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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| David S Carlson | CEO | 2020-2024 | 0 | $0 reported | 1 |
| Brenda K Carlson | CFO AND SECR | 2020-2024 | 0 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID S CARLSON | CEO | 0 | $0 | - | $0 | $0 | 1 |
| BRENDA K CARLSON | CFO AND SECR | 0 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID S CARLSON | CEO | 0 | $0 | - | $0 | $0 | 1 |
| BRENDA K CARLSON | CFO AND SECR | 0 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID S CARLSON | CEO | 0 | $0 | - | $0 | $0 | 1 |
| BRENDA K CARLSON | CFO AND SECR | 0 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID S CARLSON | CEO | 0 | $0 | - | $0 | $0 | 1 |
| BRENDA K CARLSON | CFO AND SECR | 0 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID S CARLSON | CEO | 0 | $0 | - | $0 | $0 | 1 |
| BRENDA K CARLSON | CFO AND SECR | 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 · 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $487,668 | $182,530 | $2,148,117 | $2,148,117 | $265,686 | - | - | - | - |
| 2023 · Form 990PF | ||||||||
| $151,901 | $109,343 | $1,846,324 | $1,846,324 | $66,024 | - | - | - | - |
| 2022 · Form 990PF | ||||||||
| $42,395 | $134,679 | $1,822,149 | $1,822,149 | - | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $794,175 | $150,595 | $1,913,558 | $1,913,558 | $422,592 | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DAVID T AND DORRIS E STAPLES FOUNDATION | CA | T22 | $461,336 | $3,000 | President/Direc | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| DAVID BERMANT FOUNDATION | CA | T22 | $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 FOUNDATION | CA | T22 | $457,311 | $1,326,645 | Director | $0 | Same NTEE code T22, revenue within 2x, same state |
| BREWSTER FOUNDATION | CA | T22 | $480,026 | $569,930 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| WARREN AND ELAINE BRESLOW FAMILY FOUNDATION | CA | T22 | $506,009 | $652,520 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| BRESLAUER-SOREF FOUNDATION | CA | T22 | $479,996 | $289,296 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| DAVID B ROGERS FOUNDATION DATED JUNE 28 2000 | CA | T22 | $511,440 | $1,701,311 | Trustee | $73,061 | Same NTEE code T22, revenue within 2x, same state |
| BHB FOUNDATION | CA | T22 | $473,593 | $106,265 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| CMB FOUNDATION | CA | T22 | $471,994 | $113,244 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| CHARLES AND ROBERTA KATZ FAMILY FOUNDATION | CA | T22 | $507,682 | $323,537 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| LYNN AND LES BIDER FAMILY FOUNDATION | CA | T22 | $491,826 | $712,639 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| ENRIQUE AND ALEXIS KOENIG FOUNDATION | CA | T22 | $487,606 | $240,755 | TRUSTEE | $67,500 | Same NTEE code T22, revenue within 2x, same state |
| JAMES AND DEBORAH KLEIN FAMILY FOUNDATION | CA | T22 | $516,329 | $337,697 | DIRECTOR | $23,826 | Same NTEE code T22, revenue within 2x, same state |
| LINDSAY AND ALEX RAMSAY FOUNDATION | CA | T22 | $525,659 | $86,065 | CO-PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| SANGHAM FOUNDATION | CA | T22 | $459,829 | $336,027 | VICE PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| HA SEONG KIM FOUNDATION | CA | T22 | $514,252 | $186,950 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| LAWRENCE AND ISABEL BARNETT CHARITABLE FOUNDATION | CA | T22 | $482,814 | $946,807 | DIRECTOR AND SECRETARY | $90,000 | Same NTEE code T22, revenue within 2x, same state |
| GOJI FOUNDATION | CA | T22 | $520,562 | $69,806 | CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| LASH FOUNDATION | CA | T22 | $455,777 | $574,130 | SECRETARY/TREASURER | $134,550 | Same NTEE code T22, revenue within 2x, same state |
| SJR CHARITABLE FOUNDATION | CA | T22 | $474,612 | $42,118 | PRESIDENT/SE | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE LANEY AND PASHA THORNTON FOUNDATION | CA | T22 | $533,210 | $223,586 | EXECUTIVE DIRECTOR | $28,249 | Same NTEE code T22, revenue within 2x, same state |
| KALT FAMILY FOUNDATION | CA | T22 | $533,295 | $153,405 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| SHIVSHAKTI FOUNDATION | CA | T22 | $535,298 | $1,214,816 | CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| CHRISTEN C AND BEN H GARRET FAMILYFOUNDATION | CA | T22 | $517,158 | $557,570 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| SINGH WORLD FOUNDATION | CA | T22 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $182,530 | 100% |
2023 · Form 990PF · $109,343 spent · pay $0 · grants $107,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $109,343 | 100% |
2022 · Form 990PF · $134,679 spent · pay $0 · grants $133,990 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $134,679 | 100% |
2021 · Form 990PF · $150,595 spent · pay $80 · grants $150,030 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $150,595 | 100% |
2020 · Form 990PF · $100,330 spent · pay $0 · grants $100,100 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $100,330 | 100% |