Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 20-6062344

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

PO Box 896825Charlotte, NC 28289-6825

(252) 246-4932

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

421%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$911,547

Up $162,338 (+22%) from 2020

Net Assets

Up

$911,547

Up $162,338 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$227,186

Up $183,598 (+421%) from 2020

Expenses

Up

$64,848

Up $4,771 (+7.9%) from 2020

Net Income

Up

$162,338

Up $178,827 (+1085%) from 2020

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

2021

Assets$911,547
Liabilities$0
Net Assets$911,547

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

2021

Revenue$227,186
Expenses$64,848
Net Income$162,338
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.0
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
9843288984
Signed
2022-04-28

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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MAXIM INTEGRATED PRODUCT COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MONSTER BEVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MORGAN STANLEY INSTITUTIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NAVARTIES A G ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NORTHERN TRUST GROUP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NOVO-NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NVIDIA CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PHILLIPS 66 COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RESTAURANT BRANDS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ROCHE HOLDING LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SEI INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THE BOEING COMPANY CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TOUCHSTONE MID CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TOUCHSTONE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITED PARCEL SERVICES B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD DEVELOPED MARKETS INDEX FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VIRTUS KAR SMALL CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INC CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WORKDAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88YUM BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89YUM CHINA HOLDINGS
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020015
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020015
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0162338
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0882959
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0207122
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015954
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050150
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0227186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010588
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0911547
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/DistributableAmountGrp/TotalTaxAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0222
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0222
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025403
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0399205
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0324601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0489828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0636772
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0911547
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01049393
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030882
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0995315
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015393
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050540
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01010804
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01026197
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRUIST BANK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282896825
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050150
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050150
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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
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false

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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