The David And Dorothy Carpenter Charitable Trust

Westport, CT
Tax-exempt since July 1989
EIN: 23-6951577

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$30.5k (2024)

Expenses

$66.3k (2024)

Total Assets

$615k (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

Revenue

$30,489

Expenses

$66,324

Net Income

-$35,835

Net Assets

$614,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,538	14.9%
Dividends	$10,928	35.8%
Sales of Assets	$15,023	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,205	56.1%
Compensation of Officers*	$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	$614,688
Total Liabilities	$0
Net Assets	$614,688

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$23,642

Expenses

$44,677

Net Income

-$21,035

Net Assets

$650,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$14,243	60.2%
Sales of Assets	$9,396	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,501	77.2%
Compensation of Officers*	$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	$650,451
Total Liabilities	$0
Net Assets	$650,451

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on Nov. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$50,165

Expenses

$71,556

Net Income

-$21,391

Net Assets

$671,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$6,738	13.4%
Sales of Assets	$43,423	86.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,500	84.5%
Compensation of Officers*	$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	$671,486
Total Liabilities	$0
Net Assets	$671,486

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$27,503

Expenses

$59,072

Net Income

-$31,569

Net Assets

$692,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$195	0.7%
Dividends	$6,152	22.4%
Sales of Assets	$21,156	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,725	79.1%
Compensation of Officers*	$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	$692,877
Total Liabilities	$0
Net Assets	$692,877

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on Oct. 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$9,465

Expenses

$53,131

Net Income

-$43,666

Net Assets

$724,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,228	55.2%
Dividends	$8,319	87.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,750	76.7%
Compensation of Officers*	$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	$724,446
Total Liabilities	$1
Net Assets	$724,445

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$33,954

Expenses

$44,208

Net Income

-$10,254

Net Assets

$768,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$335	1.0%
Dividends	$23,215	68.4%
Sales of Assets	$10,404	30.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,425	73.3%
Compensation of Officers*	$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	$768,112
Total Liabilities	$1
Net Assets	$768,111

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on June 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$20,286

Expenses

$43,396

Net Income

-$23,110

Net Assets

$778,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$860	4.2%
Dividends	$20,426	> 100%
Sales of Assets	-$1,000
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,077	71.6%
Compensation of Officers*	$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	$778,366
Total Liabilities	$0
Net Assets	$778,366

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$15,968

Expenses

$35,670

Net Income

-$19,702

Net Assets

$801,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$320	2.0%
Dividends	$15,398	96.4%
Sales of Assets	$250	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,550	74.4%
Compensation of Officers*	$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	$801,476
Total Liabilities	$0
Net Assets	$801,476

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$24,493

Expenses

$59,010

Net Income

-$34,517

Net Assets

$821,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$17,871	73.0%
Sales of Assets	$6,610	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,800	86.1%
Compensation of Officers*	$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	$821,178
Total Liabilities	$0
Net Assets	$821,178

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$6,200

Expenses

$71,618

Net Income

-$65,418

Net Assets

$855,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.2%
Dividends	$26,294	> 100%
Sales of Assets	-$21,987
Other Income	$1,883	30.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,750	94.6%
Compensation of Officers*	$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	$855,695
Total Liabilities	$0
Net Assets	$855,695

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$162,374

Expenses

$97,072

Net Income

$65,302

Net Assets

$921,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$21,345	13.1%
Sales of Assets	$139,844	86.1%
Other Income	$1,176	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,900	93.6%
Compensation of Officers*	$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	$921,113
Total Liabilities	$0
Net Assets	$921,113

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$37,254

Expenses

$68,378

Net Income

-$31,124

Net Assets

$855,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$16,618	44.6%
Sales of Assets	$20,632	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,045	93.7%
Compensation of Officers*	$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	$855,811
Total Liabilities	$0
Net Assets	$855,811

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Carpenter (Trustee)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$33,533

Expenses

$92,194

Net Income

-$58,661

Net Assets

$886,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$29,958	89.3%
Sales of Assets	$3,570	10.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	93.3%
Compensation of Officers*	$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	$886,935
Total Liabilities	$1
Net Assets	$886,934

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$60,961

Expenses

$37,677

Net Income

$23,284

Net Assets

$945,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$24,175	39.7%
Sales of Assets	$36,783	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,500	83.6%
Compensation of Officers*	$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	$945,596
Total Liabilities	$1
Net Assets	$945,595

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Updated January 26, 2026

The David And Dorothy Carpenter Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.5k (2024)

Expenses $66.3k (2024)

Total Assets $615k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$30.5k (2024)

Expenses

$66.3k (2024)

Total Assets

$615k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
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