2023-07-18T09:36:33-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 200984089 The Carter Family Charitable Foundation Inc % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 william s carter president 8008391754 2023-07-10 true william s carter 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 1374341 X 0 X 23 23 34131 34131 45171 140932 45171 79325 79325 0 7322 7322 1928 11046 11046 20296 7322 11046 64250 64250 84546 7322 75296 -5221 72003 22650 41206 41206 1136705 1112928 1333135 1159355 1154134 1374341 0 0 X 1159355 1154134 1159355 1154134 1159355 1154134 1159355 -5221 1154134 1154134 Publicly-traded Securities 140932 95761 45171 45171 45171 1001 1001 1001 0 1100 1100 X 0 99 99 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 1447886 17568 0 1465454 0 1465454 21982 1443472 72174 72174 1001 1001 71173 71173 71173 75296 0 0 0 0 75296 71173 73994 2020 2019 2018 75296 73994 1302 0 0 69871 0 0 Susan H Carter William S Carter X AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE 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 2400 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 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 Ukraine Relief Fund 2000 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC Ukraine war relief fund 5000 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC General & Unrestricted 1000 CITY OF SAN JOSE 200 EAST SANTA CLARA ST 4TH FLOOR SAN JOSE CA 95113 N/A GOV San Jose Animal Care Center's Guardian Angel Fund 200 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 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 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Golden Circle Fund 500 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC General & Unrestricted 400 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Women's Soccer Fund 5000 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Men's Soccer Fund 5000 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC The School of Engineering - Dean's Excellence Fund 20000 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 ST MARTIN OF TOURS 200 OCONNOR DR SAN JOSE CA 95128 N/A PC St. Martin of Tours School 250 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 64250 14 23 14 34131 18 45171 79325 79325 false false false false false false false false false false BLACKROCK STRAT INC OPP PORTFO 48973 45987 COHEN & STEERS PREFRRD SECS & 54988 48405 FIRST EAGLE GLOBAL FUND CLASS 60159 64798 ISHARES CORE MSCI EAFE ETF 213084 196879 ISHARES CORE MSCI EMERGING MAR 62381 54873 ISHARES FLOATING RATE NOTE FUN 31702 31406 ISHARES S&P 500 GROWTH INDEX F 34034 123084 ISHARES S&P 500 VALUE INDEX FU 133006 226310 ISHARES S&P MIDCAP 400 BARRA V 33655 63000 ISHARES S&P MIDCAP 400 GROWTH 29395 62153 ISHARES S&P SMALLCAP 600 GROWT 24113 40742 ISHARES S&P SMALLCAP 600 VALUE 29111 41363 ISHARES SHORT MATURITY BOND ET 33285 32617 LOCORR MANAGED FUTURES STRATEG 93220 89124 NEW WORLD FUND, INC (F2) 80690 79750 PIMCO INCOME FUND P CLASS 84642 72685 SPDR BLACKSTONE/GSO SENIOR LOA 66490 59959 Administrative Fees 11021 11021 State or Local Filing Fees 25 25 Investment Management Services 7322 7322 990-PF Extension for 2021 1928