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 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
2
+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
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.
Ready to take the next step with Ellery W Carpenter Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
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 2021–2025.
Explore Open Grants
Browse active grant opportunities in Ellery W Carpenter Trust Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.