Fenno L Carteret-Tr
Fenno L Carteret-Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $749K in total assets. In 2025, it awarded 3 grants totaling $38K. Net investment income was $65K.
Fenno L Carteret-Tr at a glance
In short: Fenno L Carteret-Tr gave $38K across 3 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,475
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $12,825
- +0.0% vs 2024
- Median grant
- $9,619
- Total assets
- $748,601
- +3.0% vs 2024
- Primary geography
- Massachusetts (75% 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 Fenno L Carteret-Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was East Boston Social Centers Inc ($19K). Together the top 3 received $38K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Fenno L Carteret-Tr gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 99% 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
From 2020 to 2025, annual grant giving ranged from $38K (2020) to $38K (2025). In 2025 it made 3 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| East Boston Social Centers Inc E Boston, MA | General Operating | $19,237 |
| Episcopal Divinity School New York, NY | General Operating | $9,619 |
| The Church Home Society Boston, MA | General Operating | $9,619 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $748,601 | $72,529 | $50,944 | $38,475 | 3 | $42,442 | $65,452 | $43,054 |
| 2024 | $727,078 | $99,145 | $49,448 | $38,475 | 3 | $42,385 | $92,338 | $41,202 |
| 2023 | $677,241 | $53,617 | $48,324 | $38,475 | 3 | $42,229 | $47,118 | $39,005 |
| 2022 | $672,202 | $53,682 | $51,285 | $38,475 | 3 | $42,399 | $46,466 | $40,230 |
| 2021 | $670,359 | $104,535 | $49,840 | $38,475 | 3 | $42,845 | $96,665 | $44,030 |
| 2020 | $615,836 | $34,606 | $49,705 | $38,475 | 3 | — | $27,975 | $37,993 |
Under IRS private-foundation payout rules, Fenno L Carteret-Tr reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Fenno L Carteret-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2020
1 hr/week
$10K (2020) → $10K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $10K, to BNY Mellon N a (Trustee).
Frequently asked questions about Fenno L Carteret-Tr
How much does Fenno L Carteret-Tr give each year?
Fenno L Carteret-Tr gave $38K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 3 grants.
What is Fenno L Carteret-Tr's typical grant size?
Fenno L Carteret-Tr's median grant in 2025 was $9,619, and its average grant was $12,825, across 3 grants on its 2025 IRS Form 990-PF.
Where does Fenno L Carteret-Tr give grants?
Fenno L Carteret-Tr gives mostly in Massachusetts: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (25%).
Does Fenno L Carteret-Tr give general operating support?
Yes: 100% of Fenno L Carteret-Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Fenno L Carteret-Tr?
Fenno L Carteret-Tr reported $749K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $43K (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 Fenno L Carteret-Tr's EIN?
Fenno L Carteret-Tr's EIN (Employer Identification Number) is 04-6048040. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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