CONTINUING THE LEGACY FROM 1884, CARLETON-WILLARD HAS BEEN A RESPECTED AND PROGRESSIVE LEADER IN PROVIDING COMPREHENSIVE SERVICES AND SUPPORT FOR OLDER ADULTS. WE PROVIDE OUTSTANDING FACILITIES AND SERVICES, A CARING AND DEDICATED STAFF AND AN ACTIVE AND VIBRANT COMMUNITY BUILT IN COLLABORATION WITH THOSE WE SERVE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$94.7M
+11.0% YoY
Annual Giving
$188K
Grant Count
1
Avg Grant Size
$188K
About Carleton-willard Homes Inc
Based on IRS filings
Carleton-willard Homes Inc is a nonprofit organization focused on Human Services, based in BEDFORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $94.7M in total assets. In 2024, it awarded 1 grants totaling $188K. Net investment income was $985K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $94,652,564 | $85,282,808 | $79,643,744 |
| Revenue | $44,827,334 | $41,197,489 | $37,934,919 |
| Expenses | $42,756,846 | $41,632,017 | $40,466,272 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $985,030 | $709,380 | $-130,443 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carleton-willard at Home Inc ($187,898).
| Recipient | Purpose | Amount |
|---|---|---|
| CARLETON-WILLARD AT HOME INC BEDFORD, MA | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. | $187,898 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRISTOPHER ANDERSON | TRUSTEE | 0.9 | — |
| JOHN E CUPPLES | TRUSTEE | 0.9 | — |
| MALCOM CREIGHTON | TRUSTEE | 0.9 | — |
| WILLIAM W GALLAGHER III | TRUSTEE | 0.9 | — |
| THEODORE HANSELMAN | TRUSTEE | 0.9 | — |
| PAUL HARRISON JR | TRUSTEE | 0.9 | — |
| MARGARET HOAG | TRUSTEE | 0.9 | — |
| REV JOHN C LOMBARD D MIN | TRUSTEE | 0.9 | — |
| RUTH W PIPER | TRUSTEE | 0.9 | — |
| JAMES A SALTONSTALL | TRUSTEE | 0.9 | — |
| NICHOLAS SCHMALZ | TRUSTEE | 0.9 | — |
| CATHLEEN SUMMERS | TRUSTEE | 0.9 | — |
| ANN MARIE TEUBER LMFT | TRUSTEE | 0.9 | — |
| BRENDA WENNING | TRUSTEE | 0.9 | — |
| CHRIS WOLFE | TRUSTEE | 0.9 | — |
| JOHN GLASER | CHAIRMAN | 3 | — |
| TOM WOODHOUSE | VICE-CHAIRMAN | 1 | — |
| JEFFREY R WILLIAMS | TREASURER | 1 | — |
| ADRIENNE SMITH | CLERK | 1 | — |
| CHRISTOPHER J GOLEN | PRESIDENT/CEO | 60 | $447,658 |
| MICHAEL P MATTHEWS | CHIEF FINANCIAL OFFICER | 60 | $311,886 |
| KIM MARSDEN-IANIRO | CHIEF HUMAN RESOURCES OFFICER | 60 | $259,174 |
| ANNE BRENNAN | ADMINISTRATOR | 50 | $240,282 |
| BRIAN BUTLER | DIRECTOR OF FACILITIES | 50 | $235,603 |
| KATHY CROSBY | DIRECTOR OF SALES | 50 | $215,708 |
| REAGAN VETREE | DIRECTOR OF DINING | 50 | $179,741 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carleton-willard Homes Inc?
Carleton-willard Homes Inc is a nonprofit organization focused on Human Services, based in BEDFORD, MA. It holds $94.7M in total assets as of 2024.
How large is Carleton-willard Homes Inc?
As of 2024, Carleton-willard Homes Inc holds $94.7M in total assets with $44.8M in annual revenue. It awarded 1 grants totaling $188K in 2024.
Where does Carleton-willard Homes Inc operate?
Carleton-willard Homes Inc has awarded grants in Massachusetts.
What size grants does Carleton-willard Homes Inc award?
In 2024, Carleton-willard Homes Inc awarded 1 grants totaling $188K — an average of about $188K per grant, based on its IRS Form 990 filings.
What is Carleton-willard Homes Inc's EIN?
Carleton-willard Homes Inc's EIN (Employer Identification Number) is 04-2105844. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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