John & Martha Carter Foundation
The John & Martha Carter Foundation is a private foundation based in Lake Wales, Florida. Its 2025 grants went primarily to organizations in Florida, supporting education, youth activities, literacy, services for people in need, and other purposes listed in the grants.
John & Martha Carter Foundation at a glance
In short: John & Martha Carter Foundation gave $50K across 11 grants in 2025 (avg $5K), mostly in Florida. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $49,700
- +16.9% vs 2024
- Grants made (2025)
- 11
- +22.2% vs 2024
- Average grant
- $4,518
- -4.3% vs 2024
- Median grant
- $3,500
- Total assets
- $438,059
- +3.2% vs 2024
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2025; small sample)
- Primary geography
- Florida (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John & Martha Carter Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1316 Highland Park Dr S, Lake Wales, FL 33898
Phone: (863) 676-3795
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John & Martha Carter Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lake Wales Charter Schools Foundati ($12K). Together the top 10 received $49K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 94% of grant dollars went to recipients in Florida and 6% to recipients in South Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is John & Martha Carter Foundation open to new grantees?
18%
first-time grantees, 2025
In 2025, 2 of 11 grantees (18%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $4K; repeat grants $5K. How we count
Medians: $4K first-time, $4K repeat.
- 82% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $41K (2021) to $50K (2025). In 2025 it made 11 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Wales Charter Schools Foundati Lake Wales, FL | To Enhance Education Program | $12,000 |
| Lake Wales Pram Fleet Lake Wales, FL | To Provide Youth Learning Activities | $7,000 |
| Vanguard School of Lake Wales Lake Wales, FL | To Enhance Education Program | $6,000 |
| Florida FFA Foundation Haines City, FL | To Make Better Leaders | $5,000 |
| Stirring Waters Lake Wales, FL | Aquatic Experience for the Disabled | $5,000 |
| Case for Smiles Winter Haven, FL | Helping Children Battle Disease | $3,500 |
| Camp Joy Florida Greenville, SC | Special Needs Youth Camp | $3,000 |
| Lake Wales Library Association Lake Wales, FL | To Promote Literacy | $3,000 |
| Lake Wales High School Booster Club Lake Wales, FL | To Enhance Educational Programs | $2,700 |
| Lake Wales Care Center Lake Wales, FL | To Connect Thos in Need | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $438,059 | $76,655 | $68,740 | $49,700 | 11 | $49,700 | $7,245 | $53,906 |
| 2024 | $424,633 | $43,707 | $60,589 | $42,500 | 9 | $42,500 | $6,237 | $48,416 |
| 2023 | $435,398 | $29,821 | $53,728 | $42,500 | 9 | $42,500 | $6,004 | $43,383 |
| 2022 | $465,531 | $38,882 | $60,914 | $48,667 | 10 | $48,667 | $4,252 | $42,279 |
| 2021 | $480,440 | $34,812 | $52,600 | $41,177 | 8 | — | $26,394 | $41,177 |
Under IRS private-foundation payout rules, John & Martha Carter Foundation reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for educational programs, youth learning activities, literacy, an aquatic experience for people with disabilities, a special-needs youth camp, and disaster relief.
Among its grantees, the Florida FFA Foundation describes its mission as encouraging and enhancing leadership, personal growth, and career success for Florida FFA members and high school youth. Lake Wales Care Center describes itself as a faith-based community service organization that connects people in need with people who want to serve.
Grantmaking
In 2025, the foundation awarded 11 grants totaling $49,700. Grant amounts ranged from $500 to $12,000, with a median of $3,500.
Largest reported grants included $12,000 to Lake Wales Charter Schools Foundation for an education program; $7,000 to Lake Wales PRAM Fleet for youth learning activities; $6,000 to Vanguard School of Lake Wales for an education program; $5,000 to Florida FFA Foundation to develop better leaders; and $5,000 to Stirring Waters for an aquatic experience for people with disabilities. Other grants included $3,500 to Case for Smiles, $3,000 each to Camp Joy Florida and Lake Wales Library Association, $2,700 to Lake Wales High School Booster Club, $2,000 to Lake Wales Care Center, and $500 to Salvation Army of Polk County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists June C Ullman, C Adam Carter, and Rebecca C Youmans as trustees.
John & Martha Carter Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
C. Adam Carter
Trustee
On filings since 2021
1 hr/week
No compensation reported
June C. Ullman
Trustee
On filings since 2021
1 hr/week
No compensation reported
Rebecca C. Youmans
Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (1)
- Former: Mary C. Youmans (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about John & Martha Carter Foundation
How much does John & Martha Carter Foundation give each year?
John & Martha Carter Foundation gave $50K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 9 grants.
What is John & Martha Carter Foundation's typical grant size?
John & Martha Carter Foundation's median grant in 2025 was $3,500, and its average grant was $4,518, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John & Martha Carter Foundation that year got $4K on average.
Where does John & Martha Carter Foundation give grants?
John & Martha Carter Foundation gives mostly in Florida: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (6%). The most frequent recipient cities were Lake Wales, FL (7 grants) and Winter Haven, FL (2 grants).
Does John & Martha Carter Foundation give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on John & Martha Carter Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are John & Martha Carter Foundation's largest grantees?
John & Martha Carter Foundation's largest 2025 grantees include Lake Wales Charter Schools Foundati ($12,000), Lake Wales Pram Fleet ($7,000) and Vanguard School of Lake Wales ($6,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is John & Martha Carter Foundation?
John & Martha Carter Foundation reported $438K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does John & Martha Carter Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for educational programs, youth learning activities, literacy, an aquatic experience for people with disabilities, a special-needs youth camp, and disaster relief. See mission & focus areas ↑
How do I apply for a grant from John & Martha Carter Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is John & Martha Carter Foundation's EIN?
John & Martha Carter Foundation's EIN (Employer Identification Number) is 59-2712359. IRS Form 990 filing data is available on this page for 2021–2025.
Does John & Martha Carter Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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