STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

DAVID S AND BRENDA K CARLSON FOUNDATION

Cite this

Plain text DAVID S AND BRENDA K CARLSON FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/680467243. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). DAVID S AND BRENDA K CARLSON FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/680467243

MLA “DAVID S AND BRENDA K CARLSON FOUNDATION.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/680467243. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $488K · expenses $183K · assets $2.1M

EIN
68-0467243
Address
889 MOHICAN CT, WALNUT CREEK, CA 94598-4431
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2001
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David S Carlson CEO2020-2024 0 $0 reported 1
Brenda K Carlson CFO AND SECR2020-2024 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID S CARLSON CEO0 $0-$0 $01
BRENDA K CARLSON CFO AND SECR0 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID S CARLSON CEO0 $0-$0 $01
BRENDA K CARLSON CFO AND SECR0 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID S CARLSON CEO0 $0-$0 $01
BRENDA K CARLSON CFO AND SECR0 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID S CARLSON CEO0 $0-$0 $01
BRENDA K CARLSON CFO AND SECR0 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID S CARLSON CEO0 $0-$0 $01
BRENDA K CARLSON CFO AND SECR0 $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 · 0 grants to organizations · $0 · 8 grants to individuals · $180K
2023 · 0 grants to organizations · $0 · 7 grants to individuals · $107K
2022 · 0 grants to organizations · $0 · 10 grants to individuals · $134K
2021 · 0 grants to organizations · $0 · 9 grants to individuals · $150K
2020 · 0 grants to organizations · $0 · 9 grants to individuals · $100K

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.

2024 · 1 contributor · $266K
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID S AND BRENDA K CARLSON Organization or other WALNUT CREEK, CA $265,686$265,686 Form 990PF Sch. B, 2024 · filing
2021 · 3 contributors · $423K
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID S AND BRENDA K CARLSON Person WALNUT CREEK, CA $161,425$161,425 Form 990PF Sch. B, 2021 · filing
3 DAVID S AND BRENDA K CARLSON Person WALNUT CREEK, CA $142,119$142,119 Form 990PF Sch. B, 2021 · filing
2 DAVID S AND BRENDA K CARLSON Person WALNUT CREEK, CA $119,048$119,048 Form 990PF Sch. B, 2021 · 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 ↗
$487,668$182,530 $2,148,117$2,148,117 $265,686- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$151,901$109,343 $1,846,324$1,846,324 $66,024- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$42,395$134,679 $1,822,149$1,822,149 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$794,175$150,595 $1,913,558$1,913,558 $422,592- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$196,098$100,330 $2,005,526$2,005,526 $105,633- ---

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
DAVID T AND DORRIS E STAPLES FOUNDATIONCAT22 $461,336$3,000 President/Direc$0 Same NTEE code T22, revenue within 2x, same state, similar name
DAVID BERMANT FOUNDATIONCAT22 $527,080$382,077 DIRECTOR/PRESIDENT/AS REQ$63,800 Same NTEE code T22, revenue within 2x, same state, similar name
CK AND KAY HO FOUNDATIONCAT22 $457,311$1,326,645 Director$0 Same NTEE code T22, revenue within 2x, same state
BREWSTER FOUNDATIONCAT22 $480,026$569,930 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
WARREN AND ELAINE BRESLOW FAMILY FOUNDATIONCAT22 $506,009$652,520 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
BRESLAUER-SOREF FOUNDATIONCAT22 $479,996$289,296 President$0 Same NTEE code T22, revenue within 2x, same state
DAVID B ROGERS FOUNDATION DATED JUNE 28 2000CAT22 $511,440$1,701,311 Trustee$73,061 Same NTEE code T22, revenue within 2x, same state
BHB FOUNDATIONCAT22 $473,593$106,265 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CMB FOUNDATIONCAT22 $471,994$113,244 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CHARLES AND ROBERTA KATZ FAMILY FOUNDATIONCAT22 $507,682$323,537 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
LYNN AND LES BIDER FAMILY FOUNDATIONCAT22 $491,826$712,639 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ENRIQUE AND ALEXIS KOENIG FOUNDATIONCAT22 $487,606$240,755 TRUSTEE$67,500 Same NTEE code T22, revenue within 2x, same state
JAMES AND DEBORAH KLEIN FAMILY FOUNDATIONCAT22 $516,329$337,697 DIRECTOR$23,826 Same NTEE code T22, revenue within 2x, same state
LINDSAY AND ALEX RAMSAY FOUNDATIONCAT22 $525,659$86,065 CO-PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
SANGHAM FOUNDATIONCAT22 $459,829$336,027 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HA SEONG KIM FOUNDATIONCAT22 $514,252$186,950 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
LAWRENCE AND ISABEL BARNETT CHARITABLE FOUNDATIONCAT22 $482,814$946,807 DIRECTOR AND SECRETARY$90,000 Same NTEE code T22, revenue within 2x, same state
GOJI FOUNDATIONCAT22 $520,562$69,806 CEO$0 Same NTEE code T22, revenue within 2x, same state
LASH FOUNDATIONCAT22 $455,777$574,130 SECRETARY/TREASURER$134,550 Same NTEE code T22, revenue within 2x, same state
SJR CHARITABLE FOUNDATIONCAT22 $474,612$42,118 PRESIDENT/SE$0 Same NTEE code T22, revenue within 2x, same state
THE LANEY AND PASHA THORNTON FOUNDATIONCAT22 $533,210$223,586 EXECUTIVE DIRECTOR$28,249 Same NTEE code T22, revenue within 2x, same state
KALT FAMILY FOUNDATIONCAT22 $533,295$153,405 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
SHIVSHAKTI FOUNDATIONCAT22 $535,298$1,214,816 CEO$0 Same NTEE code T22, revenue within 2x, same state
CHRISTEN C AND BEN H GARRET FAMILYFOUNDATIONCAT22 $517,158$557,570 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SINGH WORLD FOUNDATIONCAT22 $470,600$798,486 Chairman$0 Same NTEE code T22, revenue within 2x, same state

