Civic Intelligence

Carter Charitable Foundation Trust

EIN 20-6062344 • Charlotte, NC

PO Box 896825Charlotte, NC 28289-6825
Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2022

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$875,268

Down $22,001 (-2.5%) from 2023

Liabilities

Up

$7,696

Up $7,696 from 2023

Net Assets

Down

$867,572

Down $29,697 (-3.3%) from 2023

Revenue

Up

$61,891

Up $54,388 (+725%) from 2023

Expenses

Up

$91,588

Up $80,807 (+750%) from 2023

Net Income

Down

-$29,697

Down $26,419 (-806%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $769,297Liabilities 2011: $0Net Assets 2011: $769,2972011Assets 2012: $763,954Liabilities 2012: $12012Assets 2013: $806,682Liabilities 2013: $0Net Assets 2013: $806,6822013Assets 2014: $841,267Liabilities 2014: $0Net Assets 2014: $841,2672014Assets 2015: $812,816Liabilities 2015: $0Net Assets 2015: $812,8162015Assets 2016: $785,197Liabilities 2016: $0Net Assets 2016: $785,1972016Assets 2017: $764,684Liabilities 2017: $0Net Assets 2017: $764,6842017Assets 2018: $768,131Liabilities 2018: $0Net Assets 2018: $768,1312018Assets 2019: $765,698Liabilities 2019: $0Net Assets 2019: $765,6982019Assets 2020: $749,209Liabilities 2020: $0Net Assets 2020: $749,2092020Assets 2021: $911,547Liabilities 2021: $0Net Assets 2021: $911,5472021Assets 2022: $900,547Liabilities 2022: $0Net Assets 2022: $900,5472022Assets 2023: $897,269Liabilities 2023: $0Net Assets 2023: $897,2692023Assets 2024: $875,268Liabilities 2024: $7,696Net Assets 2024: $867,5722024

Highlighted filing

2024

Assets$875,268
Liabilities$7,696
Net Assets$867,572

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $60,6712011Revenue 2012: $54,492Expenses 2012: $59,835Net Income 2012: -$5,3432012Revenue 2013: $103,451Expenses 2013: $60,723Net Income 2013: $42,7282013Revenue 2014: $98,390Expenses 2014: $63,805Net Income 2014: $34,5852014Revenue 2015: $35,084Expenses 2015: $62,371Net Income 2015: -$27,2872015Revenue 2016: $30,009Expenses 2016: $57,628Net Income 2016: -$27,6192016Revenue 2017: $38,045Expenses 2017: $58,558Net Income 2017: -$20,5132017Revenue 2018: $63,536Expenses 2018: $60,089Net Income 2018: $3,4472018Revenue 2019: $52,270Expenses 2019: $54,703Net Income 2019: -$2,4332019Revenue 2020: $43,588Expenses 2020: $60,077Net Income 2020: -$16,4892020Revenue 2021: $227,186Expenses 2021: $64,848Net Income 2021: $162,3382021Revenue 2022: $54,378Expenses 2022: $65,378Net Income 2022: -$11,0002022Revenue 2023: $7,503Expenses 2023: $10,781Net Income 2023: -$3,2782023Revenue 2024: $61,891Expenses 2024: $91,588Net Income 2024: -$29,6972024

Highlighted filing

2024

Revenue$61,891
Expenses$91,588
Net Income-$29,697

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.75$0.08$8.68$0.62$0.92$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.54$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.27$0.65$1.62
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.44$0.60$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.52$0.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.64$0.60$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.38$0.59$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.30$0.58$0.28
2015Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.35$0.62$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.98$0.64$0.35
2013Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.03$0.61$0.43
2012Summary only. Only limited summary data is available for this year.$7.64$0.00$0.54$0.60$0.05
2011Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carter Charitable Foundation Trust
EIN
20-6062344
Phone
2522464932
Address
PO BOX 896825, CHARLOTTE, NC 28289-6825

