Civic Intelligence

Carter Family Foundation Inc.

990T • Fiscal year 2021 • EIN 20-4008923

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 06, 2022

Organization Profile
1278 Glenneyre St No 294Laguna Beach, CA 92651-3103

(925) 945-0900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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: $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

Latest loaded filing

2024

Assets$1,063,788
Liabilities$0
Net Assets$1,063,788
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$0
Expenses$226,577
Net Income-$226,577
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 6, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Carter Family Foundation
EIN
20-4008923
Phone
9259450900
Address
1278 GLENNEYRE ST NO 294, LAGUNA BEACH, CA 92651-3103

Signing Officer

Name
Julia Carter
Title
Director
Phone
9259450900
Signed
2022-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
John Brychel
Phone
9257902600
Raw XML Appendix83 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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IRS990T/BooksInCareOfDetail/PersonNm0ARMANINO LLP
IRS990T/BooksInCareOfDetail/PhoneNum09257902600
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094583
IRS990T/BookValueAssetsEOYAmt0912668
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0THE ORGANIZATION WAS A PASSIVE INVESTOR IN VARIOUS PARTNERSHIPS WHICH REPOR
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
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IRS990T/TaxableCorporationAmt00
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IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09259450900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0204008923
ReturnHeader/Filer/PhoneNum09259450900
ReturnHeader/Filer/USAddress/AddressLine1Txt01278 GLENNEYRE ST NO 294
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926513103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012657 ALCOSTA BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834600
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BRYCHEL
ReturnHeader/ReturnTs02022-04-07T12:58:42-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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