Carlson Family Foundation Inc

990PF • Fiscal year 2014 • EIN 65-1021343

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile

5120 Lakeview DriveMiami Beach, FL 33140

(305) 864-1646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

-8.7%

Higher net margin than 27% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

-1.1%

Faster asset growth than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

2.4%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$205,614

Down $2,354 (-1.1%) from 2013

Net Assets

Down

$205,614

Down $1,807 (-0.9%) from 2013

Liabilities

Down

Down $546 (-100%) from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin27th percentile

Revenue

$20,878

Up $485 (+2.4%) from 2013

Expenses

$22,685

Up $1,297 (+6.1%) from 2013

Net Income

Down

-$1,807

Down $812 (-82%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$205,614

Liabilities$1

Net Assets$205,614

Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$20,878

Expenses$22,685

Net Income-$1,807

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 30, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID D CARLSON	Pres. & Tres	-	$0	-	-
CHARLES E RUTHERFORD	V.P. & Sec.	-	$0	-	-
MERCEDES CARLSON	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Carlson Family Foundation
EIN: 65-1021343
Phone: 3058641646
Address: 5120 LAKEVIEW DRIVE, MIAMI BEACH, FL 33140

Signing Officer

Name: David Carlson
Title: President
Phone: 3058641646
Signed: 2015-04-30

Preparer

Firm: Maner Costerisan Pc
Address: 2425 E GRAND RIVER AVE SUITE 1, LANSING, MI 48912-3291
Preparer: L Susan Hafner
Phone: 5173237500

Raw XML Appendix325 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	BLACKROCK GLOBAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	BLACKROCK GLOBAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	DAVIS NY VENTURE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	7116
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	10051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	2163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	7441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	9903
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	2182
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	78448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	60822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	59304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	85081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	59806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	53593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	EAGLE GROWTH AND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	BLACKROCK GLOBAL DIV PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	DAVIS NY VENTURE FUND
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	10823
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	3264
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	14087
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	10627
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	16550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	16550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	6791
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3263
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3263
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-1807
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	30153
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	10823
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	7756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	441
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	229
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	16550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	6135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	22685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	13891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	20878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	6135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6135
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	5465
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	5465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	10627
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-1807
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	205614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	207421
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	205614
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	10125
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	10125
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	10125
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	10280
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	155
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	155
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	155
IRS990PF/FMVAssetsEOYAmt	0	205513
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	4791
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	3824
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	4791
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	4791
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	2249
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	2242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	204144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	198574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	198480
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	207968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	205614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	205513
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	207968
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	205614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	207421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	205614
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	207421
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	205614
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	208722
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	205244
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	10280
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	205591
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	208722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID D CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CHARLES E RUTHERFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MERCEDES CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRES. & TRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	V.P. & SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	0	4TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	33140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	33431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	33140
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	18061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	18139
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	18173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	21476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	18574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.087848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.085480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.059190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.088676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.107634
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	78
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	189030
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	16550
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MANER COSTERISAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2425 E GRAND RIVER AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt	0	SUITE 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LANSING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	48912
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5173237500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	DIABETES RESEARCH INSTITUTE FOUNDATION 200 S. PARK ROAD, SUITE 100 HOLLYWOOD, FL 33021
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	MIAMI BEACH BOTANICAL GARDEN 2000 CONVENTION CENTER DR MIAMI, FL 33139
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	14050
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	2000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	14050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	DIABETES RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE BUONICONTI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	MIAMI BEACH BOTANICAL GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	DIABETES RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	1	THE BUONCONTI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	2	BOTANICAL GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	200 S PARK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1095 NW 14TH TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2000 CONVENTION CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	LOIS POPE LIFE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	33021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	33136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	33139
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	16550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10125
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	7421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	8058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	11540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	9202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	9202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	35369
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	6425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	7421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	11540
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	16550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	6425
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	44571
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	38146
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MERRIL LYNCH, MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	441
TaxesSchedule/TaxesDetail/Amt	0	61
TaxesSchedule/TaxesDetail/Amt	1	38
TaxesSchedule/TaxesDetail/Amt	2	130
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE OF FLORIDA
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	61
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	38
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	130
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3058641646
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARLSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CARL
ReturnHeader/Filer/EIN	0	651021343
ReturnHeader/Filer/PhoneNum	0	3058641646
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5120 LAKEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2425 E GRAND RIVER AVE SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	489123291
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5173237500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	L SUSAN HAFNER
ReturnHeader/ReturnTs	0	2015-07-10T09:10:40-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $205,614
Liabilities: $1
Net assets: $205,614
Revenue: $20,878
Expenses: $22,685
Net income: -$1,807

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2015Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.19	$0.26	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$2.06	$0.00	$2.06	$0.21	$0.23	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$2.08	$0.01	$2.07	$0.20	$0.21	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08		$0.12
2011Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10		$0.20
2010Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98		$0.23