Carleton-Willard Foundation Inc logo

Carleton-Willard Foundation Inc

Public charity · Grantmaker 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.

Key facts about Carleton-Willard Foundation Inc

In short: Carleton-Willard Foundation Inc gave $53K across 1 grant in 2024 (avg $53K), mostly in Massachusetts. Source: 2024 IRS Form 990.

EIN
20-5785760
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$52,500
Grants made (2024)
1
Average grant
$52,500
Median grant
$52,500
Total assets
$1,197,069
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$1.2M

+28.1% YoY

Annual Giving

$53K

Grant Count

1

Avg Grant Size

$53K

How Carleton-Willard Foundation Inc gives

  • Giving grew 150% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Carleton-Willard Foundation Inc

Based on IRS filings

Carleton-Willard Foundation Inc is a public charity, based in Bedford, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grant totaling $53K. Net investment income was $28K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

Cities

Bedford

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2020 1 grant2021 1 grant2022 0 grants2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $11K (2022) to $53K (2024). In 2024 it made 1 grant totaling $53K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Wheels of Life - Town of Bedford: $53KWheels of Life - Town ofBedford$53K

The largest 2024 recipient was Wheels of Life - Town of Bedford ($53K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wheels of Life - Town of Bedford Bedford, MAProvide medical transportation services to seniors in the town of bedford$52,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,197,069$934,508$809,772
Revenue$185,716$37,867$11,411
Expenses$56,996$3,838$14,389
Net Investment Income$27,882$22,647$-632

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Carleton-Willard Foundation Inc is led by Christopher J. Golen, President & CEO on every filing since 2023; none of the 12 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Christopher J. Golen

    President & CEO

    On filings since 2023

    0.1 hrs/week

    No compensation reported

  • Ruth W. Piper

    Chairman

    Chair & Trustee → Board Chair, 2023

    Board Chair → Chairman, 2024

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Adrienne Smith

    Trustee

    Trustee → Trustee & Clerk, 2022

    Trustee & Clerk → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • James A. Saltonstall

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • John C. Lombard D. Min

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • John E. Cupples

    Trustee

    Trustee → Trustee & Chair, 2022

    Trustee & Chair → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Paul Harrison Jr.

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Tom Woodhouse

    Trustee

    Trustee → Trustee & Vice Chair, 2022

    Trustee & Vice Chair → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Ann Marie Teuber Lmft

    Clerk

    Clerk → Clerk & Trustee, 2022

    Clerk & Trustee → Clerk, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • William W. Gallagher III

    Vice Chairman

    Vice Chair & Trustee → Vice Chair, 2023

    Vice Chair → Vice Chairman, 2024

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Jeffrey R. Williams

    Treasurer

    Trustee → Treasurer, 2023

    On filings since 2022

    0.1 hrs/week

    No compensation reported

  • Michael P. Matthews

    Chief Financial Officer

    CFO → Chief Financial Officer, 2024

    On filings since 2023

    0.1 hrs/week

    No compensation reported

Former officers (11)
  • Former: Barbara A. Doyle (2020–2023) — President & CEO
  • Former: Janet D. Silverman (2020–2023) — CFO
  • Former: William W. Jackson (2020–2023) — Treasurer
  • Former: Christopher F. Wolf (2020–2022) — Trustee
  • Former: Christopher Anderson (2022) — Trustee
  • Former: John Glaser (2022) — Trustee
  • Former: Malcolm Creighton (2022) — Trustee
  • Former: Therese Cunningham (2022) — Trustee
  • Former: Robert G. Crocker (2020–2021) — Trustee
  • Former: William C. Hays Esq. (2020–2021) — Trustee
  • Former: Jeffrey J. Skerry Esq. (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Carleton-Willard Foundation Inc

How much does Carleton-Willard Foundation Inc give each year?

Carleton-Willard Foundation Inc gave $53K across 1 grant in 2024, according to its 2024 IRS Form 990.

How large is Carleton-Willard Foundation Inc?

Carleton-Willard Foundation Inc reported $1.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $186K.

Where does Carleton-Willard Foundation Inc operate?

Carleton-Willard Foundation Inc has awarded grants in Massachusetts.

What is Carleton-Willard Foundation Inc's EIN?

Carleton-Willard Foundation Inc's EIN (Employer Identification Number) is 20-5785760. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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