STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
NameLatest titleYearsOrganizations
Ellen M Harrington TRUSTEE2013-2024 2
Matthew J Leonard TRUSTEE2015-2024 3
Karen Burke TRUSTEE2022-2024 1
James F Reynolds (former) TRUSTEE2012-2021 1
Janet M Smith Resigned 61715 (former) TRUSTEE2015 1
Janet M Smith (former) TRUSTEE2012-2014 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
KAREN BURKE TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
KAREN BURKE TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
KAREN BURKE TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW J LEONARD TRUSTEE0 $0-$0 $03
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
JANET M SMITH RESIGNED 61715 TRUSTEE0 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M SMITH TRUSTEE0 $0-$0 $01
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M SMITH TRUSTEE0 $0-$0 $01
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01
ELLEN M HARRINGTON TRUSTEE0 $0-$0 $02
2012 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M SMITH TRUSTEE0 $0-$0 $01
JAMES F REYNOLDS TRUSTEE0 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,450,338$462,285 $5,970,044$5,970,044 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$385,832$414,698 $4,981,789$4,981,789 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,023,071$452,624 $5,009,300$5,009,300 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$44,267$374,754 $4,438,842$4,438,842 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$156,174$360,376 $4,769,022$4,769,022 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$209,918$336,031 $4,973,231$4,973,231 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$175,150$333,755 $5,099,344$5,099,344 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$133,913$310,706 $5,261,009$5,261,009 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$188,095$315,690 $5,444,072$5,444,072 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$116,608$212,802 $5,571,345$5,571,345 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,976,130$170,415 $5,667,588$5,667,588 $1,855,504- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$3,844,802$70,243 $3,861,871$3,861,871 $3,807,564- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$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

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CHARLESVIEW FOUNDATIONMAT21 $2,306,355$140,895 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
CEDAR STREET FOUNDATIONMAT21 $1,215,176$1,106,138 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
ANALOG DEVICES FOUNDATIONMAT21 $2,093,753$2,620,225 EXECUTIVE DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
AKAMAI FOUNDATION INCMAT21 $2,173,703$3,600,312 Assistant Sec, Exec dir$310,628 Same NTEE code T21, revenue within 2x, same state
EPKER-SINHA FOUNDATIONMAT21 $1,753,445$1,955,122 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
NSB COMMUNITY FOUNDATION INCMAT21 $1,096,786$99,522 PRESIDENT/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
AUDAX CHARITABLE FOUNDATION INCMAT21 $1,255,140$220,241 Char. Coordinator$195,255 Same NTEE code T21, revenue within 2x, same state
BOSTON GLOBE FOUNDATION INCMAT21 $1,949,273$1,684,186 CLERK$0 Same NTEE code T21, revenue within 2x, same state
GORDON FAMILY FOUNDATIONMAT21 $1,069,828$4,016,648 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
FISHER FAMILY FOUNDATIONMAT21 $851,108$375,716 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
MICHAEL T SHERMAN FOUNDATIONMAT21 $789,929$554,960 TRUSTEE$17,650 Same NTEE code T21, revenue within 2x, same state
CHICOPEE SAVINGS BANK CHARITABLE FOUNDATIONMAT21 $1,499,049$184,268 TREASURER/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
MCDONAGH FAMILY FOUNDATIONMAT21 $1,528,639$18,181 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
DOWNEY FAMILY CHARITABLE FOUNDATIONMAT21 $814,062$217,092 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
WINCHESTER SAVINGS BANK CHARITABLE FOUNDATION INCMAT21 $2,261,638$20,000 CHAIRMAN$0 Same NTEE code T21, revenue within 2x, same state
NEWBURYPORT FIVE CENTS SAVINGS CHARITABLE FOUNDATION INCMAT21 $742,685$660,621 PRESIDENT/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
MARJORIE COHEN STANZLER CHARITABLE TRMAT21 $1,853,057$501,491 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
CLIMATE FINALYTICS INCMAT21 $776,337$465,907 DIRECTOR$156,000 Same NTEE code T21, revenue within 2x, same state
CARL A DAVIS AND LOIS E DAVIS FOUNDATIONTXT21 $2,322,010$8,513,524 DIRECTOR$0 Same NTEE code T21, revenue within 2x
CARLA AND DAVID CRANE FOUNDATIONCAT21 $1,363,326$922,372 TREASURER, DIRECTOR$772,970 Same NTEE code T21, revenue within 2x
STEVEN AND KATHRYN BANDSTRA FOUNDATIONMIT21 $924,462$241,195 PRESIDENT/SECRETARY/TREAS.$0 Same NTEE code T21, revenue within 2x
CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATIONLAT21 $2,577,864$2,104,078 EXECUTIVE DI$109,110 Same NTEE code T21, revenue within 2x
FISHING POLE AND LOVE FOUNDATIONCAT21 $1,566,791$17,805,670 DIRECTOR & PRESIDENT$0 Same NTEE code T21, revenue within 2x
MR AND MRS NELSON RUSCHE FOUNDATIONTXT21 $1,702,637$2,395,110 Exec Director/VP/Sec/Director$51,339 Same NTEE code T21, revenue within 2x
CRAIG AND SUSAN MCCAW FOUNDATIONWAT21 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
W K KELLOGG FOUNDATION Private foundation$3,734,0009 12013–2021 CON ALMA HEALTH FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,320,20815 42016–2024 BOSTON GLOBE FOUNDATION INC; VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION; BEAVER COUNTY FOUNDATION; SMILES FOR LIFE FOUNDATION
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$750,0002 12012–2013 CARLA AND DAVID CRANE FOUNDATION
UNITED WAY WORLDWIDE DAF sponsor$491,8773 12017–2019 CELANESE FOUNDATION
DRAPER FOUNDATION Private foundation$325,0004 12019–2024 CARLA AND DAVID CRANE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$303,97817 32016–2024 BOSTON GLOBE FOUNDATION INC; VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION; BEAVER COUNTY FOUNDATION
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor$230,00010 12011–2023 F Y CHANG FOUNDATION
FLATLEY FOUNDATION Private foundation$185,0005 12020–2024 BOSTON GLOBE FOUNDATION INC
ASSETS UNDER MOVEMENT DAF sponsor$140,0001 12021–2021 CON ALMA HEALTH FOUNDATION
SANTA FE COMMUNITY FOUNDATION DAF sponsor$125,0004 12014–2021 CON ALMA HEALTH FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$121,7009 22019–2024 BOSTON GLOBE FOUNDATION INC; VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$101,9962 22022–2024 CELANESE FOUNDATION; BOSTON GLOBE FOUNDATION INC
CRANKSTART FOUNDATION Private foundation$100,0002 12020–2021 CARLA AND DAVID CRANE FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$83,2005 12020–2024 BOSTON GLOBE FOUNDATION INC
OAKFISH FOUNDATION U-A-D 11-12-14 Private foundation$75,3024 12019–2022 BAME FOUNDATION

