Richard J Carney and Donna R Carney Charitable Trust
Richard J Carney and Donna R Carney Charitable Trust is a private foundation, based in Neenah, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $523K in total assets. In 2025, it awarded 6 grants totaling $27K. Net investment income was $50K.
Key facts about Richard J Carney and Donna R Carney Charitable Trust
In short: Richard J Carney and Donna R Carney Charitable Trust gave $27K across 6 grants in 2025 (avg $5K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- EIN
- 45-2031385
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $27,000
- Grants made (2025)
- 6
- Average grant
- $4,500
- Median grant
- $5,000
- Total assets
- $523,218
- Primary geography
- Wisconsin (56% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$523K
+1.3% YoY
Annual Giving
$27K
-10.0% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$5K
+5.0% YoY
Under IRS private-foundation payout rules, Richard J Carney and Donna R Carney Charitable Trust reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How Richard J Carney and Donna R Carney Charitable Trust gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 127% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2020) to $64K (2023). In 2025 it made 6 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Best of Friends Humane Society ($6K). Together the top 6 received $27K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Best of Friends Humane Society Sault Sainte Marie, MI | General Funds | $6,000 |
| Macc Fund Milwaukee, WI | Charitable | $5,000 |
| Brady's K-9 Fund Neenah, WI | Charitable | $5,000 |
| Coast Guard Mutual Assisstance Neenah, WI | Charitable | $5,000 |
| Potawatomi Zoological Society South Bend, IN | General Purpose | $5,000 |
| AIDS Walk New York New York, NY | General Charitable | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $523,218 | $516,574 | $512,419 |
| Revenue | $49,786 | $48,020 | $48,880 |
| Expenses | $43,145 | $43,855 | $75,501 |
| Qualifying Distributions | $42,193 | $42,571 | $73,816 |
| Net Investment Income | $49,595 | $47,811 | $47,107 |
| Distributable Amount | $33,165 | $31,643 | $29,994 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Richard J Carney and Donna R Carney Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jennifer A. Amos
Co-Trustee
On filings since 2019
2 hrs/week
$3K (2019) → $3K (2025)
Legacy Private Trust Company
Co-Trustee
On filings since 2019
2 hrs/week
$7K (2019) → $10K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 Legacy Private Trust Company (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Richard J Carney and Donna R Carney Charitable Trust
How much does Richard J Carney and Donna R Carney Charitable Trust give each year?
Richard J Carney and Donna R Carney Charitable Trust gave $27K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 7 grants.
What is Richard J Carney and Donna R Carney Charitable Trust's typical grant size?
Richard J Carney and Donna R Carney Charitable Trust's median grant in 2025 was $5,000, and its average grant was $4,500, across 6 grants on its 2025 IRS Form 990-PF.
Where does Richard J Carney and Donna R Carney Charitable Trust give grants?
Richard J Carney and Donna R Carney Charitable Trust gives mostly in Wisconsin: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Michigan (22%) and Indiana (19%). The most frequent recipient cities were Neenah, WI (2 grants).
Does Richard J Carney and Donna R Carney Charitable Trust give general operating support?
Yes: 50% of Richard J Carney and Donna R Carney Charitable Trust's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Charitable" (3 grants).
Who are Richard J Carney and Donna R Carney Charitable Trust's largest grantees?
Richard J Carney and Donna R Carney Charitable Trust's largest 2025 grantees include Best of Friends Humane Society ($6,000), Macc Fund ($5,000) and Brady's K-9 Fund ($5,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Richard J Carney and Donna R Carney Charitable Trust?
Richard J Carney and Donna R Carney Charitable Trust reported $523K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
What is Richard J Carney and Donna R Carney Charitable Trust's EIN?
Richard J Carney and Donna R Carney Charitable Trust's EIN (Employer Identification Number) is 45-2031385. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Richard J Carney and Donna R Carney Charitable Trust by hand.
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