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Carleton-Willard Foundation INC FY2020 filing

Tax-deductible

Bedford, MA501(c)(3)Foundations & GrantmakersEIN 20-5785760Revenue $20K in FY2020

On file with the IRScwvillage.org100 Old Billerica Rd, 01730-1267 · Bedford, MATax-exempt since Oct 2007Supporting organization — 509(a)(3)

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The Foundation was established as a fundraising resource for Carleton-Willard homes, INC.(cwh), to support cwh in carrying out its exempt purpose, that of helping the elderly with their housing, medical and social needs.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $31K a year · 56% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
21 mo
of spending, in cash
Looks good: 20.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$214K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20K
Spent
$18K
To programs
86%
Net assets
$621K
By yearFY2020–FY2024
Revenue
$20K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$20K
FY2021$17K
FY2022$11K
FY2023$38K
FY2024$186K
Expenses
$18K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$25K
FY2022$14K
FY2023$4K
FY2024$57K
Net assets
$621K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$621K
FY2021$705K
FY2022$598K
FY2023$721K
FY2024$951K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $16K Management & general 14% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
Barbara a Doyle
Pres/CEO/Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Carleton-Willard Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds to help elderly people with housing, medical, and social needs.

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Provided by the organization

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2 programs · $16K · in their own filed words · FY2020
01

Provides grants to the town of bedford to operate the wheels of life program providing seniors transportation to medical appointments.

$10Kprogram expense
02

Provides lunch to seniors in the town of bedford through minuteman senior services three times per week. Approximately 1,200 meals were provided in 2020.

$5Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $94K · 2020–2024
Wheels of Life - Town of BedfordFY2024$52,500
Wheels of Life - Town of BedfordFY2022$10,500
Wheels of Life - Town of BedfordFY2021$21,000
Wheels of Life - Town of BedfordFY2020$10,500

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$20K
Ln 12
Investment incomeLn 3$11K
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$3K
Money outPt IX
$18K
Ln 25
Programscol B$16K
Managementcol C$2K
Owns and owesPt X
$621K
net assets · Ln 32
Cash and savingsLn 1–2$31K
Total assetsLn 16$835K
LiabilitiesLn 26$214K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$3K
Investment incomeLn 3$11K
Gains on assetsLn 7−$18
Total revenueLn 12$20K
Assets in detailPt X, end of year
CashLn 1$31K
Cash and savings togetherLn 1–2$31K
InvestmentsLn 11–13$729K
Other assetsLn 15$75K
Total assetsLn 16$835K
LiabilitiesLn 26$214K
Net assetsLn 32$621K
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$32K$31K
InvestmentsLn 11–13$653K$729K
Total assetsLn 16$760K$835K
LiabilitiesLn 26$208K$214K
Net assetsLn 32$552K$621K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K$16K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$36$36
Office expensesLn 13$15$15
Total functional expensesLn 25$18K$16K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $186K$57K$129K$951K 990 PDF
FY2023 $38K$4K$34K$721K 990 PDF
FY2022 $11K$14K−$3K$598K 990 PDF
FY2021 $17K$25K−$8K$705K 990 PDF
FY2020 Viewing $20K$18K$2K$621K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $19,667 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,841$5,000
I-9 Program service revenuePrior year $19,503$3,283
I-10 Investment incomePrior year $9,279$11,384
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $33,623$19,667
I-13 Grants and similar amounts paidPrior year $47,188$15,533
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,172$2,497
I-18 Total expensesPrior year $50,360$18,030
I-19 Revenue less expensesPrior year −$16,737$1,637
Part VI · Governance 13 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $19,667 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,000
VIII-1h Total contributions, gifts and grants$5,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,283$3,283
VIII-3 Investment incomeExcluded from tax $11,402$11,402
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$18−$18
VIII-12 Total revenueRelated to mission $3,283 · Unrelated business $0 · Excluded from tax $11,384$19,667
Part IX · Statement of functional expenses $18,030 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $15,533$15,533
IX-11f Investment management feesManagement $2,446$2,446
IX-11g Other fees for servicesPrograms $36$36
IX-13 Office expensesPrograms $15$15
IX-25 Total functional expensesPrograms $15,584 · Management $2,446 · Fundraising $0$18,030
Part X · Balance sheet $835,070 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $32,160$31,134
X-11 Publicly traded securitiesStart of year $84,403$94,535
X-12 Other securitiesStart of year $568,474$634,264
X-15 Other assetsStart of year $75,302$75,137
X-16 Total assetsStart of year $760,339$835,070
X-17 Accounts payable and accrued expensesStart of year $2,970$2,154
X-25 Other liabilitiesStart of year $205,229$212,092
X-26 Total liabilitiesStart of year $208,199$214,246
X-27 Net assets without donor restrictionsStart of year $552,140$620,824
X-32 Total net assets or fund balancesStart of year $552,140$620,824
X-33 Total liabilities and net assetsStart of year $760,339$835,070
Part XI · Reconciliation of net assets $620,824 net assets at year end
XI-1 Total revenue$19,667
XI-2 Total expenses$18,030
XI-3 Revenue less expenses$1,637
XI-4 Net assets at start of year$552,140
XI-5 Net unrealized gains (losses) on investments$67,492
XI-9 Other changes in net assets−$445
XI-10 Net assets at end of year$620,824

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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