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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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