Civic Intelligence

Carter Family Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-4008923

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 09, 2013

PO Box 24694528
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,148,072

Flat from 2013

Net Assets

$2,148,072

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$82,394

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

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: $1,893,630Liabilities 2011: $0Net Assets 2011: $1,893,6302011Assets 2012: $1,798,561Liabilities 2012: $0Net Assets 2012: $1,798,5612012Assets 2013: $2,148,072Liabilities 2013: $0Net Assets 2013: $2,148,0722013Assets 2013: $2,148,072Liabilities 2013: $12013Assets 2014: $2,063,792Liabilities 2014: $0Net Assets 2014: $2,063,7922014Assets 2015: $2,049,061Liabilities 2015: $0Net Assets 2015: $2,049,0612015Assets 2016: $1,977,059Liabilities 2016: $0Net Assets 2016: $1,977,0592016Assets 2017: $1,878,676Liabilities 2017: $0Net Assets 2017: $1,878,6762017Assets 2018: $1,387,713Liabilities 2018: $0Net Assets 2018: $1,387,7132018Assets 2019: $1,147,722Liabilities 2019: $0Net Assets 2019: $1,147,7222019Assets 2020: $915,493Liabilities 2020: $0Net Assets 2020: $915,4932020Assets 2021: $912,668Liabilities 2021: $0Net Assets 2021: $912,6682021Assets 2022: $1,000,349Liabilities 2022: $0Net Assets 2022: $1,000,3492022Assets 2023: $1,290,365Liabilities 2023: $0Net Assets 2023: $1,290,3652023Assets 2024: $1,063,788Liabilities 2024: $0Net Assets 2024: $1,063,7882024

Highlighted filing

2013

Assets$2,148,072
Liabilities$0
Net Assets$2,148,072

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $38,0602011Expenses 2012: $37,0332012Expenses 2013: $82,3942013Revenue 2013: $319,669Expenses 2013: $82,394Net Income 2013: $237,2752013Revenue 2014: $66,401Expenses 2014: $164,293Net Income 2014: -$97,8922014Revenue 2015: $352,339Expenses 2015: $365,178Net Income 2015: -$12,8392015Revenue 2016: $314,128Expenses 2016: $386,130Net Income 2016: -$72,0022016Revenue 2017: $509,263Expenses 2017: $607,646Net Income 2017: -$98,3832017Revenue 2018: $43,834Expenses 2018: $534,797Net Income 2018: -$490,9632018Revenue 2019: $41,048Expenses 2019: $281,039Net Income 2019: -$239,9912019Revenue 2020: $0Expenses 2020: $232,229Net Income 2020: -$232,2292020Revenue 2021: $10Expenses 2021: $2,835Net Income 2021: -$2,8252021Revenue 2022: $291,128Expenses 2022: $203,447Net Income 2022: $87,6812022Revenue 2023: $262,811Expenses 2023: $240,455Net Income 2023: $22,3562023Revenue 2024: $0Expenses 2024: $226,577Net Income 2024: -$226,5772024

Highlighted filing

2013

Revenue-
Expenses$82,394
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK S CARTERDirector-$0--
JULIA H CARTERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUC REGENTSTO SUPPORT THE CAREER COUNSELING DEPARTMENTPUBLIC CHARITYBERKELEY, CA, US$45,000
Filing and Contact Details

Filer

EIN
20-4008923
Raw XML AppendixShowing 400 of 443 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/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied01
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0MARK S CARTER
IRS990PF/SupplementaryInformation/ContributingManager1JULIA H CARTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount045000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO SUPPORT THE CAREER COUNSELING DEPARTMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UC REGENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10DEPARTMENT OF ATHLETICS 195 HAAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20PAVILION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0947204422
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear045000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1056096
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0115648
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions056096
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount2020818
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0115648
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear076914
OtherDecreasesSchedule/OtherDecreases/Amount03409
OtherDecreasesSchedule/OtherDecreases/Description0GAIN/(LOSS) ON FX TRANSLATION
OtherExpensesSchedule/OtherExpenses/Description0LICENSES & FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2OTHER EXPENSES FROM PASSTHROUGH ENTITIES
OtherExpensesSchedule/OtherExpenses/Description3OTHER
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome14763
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome25375
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks14763
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks25375
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks311402
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome033
OtherIncomeSchedule2/OtherIncome/Description0INCOME TAXED AS UBI
OtherIncomeSchedule2/OtherIncome/Description1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-170
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome133
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks033
OtherIncreasesSchedule/OtherIncreases/Amount0115645
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue30
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue40
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine10SHARPS AND FLATS - SEQUOIA EQUITIES X LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine11ESPLANADE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine12VINTAGE NOTE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine13ALIZE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine14CROSS POINTE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv30
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv40
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote02007-03
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote12006-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote22006-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote32010-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote42010-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration1CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration2CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration3CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration4CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate010.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate110.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate210.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate310.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate410.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate02012-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate12011-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate22010-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate32014-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate42015-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan0400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan2200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan3100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan4100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan1INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan2INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan3INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan4INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms0AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms1AT MATURITY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.23$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.26$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.29$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.53$0.49
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.51$0.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.31$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.35$0.37$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.16$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.08
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.32$0.08$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.04