Carleton-Willard Homes Inc

Public charity · Grantmaker Bedford, MA EIN: 04-2105844

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.

Key facts about Carleton-Willard Homes Inc

In short: Carleton-Willard Homes Inc gave $188K across 1 grant in 2024 (avg $188K), mostly in Massachusetts. Source: 2024 IRS Form 990.

EIN
04-2105844
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$187,898
Grants made (2024)
1
Average grant
$187,898
Median grant
$187,898
Total assets
$94,652,564
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

$94.7M

+11.0% YoY

Annual Giving

$188K

-0.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$188K

-0.2% YoY

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.

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

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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$50K$100K$150K$200K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $150K (2020) to $188K (2023). In 2024 it made 1 grant totaling $188K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Carleton-Willard at Home Inc: $188KCarleton-Willard at Home Inc$188K

The largest 2024 recipient was Carleton-Willard at Home Inc ($188K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Carleton-Willard at Home Inc Bedford, MACarleton-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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$20M$40M$60M2020 2021 2022 2023 2024
Metric202420232022
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
Net Investment Income$985,030$709,380$-130,443

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. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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

Christopher J Golen — President/CEO: $448KChristopher J GolenPresident/CEO$448KMichael P Matthews — Chief Financial Officer: $312KMichael P MatthewsChief Financial Officer$312KKim Marsden-Ianiro — Chief Human Resources Officer: $259KKim Marsden-IaniroChief Human Resources Officer$259KAnne Brennan — Administrator: $240KAnne BrennanAdministrator$240KBrian Butler — Director of Facilities: $236KBrian ButlerDirector of Facilities$236KKathy Crosby — Director of Sales: $216KKathy CrosbyDirector of Sales$216KReagan Vetree — Director of Dining: $180KReagan VetreeDirector of Dining$180K

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.

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