The Carter Martinez Charitable Trust

GREENWOOD VILLAGE, CO EIN: 13-7186558

The Carter Martinez Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-4.4% YoY

Annual Giving

$145K

-0.2% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$48K

+33.0% YoY

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.

About The Carter Martinez Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Carter Martinez Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $338K (42%)

Oregon $280K (35%)

Colorado $180K (23%)

States

Colorado North Carolina Oregon

Cities

BeulahDenverDurhamPortland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,048,601	$1,096,765	$1,116,981
Revenue	$55,641	$212,741	$20,136
Expenses	$150,481	$152,444	$102,244
Qualifying Distributions	$145,000	$145,320	$100,000
Net Investment Income	$47,611	$212,741	$27,181
Distributable Amount	$52,168	$51,557	$54,558

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include El Sistema ($100,000), Su Teatro ($25,000), Casa Milagro Youth ($20,000).

Recipient	Purpose	Amount
CASA MILAGRO YOUTH DENVER, CO	GENERAL OPERATIONS	$20,000
EL SISTEMA DURHAM, NC	GENERAL OPERATIONS	$100,000
SU TEATRO DENVER, CO	GENERAL OPERATIONS	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
KATHERINE C MARTINEZ	TRUSTEE	5	—
ALEX MARTINEZ	TRUSTEE	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Carter Martinez Charitable Trust?

The Carter Martinez Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWOOD VILLAGE, CO. It holds $1.0M in total assets as of 2025.

How large is The Carter Martinez Charitable Trust?

As of 2025, The Carter Martinez Charitable Trust holds $1.0M in total assets with $56K in annual revenue. It awarded 3 grants totaling $145K in 2025.

Where does The Carter Martinez Charitable Trust operate?

The Carter Martinez Charitable Trust has awarded grants in Colorado, North Carolina, Oregon.

What size grants does The Carter Martinez Charitable Trust award?

In 2025, The Carter Martinez Charitable Trust awarded 3 grants totaling $145K — an average of about $48K per grant, based on its IRS Form 990 filings.

How much is The Carter Martinez Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Carter Martinez Charitable Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.