Carpenter Family Foundation

Foundation · Grantmaker Encino, CA EIN: 95-3854103

Carpenter Family Foundation is a private foundation, based in Encino, CA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.3M in total assets. In 2026, it awarded 8 grants totaling $150K. Net investment income was $147K.

Key facts about Carpenter Family Foundation

In short: Carpenter Family Foundation gave $150K across 8 grants in 2026 (avg $19K), mostly in California. Source: 2026 IRS Form 990-PF.

EIN
95-3854103
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$150,000
Grants made (2026)
8
Average grant
$18,750
Median grant
$20,000
Total assets
$2,270,544
Primary geography
California (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.3M

-0.2% YoY

Annual Giving

$150K

+40.2% YoY

Grant Count

8

+60.0% YoY

Avg Grant Size

$19K

-12.4% YoY

Under IRS private-foundation payout rules, Carpenter Family Foundation reported a distributable amount of $134K for 2026 — the minimum it must pay out in qualifying distributions.

How Carpenter Family Foundation gives

  • Giving grew 1400% from 2023 to 2026. Method
  • In 2026 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 8 itemized 2026 grant dollars.

States

Cities

Culver CityCamarilloLong BeachThousand OaksWestlake VillageChatsworthFullertonTowson

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants20211 grants20221 grants20232 grants20245 grants20258 grants2026

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2026

Boys and Girls Club of Conejo Valley: $20KBoys and Girls Club of ConejoValley$20KCalifornia State University Long Beach: $20KCalifornia State UniversityLong Beach$20KMake a Wish Tri-Counties: $20KMake a Wish Tri-Counties$20KMusical Theatre West: $20KMusical Theatre West$20KSenior Concerns: $20KSenior Concerns$20KSt Jude Children Research Center: $20KSt Jude Children ResearchCenter$20KWestlake High School: $20KWestlake High School$20KLa Goal: $10KLa Goal$10K

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BOYS AND GIRLS CLUB OF CONEJO VALLEY Westlake Village, CACHARITABLE CONTRIBUTION$20,000
CALIFORNIA STATE UNIVERSITY LONG BEACH Long Beach, CACHARITABLE CONTRIBUTION$20,000
MAKE A WISH TRI-COUNTIES Camarillo, CACHARITABLE CONTRIBUTION$20,000
MUSICAL THEATRE WEST Long Beach, CACHARITABLE CONTRIBUTION$20,000
SENIOR CONCERNS Thousand Oaks, CACHARITABLE CONTRIBUTION$20,000
ST JUDE CHILDREN RESEARCH CENTER Fullerton, CACHARITABLE CONTRIBUTION$20,000
WESTLAKE HIGH SCHOOL Westlake Village, CACHARITABLE CONTRIBUTION$20,000
LA GOAL Culver City, CACHARITABLE CONTRIBUTION$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202120222023202420252026
Metric202620252024
Total Assets$2,270,544$2,274,889$2,272,120
Revenue$173,193$134,907$98,954
Expenses$177,538$132,138$42,616
Qualifying Distributions$150,000$107,000$20,000
Net Investment Income$146,710$109,771$76,292
Distributable Amount$133,645$127,350$114,261

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Carpenter Family Foundation is led by Richard Carpenter, President on every filing since 2021; none of the 3 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Richard Carpenter

    President

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mary Carpenter

    Vice President & Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

  • Susan Frazin

    Treasurer

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2026. "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 Foundation

How much does Carpenter Family Foundation give each year?

Carpenter Family Foundation gave $150K across 8 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $107K across 5 grants.

What is Carpenter Family Foundation's typical grant size?

Carpenter Family Foundation's median grant in 2026 was $20,000, and its average grant was $18,750, across 8 grants on its 2026 IRS Form 990-PF.

Where does Carpenter Family Foundation give grants?

Carpenter Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Westlake Village, CA (2 grants) and Long Beach, CA (2 grants).

Who are Carpenter Family Foundation's largest grantees?

Carpenter Family Foundation's largest 2026 grantees include Boys and Girls Club of Conejo Valley ($20,000), California State University Long Beach ($20,000) and Make a Wish Tri-Counties ($20,000), according to its 2026 IRS Form 990-PF. Together they received 40% of its itemized 2026 grant dollars.

How large is Carpenter Family Foundation?

Carpenter Family Foundation reported $2.3M in total assets on its 2026 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets).

What is Carpenter Family Foundation's EIN?

Carpenter Family Foundation's EIN (Employer Identification Number) is 95-3854103. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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