The Carbetz Foundation Inc
The Carbetz Foundation Inc is a private foundation, based in Scarsdale, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $28K in total assets. In 2025, it made $6K in qualifying distributions. Net investment income was $10.
Key facts about The Carbetz Foundation Inc
- EIN
- 13-3431027
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $28,154
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$28K
+492.3% YoY
Revenue
$29K
+2.3% YoY
Qualifying Distributions
$6K
-91.3% YoY
Expenses
$6K
-91.3% YoY
Under IRS private-foundation payout rules, The Carbetz Foundation Inc reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
How The Carbetz Foundation Inc gives
- Giving grew 50% from 2021 to 2024. Method
- In 2025 it paid out 498% 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
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $26K (2020) to $136K (2022). In 2024 it made 1 grant totaling $60K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $28,154 | $4,753 | $41,468 |
| Revenue | $29,096 | $28,440 | $33,176 |
| Expenses | $5,695 | $65,155 | $4,260 |
| Qualifying Distributions | $5,695 | $65,155 | $4,260 |
| Net Investment Income | $10 | $151 | $162 |
| Distributable Amount | $1,144 | $2,143 | $2,043 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Carbetz Foundation Inc is led by Carl H. Pforzheimer III, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carl H. Pforzheimer III
President
On filings since 2020
0.5 hrs/week
No compensation reported
Elizabeth S. Pforzheimer
Vice President
On filings since 2020
0.5 hrs/week
No compensation reported
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.
Frequently asked questions about The Carbetz Foundation Inc
How large is The Carbetz Foundation Inc?
The Carbetz Foundation Inc reported $28K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
Where does The Carbetz Foundation Inc operate?
The Carbetz Foundation Inc has awarded grants in Colorado, Massachusetts, North Carolina, New York, Vermont.
What is The Carbetz Foundation Inc's EIN?
The Carbetz Foundation Inc's EIN (Employer Identification Number) is 13-3431027. 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.
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