Ellery W Carpenter Trust Uw
Ellery W Carpenter Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.9M in total assets. In 2026, it awarded 2 grants totaling $162K. Net investment income was $403K.
Ellery W Carpenter Trust Uw at a glance
In short: Ellery W Carpenter Trust Uw gave $162K across 2 grants in 2026 (avg $81K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $162,424
- +4.7% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $81,212
- +4.7% vs 2025
- Median grant
- $81,212
- Total assets
- $2,940,706
- +15.0% vs 2025
- Primary geography
- Massachusetts (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 Ellery W Carpenter Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Rehoboth Congregational Church ($81K). Together the top 2 received $162K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Ellery W Carpenter Trust Uw gives
- Giving held roughly steady from 2023 to 2026 (+14%). Method
- In 2026 it paid out 109% 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 $142K (2021) to $172K (2022). In 2026 it made 2 grants totaling $162K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rehoboth Congregational Church Rehoboth, MA | Unrestricted General | $81,212 |
| Rehoboth Antiquarian Society Rehoboth, MA | Unrestricted General | $81,212 |
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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 | $2,940,706 | $432,374 | $212,789 | $162,424 | 2 | $179,645 | $403,459 | $164,878 |
| 2025 | $2,556,154 | $253,255 | $198,734 | $155,154 | 2 | $170,962 | $224,038 | $151,631 |
| 2024 | $2,522,157 | $93,643 | $183,237 | $144,380 | 2 | $159,032 | $62,098 | $141,900 |
| 2023 | $2,535,701 | $-15,268 | $191,174 | $142,606 | 2 | $156,392 | $33,660 | $134,003 |
| 2022 | $2,694,853 | $546,025 | $214,622 | $171,706 | 2 | $187,082 | $517,251 | $149,078 |
| 2021 | $2,780,698 | $207,067 | $185,974 | $141,792 | 2 | — | $180,688 | $154,387 |
Under IRS private-foundation payout rules, Ellery W Carpenter Trust Uw reported a distributable amount of $165K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ellery W Carpenter Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$35K (2022) → $40K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
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.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $40K, to Bank of America (Trustee).
Frequently asked questions about Ellery W Carpenter Trust Uw
How much does Ellery W Carpenter Trust Uw give each year?
Ellery W Carpenter Trust Uw gave $162K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $155K across 2 grants.
How large is Ellery W Carpenter Trust Uw?
Ellery W Carpenter Trust Uw reported $2.9M in total assets on its 2026 IRS Form 990-PF. It paid out $180K in qualifying distributions that year, against a required minimum of $165K (roughly 5% of its investment assets).
Where does Ellery W Carpenter Trust Uw operate?
Ellery W Carpenter Trust Uw has awarded grants in Massachusetts.
What is Ellery W Carpenter Trust Uw's EIN?
Ellery W Carpenter Trust Uw's EIN (Employer Identification Number) is 05-6083666. 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 August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
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Browse active grant opportunities in Ellery W Carpenter Trust Uw's focus areas in our free grants database
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