Civic Intelligence

The Robert and Bessie Carter Foundation

EIN 54-1254224 • Henrico, VA

1602 Rolling Hills Drive Ste 110Henrico, VA 23229-5012
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

35th percentile

-7.2%

Higher net margin than 35% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-1.2%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

33%

Faster revenue growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$228,913

Down $2,734 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$228,913

Down $2,734 (-1.2%) from 2024

Revenue

Up

$37,926

Up $9,494 (+33%) from 2024

Expenses

Up

$40,660

Up $1,696 (+4.4%) from 2024

Net Income

Up

-$2,734

Up $7,798 (+74%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $201,097Liabilities 2012: $02012Assets 2013: $213,319Liabilities 2013: $02013Assets 2014: $201,012Liabilities 2014: $02014Assets 2015: $207,637Liabilities 2015: $02015Assets 2020: $226,682Liabilities 2020: $0Net Assets 2020: $226,6822020Assets 2021: $238,988Liabilities 2021: $0Net Assets 2021: $238,9882021Assets 2022: $251,112Liabilities 2022: $0Net Assets 2022: $251,1122022Assets 2023: $242,179Liabilities 2023: $0Net Assets 2023: $242,1792023Assets 2024: $231,647Liabilities 2024: $0Net Assets 2024: $231,6472024Assets 2025: $228,913Liabilities 2025: $0Net Assets 2025: $228,9132025

Highlighted filing

2025

Assets$228,913
Liabilities$0
Net Assets$228,913

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $3,760Expenses 2012: $9,003Net Income 2012: -$5,2432012Revenue 2013: $16,448Expenses 2013: $4,226Net Income 2013: $12,2222013Revenue 2014: $12,752Expenses 2014: $25,059Net Income 2014: -$12,3072014Revenue 2015: $32,034Expenses 2015: $25,409Net Income 2015: $6,6252015Revenue 2020: $29,496Expenses 2020: $31,331Net Income 2020: -$1,8352020Revenue 2021: $42,979Expenses 2021: $32,495Net Income 2021: $10,4842021Revenue 2022: $47,801Expenses 2022: $35,677Net Income 2022: $12,1242022Revenue 2023: $30,621Expenses 2023: $39,554Net Income 2023: -$8,9332023Revenue 2024: $28,432Expenses 2024: $38,964Net Income 2024: -$10,5322024Revenue 2025: $37,926Expenses 2025: $40,660Net Income 2025: -$2,7342025

Highlighted filing

2025

Revenue$37,926
Expenses$40,660
Net Income-$2,734

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B CARTERPresident-$0--
ANDREW B CARTERVP/Sect/Trea-$0--
Filing and Contact Details

Filer

Filer Name
The Robert and Bessie Carter
EIN
54-1254224
Phone
8046436883
Address
1602 ROLLING HILLS DRIVE STE 110, HENRICO, VA 23229-5012

Signing Officer

Name
John B Carter
Title
President
Phone
8046436883
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Atkinson Harris & Hart Pc
Address
1602 ROLLING HILLS DR RM 110, HENRICO, VA 23229
Preparer
David a Hart
Phone
8046436886
Raw XML Appendix321 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.

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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/AddressLine1Txt01602 ROLLING HILLS DRIVE SUITE 110
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HENRICO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0232295012
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ATKINSON HARRIS & HART PC CPAS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08046436886
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE GENERAL FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE GARDEN CLUB OF VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 E FRANKLIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031800
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/AppliedToCurrentYearAmt028739
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0715
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05991
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0715
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04276
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05991
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05744
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
TaxesSchedule/TaxesDetail/Amt0190
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0NET FOREIGN TAX ON FOREIGN DIVID
TaxesSchedule/TaxesDetail/CategoryTxt12022 ESTIMATED EXCISE TAX ON INV
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0190
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN B CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08046436883
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT AND BESSIE CARTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0541254224
ReturnHeader/Filer/PhoneNum08046436883
ReturnHeader/Filer/USAddress/AddressLine1Txt01602 ROLLING HILLS DRIVE STE 110
ReturnHeader/Filer/USAddress/CityNm0HENRICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0232295012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541296607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINSON HARRIS & HART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01602 ROLLING HILLS DR RM 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENRICO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023229
ReturnHeader/PreparerPersonGrp/PhoneNum08046436886
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A HART
ReturnHeader/ReturnTs02023-11-08T09:35:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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