CARTER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: CARTER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0984089)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-06
IRS object ID: 202611269349101756
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-06T11:02:55-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	200984089	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Carter Family Charitable Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	CART	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	William S Carter	PersonNm
Person Title	President	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2026-04-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,275,944	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$513,816	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,582	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,582	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$43,516	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$43,516	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$69,803	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$527,309	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$412,347	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$629,717	TotalRevAndExpnssAmt
Total Net Invst Incm	$458,445	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$8,243	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$8,243	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$300	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$11,778	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$11,778	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$20,321	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,243	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,778	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$64,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$64,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$84,321	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,243	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$75,778	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$545,396	ExcessRevenueOverExpensesAmt
Net Investment Income	$450,202	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$14,956	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$240,620	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$240,620	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,083,226	CorporateStockBOYAmt
Corporate Stock EOY	$1,402,958	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,035,324	CorporateStockEOYFMVAmt
Total Assets BOY	$1,098,182	TotalAssetsBOYAmt
Total Assets EOY	$1,643,578	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,275,944	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,098,182	RetainedEarningBOYAmt
Retained Earning EOY	$1,643,578	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,098,182	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,643,578	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,098,182	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,643,578	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,098,182	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$545,396	ExcessRevenueOverExpensesAmt
Subtotal	$1,643,578	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,643,578	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$527,309	GrossSalesPriceAmt
Cost Or Other Basis	$114,962	CostOrOtherBasisAmt
Gain Or Loss	$412,347	GainOrLossAmt
Gains Minus Excess Or Losses	$412,347	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$412,347	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,258	InvestmentIncomeExciseTaxAmt
Subtotal	$6,258	SubtotalAmt
Tax Based On Investment Income	$6,258	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$68	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$68	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$6,190	TaxDueAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
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

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,714,714	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$84,181	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,798,895	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,798,895	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,983	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,771,912	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$88,596	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$88,596	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,258	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,258	TotalTaxAmt
Distributable Before Adj	$82,338	DistributableBeforeAdjAmt
Distributable Before Ded	$82,338	DistributableBeforeDedAmt
Distributable As Adjusted	$82,338	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$75,778	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$75,778	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$82,338	DistributableAsAdjustedAmt
Undistributed Income PY	$73,554	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Qualifying Distributions	$75,778	QualifyingDistributionsAmt
Applied To Year1	$73,554	AppliedToYear1Amt
