Carpenter Family Caritas Foundation

Rochester, NY
Tax-exempt since April 2008
EIN: 26-1588334

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$76.8k (2025)

Expenses

$244k (2025)

Total Assets

$1.41M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$76,794

Expenses

$244,128

Net Income

-$167,334

Net Assets

$1,409,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,610	15.1%
Interest Revenue	$1,087	1.4%
Dividends	$38,617	50.3%
Sales of Assets	$25,480	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,095	96.3%
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	$1,409,429
Total Liabilities	$0
Net Assets	$1,409,429

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Aug. 14, 2025

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

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Fiscal Year Ending June
2024

Revenue

$57,736

Expenses

$97,715

Net Income

-$39,979

Net Assets

$1,480,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,767	3.1%
Dividends	$34,554	59.8%
Sales of Assets	$21,415	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,940	85.9%
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	$1,480,490
Total Liabilities	$0
Net Assets	$1,480,490

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on July 26, 2024

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Fiscal Year Ending June
2023

Revenue

$239,464

Expenses

$103,070

Net Income

$136,394

Net Assets

$1,520,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,349	1.0%
Dividends	$36,760	15.4%
Sales of Assets	$200,355	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,947	91.1%
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	$1,520,469
Total Liabilities	$0
Net Assets	$1,520,469

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Oct. 18, 2023

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

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Fiscal Year Ending June
2022

Revenue

$126,939

Expenses

$98,386

Net Income

$28,553

Net Assets

$1,384,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,482	2.0%
Dividends	$31,205	24.6%
Sales of Assets	$93,252	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,639	83.0%
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	$1,384,075
Total Liabilities	$0
Net Assets	$1,384,075

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Sept. 13, 2022

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

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Fiscal Year Ending June
2021

Revenue

$197,611

Expenses

$83,826

Net Income

$113,785

Net Assets

$1,355,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,900	2.5%
Interest Revenue	$3,101	1.6%
Dividends	$28,167	14.3%
Sales of Assets	$161,443	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,752	86.8%
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	$1,355,522
Total Liabilities	$1
Net Assets	$1,355,521

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Nov. 13, 2021

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

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Fiscal Year Ending June
2020

Revenue

$77,713

Expenses

$67,322

Net Income

$10,391

Net Assets

$1,241,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,566	5.9%
Interest Revenue	$3,624	4.7%
Dividends	$33,724	43.4%
Sales of Assets	$35,799	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,926	84.6%
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	$1,241,737
Total Liabilities	$1
Net Assets	$1,241,736

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Sept. 2, 2020

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

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Fiscal Year Ending June
2019

Revenue

$139,835

Expenses

$88,243

Net Income

$51,592

Net Assets

$1,231,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,000	5.0%
Interest Revenue	$3,542	2.5%
Dividends	$31,052	22.2%
Sales of Assets	$98,241	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,001	88.4%
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	$1,231,346
Total Liabilities	$0
Net Assets	$1,231,346

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Aug. 7, 2019

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

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Fiscal Year Ending June
2018

Revenue

$68,947

Expenses

$85,218

Net Income

-$16,271

Net Assets

$1,179,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,382	2.0%
Interest Revenue	$6,047	8.8%
Dividends	$28,007	40.6%
Sales of Assets	$33,511	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,215	88.3%
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	$1,179,754
Total Liabilities	$0
Net Assets	$1,179,754

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Aug. 6, 2018

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

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Fiscal Year Ending June
2017

Revenue

$80,097

Expenses

$76,809

Net Income

$3,288

Net Assets

$1,196,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,007	10.0%
Interest Revenue	$14,049	17.5%
Dividends	$26,321	32.9%
Sales of Assets	$31,720	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,225	88.8%
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	$1,196,025
Total Liabilities	$0
Net Assets	$1,196,025

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Sept. 11, 2017

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

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Fiscal Year Ending June
2016

Revenue

$34,470

Expenses

$70,534

Net Income

-$36,064

Net Assets

$1,192,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$691	2.0%
Interest Revenue	$9,554	27.7%
Dividends	$26,198	76.0%
Sales of Assets	-$1,973
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,900	87.8%
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	$1,197,017
Total Liabilities	$4,280
Net Assets	$1,192,737

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Aug. 8, 2016

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Fiscal Year Ending June
2015

Revenue

$114,693

Expenses

$67,566

Net Income

$47,127

Net Assets

$1,228,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,893	13.0%
Dividends	$27,747	24.2%
Sales of Assets	$72,053	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,303	89.3%
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	$1,228,801
Total Liabilities	$0
Net Assets	$1,228,801

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Aug. 24, 2015

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

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Fiscal Year Ending June
2014

Revenue

$75,908

Expenses

$68,233

Net Income

$7,675

Net Assets

$1,181,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,075	19.9%
Dividends	$21,980	29.0%
Sales of Assets	$38,853	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,472	90.1%
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	$1,181,674
Total Liabilities	$0
Net Assets	$1,181,674

Compensation

Key Employees and Officers	Compensation	Other
William M Carpenter (Director)	$0	$0
Mary Christine Carpenter (Director)	$0	$0

990-PF

Filed on Oct. 1, 2014

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

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Fiscal Year Ending June
2013

Revenue

$238,041

Expenses

$45,270

Net Income

$192,771

Net Assets

$1,173,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,730	8.7%
Interest Revenue	$17,935	7.5%
Dividends	$16,223	6.8%
Sales of Assets	$183,153	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,886	92.5%
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	$1,173,999
Total Liabilities	$1
Net Assets	$1,173,998

990-PF

Filed on Dec. 30, 2013

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

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Fiscal Year Ending June
2012

Revenue

$49,479

Expenses

$67,582

Net Income

-$18,103

Net Assets

$981,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,890	40.2%
Dividends	$14,788	29.9%
Sales of Assets	$14,801	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,750	86.9%
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	$981,228
Total Liabilities	$1
Net Assets	$981,227

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Updated September 25, 2025

Carpenter Family Caritas Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $76.8k (2025)

Expenses $244k (2025)

Total Assets $1.41M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$76.8k (2025)

Expenses

$244k (2025)

Total Assets

$1.41M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008