Public Charity

CARLETON-WILLARD FOUNDATION INC

CARLETON-WILLARD FOUNDATION INC is a Public Charity headquartered in BEDFORD, MA. Financial data from the 2024 filing: $186K revenue, $57K expenses, $1.2M total assets. IRS filings disclose 10 grants awarded by this foundation, totaling roughly $136K.

EIN: 205785760 BEDFORD, MA Latest filing: 2024
Total Revenue$186K
Total Expenses$57K
Total Assets$1.2M
Grants Given10
Grant Total$136K
Filing Years2019–2024

Mission

THE CARLETON-WILLARD FOUNDATION, INC. SUPPORT FUND IS A CHARITABLE 501(C)(3) ORGANIZATION CREATED TO SUPPORT THE DEDICATED EMPLOYEES OF CARLETON-WILLARD HOMES, INC., A CONTINUING CARE RETIREMENT COMMUNITY, AND ITS AFFILIATES. ITS MISSION IS EXCLUSIVELY CHARITABLE AND EDUCATIONAL, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Sample Grants Given

WHEELS OF LIFE - TOWN OF BEDFORD
BEDFORD, MA · 2024
PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$52,500
WHEELS OF LIFE - TOWN OF BEDFORD
BEDFORD, MA · 2022
PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$10,500
WHEELS OF LIFE - TOWN OF BEDFORD
BEDFORD, MA · 2020
PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$10,500
WHEELS OF LIFE - TOWN OF BEDFORD
BEDFORD, MA · 2019
PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$21,000
WHEELS OF LIFE - TOWN OF BEDFORD
BEDFORD, MA · 2018
PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$21,000

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

TRUSTEE Adrienne Smith
CLERK Ann Marie Teuber Lmft
PRESIDENT & CEO Christopher J Golen
TRUSTEE James A Saltonstall
TREASURER Jeffrey R Williams
TRUSTEE John E Cupples

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
$136,500 6 grants

Financial Trends

Year Revenue Expenses Assets
2024 $186K $57K $1.2M
2023 $38K $4K $935K
2022 $11K $14K $810K
2020 $20K $18K $835K
2019 $34K $50K $760K

Between 2019 and 2024, reported annual revenue grew from $34K to $186K (+452%), with total assets most recently reported at $1.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

MA

Full geographic grant map with state-by-state breakdown available with membership.

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