Civic Intelligence

The Carter Family Charitable Foundation Inc

EIN 20-0984089 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-7.4%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

99%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,098,182

Down $5,217 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,098,182

Down $5,217 (-0.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin27th percentile

Revenue

Up

$70,500

Up $35,122 (+99%) from 2023

Expenses

Down

$75,717

Down $10,396 (-12%) from 2023

Net Income

Up

-$5,217

Up $45,518 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $862,719Liabilities 2010: $0Net Assets 2010: $862,7192010Assets 2011: $844,226Liabilities 2011: $12011Assets 2012: $817,989Liabilities 2012: $0Net Assets 2012: $817,9892012Assets 2013: $834,564Liabilities 2013: $0Net Assets 2013: $834,5642013Assets 2014: $833,675Liabilities 2014: $0Net Assets 2014: $833,6752014Assets 2015: $829,912Liabilities 2015: $0Net Assets 2015: $829,9122015Assets 2016: $790,546Liabilities 2016: $0Net Assets 2016: $790,5462016Assets 2017: $1,165,215Liabilities 2017: $0Net Assets 2017: $1,165,2152017Assets 2018: $1,153,024Liabilities 2018: $0Net Assets 2018: $1,153,0242018Assets 2019: $1,118,601Liabilities 2019: $0Net Assets 2019: $1,118,6012019Assets 2020: $1,067,151Liabilities 2020: $0Net Assets 2020: $1,067,1512020Assets 2021: $1,159,355Liabilities 2021: $0Net Assets 2021: $1,159,3552021Assets 2022: $1,154,134Liabilities 2022: $0Net Assets 2022: $1,154,1342022Assets 2023: $1,103,399Liabilities 2023: $0Net Assets 2023: $1,103,3992023Assets 2024: $1,098,182Liabilities 2024: $0Net Assets 2024: $1,098,1822024

Highlighted filing

2024

Assets$1,098,182
Liabilities$0
Net Assets$1,098,182
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $51,5312010Revenue 2011: $33,975Expenses 2011: $52,468Net Income 2011: -$18,4932011Expenses 2012: $55,2402012Revenue 2013: $62,556Expenses 2013: $45,981Net Income 2013: $16,5752013Revenue 2014: $45,236Expenses 2014: $46,125Net Income 2014: -$8892014Revenue 2015: $44,953Expenses 2015: $48,716Net Income 2015: -$3,7632015Revenue 2016: $18,494Expenses 2016: $57,860Net Income 2016: -$39,3662016Revenue 2017: $435,107Expenses 2017: $60,438Net Income 2017: $374,6692017Revenue 2018: $43,373Expenses 2018: $55,564Net Income 2018: -$12,1912018Revenue 2019: $41,435Expenses 2019: $75,858Net Income 2019: -$34,4232019Revenue 2020: $24,287Expenses 2020: $75,737Net Income 2020: -$51,4502020Revenue 2021: $168,966Expenses 2021: $76,962Net Income 2021: $92,0042021Revenue 2022: $79,325Expenses 2022: $84,546Net Income 2022: -$5,2212022Revenue 2023: $35,378Expenses 2023: $86,113Net Income 2023: -$50,7352023Revenue 2024: $70,500Expenses 2024: $75,717Net Income 2024: -$5,2172024

Highlighted filing

2024

Revenue$70,500
Expenses$75,717
Net Income-$5,217
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,098,182
Liabilities
$0
Net assets
$1,098,182
Revenue
$70,500
Expenses
$75,717
Net income
-$5,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.17$0.08$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.44$0.06$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.03$0.05$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan H CarterVP-$0--
William S CarterPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Carter Family Charitable Foundation Inc
EIN
20-0984089
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William Carter
Title
President
Phone
8008391754
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25000 MITTY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3960 W HEDDING ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54701 N CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 9123 JAF BLG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 9123 JAF BLG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82625 ZANKER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 5278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 5278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111389 E SANTA CLARA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12733 3RD AVE STE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131150 N 1ST ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141150 N 1ST ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15820 N MICHIGAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16500 MONTGOMERY ST STE 820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171381 S 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18310 EDWARDS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19219 BEAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt20254 S SANTA ANITA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21500 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22500 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23500 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24500 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25500 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26200 OCONNOR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2713770 NOEL ROAD STE 801889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt283180 NEWBERRY DRIVE STE 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9HARLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10HARLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SAN JOSE

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