Ellery W Carpenter Trust Uw

DALLAS, TX EIN: 05-6083666

Ellery W Carpenter Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 2 grants totaling $155K. Net investment income was $224K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+1.3% YoY

Annual Giving

$155K

+7.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$78K

+7.5% YoY

Under IRS private-foundation payout rules, Ellery W Carpenter Trust Uw reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.

About Ellery W Carpenter Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $756K (100%)

States

Massachusetts

Cities

Rehoboth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,556,154	$2,522,157	$2,535,701
Revenue	$253,255	$93,643	$-15,268
Expenses	$198,734	$183,237	$191,174
Qualifying Distributions	$170,962	$159,032	$156,392
Net Investment Income	$224,038	$62,098	$33,660
Distributable Amount	$151,631	$141,900	$134,003

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Rehoboth Congregational Church ($77,577), Rehoboth Antiquarian Society ($77,577).

Recipient	Purpose	Amount
REHOBOTH CONGREGATIONAL CHURCH REHOBOTH, MA	UNRESTRICTED GENERAL	$77,577
REHOBOTH ANTIQUARIAN SOCIETY REHOBOTH, MA	UNRESTRICTED GENERAL	$77,577

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$36,307

Frequently Asked Questions

How large is Ellery W Carpenter Trust Uw?

As of 2025, Ellery W Carpenter Trust Uw holds $2.6M in total assets with $253K in annual revenue. It awarded 2 grants totaling $155K in 2025.

Where does Ellery W Carpenter Trust Uw operate?

Ellery W Carpenter Trust Uw has awarded grants in Massachusetts.

What size grants does Ellery W Carpenter Trust Uw award?

In 2025, Ellery W Carpenter Trust Uw awarded 2 grants totaling $155K — an average of about $78K per grant, based on its IRS Form 990 filings.

How much is Ellery W Carpenter Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ellery W Carpenter Trust Uw reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.