William Carter and Marlys Burdett SCHLR Tr
To provide a stream of income to fund scholarships and support related studies and/or teaching in order to contribute to better understanding between the united states and turkey and arab countries.
William Carter and Marlys Burdett SCHLR Tr at a glance
In short: William Carter and Marlys Burdett SCHLR Tr reported $43K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.
- Grants paid (2025)
- $42,630 — reported as a total on the IRS filing, without an itemized list
- -33.3% vs 2024
- Total assets
- $1,136,979
- +4.3% vs 2024
- Revenue (2025)
- $100,203
- +56.6% vs 2024
- Net investment income (2025)
- $100,203
- +56.6% vs 2024
- Expenses (2025)
- $53,506
- -26.3% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who William Carter and Marlys Burdett SCHLR Tr funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How William Carter and Marlys Burdett SCHLR Tr gives
- Giving grew 50% from 2021 to 2024. Method
From the foundation's IRS Form 990 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 $21K (2023) to $64K (2024). In 2025 it reported $43K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middle East Institute Washington, DC | Educational | $63,945 |
Ready to take the next step with William Carter and Marlys Burdett SCHLR Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,136,979 | $100,203 | $53,506 | $42,630 | Total only | $100,203 |
| 2024 | $1,090,265 | $63,978 | $72,610 | $63,945 | 1 | $63,978 |
| 2023 | $1,099,433 | $20,860 | $28,976 | $21,315 | 1 | $20,860 |
| 2022 | $1,107,497 | $38,442 | $49,861 | $42,630 | 1 | $38,442 |
| 2021 | $1,119,128 | $79,221 | $50,506 | $42,630 | 1 | $79,221 |
| 2020 | $1,090,699 | $63,792 | $51,268 | $44,149 | 1 | $63,792 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About William Carter and Marlys Burdett SCHLR Tr
Based on IRS filings
William Carter and Marlys Burdett SCHLR Tr is a public charity focused on Education, based in Gloucester, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it reported $43K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $100K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
William Carter and Marlys Burdett SCHLR Tr's only listed officer is Cape ANN Savings Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Cape ANN Savings Bank
Trustee
On filings since 2020
$6K (2020) → $9K (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 $9K, to Cape Ann Savings Bank (Trustee).
Frequently asked questions about William Carter and Marlys Burdett SCHLR Tr
How much does William Carter and Marlys Burdett SCHLR Tr give each year?
William Carter and Marlys Burdett SCHLR Tr reported $43K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $64K across 1 grant.
How large is William Carter and Marlys Burdett SCHLR Tr?
William Carter and Marlys Burdett SCHLR Tr reported $1.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $100K.
What is William Carter and Marlys Burdett SCHLR Tr?
William Carter and Marlys Burdett SCHLR Tr is a public charity focused on Education, based in Gloucester, MA. It holds $1.1M in total assets as of 2025.
Where does William Carter and Marlys Burdett SCHLR Tr operate?
William Carter and Marlys Burdett SCHLR Tr has awarded grants in District of Columbia.
What is William Carter and Marlys Burdett SCHLR Tr's EIN?
William Carter and Marlys Burdett SCHLR Tr's EIN (Employer Identification Number) is 45-6540849. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 19, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 1, 2026)
Live grants for the work William Carter and Marlys Burdett SCHLR Tr funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in William Carter and Marlys Burdett SCHLR Tr's focus areas in our free grants database
Similar Funders
Similar funders in Massachusetts
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
Barr Foundation
Boston, MA
The Barr Foundation funds arts and creativity, climate, education, and New England’s social sector, primarily through long-term support for organizations in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. Its filing says it accepts only requests from preselected organizations and does not accept unsolicited requests, though its website describes program-page inquiries and occasional open calls.
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
Boston, MA
Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)
Woburn, MA
Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
Boston, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from William Carter and Marlys Burdett SCHLR Tr'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.
William Carter and Marlys Burdett SCHLR Tr down — hundreds of funders to go?