Civic Intelligence

Carter Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-4008923

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 12, 2015

Organization Profile
PO Box 246Diablo, CA 94528

(925) 945-0900

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

431%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,049,061

Down $14,731 (-0.7%) from 2014

Net Assets

Down

$2,049,061

Down $14,731 (-0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin33rd percentile

Revenue

Up

$352,339

Up $285,938 (+431%) from 2014

Expenses

Up

$365,178

Up $200,885 (+122%) from 2014

Net Income

Up

-$12,839

Up $85,053 (+87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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: $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

2015

Assets$2,049,061
Liabilities$0
Net Assets$2,049,061
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $38,0602011Expenses 2012: $37,0332012Revenue 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

2015

Revenue$352,339
Expenses$365,178
Net Income-$12,839
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK S CARTERDirector-$0--
JULIA H CARTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carter Family Foundation
EIN
20-4008923
Phone
9259450900
Address
PO BOX 246, DIABLO, CA 94528

Signing Officer

Name
Mark Carter
Title
Director
Phone
9259450900
Signed
2015-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BOULEVARD SUITE 500, SAN RAMON, CA 94583-4600
Preparer
John Brychel
Phone
9257902600
Raw XML AppendixShowing 400 of 401 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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AppliedToPriorYearElection/ElectionDesc0ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2)CONSISTENT WITH THE ABOVE REGULATIONS, THE CARTER FAMILY FOUNDATION HEREBY ELECTS TO HAVE DISTRIBUTIONS MADE DURING ITS TAXABLE YEAR ENDED JUNE 30, 2015 APPLIED: - FIRST AGAINST THE UNDISTRIBUTED INCOME FOR THE YEAR ENDED JUNE 30, 2013,- NEXT AGAINST THE UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR ENDED JUNE 30, 2014,- LASTLY AGAINST THE TAXABLE YEAR ENDED JUNE 30, 2015.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0331947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.173343
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0330347
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0331947
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01600
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0331947
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARMANINO LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012657 ALCOSTA BLVD SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN RAMON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094583
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09257902600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK S CARTER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JULIA H CARTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT EARLY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE CAREER COUNSELING DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATHENIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UC REGENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02100 MT DIABLO SCENIC BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1DEPARTMENT OF ATHLETICS 195 HAAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PAVILION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DANVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1947204422
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0325000
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/AppliedToCurrentYearAmt0116388
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0106891
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108668
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108668
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0331947
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108668
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0106891
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK AND JULIA CARTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 246
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DIABLO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094528
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE FROM BIG TREE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0693375
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0693375
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01892
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1580
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt231541
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1580
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231541
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0ESPLANADE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt1VINTAGE NOTE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt2CROSS POINTE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt010.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt110.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt210.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc1CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc2CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02011-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt12010-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt22015-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt2100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt1INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt2INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02006-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt12006-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt22010-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt1AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt2AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt1REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt2REAL PROPERTY
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09259450900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0204008923
ReturnHeader/Filer/PhoneNum09259450900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 246
ReturnHeader/Filer/USAddress/CityNm0DIABLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094528
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012657 ALCOSTA BOULEVARD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834600
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BRYCHEL
ReturnHeader/ReturnTs02015-10-14T15:54:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,049,061
Liabilities
$0
Net assets
$2,049,061
Revenue
$352,339
Expenses
$365,178
Net income
-$12,839
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
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