The Carter Martinez Charitable Trust
The Carter Martinez Charitable Trust is a private foundation, based in Greenwood Village, CO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $145K. Net investment income was $48K.
The Carter Martinez Charitable Trust at a glance
In short: The Carter Martinez Charitable Trust gave $145K across 3 grants in 2025 (avg $48K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $145,000
- -0.2% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $48,333
- +33.0% vs 2024
- Median grant
- $25,000
- Total assets
- $1,048,601
- -4.4% vs 2024
- Primary geography
- North Carolina (69% 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 The Carter Martinez Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was El Sistema ($100K). Together the top 3 received $145K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 14 grants of 18 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Carter Martinez Charitable Trust gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 278% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $100K (2023) to $215K (2022). In 2025 it made 3 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| El Sistema Durham, NC | General Operations | $100,000 |
| Su Teatro Denver, CO | General Operations | $25,000 |
| CASA Milagro Youth Denver, CO | General Operations | $20,000 |
Ready to take the next step with The Carter Martinez Charitable Trust?
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 | $1,048,601 | $55,641 | $150,481 | $145,000 | 3 | $145,000 | $47,611 | $52,168 |
| 2024 | $1,096,765 | $212,741 | $152,444 | $145,320 | 4 | $145,320 | $212,741 | $51,557 |
| 2023 | $1,116,981 | $20,136 | $102,244 | $100,000 | 3 | $100,000 | $27,181 | $54,558 |
| 2022 | $1,113,938 | $36,380 | $217,577 | $215,000 | 4 | $215,000 | $35,561 | $63,893 |
| 2021 | $1,478,887 | $21,482 | $197,658 | $193,000 | 4 | — | $18,543 | $70,579 |
Under IRS private-foundation payout rules, The Carter Martinez Charitable Trust reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Carter Martinez Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alex Martinez
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Katherine C. Martinez
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Carter Martinez Charitable Trust
How much does The Carter Martinez Charitable Trust give each year?
The Carter Martinez Charitable Trust gave $145K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 4 grants.
What is The Carter Martinez Charitable Trust's typical grant size?
The Carter Martinez Charitable Trust's median grant in 2025 was $25,000, and its average grant was $48,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Carter Martinez Charitable Trust give grants?
The Carter Martinez Charitable Trust gives mostly in North Carolina: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (31%). The most frequent recipient cities were Denver, CO (2 grants).
Does The Carter Martinez Charitable Trust give general operating support?
Yes: 100% of The Carter Martinez Charitable Trust'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 The Carter Martinez Charitable Trust?
The Carter Martinez Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
What is The Carter Martinez Charitable Trust's EIN?
The Carter Martinez Charitable Trust's EIN (Employer Identification Number) is 13-7186558. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work The Carter Martinez Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Carter Martinez Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Caring for Colorado Foundation
Denver, CO
Caring for Colorado Foundation funds programs and systems that advance the health, well-being, and opportunities of Colorado young people and families, with a focus on youth ages 9–25 affected by health inequities. Its 2025 grants had a median of $60,000, with awards ranging from $7,999 to $1,312,834, and primarily support work benefiting Colorado communities.
Assets
$253.5M
Grants
126
Total Given
$13.5M
The Sheri and Les Biller Family Foundation
Seattle, WA
The Sheri and Les Biller Family Foundation supports supportive care for people with serious illnesses, social impact theatre, and workforce development and career and technical education across the United States; its theatre program focuses on Western states. In 2024, grants ranged from $150 to $2 million, with a median of $10,000. It generally does not accept unsolicited requests, but its Social Impact Theatre Grant Program has a separate application cycle.
Assets
$7.1M
Grants
82
Total Given
$4.8M
The Colorado Health Foundation
Denver, CO
The Colorado Health Foundation funds nonprofit organizations and public agencies working to improve health and health equity in Colorado, including projects in areas such as primary care, housing, food access, and economic opportunity. Its 2024 median grant was $80,000, though awards varied widely; it prioritizes organizations serving Coloradans.
Assets
$2.9B
Grants
684
Total Given
$102.2M
Theater League Inc
Kansas City, MO
Theater League Inc funds professional theater, including productions, new works, and cultural and educational outreach such as subsidized student tickets, in Kansas City and communities across the country. Its typical grant is around $10,000, though awards vary widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.3M
Grants
86
Total Given
$8.7M
Anschutz Family Foundation
Denver, CO
The Anschutz Family Foundation funds Colorado nonprofits serving families and communities, with interests including self-sufficiency, basic needs, health, youth, education, and rural development. Typical grants are $5,000–$10,000, and it aims to support both rural and urban Colorado communities. Applicants may apply; funding is not restricted to preselected organizations.
Assets
$46.9M
Grants
314
Total Given
$2.7M
Colorado Gives Foundation
Arvada, CO
Colorado Gives Foundation funds nonprofits serving Jefferson County in areas including food security, early care and education, workforce development, housing, health and convenient neighborhoods; it also offers statewide nonprofit capacity-building support. Typical giving varies widely: its 2024 median grant was $17,814, while Thriving Jeffco Responsive Grant awards ranged from $2,500 to $100,000. It accepts applications through listed grant opportunities, but whether it accepts unsolicited requests is not stated.
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
More similar funders
More Funders in Colorado
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Carter Martinez Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Carter Martinez Charitable Trust down — hundreds of funders to go?