Ellery W Carpenter Trust Uw | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ellery W Carpenter Trust Uw. Data shown is extracted from Form 990-PF filings.

EIN: 05-6083666

Foundation Overview

Based in Dallas, TX, Ellery W Carpenter Trust Uw has awarded 18 grants totaling $1,311,382 to organizations in Massachusetts. Individual grants range from $65,703 to $85,853, with a median award of $71,303.

Latest Tax Year
2024
Total Giving (all years)
$1,311,382
Total Assets
$3,248,462
Median Grant (all grants)
$71,303

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$77,577
% Median Grant Growth
+7% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Rehoboth (100%).

Funding Trajectory
+18%

Stable funding levels with 18% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Ellery W Carpenter Trust Uw's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Rehoboth Congregational Church $77,577 Rehoboth, MA, US Unrestricted General 2024
Rehoboth Antiquarian Society $77,577 Rehoboth, MA, US Unrestricted General 2024
Rehoboth Congregational Church $72,190 Rehoboth, MA, US Unrestricted General 2023
Rehoboth Antiquarian Society $72,190 Rehoboth, MA, US Unrestricted General 2023
Rehoboth Congregational Church $72,190 Rehoboth, MA, US Unrestricted General 2023
Rehoboth Antiquarian Society $72,190 Rehoboth, MA, US Unrestricted General 2023
Rehoboth Cong Church $71,303 Rehoboth, MA, US Unrestricted General 2022
Rehoboth Antiquarian $71,303 Rehoboth, MA, US Unrestricted General 2022
Rehoboth Cong Church $85,853 Rehoboth, MA, US Unrestricted General 2021
Rehoboth Antiquarian $85,853 Rehoboth, MA, US Unrestricted General 2021
Rehoboth Cong Church $70,896 Rehoboth, MA, US Unrestricted General 2020
Rehoboth Antiquarian $70,896 Rehoboth, MA, US Unrestricted General 2020
Rehoboth Cong Church $71,180 Rehoboth, MA, US Unrestricted General 2018
Rehoboth Antiquarian $71,180 Rehoboth, MA, US Unrestricted General 2018
Rehoboth Cong Church $68,799 Rehoboth, MA, US Unrestricted General 2017
Rehoboth Antiquarian $68,799 Rehoboth, MA, US Unrestricted General 2017
Rehoboth Cong Church $65,703 Rehoboth, MA, US Unrestricted General 2016
Rehoboth Antiquarian $65,703 Rehoboth, MA, US Unrestricted General 2016

Foundations Similar to Ellery W Carpenter Trust Uw

Discover 5 foundations with comparable assets ($3,235,143-$3,261,696), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 43-6537291 | 8 grants awarded
$3,247,019
(≈ Similar)
$86,230
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 59-7264883 | 20 grants awarded
$3,237,098
(≈ Similar)
$49,278.5
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 05-6009549 | 9 grants awarded
$3,260,140
(≈ Similar)
$141,500
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 05-6004408 | 1 grants awarded
$3,261,696
(≈ Similar)
$131,602
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 36-6150729 | 12 grants awarded
$3,235,143
(≈ Similar)
$87,586.5
median grant
Dallas, TX
Same state
100%
Excellent match

Contact Information

Official contact details for Ellery W Carpenter Trust Uw as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 05-6083666
Website N/A
Address PO BOX 653067 Dallas, TX 75265-0000

Key People (1)

Board members, trustees, and key staff who oversee Ellery W Carpenter Trust Uw's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Ellery W Carpenter Trust Uw is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.