Carpenter Family Foundation
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.
Carpenter Family Foundation at a glance
In short: Carpenter Family Foundation gave $150K across 8 grants in 2026 (avg $19K), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $150,000
- +40.2% vs 2025
- Grants made (2026)
- 8
- +60.0% vs 2025
- Average grant
- $18,750
- -12.4% vs 2025
- Median grant
- $20,000
- Total assets
- $2,270,544
- -0.2% vs 2025
- Primary geography
- California (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Carpenter Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2026
The largest 2026 recipient was Boys and Girls Club of Conejo Valley ($20K). Together the top 8 received $150K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 8 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $10K (2022) to $150K (2026). In 2026 it made 8 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Club of Conejo Valley Westlake Village, CA | Charitable Contribution | $20,000 |
| California State University Long Beach Long Beach, CA | Charitable Contribution | $20,000 |
| Make a Wish Tri-Counties Camarillo, CA | Charitable Contribution | $20,000 |
| Musical Theatre West Long Beach, CA | Charitable Contribution | $20,000 |
| Senior Concerns Thousand Oaks, CA | Charitable Contribution | $20,000 |
| St Jude Children Research Center Fullerton, CA | Charitable Contribution | $20,000 |
| Westlake High School Westlake Village, CA | Charitable Contribution | $20,000 |
| La Goal Culver City, CA | Charitable Contribution | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,270,544 | $173,193 | $177,538 | $150,000 | 8 | $150,000 | $146,710 | $133,645 |
| 2025 | $2,274,889 | $134,907 | $132,138 | $107,000 | 5 | $107,000 | $109,771 | $127,350 |
| 2024 | $2,272,120 | $98,954 | $42,616 | $20,000 | 2 | $20,000 | $76,292 | $114,261 |
| 2023 | $2,215,782 | $77,629 | $32,491 | $10,000 | 1 | $6,522 | $55,479 | $111,295 |
| 2022 | $2,170,644 | $287,783 | $34,740 | $10,000 | 1 | $10,000 | $263,405 | $121,645 |
| 2021 | $1,917,601 | $73,780 | $23,266 | $13,000 | 3 | — | $53,295 | $101,551 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2021–2025
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