2014-04-30T16:19:32-05:00 2013-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2013-01-01 200984089 The Carter Family Charitable Foundation Inc % c/o Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Suite 123 Wilmington DE 198091377 William S Carter President 8008391754 2014-03-20 true Jeffrey D Haskell 8008391754 2013 2015-12-30 17:16:21Z X 1029884 X 0 X 14 14 22381 22381 40161 305622 40161 62556 62556 4747 4747 537 8697 8697 13981 4747 8697 32000 32000 45981 4747 40697 16575 57809 19680 21524 21524 667131 813040 1008360 131178 817989 834564 1029884 0 X 817989 834564 817989 834564 817989 834564 817989 16575 834564 834564 Publicly-traded Securities 305622 265461 40161 40161 40161 false 49619 885229 0.056052 46792 888135 0.052686 46178 847921 0.05446 45498 774102 0.058775 47818 905585 0.052803 0.274776 0.054955 962537 52896 578 53474 40697 1156 1156 1156 300 300 X 856 false false false false false false false true true DE true false false false false true co 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 Susan H Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 William S Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres / Dir / Sec 1.0 0 954114 23081 0 977195 0 977195 14658 962537 48127 48127 1156 1156 46971 46971 46971 40697 0 0 0 0 40697 40697 46971 24239 2011 2010 2009 40697 24239 16458 0 0 30513 0 0 SUSAN H CARTER WILLIAM S CARTER NONE X AMERICAN HEART ASSOCIATION INC - SAN FRANCISCO 120 MONTGOMERY ST STE 1650 SAN FRANCISCO CA 94104 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 95050 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 SAN JOSE 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 CROHNS & COLITIS FOUNDATION OF AMERICA 733 3RD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 3000 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 250 LEUKEMIA & LYMPHOMA SOCIETY-GREATER SAN FRANCISCO 221 MAIN ST STE 1650 SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 1250 LOYOLA UNIVERSITY OF CHICAGO 820 NORIH MICHIGAN AVE CHICAGO IL 60611 N/A PC John P. & Mary K. Felice endowed scholarship Fund 1000 MENTAL HEALTH AMERICA INC 2000 N BEAUREGARD ST 6TH FL ALEXANDRIA VA 22311 N/A PC General & Unrestricted 2000 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE 500 EL CAMINO REAL SANTA CLARA CA 95050 N/A PC General & Unrestricted 500 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE 500 EL CAMINO REAL SANTA CLARA CA 95050 N/A PC Nancy Ottoboni Endowed Scholarship for Catholic Education Fund 500 ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Annual Diocesan Appeal Fund 1000 ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Bishop's Circle of Excellence Initiative 1000 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 AVE SAN GABRIEL CA 91776 N/A PC General & Unrestricted 1000 SANTA CLARA VALLEY AMERICAN RED CROSS 2731 N 1ST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 1000 SECOND HARVEST FOOD BANK OF SANTA CLARASAN MATEO 750 CURTNER AVE SAN JOSE CA 95125 N/A PC General & Unrestricted 2500 SERVICES FOR BRAIN INJURY 60 DAGGETT DR SAN JOSE CA 95134 N/A PC General & Unrestricted 500 SUSAN G KOMEN BREAST CANCER FOUNDATION 5005 LBJ FWY STE 250 DALLAS TX 75244 N/A PC General & Unrestricted 1000 THE HEALTH TRUST 3180 NEWBERRY DR STE 200 SAN JOSE CA 95118 N/A PC General & Unrestricted 1000 32000 14 14 14 22381 18 40161 62556 62556 false false false false false false false false false false ALTEGRIS FUTURES EVOLUTION CL 38456 36036 DELAWARE DIVERSIFIED INCOME A 39224 37421 FIRST EAGLE SOGEN GLOBAL FUND 14590 16152 ISHARES IBOXX $ HIGH YIELD COR 30345 30465 ISHARES MSCI EMERGING MARKETS 39597 41800 ISHARES S&P 500 GROWTH INDEX F 108371 175774 ISHARES S&P 500 VALUE INDEX FU 128810 172629 ISHARES S&P MIDCAP 400 BARRA V 27986 42773 ISHARES S&P MIDCAP 400 GROWTH 22922 43255 ISHARES S&P SMALLCAP 600 GROWT 18015 33567 ISHARES S&P SMALLCAP 600 VALUE 21409 34157 ISHARES TRUST MSCI EAFE INDEX 141978 157953 IVY ASSET STRATEGY FD CLASS A 13563 16878 JP MORGAN STRATEGIC INCOME OPP 51233 51030 MARKETFIELD FUND 38119 42527 OPPENHEIMER INTERNATIONAL BOND 29365 27135 PIMCO FUNDS TOTAL RETURN FUND 18605 18143 SPDR BARCLAYS SHORT TERM HIGH 30452 30665 Administrative Fees 8672 8672 State or Local Filing Fees 25 25 Investment Management Services 4747 4747 990-PF Estimated Tax for 2013 300 990-PF Excise Tax for 2012 237