taxes | $320 | 2.4% | |
| Other expenses | $136 | 1.0% | |
| Total | $13,230 | 100% |