John & Martha Carter Foundation
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.
Key facts about John & Martha Carter Foundation
- EIN
- 59-2712359
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $49,700
- Grants made (2025)
- 11
- Average grant
- $4,518
- Median grant
- $3,500
- Total assets
- $438,059
- Primary geography
- Florida (94% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
Who John & Martha Carter Foundation funds
By grant dollars, the top recipient states for John & Martha Carter Foundation's 11 itemized 2025 grants were Florida (94%) and South Carolina (6%). The most frequent recipient cities were Lake Wales, FL (7 grants) and Winter Haven, FL (2 grants). None of its 11 grants with a stated purpose were described as general or operating support.
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
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.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Lake Wales Charter Schools Foundati ($12,000), Lake Wales Pram Fleet ($7,000), Vanguard School of Lake Wales ($6,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUNE C ULLMAN | TRUSTEE | 1 | — |
| C ADAM CARTER | TRUSTEE | 1 | — |
| REBECCA C YOUMANS | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is John & Martha Carter Foundation?
As of 2025, John & Martha Carter Foundation holds $438K in total assets with $77K in annual revenue. It awarded 11 grants totaling $50K in 2025.
Where does John & Martha Carter Foundation operate?
John & Martha Carter Foundation has awarded grants in Florida, South Carolina.
What size grants does John & Martha Carter Foundation award?
In 2025, John & Martha Carter Foundation awarded 11 grants totaling $50K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is John & Martha Carter Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, John & Martha Carter Foundation reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in John & Martha Carter Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.