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
LineAs describedTotalShare
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$462,285100%

View the filing

2023 · Form 990PF · $414,698 spent · pay $0 · grants $375,000 · events $0
LineAs describedTotalShare
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$414,698100%

View the filing

2022 · Form 990PF · $452,624 spent · pay $0 · grants $440,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $440,000 97.2%
Fees: legal $10,124 2.2%
Taxes $2,500 0.6%
Total$452,624100%

View the filing

2021 · Form 990PF · $374,754 spent · pay $0 · grants $370,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $370,000 98.7%
Taxes $3,500 0.9%
Fees: legal $1,254 0.3%
Total$374,754100%

View the filing

2020 · Form 990PF · $360,376 spent · pay $0 · grants $350,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $350,000 97.1%
Fees: legal $9,163 2.5%
Taxes $1,213 0.3%
Total$360,376100%

View the filing

2019 · Form 990PF · $336,031 spent · pay $0 · grants $330,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $330,000 98.2%
Fees: legal $3,183 0.9%
Taxes $2,848 0.8%
Total$336,031100%

View the filing

2018 · Form 990PF · $333,755 spent · pay $0 · grants $320,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $320,000 95.9%
Fees: legal $9,661 2.9%
Taxes $4,094 1.2%
Total$333,755100%

View the filing

2017 · Form 990PF · $310,706 spent · pay $0 · grants $300,000 · events $0
LineAs describedTotalShare
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$310,706100%

View the filing

2016 · Form 990PF · $315,690 spent · pay $0 · grants $300,000 · events $0
LineAs describedTotalShare
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$315,690100%

View the filing

2015 · Form 990PF · $212,802 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalShare
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$212,802100%

View the filing

2014 · Form 990PF · $170,415 spent · pay $0 · grants $160,000 · events $0
LineAs describedTotalShare
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$170,415100%

View the filing

2013 · Form 990PF · $70,243 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 71.2%
Fees: legal $19,924 28.4%
Taxes $284 0.4%
Other expenses $35 0.0%
Total$70,243100%

View the filing

2012 · Form 990PF · $13,230 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: legal $12,774 96.6%
Taxes $320 2.4%
Other expenses $136 1.0%
Total$13,230100%

View the filing