Carpenter Family Caritas Foundation

Foundation · Grantmaker Rochester, NY EIN: 26-1588334

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

4states

Share of all 16 itemized 2025 grant dollars.

Cities

RochesterEast RochesterHanoverPittsfordNew YorkClevelandEvanstonGenevaIthacaMumfordNaples

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K9 grants202012 grants202112 grants202214 grants202316 grants202416 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of Rochester: $115K across 2 grantsUniversity of Rochester$115K · 2 grantsNativity Preparatory Academy: $52KNativity Preparatory Academy$52KDartmouth College: $15KDartmouth College$15KThe Margaret Home: $11KThe Margaret Home$11KSt John Bosco School: $8KSt John Bosco School$8KDiocese of Rochester: $8KDiocese of Rochester$8KSt Louis Catholic Church: $7KSt Louis Catholic Church$7KMcQuaid Jesuit: $5KMcQuaid Jesuit$5KSisters of St Joseph: $4KSisters of St Joseph$4KOur Lady of Mercy High School: $3KOur Lady of Mercy High School$3K

Grant Size Distribution

70 grants across all recorded years

68<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNIVERSITY OF ROCHESTER Rochester, NYPROGRAM SUPPORT$103,736
NATIVITY PREPARATORY ACADEMY Rochester, NYPROGRAM SUPPORT$51,650
DARTMOUTH COLLEGE Hanover, NHPROGRAM SUPPORT$14,800
UNIVERSITY OF ROCHESTER Rochester, NYPROGRAM SUPPORT$11,300
THE MARGARET HOME East Rochester, NYPROGRAM SUPPORT$11,020
ST JOHN BOSCO SCHOOL East Rochester, NYPROGRAM SUPPORT$7,645
DIOCESE OF ROCHESTER Rochester, NYPROGRAM SUPPORT$7,500
ST LOUIS CATHOLIC CHURCH Pittsford, NYPROGRAM SUPPORT$7,427
MCQUAID JESUIT Rochester, NYPROGRAM SUPPORT$5,100
SISTERS OF ST JOSEPH Rochester, NYPROGRAM SUPPORT$3,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K202020212022202320242025
Metric202520242023
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

  1. 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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