STRATEGY STUDIO / PUBLIC DATA EXPLORER

CARTER FAMILY FOUNDATION

Cite this

Plain text CARTER FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2019–2024. https://strategystudio.org/org/010660673. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). CARTER FAMILY FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/010660673

MLA “CARTER FAMILY FOUNDATION.” Strategy Studio, tax years 2019–2024, https://strategystudio.org/org/010660673. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2019–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $15K · expenses $10K · assets $152K

EIN
01-0660673
Address
1909 MARTINS COVE CT, ANNAPOLIS, MD 21409-5947
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2003
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Rodger B Carter MANAGER2019-2024 0 $0 reported 1
Katharine B Carter SECRETARY2019-2024 0 $0 reported 1
Rodger B Carter Jr TRUSTEE2019-2024 0 $0 reported 1
Thomas B Carter TRUSTEE2019-2024 0 $0 reported 1
David G Carter TRUSTEE2019-2024 0 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODGER B CARTER MANAGER0 $0-$0 $01
KATHARINE B CARTER SECRETARY0 $0-$0 $01
RODGER B CARTER JR TRUSTEE0 $0-$0 $01
THOMAS B CARTER TRUSTEE0 $0-$0 $01
DAVID G CARTER TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 7 grants to organizations · $7K
2022 · 7 grants to organizations · $4K
2021 · 6 grants to organizations · $3K
2019 · 5 grants to organizations · $2K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$15,267$9,509 $151,681$151,681 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,059$1,218 $92,817$92,817 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,429$6,942 $42,333$42,333 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$4,377$3,545 $90,849$90,749 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$46$510 $72,498$72,398 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
-$671$375 $42,655$42,555 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
COLTUN FAMILY FOUNDATION INCMDT20 $14,270$16,482 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
POWERS FAMILY FOUNDATION INCMDT20 $15,189$17,029 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
DIVINE ORDER FOUNDATIONMDT20 $15,553$17,256 Trustee$0 Same NTEE code T20, revenue within 2x, same state
STEVEN AND AUDREY THOMAS FAMILY FOUNDATION INCMDT20 $13,860$18,055 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ACE GROUP FOUNDATION INCMDT20 $16,202$12,295 CHAIRMAN/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
DANIEL JOSEPH FOUNDATION INCMDT20 $15,902$11,592 Trustee$0 Same NTEE code T20, revenue within 2x, same state
HARDMAN-MYERS FOUNDATION INCMDT20 $14,612$3,500 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
RFS GIVES BACK FOUNDATION INCMDT20 $13,605$8,500 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION OF LEONARDTOWN ROTARY INCMDT20 $17,107$5,848 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
HOWARD RL COOK & TOMMY SHAW FOUNDATION FOR BLACK EMPLOYEESMDT20 $13,598$12,871 Director$0 Same NTEE code T20, revenue within 2x, same state
JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391MDT20 $17,433$27,925 Trustee$3,609 Same NTEE code T20, revenue within 2x, same state
SOUTHWAY BUILDERS CHARITABLE TRUST INCMDT20 $16,882$46,533 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CM FAMILY FOUNDATIONCAT20 $15,883$15,674 CEO$0 Same NTEE code T20, revenue within 2x, similar name
MCCARTER FAMILY FOUNDATION INCMIT20 $13,558$7,797 President$0 Same NTEE code T20, revenue within 2x, similar name
CATHCART FAMILY FOUNDATION INCOHT20 $17,435$12,656 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
UNGER FAMILY FOUNDATIONCAT20 $14,136$171,535 CHAIRMAN & PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
CHUPP FAMILY FOUNDATIONFLT20 $13,485$104,700 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
CACHERIS FAMILY FOUNDATIONAZT20 $14,671$33,008 Director$0 Same NTEE code T20, revenue within 2x, similar name
LEE FAMILY FOUNDATIONWAT20 $16,026$21,333 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
WEI FAMILY FOUNDATIONCAT20 $14,400$63,548 CEO$0 Same NTEE code T20, revenue within 2x, similar name
FORST FAMILY FOUNDATIONDET20 $16,404$40,879 Dir, Sec$0 Same NTEE code T20, revenue within 2x, similar name
H & S FAMILY FOUNDATIONCAT20 $17,085$12,763 CEO$0 Same NTEE code T20, revenue within 2x, similar name
KREMER FAMILY FOUNDATIONCAT20 $17,145$135,700 President$0 Same NTEE code T20, revenue within 2x, similar name
EZRA FAMILY FOUNDATIONFLT20 $14,669$62,282 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
HUGON FAMILY FOUNDATIONOKT20 $13,956$4,287 Trustee$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
OMEGA FOUNDATION INC Private foundation$299,4198 12016–2023 KESSELHAUT FAMILY FOUNDATION
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor$43,5832 12009–2011 FOUNDATION OF LEONARDTOWN ROTARY INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $9,509 spent · pay $0 · grants $6,551 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,551 68.9%
Taxes $1,228 12.9%
Fees: other professional $936 9.8%
Fees: accounting $725 7.6%
Other expenses $69 0.7%
Total$9,509100%

View the filing

2023 · Form 990PF · $1,218 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $700 57.5%
Fees: other professional $518 42.5%
Total$1,218100%

View the filing

2022 · Form 990PF · $6,942 spent · pay $0 · grants $4,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,200 60.5%
Fees: accounting $1,650 23.8%
Taxes $611 8.8%
Fees: other professional $481 6.9%
Total$6,942100%

View the filing

2021 · Form 990PF · $3,545 spent · pay $0 · grants $2,820 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,820 79.5%
Fees: other professional $725 20.5%
Total$3,545100%

View the filing

2020 · Form 990PF · $510 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: other professional $510 100.0%
Total$510100%

View the filing

2019 · Form 990PF · $375 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: other professional $375 100.0%
Total$375100%

View the filing