Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2019 • EIN 20-6062344

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 21, 2020

Post Office Box 1465Wilson, NC 27894-1465

(252) 246-4932

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

32nd percentile

-4.7%

Higher net margin than 32% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$765,698

Down $2,433 (-0.3%) from 2018

Net Assets

Down

$765,698

Down $2,433 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$52,270

Down $11,266 (-18%) from 2018

Expenses

Down

$54,703

Down $5,386 (-9.0%) from 2018

Net Income

Down

-$2,433

Down $5,880 (-171%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$765,698
Liabilities$0
Net Assets$765,698

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$52,270
Expenses$54,703
Net Income-$2,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 21, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carter Charitable Foundation Trust
EIN
20-6062344
Phone
2522464932
Address
POST OFFICE BOX 1465, WILSON, NC 27894-1465

Signing Officer

Name
Branch Banking Trust Co
Title
Trustee
Phone
2522464932
Signed
2020-03-21

Preparer

Firm
Brodie Summers & Wilkes Cpas Llp
Address
PO BOX 584, ORANGEBURG, SC 29116-0584
Preparer
Heather D Rhinehart
Phone
8035366866
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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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt048138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0874216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0869461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0893542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0869232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0905136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0947536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt041941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256556
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041941
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041941
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041941
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/UndistributedIncomePYInd0false
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 1465
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0278941465
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DALE JUSTICE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08009038649
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212583
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/TotalGrantOrContriPdDurYrAmt041941
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/AppliedToCurrentYearAmt012819
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029122
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043335
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030516
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029122
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDUCIARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011842
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011842
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION SETTLEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0112
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0112
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt127
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt127
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANCH BANKING TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02522464932
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0206062344
ReturnHeader/Filer/PhoneNum02522464932
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 1465
ReturnHeader/Filer/USAddress/CityNm0WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0278941465
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0924F63794AE83D783C7ADE63439B2E5C07E2C202
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0924F63794AE83D783C7ADE63439B2E5C07E2C202
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.98.238
ReturnHeader/FilingSecurityInformation/IPDt02020-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:19:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570706294
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRODIE SUMMERS & WILKES CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 584
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291160584
ReturnHeader/PreparerPersonGrp/PhoneNum08035366866
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER D RHINEHART
ReturnHeader/ReturnTs02020-04-11T14:19:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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