Carleton-Willard Homes Inc
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.
Carleton-Willard Homes Inc at a glance
In short: Carleton-Willard Homes Inc gave $188K across 1 grant in 2024 (avg $188K), mostly in Massachusetts. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $187,898
- -0.2% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $187,898
- -0.2% vs 2023
- Median grant
- $187,898
- Total assets
- $94,652,564
- +11.0% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Carleton-Willard Homes Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Carleton-Willard at Home Inc ($188K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Carleton-Willard Homes Inc gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $150K (2020) to $188K (2023). In 2024 it made 1 grant totaling $188K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $94,652,564 | $44,827,334 | $42,756,846 | $187,898 | 1 | $985,030 |
| 2023 | $85,282,808 | $41,197,489 | $41,632,017 | $188,218 | 1 | $709,380 |
| 2022 | $79,643,744 | $37,934,919 | $40,466,272 | $175,000 | 1 | $-130,443 |
| 2021 | $84,483,009 | $38,647,048 | $37,778,931 | $177,000 | 1 | $864,048 |
| 2020 | $78,162,573 | $35,765,902 | $36,391,059 | $150,000 | 1 | $2,607,250 |
About Carleton-Willard Homes Inc
Based on IRS filings
Carleton-Willard Homes Inc is a public charity 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 grant totaling $188K. Net investment income was $985K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Carleton-Willard Homes Inc is led by Christopher J. Golen, President & CEO on every filing since 2023; 7 of 26 officers listed in 2024 are compensated.
Officers on the 2024 filing
Christopher J. Golen
President & CEO
On filings since 2023
60 hrs/week
$296K (2023) → $448K (2024)
John Glaser
Chairman
Trustee → Board Chair, 2023
Board Chair → Chairman, 2024
On filings since 2020
3 hrs/week
No compensation reported
Brian Butler
Director of Facilities
On filings since 2023
50 hrs/week
$201K (2023) → $236K (2024)
Kathy Crosby
Director of Sales
New on the 2024 filing
50 hrs/week
$216K (2024)
Reagan Vetree
Director of Dining
New on the 2024 filing
50 hrs/week
$180K (2024)
Ann Marie Teuber Lmft
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
Christopher Anderson
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
James A. Saltonstall
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
John C. Lombard D. Min
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
John E. Cupples
Trustee
Chairman → Board Chair, 2023
Board Chair → Trustee, 2024
On filings since 2020
0.9 hrs/week
No compensation reported
Malcom Creighton
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
Paul Harrison Jr.
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
Ruth W. Piper
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
William W. Gallagher III
Trustee
On filings since 2020
0.9 hrs/week
No compensation reported
Brenda Wenning
Trustee
On filings since 2023
0.9 hrs/week
No compensation reported
Cathleen Summers
Trustee
On filings since 2023
0.9 hrs/week
No compensation reported
Margaret Hoag
Trustee
On filings since 2023
0.9 hrs/week
No compensation reported
Nicholas Schmalz
Trustee
On filings since 2023
0.9 hrs/week
No compensation reported
Theodore Hanselman
Trustee
On filings since 2023
0.9 hrs/week
No compensation reported
Chris Wolfe
Trustee
New on the 2024 filing
0.9 hrs/week
No compensation reported
Anne Brennan
Administrator
On filings since 2022
50 hrs/week
$204K (2022) → $240K (2024)
Michael P. Matthews
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2023
60 hrs/week
$179K (2023) → $312K (2024)
Kim Marsden-Ianiro
Chief Human Resources Officer
New on the 2024 filing
60 hrs/week
$259K (2024)
Adrienne Smith
Clerk
On filings since 2020
1 hr/week
No compensation reported
Tom Woodhouse
Vice Chairman
On filings since 2020
1 hr/week
No compensation reported
Jeffrey R. Williams
Treasurer
Trustee → Treasurer, 2023
On filings since 2022
1 hr/week
No compensation reported
Former officers (19)
- Former: Barbara A. Doyle (2020–2023) — President & CEO
- Former: Janet D. Silverman (2020–2023) — CFO
- Former: Susan Cusson (2020–2023) — Clinic Director
- Former: William W. Jackson (2020–2023) — Treasurer
- Former: Kathleen Crosby (2021–2023) — Director of Sales
- Former: Jackie Shaw (2023) — Trustee
- Former: Lea Poulin (2023) — Director of Nurses
- Former: Christopher F. Wolf (2020–2022) — Trustee
- Former: Paul A. Lund (2020–2022) — Dirrector of Facilities
- Former: Therese Cunningham (2020–2022) — Trustee
- Former: Ivana Doucet (2022) — Director of Hr
- Former: Barbara Clifford (2020–2021) — Trustee
- Former: Christine Chambers (2020–2021) — Nurse Manager
- Former: Gary Sawin (2020–2021) — Director of Human Resources
- Former: Robert G. Crocker (2020–2021) — Trustee
- Former: William C. Hays Esq. (2020–2021) — Trustee
- Former: Jeffrey J. Skerry Esq. (2020) — Trustee
- Former: Neelam Singh (2020) — Lpn
- Former: Valerie Gingras (2020) — Administrator
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $448K, to Christopher J Golen (President/CEO). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Carleton-Willard Homes Inc
How much does Carleton-Willard Homes Inc give each year?
Carleton-Willard Homes Inc gave $188K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $188K across 1 grant.
How large is Carleton-Willard Homes Inc?
Carleton-Willard Homes Inc reported $94.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $44.8M.
What is Carleton-Willard Homes Inc?
Carleton-Willard Homes Inc is a public charity focused on Human Services, based in Bedford, MA. It holds $94.7M in total assets as of 2024.
Where does Carleton-Willard Homes Inc operate?
Carleton-Willard Homes Inc has awarded grants in Massachusetts.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carleton-Willard Homes Inc funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Carleton-Willard Homes Inc's focus areas in our free grants database
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