Civic Intelligence

Carpenter Foundation Inc.

990PF • Fiscal year 2022 • EIN 51-6015354

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

PO Box 732Montchanin, DE 19710

(302) 655-1344

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-321%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-2.8%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,577,420

Down $182,428 (-10%) from 2021

Net Assets

Down

$1,577,420

Down $182,428 (-10%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$56,812

Down $1,644 (-2.8%) from 2021

Expenses

Up

$239,240

Up $120,562 (+102%) from 2021

Net Income

Down

-$182,428

Down $122,206 (-203%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $813,610Liabilities 2011: $0Net Assets 2011: $813,6102011Assets 2012: $2,228,287Liabilities 2012: $0Net Assets 2012: $2,228,2872012Assets 2013: $2,167,752Liabilities 2013: $0Net Assets 2013: $2,167,7522013Assets 2014: $2,120,158Liabilities 2014: $0Net Assets 2014: $2,120,1582014Assets 2015: $2,083,794Liabilities 2015: $0Net Assets 2015: $2,083,7942015Assets 2016: $2,032,488Liabilities 2016: $0Net Assets 2016: $2,032,4882016Assets 2018: $1,938,012Liabilities 2018: $0Net Assets 2018: $1,938,0122018Assets 2019: $1,879,389Liabilities 2019: $0Net Assets 2019: $1,879,3892019Assets 2020: $1,820,070Liabilities 2020: $0Net Assets 2020: $1,820,0702020Assets 2021: $1,759,848Liabilities 2021: $0Net Assets 2021: $1,759,8482021Assets 2022: $1,577,420Liabilities 2022: $0Net Assets 2022: $1,577,4202022Assets 2023: $1,472,365Liabilities 2023: $0Net Assets 2023: $1,472,3652023Assets 2024: $1,420,313Liabilities 2024: $0Net Assets 2024: $1,420,3132024

Highlighted filing

2022

Assets$1,577,420
Liabilities$0
Net Assets$1,577,420

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $43,5022011Expenses 2012: $119,0012012Revenue 2013: $71,422Expenses 2013: $131,958Net Income 2013: -$60,5362013Revenue 2014: $69,797Expenses 2014: $117,391Net Income 2014: -$47,5942014Revenue 2015: $81,311Expenses 2015: $117,675Net Income 2015: -$36,3642015Revenue 2016: $66,730Expenses 2016: $118,037Net Income 2016: -$51,3072016Revenue 2018: $63,300Expenses 2018: $119,052Net Income 2018: -$55,7522018Revenue 2019: $61,711Expenses 2019: $120,334Net Income 2019: -$58,6232019Revenue 2020: $60,288Expenses 2020: $119,607Net Income 2020: -$59,3192020Revenue 2021: $58,456Expenses 2021: $118,678Net Income 2021: -$60,2222021Revenue 2022: $56,812Expenses 2022: $239,240Net Income 2022: -$182,4282022Revenue 2023: $56,770Expenses 2023: $161,825Net Income 2023: -$105,0552023Revenue 2024: $62,691Expenses 2024: $114,743Net Income 2024: -$52,0522024

Highlighted filing

2022

Revenue$56,812
Expenses$239,240
Net Income-$182,428
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RRM Carpenter IVPres/Trustee-$0--
David HC CarpenterVP/Trustee-$0--
Lucinda C CarpenterSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of Delawareathletic facilitiesPCNewark, DE, US$125,988
Paid GrantChristiana Care Foundationcancer researchPCWilmington, DE, US$50,000
Paid GrantBoys and Girls Clubs of DelawareAnnual Fund for KidsPCWilmington, DE, US$15,000
Paid GrantDFRC Incservices for children with disabilitiesPCNewark, DE, US$12,000
Paid GrantDucks Unlimited IncGeneral operating supportPCMemphis, TN, US$10,000
Paid GrantThe Pilot SchoolAnnual FundPCWilmington, DE, US$10,000
Paid GrantCamp Barnes Inc2023 Camping SeasonPCGeorgetown, DE, US$2,500
Paid GrantCanine Partners for LifeGeneral operating supportPCCochranville, PA, US$2,000
Filing and Contact Details

Filer

Filer Name
Carpenter Foundation Inc
EIN
51-6015354
Phone
3026551344
Address
PO Box 732, Montchanin, DE 19710

Signing Officer

Name
R R M Carpenter IV
Title
President
Phone
3026551344
Signed
2023-05-02

Preparer

Firm
Griz Inc
Address
2305 Pennsylvania Ave, Wilmington, DE 19806
Preparer
Rachael S Leberstien
Phone
3026551344
Raw XML Appendix346 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RRM Carpenter IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David HC Carpenter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lucinda C Carpenter
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2cancer research
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General operating support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Ducks Unlimited Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Pilot School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Camp Barnes Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0669 South Union St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1640 Plaza Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24000 Nexus Dr Suite W3-300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt383 East Main Street 3rd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4334 Fages Manor Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 Waterfowl Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6208 Woodlawn Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt723652 Shortly Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newark
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Newark
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cochranville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Wilmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Georgetown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719947
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0227488
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084911
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07225
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142972
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0142972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235108
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0142972
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142972
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07225
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt01497553
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0Knollwood Inc
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt01497553
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0disqualified person
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.03250000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0stock
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02032-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt02309786
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0Repurchase shares of Knollwood Inc stock
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02012-09
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0Principal and interest due annually
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0Company assets
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1DE Franchise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01600
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0R R M Carpenter IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03026551344
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carpenter Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0516015354
ReturnHeader/Filer/PhoneNum03026551344
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 732
ReturnHeader/Filer/USAddress/CityNm0Montchanin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019710
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113664406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Griz Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02305 Pennsylvania Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03026551344
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachael S Leberstien
ReturnHeader/ReturnTs02023-05-11T08:09:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0R R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Carpenter IV
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.06$0.11$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.06$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.24$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.06$0.12$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.06$0.12$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.06$0.12$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.06$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.07$0.12$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.07$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07$0.13$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.12
2011Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04