Carleton-willard Foundation Inc

BEDFORD, MA EIN: 20-5785760 Website

THE CARLETON-WILLARD FOUNDATION, INC. SUPPORT FUND IS A CHARITABLE 501(C)(3) ORGANIZATION CREATED TO SUPPORT THE DEDICATED EMPLOYEES OF CARLETON-WILLARD HOMES, INC., A CONTINUING CARE RETIREMENT COMMUNITY, AND ITS AFFILIATES. ITS MISSION IS EXCLUSIVELY CHARITABLE AND EDUCATIONAL, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.2M

+28.1% YoY

Annual Giving

$53K

Grant Count

1

Avg Grant Size

$53K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$51K$102K$153K$204K20202021202220232024
Metric202420232022
Total Assets$1,197,069$934,508$809,772
Revenue$185,716$37,867$11,411
Expenses$56,996$3,838$14,389
Qualifying Distributions
Net Investment Income$27,882$22,647$-632
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$53K1 grants20201 grants20211 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

WHEELS OF LIFE - TOWN OF…$53K

Grant Size Distribution

4 grants across all recorded years

3<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Carleton-willard Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN E CUPPLESTRUSTEE0.1
PAUL HARRISON JRTRUSTEE0.1
REV JOHN C LOMBARD D MINTRUSTEE0.1
JAMES A SALTONSTALLTRUSTEE0.1
ADRIENNE SMITHTRUSTEE0.1
TOM WOODHOUSETRUSTEE0.1
RUTH W PIPERCHAIRMAN0.1
WILLIAM W GALLAGHER IIIVICE-CHAIRMAN0.1
JEFFREY R WILLIAMSTREASURER0.1
ANN MARIE TEUBER LMFTCLERK0.1
CHRISTOPHER J GOLENPRESIDENT & CEO0.1
MICHAEL P MATTHEWSCHIEF FINANCIAL OFFICER0.1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Bedford

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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