Applied To Current Year	$2,224	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$80,114	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Susan H Carter	ContributingManagerNm
Contributing Manager	William S Carter	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN HEART ASSOCIATION
426 17TH ST STE 300	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$2,000
AMERICAN NATIONAL RED CROSS
PO BOX 37839	BOONE	IA	50037	N/A	PC	General & Unrestricted	$2,000
ARCHBISHOP MITTY HIGH SCHOOL
5000 MITTY AVE	SAN JOSE	CA	95129	N/A	PC	General & Unrestricted	$2,000
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING ST	SAN JOSE	CA	95126	N/A	PC	General & Unrestricted	$2,500
BRONCO BENCH FOUNDATION
500 EL CAMINO REAL	SANTA CLARA	CA	95053	N/A	PC	General & Unrestricted	$2,500
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVE	PHOENIX	AZ	85012	N/A	PC	General & Unrestricted	$1,000
CAMBRIDGE IN AMERICA
PO BOX 9123 JAF BLG	NEW YORK	NY	10087	N/A	PC	Margaret Beaufort Institute of Theology	$1,000
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER RD	SAN JOSE	CA	95134	N/A	PC	General & Unrestricted	$2,500
CATHOLIC CHARITIES USA
2050 BALLENGER AVE SUITE 400	ALEXANDRIA	VA	22314	N/A	PC	General & Unrestricted	$2,000
CATHOLIC RELIEF SERVICES INC
PO BOX 5278	HARLAN	IA	52772	N/A	PC	General & Unrestricted	$5,000
CRISTO REY SAN JOSE HIGH SCHOOL
1389 E SANTA CLARA ST	SAN JOSE	CA	95116	N/A	PC	General & Unrestricted	$2,000
CROHNS & COLITIS FOUNDATION INC
733 3RD AVE STE 510	NEW YORK	NY	10017	N/A	PC	General & Unrestricted	$2,500
DICKSATHON
8801 NE 150TH ST	KENMORE	WA	98028	N/A	PC	General & Unrestricted	$1,000
ENGINEERS WITHOUT BORDERS USA INC
1031 33RD ST SUITE 210	DENVER	CO	80205	N/A	PC	General & Unrestricted	$1,000
HOLY FAMILY
1150 N 1ST ST STE 100	SAN JOSE	CA	95112	N/A	PC	Annual Diocesan Appeal Fund	$1,000
HOLY FAMILY
1150 N 1ST ST STE 100	SAN JOSE	CA	95112	N/A	PC	Bishop's Circle of Excellence	$1,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVE	CHICAGO	IL	60611	N/A	PC	John P. and Mary K. Felice Scholarship Scholarship	$1,000
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030	HAGERSTOWN	MD	21741	N/A	PC	General & Unrestricted	$1,000
MENTAL HEALTH AMERICA INC
500 MONTGOMERY ST STE 820	ALEXANDRIA	VA	22314	N/A	PC	General & Unrestricted	$2,000
SACRED HEART COMMUNITY SERVICE
1381 S 1ST ST	SAN JOSE	CA	95110	N/A	PC	General & Unrestricted	$2,000
SACRED HEART NATIVITY SCHOOL
310 EDWARDS AVE	SAN JOSE	CA	95110	N/A	PC	General & Unrestricted	$2,000
SAINT MARY OF THE IMMACULATE CONCEPTION
219 BEAN AVE	LOS GATOS	CA	95030	N/A	PC	General & Unrestricted	$1,000
SAN GABRIEL MISSION HIGH SCHOOL
254 S SANTA ANITA ST	SAN GABRIEL	CA	91776	N/A	PC	General & Unrestricted	$1,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REAL	SANTA CLARA	CA	95053	N/A	PC	The School of Engineering - Dean's Excellence Fund	$10,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REAL	SANTA CLARA	CA	95053	N/A	PC	Women's Soccer	$5,000
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	Kids on Campus	$500
SANTA CLARA UNIVERSITY
500 EL CAMINO REAL	SANTA CLARA	CA	95053	N/A	PC	Men's Soccer	$5,000
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROAD STE 801889	DALLAS	TX	75380	N/A	PC	General & Unrestricted	$1,000
THE HEALTH TRUST
3180 NEWBERRY DRIVE STE 200	SAN JOSE	CA	95118	N/A	PC	General & Unrestricted	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$64,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,582	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$43,516	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$69,803	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$115,901	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$115,901	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Carter William S	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	16349 Aztec Ridge Drive	AddressLine1Txt
City	Los Gatos	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95030	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$513,816	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	ADVANCED MICRO DEVICES INC AMD, 2400 sh.	NoncashPropertyDesc
Fair Market Value	$513,816	FairMarketValueAmt
Received	2025-10-07	ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ADVANCED MICRO DEVICES INC	$171,272	$171,328
BLACKROCK STRAT INC OPP PORTFO	$56,274	$56,390
COHEN & STEERS PREFRRD SECS &	$74,220	$71,610
FIRST EAGLE GLOBAL FUND CLASS	$76,702	$108,270
ISHARES 20+ YR TREAS BD	$61,251	$56,131
ISHARES CORE MSCI EAFE ETF	$279,792	$352,561
ISHARES CORE MSCI EMERGING MAR	$99,905	$115,820
ISHARES S&P 500 GROWTH INDEX F	$30,847	$233,578
ISHARES S&P 500 VALUE INDEX FU	$119,716	$289,900
ISHARES S&P MIDCAP 400 BARRA V	$70,519	$119,615
ISHARES S&P MIDCAP 400 GROWTH	$67,527	$118,000
ISHARES S&P SMALLCAP 600 GROWT	$44,471	$70,580
ISHARES S&P SMALLCAP 600 VALUE	$48,626	$71,189
NEW WORLD FUND, INC (F2)	$56,253	$60,145
PIMCO INCOME FUND P CLASS	$75,525	$71,109
VANGUARD TOTAL INTL BD IDX ETF	$70,058	$69,098

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$11,753	$11,753
State or Local Filing Fees	$25	$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$8,243	Amt
Net Investment Income	$8,243	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Extension for 2024	CategoryTxt
Amt	$300	Amt