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John S Carpenter Trust Par 23

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$66.2k (2024)

Expenses
$61k (2024)

Total Assets
$725k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,209
Expenses
$61,008
Net Income
$5,201
Net Assets
$724,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,275
36.7%
Sales of Assets $41,797
63.1%
Other Income $137
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,991
78.7%
Compensation of Officers* $16,744
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $724,685
Total Liabilities $0
Net Assets $724,685
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,744 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,843
Expenses
$59,533
Net Income
-$39,690
Net Assets
$719,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,910
> 100%
Sales of Assets -$1,183
Other Income $116
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,812
80.3%
Compensation of Officers* $15,291
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $719,519
Total Liabilities $0
Net Assets $719,519
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $15,291 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,977
Expenses
$74,761
Net Income
-$33,784
Net Assets
$759,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,868
68.0%
Sales of Assets $13,109
32.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,810
81.3%
Compensation of Officers* $16,222
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $759,498
Total Liabilities $0
Net Assets $759,498
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,222 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,910
Expenses
$72,059
Net Income
$7,851
Net Assets
$793,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,372
29.2%
Sales of Assets $56,525
70.7%
Other Income $13
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,785
78.8%
Compensation of Officers* $18,487
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $793,445
Total Liabilities $0
Net Assets $793,445
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $18,487 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,454
Expenses
$67,212
Net Income
-$29,758
Net Assets
$786,037
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,244
48.7%
Sales of Assets $19,210
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,842
80.1%
Compensation of Officers* $16,390
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $786,038
Total Liabilities $1
Net Assets $786,037
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,390 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,488
Expenses
$62,450
Net Income
-$13,962
Net Assets
$810,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,288
54.2%
Sales of Assets $22,200
45.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,338
77.4%
Compensation of Officers* $16,412
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $810,601
Total Liabilities $1
Net Assets $810,600
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Co Trustee) $16,412 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,319
Expenses
$62,267
Net Income
-$21,948
Net Assets
$825,107
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,495
55.8%
Sales of Assets $17,538
43.5%
Other Income $286
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,368
77.7%
Compensation of Officers* $16,867
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $825,107
Total Liabilities $0
Net Assets $825,107
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Co Trustee) $16,867 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,292
Expenses
$63,088
Net Income
-$29,796
Net Assets
$848,323
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,416
64.3%
Sales of Assets $11,283
33.9%
Other Income $593
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,199
78.0%
Compensation of Officers* $16,795
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $848,323
Total Liabilities $0
Net Assets $848,323
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank (Co Trustee) $16,795 $0
John S Carpenter Jr (Co Trustee) $0 $0
Lindalee K Mulligan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,066
Expenses
$61,364
Net Income
-$15,298
Net Assets
$878,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,169
50.3%
Sales of Assets $21,645
47.0%
Other Income $1,252
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,034
79.9%
Compensation of Officers* $16,136
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $878,082
Total Liabilities $0
Net Assets $878,082
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank (Co Trustee) $16,136 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,764
Expenses
$64,062
Net Income
-$27,298
Net Assets
$893,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,393
60.9%
Sales of Assets $13,498
36.7%
Other Income $873
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,258
76.9%
Compensation of Officers* $17,030
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $893,899
Total Liabilities $0
Net Assets $893,899
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank (Co Trustee) $17,030 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,753
Expenses
$61,829
Net Income
$18,924
Net Assets
$919,904
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,767
30.7%
Sales of Assets $55,101
68.2%
Other Income $885
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,350
76.6%
Compensation of Officers* $17,398
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $919,904
Total Liabilities $0
Net Assets $919,904
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank (Co Trustee) $17,398 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,964
Expenses
$64,854
Net Income
-$6,890
Net Assets
$902,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,916
36.1%
Sales of Assets $36,216
62.5%
Other Income $832
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,162
78.9%
Compensation of Officers* $16,650
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $902,977
Total Liabilities $0
Net Assets $902,977
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank (Co Trustee) $16,650 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,790
Expenses
$78,341
Net Income
-$551
Net Assets
$909,309
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,292
28.7%
Sales of Assets $54,622
70.2%
Other Income $876
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,745
83.9%
Compensation of Officers* $15,996
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $909,310
Total Liabilities $1
Net Assets $909,309

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,757
Expenses
$54,289
Net Income
-$26,532
Net Assets
$910,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,327
73.2%
Sales of Assets $7,430
26.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,785
77.0%
Compensation of Officers* $15,727
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $910,773
Total Liabilities $1
Net Assets $910,772

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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