2025-08-21T13:11:31-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200984089 The Carter Family Charitable Foundation Inc % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 William Carter President 8008391754 2025-08-11 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1568583 X 0 X 2646 2646 43197 43197 24657 115116 24657 70500 70500 0 7937 7937 1000 11280 11280 20217 7937 11280 55500 55500 75717 7937 66780 -5217 62563 0 70657 14956 14956 1032742 1083226 1553627 1103399 1098182 1568583 0 0 X 1103399 1098182 1103399 1098182 1103399 1098182 1103399 -5217 1098182 1098182 Publicly-traded Securities 115116 90459 24657 24657 24657 870 870 870 638 0 300 938 X 0 68 68 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 1526311 61174 0 1587485 0 1587485 23812 1563673 78184 78184 870 870 77314 77314 77314 66780 0 0 0 0 66780 77314 63020 66780 63020 3760 0 0 73554 0 0 Susan H Carter William S Carter X ALS THERAPY DEVELOPMENT FOUNDATION INC 480 ARSENAL ST SUITE 201 WATERTOWN MA 02472 N/A PC General & Unrestricted 1000 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 PO BOX 5278 HARLAN IA 52772 N/A PC General & Unrestricted 1000 CATHOLIC RELIEF SERVICES INC PO BOX 5278 HARLAN IA 52772 N/A PC Ukraine War Relief FUND 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 HOLY FAMILY 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Annual Diocesan Appeal Fund 1000 HOLY FAMILY 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Bishop's Circle of Excellence FUND 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 10000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Women's Soccer PROGRAM 5000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC Men's Soccer PROGRAM 5000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC General & Unrestricted 500 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC FUND SFOR Kids on Campus 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 55500 14 2646 14 43197 18 24657 70500 70500 false false false false false false false false false false BLACKROCK STRAT INC OPP PORTFO 53707 52145 COHEN & STEERS PREFRRD SECS & 60898 56828 FIRST EAGLE GLOBAL FUND CLASS 67220 82090 ISHARES 20+ YR TREAS BD 61251 56241 ISHARES CORE MSCI EAFE ETF 213082 224474 ISHARES CORE MSCI EMERGING MAR 62381 61359 ISHARES S&P 500 GROWTH INDEX F 34034 213619 ISHARES S&P 500 VALUE INDEX FU 133006 297772 ISHARES S&P MIDCAP 400 BARRA V 33655 78100 ISHARES S&P MIDCAP 400 GROWTH 27246 72926 ISHARES S&P SMALLCAP 600 GROWT 23254 47380 ISHARES S&P SMALLCAP 600 VALUE 29111 49200 LOCORR MANAGED FUTURES STRATEG 98485 88839 NEW WORLD FUND, INC (F2) 52849 46825 PIMCO INCOME FUND P CLASS 71787 64418 VANGUARD TOTAL INTL BD IDX ETF 61260 61411 Administrative Fees 11255 11255 State or Local Filing Fees 25 25 Investment Management Services 7937 7937 990-PF Estimated Tax for 2024 600 990-PF Extension for 2023 400