Edward H Carpenter Testamentary Tr

Private foundation · Grantmaker Saint Louis, MO EIN: 87-6227532

Edward H Carpenter Testamentary Tr is a private foundation focused on Arts, Culture & Humanities, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $434K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $7K.

Edward H Carpenter Testamentary Tr at a glance

In short: Edward H Carpenter Testamentary Tr gave $19K across 1 grant in 2025 (avg $19K), mostly in Utah. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$19,000
-5.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$19,000
-5.0% vs 2024
Median grant
$19,000
Total assets
$433,887
-3.7% vs 2024
Primary geography
Utah (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Edward H Carpenter Testamentary Tr funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

University of Utah: $19KUniversity of Utah$19K

The largest 2025 recipient was University of Utah ($19K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Salt Lake City

How Edward H Carpenter Testamentary Tr gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$10K$20K$30K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $17K (2021) to $23K (2022). In 2025 it made 1 grant totaling $19K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Utah Salt Lake City, UTGeneral Operating$19,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$433,887$10,585$27,336$19,0001$20,844$7,187$23,024
2024$450,611$13,063$27,779$20,0001$21,782$6,777$21,465
2023$465,491$-3,499$30,938$20,0001$21,674$6,884$20,955
2022$499,991$146,618$33,459$23,0001$24,897$138,600$22,371
2021$386,715$35,859$24,518$16,5001—$28,772$23,841

Under IRS private-foundation payout rules, Edward H Carpenter Testamentary Tr reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Edward H Carpenter Testamentary Tr's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2021

    1 hr/week

    $8K (2021) → $7K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $7KWells Fargo Bank N aTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Edward H Carpenter Testamentary Tr

How much does Edward H Carpenter Testamentary Tr give each year?

Edward H Carpenter Testamentary Tr gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.

How large is Edward H Carpenter Testamentary Tr?

Edward H Carpenter Testamentary Tr reported $434K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Edward H Carpenter Testamentary Tr?

Edward H Carpenter Testamentary Tr is a private foundation focused on Arts, Culture & Humanities, based in Saint Louis, MO. It holds $434K in total assets as of 2025.

Where does Edward H Carpenter Testamentary Tr operate?

Edward H Carpenter Testamentary Tr has awarded grants in Utah.

What is Edward H Carpenter Testamentary Tr's EIN?

Edward H Carpenter Testamentary Tr's EIN (Employer Identification Number) is 87-6227532. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Edward H Carpenter Testamentary Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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