Carpenter Family Caritas Foundation
Carpenter Family Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Rochester, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 16 grants totaling $231K. Net investment income was $56K.
Key facts about Carpenter Family Caritas Foundation
In short: Carpenter Family Caritas Foundation gave $231K across 16 grants in 2025 (avg $14K), mostly in New York. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 26-1588334
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $231,147
- Grants made (2025)
- 16
- Average grant
- $14,447
- Median grant
- $6,264
- New grantees (estimate)
- 27% first-time grantees (4 of 15, 2025)
- Total assets
- $1,409,429
- Primary geography
- New York (94% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-4.8% YoY
Annual Giving
$231K
+189.2% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$14K
+189.2% YoY
Under IRS private-foundation payout rules, Carpenter Family Caritas Foundation reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Is Carpenter Family Caritas Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 4 of 15 grantees (27%) were first-time recipients. First grants averaged $742; repeat grants $21K. How we count
Medians: $665 first-time, $8K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving grew 196% from 2022 to 2025. Method
- In 2025 it paid out 221% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF ROCHESTER Rochester, NY | PROGRAM SUPPORT | $103,736 |
| NATIVITY PREPARATORY ACADEMY Rochester, NY | PROGRAM SUPPORT | $51,650 |
| DARTMOUTH COLLEGE Hanover, NH | PROGRAM SUPPORT | $14,800 |
| UNIVERSITY OF ROCHESTER Rochester, NY | PROGRAM SUPPORT | $11,300 |
| THE MARGARET HOME East Rochester, NY | PROGRAM SUPPORT | $11,020 |
| ST JOHN BOSCO SCHOOL East Rochester, NY | PROGRAM SUPPORT | $7,645 |
| DIOCESE OF ROCHESTER Rochester, NY | PROGRAM SUPPORT | $7,500 |
| ST LOUIS CATHOLIC CHURCH Pittsford, NY | PROGRAM SUPPORT | $7,427 |
| MCQUAID JESUIT Rochester, NY | PROGRAM SUPPORT | $5,100 |
| SISTERS OF ST JOSEPH Rochester, NY | PROGRAM SUPPORT | $3,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,409,429 | $1,480,490 | $1,520,469 |
| Revenue | $76,794 | $57,736 | $239,464 |
| Expenses | $244,128 | $97,715 | $103,070 |
| Qualifying Distributions | $235,095 | $83,940 | $93,947 |
| Net Investment Income | $56,401 | $50,000 | $230,325 |
| Distributable Amount | $106,247 | $91,852 | $82,836 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Carpenter Family Caritas Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mary Christine Carpenter
Director
On filings since 2020
2 hrs/week
No compensation reported
William M. Carpenter
Director
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Carpenter Family Caritas Foundation
How much does Carpenter Family Caritas Foundation give each year?
Carpenter Family Caritas Foundation gave $231K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 16 grants.
What is Carpenter Family Caritas Foundation's typical grant size?
Carpenter Family Caritas Foundation's median grant in 2025 was $6,264, and its average grant was $14,447, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carpenter Family Caritas Foundation that year got $742 on average.
Where does Carpenter Family Caritas Foundation give grants?
Carpenter Family Caritas Foundation gives mostly in New York: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (6%). The most frequent recipient cities were Rochester, NY (12 grants) and East Rochester, NY (2 grants).
Does Carpenter Family Caritas Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Carpenter Family Caritas Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (16 grants).
Who are Carpenter Family Caritas Foundation's largest grantees?
Carpenter Family Caritas Foundation's largest 2025 grantees include University of Rochester ($115,036 across 2 grants), Nativity Preparatory Academy ($51,650) and Dartmouth College ($14,800), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Carpenter Family Caritas Foundation?
Carpenter Family Caritas Foundation reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $235K in qualifying distributions that year, against a required minimum of $106K (roughly 5% of its investment assets).
What is Carpenter Family Caritas Foundation?
Carpenter Family Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Rochester, NY. It holds $1.4M in total assets as of 2025.
What is Carpenter Family Caritas Foundation's EIN?
Carpenter Family Caritas Foundation's EIN (Employer Identification Number) is 26-1588334. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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