Nonprofit · EIN 20-5785760
CARLETON-WILLARD FOUNDATION INC
Tax-exempt · BEDFORD, MA 01730
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $185,716 | $56,996 | $128,720 | $1,197,069 | $246,414 | $950,655 |
| December 31, 2023 | 990 | $37,867 | $3,838 | $34,029 | $934,508 | $213,157 | $721,351 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $132,750
- Program service revenue
- $25,084
- Investment income
- $27,882
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $52,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $52,554
- Management and general (functional)
- $4,442
Balance sheet and other
- Total assets, start of year
- $934,508
- Total assets, end of year
- $1,197,069
- Total liabilities, end of year
- $246,414
- Net assets, end of year
- $950,655
- Publicly traded securities
- $44,427
- Net assets without donor restrictions
- $950,655
- Gross receipts
- $185,716
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2006
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER J GOLEN | PRESIDENT & CEO Officer | 0.1 | $0 | $447,658 | $60,724 |
| MICHAEL P MATTHEWS | CHIEF FINANCIAL OFFICER Officer | 0.1 | $0 | $311,886 | $15,477 |
| JOHN E CUPPLES | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| PAUL HARRISON JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ADRIENNE SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| TOM WOODHOUSE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| RUTH W PIPER | CHAIRMAN Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM W GALLAGHER III | VICE-CHAIRMAN Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JEFFREY R WILLIAMS | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANN MARIE TEUBER LMFT | CLERK Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARBARA A DOYLE | PRESIDENT & CEO (THRU 5/5/23) Officer | 0.1 | $0 | $331,574 | $14,843 |
| CHRISTOPHER GOLEN | PRESIDENT & CEO (AS OF 4/24/23) Officer | 0.1 | $0 | $295,780 | $24,061 |
| JANET D SILVERMAN | CFO (THRU 6/29/23) Officer | 0.1 | $0 | $216,211 | $16,352 |
| MICHAEL MATTHEWS | CFO (AS OF 5/10/23) Officer | 0.1 | $0 | $178,500 | $962 |
| JOHN E CUPPLES | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| PAUL HARRISON JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ADRIENNE SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| TOM WOODHOUSE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| RUTH W PIPER | BOARD CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM W GALLAGHER III | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JEFFREY R WILLIAMS | TREASURER (AS OF 6/15/23) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM W JACKSON | TREASURER (THRU 4/20/23) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANN MARIE TEUBER LMFT | CLERK Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 OLD BILLERICA RD, BEDFORD, MA 01730-1267
- In care of
- % JUDITH D HOOD
- Principal officer (990 for 2024)
- CHRISTOPHER J GOLEN, 100 OLD BILLERICA ROAD, BEDFORD, MA 01730
- Signed the 990
- CHRISTOPHER J GOLEN, PRESIDENT & CEO
- Phone
- (781) 275-8700
- Website
- WWW.CWVILLAGE.ORG
- Return prepared by
- RSM US LLP
Mission
THE CARLETON-WILLARD FOUNDATION, INC. SUPPORT FUND IS A CHARITABLE 501(C)(3) ORGANIZATION CREATED TO SUPPORT THE DEDICATED EMPLOYEES OF CARLETON-WILLARD HOMES, INC., A CONTINUING CARE RETIREMENT COMMUNITY, AND ITS AFFILIATES. ITS MISSION IS EXCLUSIVELY CHARITABLE AND EDUCATIONAL, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- PROVIDES GRANTS TO THE TOWN OF BEDFORD TO OPERATE THE WHEELS OF LIFE PROGRAM PROVIDING SENIORS TRANSPORTATION TO MEDICAL APPOINTMENTS.Expenses $52,500 · grants $52,500
- PROVIDES LUNCH TO SENIORS IN THE TOWN OF BEDFORD THROUGH MINUTEMAN SENIOR SERVICES THREE TIMES PER WEEK. APPROXIMATELY 1,200 MEALS WERE PROVIDED IN 2024.Expenses $54 · revenue $25,084
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5785760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $1,197,069
- Income (IRS master file)
- $185,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $185,716 | $56,996 | $1,197,069 | IRS |
| 990 | December 2023 | $37,867 | $3,838 | $934,508 | XML |
| 990 | December 2022 | $11,411 | $14,389 | $809,772 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5785760).
Questions about CARLETON-WILLARD FOUNDATION INC
- What is the EIN of CARLETON-WILLARD FOUNDATION INC?
- The employer identification number (EIN) of CARLETON-WILLARD FOUNDATION INC is 20-5785760.
- Is CARLETON-WILLARD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to CARLETON-WILLARD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARLETON-WILLARD FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARLETON-WILLARD FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLETON-WILLARD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CARLETON-WILLARD FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names CHRISTOPHER J GOLEN.
- Who are the officers and directors of CARLETON-WILLARD FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CARLETON-WILLARD FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $185,716, expenses of $56,996 and total assets of $1,197,069 at year end.
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