Charles Wentz Carter Memorial

ORO VALLEY, AZ EIN: 23-6395203

Charles Wentz Carter Memorial is a private foundation, based in ORO VALLEY, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $386K in total assets. In 2024, it awarded 16 grants totaling $62K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$386K

-1.0% YoY

Annual Giving

$62K

-5.4% YoY

Grant Count

16

+23.1% YoY

Avg Grant Size

$4K

-23.1% YoY

Under IRS private-foundation payout rules, Charles Wentz Carter Memorial reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Wentz Carter Memorial

Based on IRS filings

Charles Wentz Carter Memorial is a private foundation, based in ORO VALLEY, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $386K in total assets. In 2024, it awarded 16 grants totaling $62K. Net investment income was $61K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

BerkeleyBlue HillBrewsterCharlestownChattanoogaFentonKimbertonLeesburgMesaNew YorkNorthamptonOrleansPhiladelphiaRyeSalemSanta CruzSanta Rosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K20202021202220232024
Metric202420232022
Total Assets$386,027$389,872$414,815
Revenue$60,802$43,923$63,950
Expenses$64,647$69,116$72,379
Qualifying Distributions$62,450$66,015$70,450
Net Investment Income$60,619$43,893$63,912
Distributable Amount$70,019$63,319$65,120

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$35K$53K$70K12 grants202012 grants202113 grants202213 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SPIRIT IN ACTION$7KPEGASUS PROJECT$6KEAST LAKE EXPRESSION ENG…$5KEDUCATION FOR ALL CHILDRE$5KACADEMY OF NATURAL SCIEN…$5KHAITIAN EDUCATION AND LD…$5KCOURAGEOUS SAILING$5KROOT CULINARY TRAINING$5KLOUDEN CNTY HS ATHLETIC …$5KGEORGE STEVENS ACADEMY$3K

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Spirit in Action ($6,850), Pegasus Project ($6,000), East Lake Expression Engine ($5,300).

RecipientPurposeAmount
EDUCATION FOR ALL CHILDRE RYE, NHSTUDENT SCHOLARSHIPS$5,000
GEORGE STEVENS ACADEMY BLUE HILL, MEINSTRUCTOR SALARIES$3,000
KIMBERTON WALDORF SCHOOL KIMBERTON, PASCHOLARSHIP$1,000
NORTHWEST SCHOOLHOUSE INC ORLEANS, MACOLLEGE SCHOLARSHIP$2,000
SPIRIT IN ACTION SANTA CRUZ, CASTUDENT SCHOLARSHIP$6,850
ARTS EMPOWERING LIFE NEW YORK, NYTEACHER SALARIES$2,500
ACADEMY OF NATURAL SCIENCES-DREXELU PHILADELPHIA, PAINTERN SALARIES$5,000
CAMP RAINBOW FENTON, MOCOUNSELOR SALARIES$1,500
HAITIAN EDUCATION AND LDRSHP PROGRM NEW YORK, NYSCHOLARSHIPS$5,000
REDWOOD FOREST FRIENDS MEETING SANTA ROSA, CASCHOLARSHIPS$2,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MS HARRIET B WENTZPRESIDENT
MR CHARLES R WENTZSECRETARY
MRS HELEN PANITTBOARD MEMBER
MRS KENNARD WOODWORTHTRUSTEE & TR
JEANNE MARIE PIERRELOUISTRUSTEE
CORNELIA WOODWORTHBOARD MEMBER
SARAH HOUCHINBOARD MEMBER
ASHLEY PHOVICE PRESIDE

Frequently Asked Questions

How large is Charles Wentz Carter Memorial?

As of 2024, Charles Wentz Carter Memorial holds $386K in total assets with $61K in annual revenue. It awarded 16 grants totaling $62K in 2024.

Where does Charles Wentz Carter Memorial operate?

Charles Wentz Carter Memorial has awarded grants in Arizona, California, Massachusetts, Maine, Missouri, New Hampshire, New York, Pennsylvania, Tennessee, Virginia.

What size grants does Charles Wentz Carter Memorial award?

In 2024, Charles Wentz Carter Memorial awarded 16 grants totaling $62K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Charles Wentz Carter Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Wentz Carter Memorial reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Wentz Carter Memorial's EIN?

Charles Wentz Carter Memorial's EIN (Employer Identification Number) is 23-6395203. IRS Form 990 filing data is available on this page for 2020–2024.

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

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