This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $44,827,334 | $42,756,846 | $305,235 | $94,652,564 | $31,598,538 |
| FY2023 | 990 | $41,197,489 | $41,632,017 | $288,771 | $85,282,808 | $23,767,952 |
| FY2022 | 990 | $37,934,919 | $40,466,272 | $391,915 | $79,643,744 | $20,018,584 |
| FY2021 | 990 | $38,647,048 | $37,778,931 | $598,304 | $84,483,009 | $27,446,175 |
| FY2020 | 990 | $35,765,902 | $36,391,059 | $433,503 | $78,162,573 | $23,292,364 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CARLETON-WILLARD AT HOME INCBEDFORD, MA | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. | $188,218 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Anderson | TRUSTEE | 0.90 | $0 |
| John E Cupples | TRUSTEE | 0.90 | $0 |
| Malcom Creighton | TRUSTEE | 0.90 | $0 |
| William W Gallagher Iii | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CARLETON-WILLARD AT HOME INCBEDFORD, MA |
| CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. |
| $187,898 |
| 2024 |
| CARLETON-WILLARD AT HOME INCBEDFORD, MA | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. | $177,000 | 2021 |
| CARLETON-WILLARD AT HOME INCBEDFORD, MA | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. | $175,000 | 2022 |
| CARLETON-WILLARD AT HOME INCBEDFORD, MA | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. | $150,000 | 2020 |
| 0.90 |
| $0 |
| Theodore Hanselman | TRUSTEE | 0.90 | $0 |
| Paul Harrison Jr | TRUSTEE | 0.90 | $0 |
| Margaret Hoag | TRUSTEE | 0.90 | $0 |
| Rev John C Lombard D Min | TRUSTEE | 0.90 | $0 |
| Ruth W Piper | TRUSTEE | 0.90 | $0 |
| James A Saltonstall | TRUSTEE | 0.90 | $0 |
| Nicholas Schmalz | TRUSTEE | 0.90 | $0 |
| Cathleen Summers | TRUSTEE | 0.90 | $0 |
| Ann Marie Teuber Lmft | TRUSTEE | 0.90 | $0 |
| Brenda Wenning | TRUSTEE | 0.90 | $0 |
| Chris Wolfe | TRUSTEE | 0.90 | $0 |
| John Glaser | CHAIRMAN | 3.00 | $0 |
| Tom Woodhouse | VICE-CHAIRMAN | 1.00 | $0 |
| Jeffrey R Williams | TREASURER | 1.00 | $0 |
| Adrienne Smith | CLERK | 1.00 | $0 |
| Christopher J Golen | PRESIDENT/CEO | 60.00 | $447,658 |
| Michael P Matthews | CHIEF FINANCIAL OFFICER | 60.00 | $311,886 |
| Kim Marsden-Ianiro | CHIEF HUMAN RESOURCES OFFICER | 60.00 | $259,174 |
| Anne Brennan | ADMINISTRATOR | 50.00 | $240,282 |
| Brian Butler | DIRECTOR OF FACILITIES | 50.00 | $235,603 |
| Kathy Crosby | DIRECTOR OF SALES | 50.00 | $215,708 |
| Reagan Vetree | DIRECTOR OF DINING | 50.00 | $179,741 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202413209349319021
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323199349308017
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202233199349317938
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103199349304125
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201943199349307469
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201833199349304913
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201703199349306495
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201633209349303413
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.