John & Martha Carter Foundation

LAKE WALES, FL EIN: 59-2712359

John & Martha Carter Foundation is a private foundation, based in LAKE WALES, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $438K in total assets. In 2025, it awarded 11 grants totaling $50K. Net investment income was $7K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$438K

+3.2% YoY

Annual Giving

$50K

+16.9% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$5K

-4.3% YoY

About John & Martha Carter Foundation

Based on IRS filings

John & Martha Carter Foundation is a private foundation, based in LAKE WALES, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $438K in total assets. In 2025, it awarded 11 grants totaling $50K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

GreenvilleHaines CityLake WalesWinter Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$63K$84K20212022202320242025
Metric202520242023
Total Assets$438,059$424,633$435,398
Revenue$76,655$43,707$29,821
Expenses$68,740$60,589$53,728
Qualifying Distributions$49,700$42,500$42,500
Net Investment Income$7,245$6,237$6,004
Distributable Amount$53,906$48,416$43,383

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$25K$37K$50K8 grants202110 grants20229 grants20239 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

LAKE WALES CHARTER SCHOO…$12KLAKE WALES PRAM FLEET$7KVANGUARD SCHOOL OF LAKE …$6KFLORIDA FFA FOUNDATION$5KSTIRRING WATERS$5KCASE FOR SMILES$4KCAMP JOY FLORIDA$3KLAKE WALES LIBRARY ASSOC…$3KLAKE WALES HIGH SCHOOL B…$3KLAKE WALES CARE CENTER$2K

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JUNE C ULLMANTRUSTEE1
C ADAM CARTERTRUSTEE1
REBECCA C YOUMANSTRUSTEE1

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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