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
ESB CHARITABLE FOUNDATION Private foundation$1,650,00012 32021–2024 CMB FOUNDATION; BHB FOUNDATION; LINDSAY AND ALEX RAMSAY FOUNDATION
MAX A SHACKNAI FOUNDATION Private foundation$250,0002 12019–2020 MAXINMOTION
LANS FOUNDATION Private foundation$132,5007 12018–2025 CARITAS FOUNDATION
THE PAUL & IRENE BOGONI OPERATING Private foundation$70,0001 12020–2020 PAUL AND IRENE BOGONI FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$28,0001 12023–2023 MT HELIX PARK FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$26,7002 12020–2024 MT HELIX PARK FOUNDATION
LONG FAMILY EDUCATIONAL FOUNDATION Private foundation$25,0004 12021–2025 BJB FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$20,2241 12018–2018 AGEE MEMORIAL WILDLIFE FUND INC
THORNTON S GLIDE JR AND KATRINA D GLIDE FOUNDATION Private foundation$20,0003 12018–2020 AGEE MEMORIAL WILDLIFE FUND INC
THE SAN DIEGO FOUNDATION DAF sponsor$16,4612 12016–2023 MT HELIX PARK FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$5,5001 12023–2023 MT HELIX PARK FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$3,2503 12014–2015 MT HELIX PARK FOUNDATION
THELMA DOELGER TR FOR ANIMALS Private foundation$2,5001 12013–2013 AGEE MEMORIAL WILDLIFE FUND INC
WAITT FOUNDATION Private foundation$1,5001 12019–2019 MT HELIX PARK FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$6134 12020–2023 MT HELIX PARK 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 · $182,530 spent · pay $0 · grants $180,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $180,000 98.6%
Taxes $1,050 0.6%
Fees: accounting $850 0.5%
Fees: legal $400 0.2%
Fees: other professional $150 0.1%
Other expenses $80 0.0%
Total$182,530100%

View the filing

2023 · Form 990PF · $109,343 spent · pay $0 · grants $107,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $107,000 97.9%
Other expenses $1,670 1.5%
Fees: other professional $450 0.4%
Fees: legal $100 0.1%
Fees: accounting $80 0.1%
Taxes $43 0.0%
Total$109,343100%

View the filing

2022 · Form 990PF · $134,679 spent · pay $0 · grants $133,990 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $133,990 99.5%
Fees: accounting $250 0.2%
Taxes $182 0.1%
Fees: other professional $150 0.1%
Other expenses $57 0.0%
Fees: legal $50 0.0%
Total$134,679100%

View the filing

2021 · Form 990PF · $150,595 spent · pay $80 · grants $150,030 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $150,030 99.6%
Fees: accounting $250 0.2%
Fees: other professional $150 0.1%
Pension plans and employee benefits $80 0.1%
Fees: legal $50 0.0%
Taxes $35 0.0%
Total$150,595100%

View the filing

2020 · Form 990PF · $100,330 spent · pay $0 · grants $100,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,100 99.8%
Fees: legal $150 0.1%
Fees: accounting $50 0.0%
Interest $20 0.0%
Fees: other professional $10 0.0%
Total$100,330100%

View the filing