Civic Intelligence

The Carter Family Charitable Trust

EIN 05-6093256 • Little Compton, RI

PO Box 179Little Compton, RI 02837
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

2nd percentile

-236%

Higher net margin than 2% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$110,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

15th percentile

-4.2%

Faster asset growth than 15% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$43,897,917

Down $1,915,288 (-4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,897,917

Down $1,915,288 (-4.2%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin2nd percentile

Revenue

Down

$811,820

Down $464,114 (-36%) from 2023

Expenses

Down

$2,727,108

Down $178,972 (-6.2%) from 2023

Net Income

Down

-$1,915,288

Down $285,142 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2012: $5,670,233Liabilities 2012: $12012Assets 2013: $4,903,477Liabilities 2013: $0Net Assets 2013: $4,903,4772013Assets 2014: $4,037,510Liabilities 2014: $0Net Assets 2014: $4,037,5102014Assets 2015: $3,790,973Liabilities 2015: $0Net Assets 2015: $3,790,9732015Assets 2016: $3,857,857Liabilities 2016: $0Net Assets 2016: $3,857,8572016Assets 2017: $4,003,929Liabilities 2017: $0Net Assets 2017: $4,003,9292017Assets 2019: $42,377,588Liabilities 2019: $0Net Assets 2019: $42,377,5882019Assets 2020: $43,903,880Liabilities 2020: $0Net Assets 2020: $43,903,8802020Assets 2021: $45,507,590Liabilities 2021: $0Net Assets 2021: $45,507,5902021Assets 2022: $46,177,642Liabilities 2022: $0Net Assets 2022: $46,177,6422022Assets 2023: $45,813,205Liabilities 2023: $0Net Assets 2023: $45,813,2052023Assets 2024: $43,897,917Liabilities 2024: $0Net Assets 2024: $43,897,9172024

Highlighted filing

2024

Assets$43,897,917
Liabilities$0
Net Assets$43,897,917
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2012: $1,228,355Expenses 2012: $934,880Net Income 2012: $293,4752012Revenue 2013: $266,224Expenses 2013: $989,893Net Income 2013: -$723,6692013Revenue 2014: $133,090Expenses 2014: $1,013,297Net Income 2014: -$880,2072014Revenue 2015: $177,120Expenses 2015: $422,729Net Income 2015: -$245,6092015Revenue 2016: $226,611Expenses 2016: $158,770Net Income 2016: $67,8412016Revenue 2017: $198,023Expenses 2017: $50,960Net Income 2017: $147,0632017Revenue 2019: $29,738,245Expenses 2019: $356,105Net Income 2019: $29,382,1402019Revenue 2020: $2,967,074Expenses 2020: $1,274,427Net Income 2020: $1,692,6472020Revenue 2021: $4,362,619Expenses 2021: $2,691,845Net Income 2021: $1,670,7742021Revenue 2022: $4,994,922Expenses 2022: $2,978,375Net Income 2022: $2,016,5472022Revenue 2023: $1,275,934Expenses 2023: $2,906,080Net Income 2023: -$1,630,1462023Revenue 2024: $811,820Expenses 2024: $2,727,108Net Income 2024: -$1,915,2882024

Highlighted filing

2024

Revenue$811,820
Expenses$2,727,108
Net Income-$1,915,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,897,917
Liabilities
$0
Net assets
$43,897,917
Revenue
$811,820
Expenses
$2,727,108
Net income
-$1,915,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$0.81$2.73$1.92
2023Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$1.28$2.91$1.63
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$4.99$2.98$2.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.5$0.00$45.5$4.36$2.69$1.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.00$43.9$2.97$1.27$1.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$0.00$42.4$29.7$0.36$29.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.20$0.05$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.23$0.16$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.18$0.42$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.13$1.01$0.88
2013Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.27$0.99$0.72
2012Summary only. Only limited summary data is available for this year.$5.67$0.00$1.23$0.93$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD G SMALLTrusteePT$110,000-$110,000
JOHN S CARTER IIITrusteePT$100,000-$100,000
LETITIA M CARTERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Carter Family Charitable Trust
EIN
05-6093256
Phone
4012766582
Address
PO BOX 179, LITTLE COMPTON, RI 02837

Signing Officer

Name
Richard G Small
Title
Trustee
Phone
4012766582
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
500 EXCHANGE STREET SUITE 9-100, PROVIDENCE, RI 02903
Preparer
Edward Pieroni
Phone
4014214800
Raw XML Appendix343 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EXCHANGE TRADE PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0295545
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN S CARTER III
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD G SMALL JOHN S CARTER III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02800 FINANCIAL PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04012766582
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTPS://CARTERTRUSTFUNDS.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST INCLUDING FULL DETAILS AS TO HOW GRANT WILL BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD G SMALL JOHN S CARTER III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04012766582
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 179
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LITTLE COMPTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002837
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE QUALIFIED 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LETITIA M CARTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02141555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RHODE ISLAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 UNION STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002903
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02141555
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0185260
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02141555
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02306033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02326815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02120773
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02141555
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GENERAL GOVERNANCE AND COUNSEL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0240
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0240
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017965
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017965
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13070
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04752
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04752
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0307308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0307308
TaxesSchedule/TaxesDetail/Amt030485
TaxesSchedule/TaxesDetail/Amt110000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX FYE 6/30/24 ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030485
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G SMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04012766582
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARTER FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0056093256
ReturnHeader/Filer/PhoneNum04012766582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 179
ReturnHeader/Filer/USAddress/CityNm0LITTLE COMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002837
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EXCHANGE STREET SUITE 9-100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014214800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD PIERONI
ReturnHeader/ReturnTs02025-05-14T13:57:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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