2024-09-12T09:08:15-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 200984089 The Carter Family Charitable Foundation Inc % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 william s carter president 8008391754 2024-08-31 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 1484704 X 0 X 4362 4362 36046 36046 -5030 93162 0 35378 40408 0 7264 7264 1100 10749 10749 19113 7264 10749 67000 67000 86113 7264 77749 -50735 33144 41206 70657 70657 1112928 1032742 1414047 1154134 1103399 1484704 0 0 X 1154134 1103399 1154134 1103399 1154134 1103399 1154134 -50735 1103399 1103399 Publicly-traded Securities 93162 98192 -5030 -5030 -5030 461 461 461 99 0 400 499 38 38 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Susan H Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 William S Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 1342169 106751 0 1448920 0 1448920 21734 1427186 71359 71359 461 461 70898 70898 70898 77749 0 0 0 0 77749 70898 69871 2021 2020 2019 77749 69871 7878 0 0 63020 0 0 Susan H Carter William S Carter X AMERICAN HEART ASSOCIATION 426 17TH ST STE 300 OAKLAND CA 94612 N/A PC General & Unrestricted 2000 ARCHBISHOP MITTY HIGH SCHOOL 5000 MITTY AVE SAN JOSE CA 95129 N/A PC General & Unrestricted 2000 BELLARMINE COLLEGE PREPARATORY 960 W HEDDING ST SAN JOSE CA 95126 N/A PC General & Unrestricted 2500 BRONCO BENCH FOUNDATION 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC General & Unrestricted 2500 BROPHY COLLEGE PREPARATORY 4701 N CENTRAL AVE PHOENIX AZ 85012 N/A PC General & Unrestricted 1000 CAMBRIDGE IN AMERICA PO BOX 9123 JAF BLG NEW YORK NY 10087 N/A PC The Margaret Beuford Institute of Theology 1000 CAMBRIDGE IN AMERICA PO BOX 9123 JAF BLG NEW YORK NY 10087 N/A PC General & Unrestricted 1000 CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER RD SAN JOSE CA 95134 N/A PC General & Unrestricted 500 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC General & Unrestricted 1000 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC Ukraine War Relief 5000 CRISTO REY SAN JOSE HIGH SCHOOL 1389 E SANTA CLARA ST SAN JOSE CA 95116 N/A PC General & Unrestricted 1000 CROHNS & COLITIS FOUNDATION INC 733 3RD AVE STE 510 NEW YORK NY 10017 N/A PC General & Unrestricted 2500 DICKSATHON 8801 NE 150TH ST KENMORE WA 98028 N/A PC General & Unrestricted 1000 LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE CHICAGO IL 60611 N/A PC John P. and Mary K. Felice Scholarship Fund 1000 MENTAL HEALTH AMERICA INC 500 MONTGOMERY ST STE 820 ALEXANDRIA VA 22314 N/A PC General & Unrestricted 2000 SACRED HEART COMMUNITY SERVICE 1381 S 1ST ST SAN JOSE CA 95110 N/A PC General & Unrestricted 1000 SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 95110 N/A PC General & Unrestricted 1000 SAINT MARY OF THE IMMACULATE CONCEPTION 219 BEAN AVE LOS GATOS CA 95030 N/A PC General & Unrestricted 1000 SAN GABRIEL MISSION HIGH SCHOOL 254 S SANTA ANITA ST SAN GABRIEL CA 91776 N/A PC General & Unrestricted 1000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC The School of Engineering - Dean's Excellence Fund 20000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Women's Soccer Fund 5000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Golden Circle Fund 500 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Men's Soccer Fund 5000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC General & Unrestricted 500 ST MARTIN OF TOURS 200 OCONNOR DR SAN JOSE CA 95128 N/A PC St. Martin of Tours School 500 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL ROAD STE 801889 DALLAS TX 75380 N/A PC General & Unrestricted 1000 THE HEALTH TRUST 3180 NEWBERRY DRIVE STE 200 SAN JOSE CA 95118 N/A PC General & Unrestricted 1000 THE ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Bishop's Circle of Excellence Fund 1000 THE ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Annual Diocesan Appeal Fund 1000 WELL CONSTRUCTED 4328 SW WILLOW ST SEATTLE WA 98136 N/A PC General & Unrestricted 1000 WILLOW GLEN UNITED METHODIST CHURCH 1420 NEWPORT AVE SAN JOSE CA 95125 N/A PC Woodhaven Preschool 250 WILLOW GLEN UNITED METHODIST CHURCH 1420 NEWPORT AVE SAN JOSE CA 95125 N/A PC General & Unrestricted 250 67000 14 4362 14 36046 18 -5030 35378 35378 false false false false false false false false false false BLACKROCK STRAT INC OPP PORTFO 51301 49575 COHEN & STEERS PREFRRD SECS & 57857 51481 FIRST EAGLE GLOBAL FUND CLASS 62796 73267 ISHARES CORE MSCI EAFE ETF 213083 224698 ISHARES CORE MSCI EMERGING MAR 62381 59432 ISHARES S&P 500 GROWTH INDEX F 34034 158010 ISHARES S&P 500 VALUE INDEX FU 133006 271269 ISHARES S&P MIDCAP 400 BARRA V 33655 71275 ISHARES S&P MIDCAP 400 GROWTH 29395 72090 ISHARES S&P SMALLCAP 600 GROWT 24113 47178 ISHARES S&P SMALLCAP 600 VALUE 29111 46691 ISHARES SHORT MATURITY BOND ET 33285 33444 LOCORR MANAGED FUTURES STRATEG 95780 83259 NEW WORLD FUND, INC (F2) 83194 92574 PIMCO INCOME FUND P CLASS 89751 79804 Administrative Fees 10724 10724 State or Local Filing Fees 25 25 Investment Management Services 7264 7264 990-PF Extension for 2022 1100