Ellery W Carpenter Trust Uw
EIN 056083666Total Given 2017–2025
$1.2M
16 grants · $130K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$71K
typical mid grants · $70K–$74K
grant size
100%
deep partner · 4/4 multi-year
repeat
$3.2M
Assets (2025)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $131K | $2.8M | $146K | 2 |
| 2018 | $138K | $2.8M | $263K | 2 |
| 2019 | $142K | $2.8M | $169K | 2 |
| 2020 | N/A | $2.8M | $188K | N/A |
| 2021 | $142K | $3.4M | $207K | 2 |
| 2022 | $172K | $2.9M | $546K | 2 |
| 2023 | $143K | $2.9M | $-15K | 2 |
| 2024 | $144K | $3.1M | $94K | 2 |
| 2025 | $155K | $3.2M | $253K | 2 |
Grant Size Distribution
Based on 16 grants on record
Minimum
$66K
25th Pctl
$70K
Median
$71K
Average
$73K
75th Pctl
$74K
Maximum
$86K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (16 total)
| Purpose | ||||
|---|---|---|---|---|
| Rehoboth Cong Church | Rehoboth, MA | $85,853 | UNRESTRICTED GENERAL | 2022 |
| Rehoboth Antiquarian | Rehoboth, MA | $85,853 | UNRESTRICTED GENERAL | 2022 |
| Rehoboth Congregational Church | Rehoboth, MA | $77,577 | UNRESTRICTED GENERAL | 2025 |
| Rehoboth Antiquarian Society | Rehoboth, MA | $77,577 | UNRESTRICTED GENERAL | 2025 |
| Rehoboth Congregational Church | Rehoboth, MA | $72,190 | UNRESTRICTED GENERAL | 2024 |
| Rehoboth Antiquarian Society | Rehoboth, MA | $72,190 | UNRESTRICTED GENERAL | 2024 |
| Rehoboth Cong Church | Rehoboth, MA | $71,303 | UNRESTRICTED GENERAL | 2023 |
| Rehoboth Antiquarian | Rehoboth, MA | $71,303 | UNRESTRICTED GENERAL | 2023 |
| Rehoboth Cong Church | Rehoboth, MA | $71,180 | UNRESTRICTED GENERAL | 2019 |
| Rehoboth Antiquarian | Rehoboth, MA | $71,180 | UNRESTRICTED GENERAL | 2019 |
| Rehoboth Cong Church | Rehoboth, MA | $70,896 | UNRESTRICTED GENERAL | 2021 |
| Rehoboth Antiquarian | Rehoboth, MA | $70,896 | UNRESTRICTED GENERAL | 2021 |
| Rehoboth Cong Church | Rehoboth, MA | $68,799 | UNRESTRICTED GENERAL | 2018 |
| Rehoboth Antiquarian | Rehoboth, MA | $68,799 | UNRESTRICTED GENERAL | 2018 |
| Rehoboth Cong Church | Rehoboth, MA | $65,703 | UNRESTRICTED GENERAL | 2017 |
| Rehoboth Antiquarian | Rehoboth, MA | $65,703 | UNRESTRICTED GENERAL | 2017 |