2021-11-12T08:49:02-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 200984089 The Carter Family Charitable Foundation Inc % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WILLIAM S CARTER PRESIDENT 8008391754 2021-11-10 true WILLIAM S CARTER 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 1520992 X 0 X 20 20 28253 28253 -3986 121445 0 24287 28273 0 6764 6764 10473 10473 17237 6764 10473 58500 58500 75737 6764 68973 -51450 21509 30833 89222 89222 1087768 977929 1431770 1118601 1067151 1520992 0 0 X 1118601 1067151 1118601 1067151 1118601 1067151 1118601 -51450 1067151 1067151 Publicly-traded Securities 121445 125431 -3986 -3986 -3986 299 299 299 606 0 606 307 307 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 1271293 119976 0 1391269 0 1391269 20869 1370400 68520 68520 299 299 68221 68221 68221 68973 0 0 0 0 68973 0 68973 68221 64998 2018 2017 2016 68973 64998 3975 0 0 64246 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 E SANTA CLARA ST 4TH FL 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 1400 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 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Women's Soccer Fund 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 DR 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 Annual Diocesan Appeal Fund 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 58500 14 20 14 28253 18 -3986 24287 24287 false false false false false false false false false false 361 GLOBAL LONG/SHORT EQUITY F 55974 56078 COHEN & STEERS PREFRRD SECS & 49503 53436 DELAWARE DIVERSIFIED INCOME FD 50034 51483 FIRST EAGLE GLOBAL FUND CLASS 53217 61425 ISHARES CORE MSCI EAFE ETF 186591 195525 ISHARES CORE MSCI EMERGING MAR 62381 72897 ISHARES S&P 500 GROWTH INDEX F 64468 261661 ISHARES S&P 500 VALUE INDEX FU 107959 198559 ISHARES S&P MIDCAP 400 BARRA V 36811 61100 ISHARES S&P MIDCAP 400 GROWTH 31424 73087 ISHARES S&P SMALLCAP 600 GROWT 8148 29230 ISHARES S&P SMALLCAP 600 VALUE 9577 23092 ISHARES SHORT MATURITY BOND ET 43291 43196 LOCORR MANAGED FUTURES STRATEG 31565 31571 NEW WORLD FUND, INC (F2) 32327 57340 NUVEEN BUILD AMER BOND FDCOM 63407 72533 PIMCO INCOME FUND P CLASS 66747 65547 PIMCO TOTAL RETURN FUND P CLAS 24505 24010 Administrative Fees 10448 10448 State or Local Filing Fees 25 25 Investment Management Services 6764 6764