2022-07-07T11:25:03-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 200984089 The Carter Family Charitable Foundation Inc % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WILLIAM S CARTER PRESIDENT 8008391754 2022-06-24 true WILLIAM S CARTER 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 1657098 X 0 X 9 9 35631 35631 133326 344890 133326 168966 168966 0 8193 8193 11269 11269 19462 8193 11269 57500 57500 76962 8193 68769 92004 160773 89222 22650 22650 977929 1136705 1634448 1067151 1159355 1657098 0 0 X 1067151 1159355 1067151 1159355 1067151 1159355 1067151 92004 200 1159355 1159355 Publicly-traded Securities 344890 211564 133326 133326 133326 2235 2235 2235 307 0 1928 2235 X 0 false false false false false false false true true DE true false false false false true N/A 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 1597975 37606 0 1635581 0 1635581 24534 1611047 80552 80552 2235 2235 78317 200 78517 78517 68769 0 0 0 0 68769 78517 64246 2019 2018 2017 68769 64246 4523 0 0 73994 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 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 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 500 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 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 N/A PC General & Unrestricted 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 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 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Men's Soccer 5000 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 SUSAN G KOMEN BREAST CANCER FOUNDATION PO BOX 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 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 57500 14 9 14 35631 18 133326 168966 168966 false false false false false false false false false false COHEN & STEERS PREFRRD SECS & 52448 55236 DELAWARE DIVERSIFIED INCOME FD 51764 51010 FIRST EAGLE GLOBAL FUND CLASS 57419 69120 ISHARES CORE MSCI EAFE ETF 213084 238400 ISHARES CORE MSCI EMERGING MAR 62381 70336 ISHARES FLOATING RATE NOTE FUN 31702 31656 ISHARES S&P 500 GROWTH INDEX F 39980 208673 ISHARES S&P 500 VALUE INDEX FU 140926 262354 ISHARES S&P MIDCAP 400 BARRA V 36811 78361 ISHARES S&P MIDCAP 400 GROWTH 31424 86283 ISHARES S&P SMALLCAP 600 GROWT 24113 52328 ISHARES S&P SMALLCAP 600 VALUE 30366 50991 ISHARES SHORT MATURITY BOND ET 33285 33067 LOCORR MANAGED FUTURES STRATEG 82068 77230 NEW WORLD FUND, INC (F2) 79740 102032 PIMCO INCOME FUND P CLASS 102704 100477 SPDR BLACKSTONE/GSO SENIOR LOA 66490 66894 Administrative Fees 11244 11244 State or Local Filing Fees 25 25 RETURNED GRANT 200 Investment Management Services 8193 8193