Carter Foundation

990PF • Fiscal year 2020 • EIN 52-2037253

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

212 Van Buren St NWWashington, DC 20012

(202) 243-7331

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

-98%

Faster asset growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$19,378

Down $804,157 (-98%) from 2019

Net Assets

Down

$19,378

Down $804,157 (-98%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Down

Down $55,303 (-100%) from 2019

Expenses

Down

$2,000

Down $8,743 (-81%) from 2019

Net Income

Down

-$2,000

Down $46,560 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2020

Assets$19,378

Liabilities$0

Net Assets$19,378

Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2020

Revenue$0

Expenses$2,000

Net Income-$2,000

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 15, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD S CARTER	President	-	$0	-	-
LARRY D BAILEY	Director	-	$0	-	-
MICHAEL J COBB	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Carter Foundation
EIN: 52-2037253
Phone: 2022437331
Address: 212 VAN BUREN ST NW, WASHINGTON, DC 20012

Signing Officer

Name: Richard S Carter
Title: Exectutive Director
Signed: 2021-11-15
Discuss with paid preparer: No

Preparer

Firm: BCA Financial
Address: 1050 Connecticut Ave NW suite 500, Washington, DC 20036
Preparer: Michael J Cobb
Phone: 2027783440

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RICHARD S CARTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	LARRY D BAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHAEL J COBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	212 VAN BUREN ST NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	2762 UNICORN LANE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	7816 MORNINGSIDE DR NW
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	2000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	2000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	2000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	RICHARD S CARTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	212 VAN BUREN ST NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WASHINGTON
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	MOST PURE HEART OF MARY CATHOLIC CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	304 SENGSTAK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MOBILE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	10000
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	10000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	2000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	2000
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	10000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	802157
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PRIOR PERIOD ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD S CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	EXECTUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CART
ReturnHeader/Filer/EIN	0	522037253
ReturnHeader/Filer/PhoneNum	0	2022437331
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	212 VAN BUREN ST NW
ReturnHeader/Filer/USAddress/CityNm	0	WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DC
ReturnHeader/Filer/USAddress/ZIPCd	0	20012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BCA Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1050 Connecticut Ave NW suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	20036
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2027783440
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL J COBB
ReturnHeader/ReturnTs	0	2021-11-15T02:52:48-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CARTER
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,378
Liabilities: $0
Net assets: $19,378
Revenue: $0
Expenses: $2,000
Net income: -$2,000

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.53	$0.00	$1.53	$0.08	$0.00	$0.08
2023Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.19	$0.01	$0.18
2022Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.10	$0.01	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.16	$0.02	$0.14
2020Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.00	$0.00	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.06	$0.01	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.07	$0.06	$0.01
2015Summary only. Only limited summary data is available for this year.	$0.86	$0.00		$0.12	$0.02	$0.11