Civic Intelligence

John & Martha Carter Foundation

EIN 59-2712359 • Lake Wales, FL

1316 Highland Park Dr SLake Wales, FL 33898
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.12x

Higher debt load relative to assets than 82% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

0.71x

Higher debt load relative to revenue than 94% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

64th percentile

10%

Higher net margin than 64% 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

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

75%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$438,059

Up $13,426 (+3.2%) from 2024

Liabilities

Up

$54,300

Up $5,513 (+11%) from 2024

Net Assets

Up

$383,759

Up $7,913 (+2.1%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin64th percentile

Revenue

Up

$76,655

Up $32,948 (+75%) from 2024

Expenses

Up

$68,740

Up $8,151 (+13%) from 2024

Net Income

Up

$7,915

Up $24,797 (+147%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2011: $436,605Liabilities 2011: $10,958Net Assets 2011: $425,6472011Assets 2012: $447,497Liabilities 2012: $10,1202012Assets 2013: $446,054Liabilities 2013: $11,524Net Assets 2013: $434,5302013Assets 2014: $464,636Liabilities 2014: $14,913Net Assets 2014: $449,7232014Assets 2015: $470,651Liabilities 2015: $16,677Net Assets 2015: $453,9742015Assets 2016: $519,353Liabilities 2016: $16,533Net Assets 2016: $502,8202016Assets 2017: $582,708Liabilities 2017: $16,327Net Assets 2017: $566,3812017Assets 2018: $582,344Liabilities 2018: $37,810Net Assets 2018: $544,5342018Assets 2019: $542,673Liabilities 2019: $37,563Net Assets 2019: $505,1102019Assets 2020: $493,190Liabilities 2020: $36,139Net Assets 2020: $457,0512020Assets 2021: $480,440Liabilities 2021: $41,544Net Assets 2021: $438,8962021Assets 2022: $465,531Liabilities 2022: $48,726Net Assets 2022: $416,8052022Assets 2023: $435,398Liabilities 2023: $42,583Net Assets 2023: $392,8152023Assets 2024: $424,633Liabilities 2024: $48,787Net Assets 2024: $375,8462024Assets 2025: $438,059Liabilities 2025: $54,300Net Assets 2025: $383,7592025

Highlighted filing

2025

Assets$438,059
Liabilities$54,300
Net Assets$383,759
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KExpenses 2011: $24,4512011Revenue 2012: $35,714Expenses 2012: $23,863Net Income 2012: $11,8512012Expenses 2013: $26,2232013Revenue 2014: $46,609Expenses 2014: $31,203Net Income 2014: $15,4062014Revenue 2015: $37,101Expenses 2015: $32,687Net Income 2015: $4,4142015Revenue 2016: $79,255Expenses 2016: $30,266Net Income 2016: $48,9892016Revenue 2017: $96,460Expenses 2017: $32,772Net Income 2017: $63,6882017Revenue 2018: $31,325Expenses 2018: $53,012Net Income 2018: -$21,6872018Revenue 2019: $9,286Expenses 2019: $48,871Net Income 2019: -$39,5852019Revenue 2020: -$1,288Expenses 2020: $46,771Net Income 2020: -$48,0592020Revenue 2021: $34,812Expenses 2021: $52,600Net Income 2021: -$17,7882021Revenue 2022: $38,882Expenses 2022: $60,914Net Income 2022: -$22,0322022Revenue 2023: $29,821Expenses 2023: $53,728Net Income 2023: -$23,9072023Revenue 2024: $43,707Expenses 2024: $60,589Net Income 2024: -$16,8822024Revenue 2025: $76,655Expenses 2025: $68,740Net Income 2025: $7,9152025

Highlighted filing

2025

Revenue$76,655
Expenses$68,740
Net Income$7,915
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,059
Liabilities
$54,300
Net assets
$383,759
Revenue
$76,655
Expenses
$68,740
Net income
$7,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.38$0.54$3.84$0.77$0.69$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.49$3.76$0.44$0.61$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.43$3.93$0.30$0.54$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.49$4.17$0.39$0.61$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.42$4.39$0.35$0.53$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.36$4.57$0.01$0.47$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.38$5.05$0.09$0.49$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.38$5.45$0.31$0.53$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.16$5.66$0.96$0.33$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.17$5.03$0.79$0.30$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.71$0.17$4.54$0.37$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.15$4.50$0.47$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.12$4.35$0.26
2012Summary only. Only limited summary data is available for this year.$4.47$0.10$0.36$0.24$0.12
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.11$4.26$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE C ULLMANTrustee-$0--
C ADAM CARTERTrustee-$0--
REBECCA C YOUMANSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Martha Carter Foundation
EIN
59-2712359
Phone
8636763795
Address
1316 HIGHLAND PARK DR S, LAKE WALES, FL 33898

Signing Officer

Name
June C Ullman
Title
Trustee
Phone
8632919087
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Michelle G Hurst
Phone
8636767981
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCHWAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CHARLES SCHWAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt012015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt164198
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt011635
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1123398
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt159200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0422348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED - MARKETABLE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STOCKS & EQUITY INVEST (COST)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt017818
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt058820
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07245
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010584
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068740
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076655
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010590
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07915
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0383761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0375846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0383759
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053906
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053906
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053906
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054007
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0101
IRS990PF/DistributableAmountGrp/TotalTaxAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0101
IRS990PF/FMVAssetsEOYAmt015711
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0170000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0170000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0421197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0422348
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt048700
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt054300
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt087
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0205846
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0213759
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03436
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015711
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015711
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0424633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0438059
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015711
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt048787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt054300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0424633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0438059
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0375846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0383759
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01096579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01084880
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016449
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01080130
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01096579
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JUNE C ULLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1C ADAM CARTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA C YOUMANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01316 SOUTH HIGHLAND PARK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12294 COUNTY ROAD 157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2221 LA CASA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAKE WALES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENTERPRISE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAKE WALES
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08636767981
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ENHANCE EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPECIAL NEEDS YOUTH CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ENHANCE EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROMOTE LITERACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HELPING CHILDREN BATTLE DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO MAKE BETTER LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO AID FLORIDA DISASTER RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROVIDE YOUTH LEARNING ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO ENHANCE EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO CONNECT THOS IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10AQUATIC EXPERIENCE FOR THE DISABLED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMP JOY FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VANGUARD SCHOOL OF LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LAKE WALES LIBRARY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CASE FOR SMILES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FLORIDA FFA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SALVATION ARMY OF POLK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LAKE WALES PRAM FLEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LAKE WALES HIGH SCHOOL BOOSTER CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LAKE WALES CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10STIRRING WATERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7TAX EMEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 CLEVELAND ST STE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222000 HWY 27 NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3290 CYPRESS GARDENS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41903 N LAKE HOWARD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55000 FIRETOWER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71316 S HIGHLAND PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81316 S HIGHLAND PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9140 E PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10237 GOLDEN BOUGH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WINTER HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HAINES CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WINTER HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10LAKE WALES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233853
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433881
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733898
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833898
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043622
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06078
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053906
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06078
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX ACCRUAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-1
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt087
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010584
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010584
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNE C ULLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08632919087
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & MARTHA CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0592712359
ReturnHeader/Filer/PhoneNum08636763795
ReturnHeader/Filer/USAddress/AddressLine1Txt01316 HIGHLAND PARK DR S
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033898
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUNTING TRIPP & INGLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE G HURST
ReturnHeader/ReturnTs02025-11-14T11:34:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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