Signing Officer

Name
Truist Bank
Title
Trustee
Phone
4042148966
Signed
2025-04-23

Preparer

Firm
Rhinehart & Summers Cpas LLC
Address
PO BOX 584, ORANGEBURG, SC 29116-0584
Preparer
Heather D Rhinehart
Phone
8035366866
Raw XML Appendix364 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTANTS
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0TRUIST STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1TRUIST STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01120341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1266495
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01147296
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1267784
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt026955
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC COMMON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AIR LEASE CORP MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN HONDA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ANNHEUSER-BUSCH COS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BANK OF NOVA SCOTIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7BANK OF NY MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BAT INTL FINANCE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9BP CAP MARKET AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CANADIAN IMP BK CONV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11COMAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CVS CAREMARK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13DISCOVERY COMMUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14DODGE & COX INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15DOUBLELINE TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16DUKE ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17FIFTH THIRD BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18GENERAL MOTORS FINL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19GOLDMAN SACHS COMMON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20GOLMAN SCHS GWP PRT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21HAWAII ST 1.518%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22HUNTINGTON BANCSHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23ISHARES 20+ TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24ISHARES 5-10 Y INV GRADE COPR ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25ISHARES CORE US AGGREGATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26JOHN DEERE CAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27JP MORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28KINDER MORGAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29LOCKHEED MARTIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30LOWE'S COMPANIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31MASSACHUSETTS STATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33NASSAU COUNTY NY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34NEW YORK STATE URBAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35NUCOR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36PIMA CNTY PLEDGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37PNC FINANCIALS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38PUBLIC SERVICE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39REALTY INCOME CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40ROYAL BANK CANADA MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41SCHLUMBERGER LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42SIMON PROPERTY GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43TEXAS STATE A&M
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44TORONTO-DOMINION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45UNITEDHEALTH GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46UNIVERSITY OF CALIFORNIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47US TREASURY NOTE .625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48US TREASURY NOTE 1.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49US TREASURY NOTE 1.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50US TREASURY NOTE 2.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51US TREASURY NOTE 2.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52US TREASURY NOTE 2.750%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53US TREASURY NOTE 3.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm54US TREASURY NOTE 3.250%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55US TREASURY NOTE 3.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56US TREASURY NOTE 3.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57US TREASURY NOTE 4.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58US TREASURY NOTE 4.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59WELLS FARGO & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60WESTPAC BANKING CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0174169
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt137403
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt237127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3189979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0173825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt135979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt236108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3186823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt540388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6133606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt726553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1162468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt543204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6176604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt729204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt820616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1186255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE COMPUTER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ARTISAN INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CITIGROUP INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COHEN & STEERS REALTY SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA US L/C VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DFS US SMALL CAP PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EATON VANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GQG PART EMERG MKTS EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HARTFORD DIVIDEND & GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES S&P 500 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JOHCM INTERNATIONAL SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15LOOMIS SAYLES GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SPDR BLOOMBERG 1-3 MONTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17T MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18T ROWE PRICE INTEGRATED US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD DIVIDEND APPREC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD FTSE DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VANGUARD RUSSELL 1000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VMWARE INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027438
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt034279
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0174
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027612
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt034279
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt061891
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06035
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069270
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027438
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027438
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-29697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01421115
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034279
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07926
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt069270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt091588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt061891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0867572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0897269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0867572
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046525
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046525
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046525
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046682
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/DistributableAmountGrp/TotalTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0157
IRS990PF/FMVAssetsEOYAmt0952564
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048455
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0196
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0384219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0438678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0432735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0464595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0407838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0491077
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07696
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0897269
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0867572
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0897269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0875268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0952564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07696
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0897269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0875268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0897269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0867572
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0947862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031385
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0916477
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046682
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0933644
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0947862
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRUIST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 896825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282896825
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt069270
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt069270
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 896825
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0282896825
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAELLE FORD
IRS990PF/StatementsRegardingActyGrp/PhoneNum09843288984
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220781
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0USC SCHOOL OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLEMSON UNIVERSITY IPTAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WINTHROP UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OFFICE OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN BERT HENDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2OFFICE OF PLANNED GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2126 TILLMAN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCK HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229733
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069270
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025506
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043764
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046525
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt025506
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt025506
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069270
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt025506
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021019
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043764
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDUCIARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013142
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0174
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0174
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO ENDOWMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07696
TaxesSchedule/TaxesDetail/Amt07926
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07926
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042148966
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0206062344
ReturnHeader/Filer/PhoneNum02522464932
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 896825
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282896825
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920971496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHINEHART & SUMMERS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 584
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291160584
ReturnHeader/PreparerPersonGrp/PhoneNum08035366866
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER D RHINEHART
ReturnHeader/ReturnTs02025-04-28T16:11:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.