Nonprofit · EIN 26-1588334
CARPENTER FAMILY CARITAS FOUNDATION
Tax-exempt · ROCHESTER, NY 14618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $175,258 | $114,968 | $60,290 | $1,469,719 | $0 | $1,469,719 |
| June 30, 2025 | 990-PF | $76,794 | $244,128 | -$167,334 | $1,409,429 | $0 | $1,409,429 |
| June 30, 2024 | 990-PF | $57,736 | $97,715 | -$39,979 | $1,480,490 | $0 | $1,480,490 |
| June 30, 2022 | 990-PF | $126,939 | $98,386 | $28,553 | $1,384,075 | $0 | $1,384,075 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $8,712
- Dividends
- $38,280
- Interest
- $805
- Net gain from sales of assets
- $127,461
Expenses
- Grants and similar amounts paid
- $101,762
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $105,668
- Excise tax on investment income
- $2,186
Balance sheet and other
- Total assets, start of year
- $1,409,429
- Total assets, end of year
- $1,469,719
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,469,719
- Fair market value of assets
- $2,780,867
- Qualifying distributions
- $105,668
- Net investment income
- $166,546
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-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | DIRECTOR | 2 | $0 |
| MARY CHRISTINE CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
| MARY CHRISTINE CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
| MARY CHRISTINE CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
990-PF for the year ended June 30, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
| MARY CHRISTINE CARPENTER 36 KNOLLWOOD DRIVE, ROCHESTER, NY 14618 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 36 KNOLLWOOD DR, ROCHESTER, NY 14618-3513
- Signed the 990-PF
- WILLIAM CARPENTER, DIRECTOR
- Phone
- (585) 381-0076
- Return prepared by
- INSERO ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1588334
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,469,719
- Income (IRS master file)
- $317,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $175,258 | $114,968 | $1,469,719 | XML |
| 990-PF | June 2025 | $76,794 | $244,128 | $1,409,429 | XML |
| 990-PF | June 2024 | $57,736 | $97,715 | $1,480,490 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | $126,939 | $98,386 | $1,384,075 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 26-1588334).
Questions about CARPENTER FAMILY CARITAS FOUNDATION
- What is the EIN of CARPENTER FAMILY CARITAS FOUNDATION?
- The employer identification number (EIN) of CARPENTER FAMILY CARITAS FOUNDATION is 26-1588334.
- Is CARPENTER FAMILY CARITAS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CARPENTER FAMILY CARITAS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARPENTER FAMILY CARITAS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARPENTER FAMILY CARITAS FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARPENTER FAMILY CARITAS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CARPENTER FAMILY CARITAS FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does CARPENTER FAMILY CARITAS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $175,258, expenses of $114,968 and total assets of $1,469,719 at year end.
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