Civic Intelligence

Robert S Carter Foundation Inc.

990PF • Fiscal year 2012 • EIN 87-0289003

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 15, 2012

Organization Profile
2180 South 1300 East Suite 33084106
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$486,663

Flat from 2012

Net Assets

$486,662

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$42,104

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $516,389Liabilities 2011: $0Net Assets 2011: $516,3892011Assets 2012: $486,663Liabilities 2012: $1Net Assets 2012: $486,6622012Assets 2012: $486,663Liabilities 2012: $12012Assets 2013: $548,724Liabilities 2013: $0Net Assets 2013: $548,7242013Assets 2014: $552,939Liabilities 2014: $0Net Assets 2014: $552,9392014Assets 2015: $545,108Liabilities 2015: $0Net Assets 2015: $545,1082015Assets 2016: $566,112Liabilities 2016: $12016Assets 2017: $577,534Liabilities 2017: $0Net Assets 2017: $577,5342017Assets 2018: $666,414Liabilities 2018: $0Net Assets 2018: $666,4142018Assets 2020: $607,806Liabilities 2020: $12020Assets 2021: $654,817Liabilities 2021: $0Net Assets 2021: $654,8172021Assets 2022: $1,179,266Liabilities 2022: $0Net Assets 2022: $1,179,2662022Assets 2023: $1,178,458Liabilities 2023: $12023Assets 2025: $1,126,741Liabilities 2025: $0Net Assets 2025: $1,126,7412025

Highlighted filing

2012

Assets$486,663
Liabilities$1
Net Assets$486,662
Open 2012 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $36,5222011Expenses 2012: $42,1042012Revenue 2012: $12,377Expenses 2012: $42,104Net Income 2012: -$29,7272012Expenses 2013: $39,5952013Revenue 2014: $49,178Expenses 2014: $44,963Net Income 2014: $4,2152014Revenue 2015: $26,858Expenses 2015: $34,689Net Income 2015: -$7,8312015Revenue 2016: $62,389Expenses 2016: $41,385Net Income 2016: $21,0042016Revenue 2017: $50,861Expenses 2017: $39,439Net Income 2017: $11,4222017Revenue 2018: $133,638Expenses 2018: $44,758Net Income 2018: $88,8802018Revenue 2020: $13,115Expenses 2020: $43,445Net Income 2020: -$30,3302020Revenue 2021: $95,959Expenses 2021: $48,948Net Income 2021: $47,0112021Revenue 2022: $595,626Expenses 2022: $75,288Net Income 2022: $520,3382022Revenue 2023: $87,387Expenses 2023: $88,195Net Income 2023: -$8082023Revenue 2025: -$13,997Expenses 2025: $95,070Net Income 2025: -$109,0672025

Highlighted filing

2012

Revenue-
Expenses$42,104
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CARTERSecretary/Treas-$0--
THOMAS A CARTERVice President-$0--
ROBERTA CARTERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$5,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$5,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$4,000
Paid Grant-Donation501C3Salt Lake City, UT, US$3,500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$2,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$1,500
Paid Grant-Education501C3Salt Lake City, UT, US$1,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$1,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$1,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$1,000
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$600
Paid Grant-Donation501C3Salt lake City, UT, US$500
Paid Grant-Donation501C3West Jordan, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$500
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$400
Paid Grant-Support501C3Salt Lake City, UT, US$350
Paid Grant-DONATION501C3SALT LAKE CITY, UT, US$250
Filing and Contact Details

Filer

EIN
87-0289003
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY01
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0516389
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-3553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0765
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-8480
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-29727
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0486662
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0516389
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0486662
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031261
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031261
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0149
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0149
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0687105
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03685
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0634074
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09566
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0637759
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM CARTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1THOMAS A CARTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROBERTA CARTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SECRETARY/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102640 MONOS ST 386
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111761 MICHIGAN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123790 EVELYN DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SALT LAKE CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SALT LAKECITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1UT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode284124
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20574738
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30550849
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40779959
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50549654
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome074
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1033031
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2041775
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3044066
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40192881
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5031465
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.50954
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions033600
IRS990PF/QualifyingDistributions/ExpensesAndContributions033600
IRS990PF/QualifyingDistributions/QualifyingDistributions033600
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ROBERTA CARTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08019309780
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103790 EVELYN DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SALT LAKE CITY

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$486,663
Liabilities
$1
Net assets
$486,662
Revenue
-
Expenses
$42,104
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01$0.10$0.11
2023Summary only. Only limited summary data is available for this year.$1.18$0.00$0.09$0.09$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.60$0.08$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.10$0.05$0.05
2020Summary only. Only limited summary data is available for this year.$0.61$0.00$0.01$0.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.13$0.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.04$0.01
2016Summary only. Only limited summary data is available for this year.$0.57$0.00$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.05$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.01$0.04$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04