Robert S Carter Foundation Inc

WILMINGTON, DE EIN: 87-0289003

Robert S Carter Foundation Inc is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 19 grants totaling $50K. Net investment income was $119K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+4.9% YoY

Annual Giving

$50K

-2.0% YoY

Grant Count

19

-5.0% YoY

Avg Grant Size

$3K

+3.2% YoY

Under IRS private-foundation payout rules, Robert S Carter Foundation Inc reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert S Carter Foundation Inc

Based on IRS filings

Robert S Carter Foundation Inc is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 19 grants totaling $50K. Net investment income was $119K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ArlingtonDraperLong BeachProvoS Salt LakeSalt Lake CitySalt Lake CtySan DiegoWest Jordan

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$164K$328K$491K$655K20202021202220232024
Metric202420232022
Total Assets$1,235,808$1,178,458$1,179,266
Revenue$136,590$87,387$595,626
Expenses$79,240$88,195$75,288
Qualifying Distributions$62,815$71,273$58,000
Net Investment Income$118,532$74,260$3,883
Distributable Amount$77,220$68,569$76,062

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$38K$51K23 grants202019 grants202120 grants202220 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WASATCH HOMELESS HEALTH …$6KNATURE CONSERVANCY$5KUNIVERSITY OF UTAH$5KUNIVERSITY OF UTAH$5KUTAH OPEN LANDS CONSERVA…$4KCROSSROADS URBAN CENTER$3KUTAH FOOD BANK$3KARCS FOUNDATION INC UTAH…$2KBIG BROTHERS-BIG SISTERS…$2KBOYS AND GIRLS CLUB OF U…$2K

Grant Size Distribution

101 grants across all recorded years

101<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wasatch Homeless Health Care Inc ($6,000), Nature Conservancy ($5,000), University of Utah ($5,000).

RecipientPurposeAmount
ARCS FOUNDATION INC UTAH CHAPTER SALT LAKE CTY, UTGeneral & Unrestricted$2,000
BIG BROTHERS-BIG SISTERS OF UTAH INC S SALT LAKE, UTGeneral & Unrestricted$2,000
BOYS AND GIRLS CLUB OF UTAH COUNTY PROVO, UTGeneral & Unrestricted$2,000
CHILDREN AND YOUTH SERVICES INC WEST JORDAN, UTGeneral & Unrestricted$1,000
CROSSROADS URBAN CENTER SALT LAKE CTY, UTGeneral & Unrestricted$3,000
HABITAT FOR HUMANITY INTERNATIONAL INC SALT LAKE CITY, UTGeneral & Unrestricted$2,000
HUNTSMAN CANCER FOUNDATION SALT LAKE CTY, UTGeneral & Unrestricted$2,000
NATURE CONSERVANCY ARLINGTON, VAGeneral & Unrestricted$5,000
SALVATION ARMY LONG BEACH CITADEL CORPS LONG BEACH, CAGeneral & Unrestricted$1,000
SPECIAL OLYMPICS UTAH INC DRAPER, UTGeneral & Unrestricted$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Elizabeth CarterTrustee, Pres1
Roberta CarterTrustee1
Thomas A CarterTrustee1
William CarterTrustee, Sec, Treas, VP1

Frequently Asked Questions

How large is Robert S Carter Foundation Inc?

As of 2024, Robert S Carter Foundation Inc holds $1.2M in total assets with $137K in annual revenue. It awarded 19 grants totaling $50K in 2024.

Where does Robert S Carter Foundation Inc operate?

Robert S Carter Foundation Inc has awarded grants in California, Utah, Virginia.

What size grants does Robert S Carter Foundation Inc award?

In 2024, Robert S Carter Foundation Inc awarded 19 grants totaling $50K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Robert S Carter Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert S Carter Foundation Inc reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert S Carter Foundation Inc's EIN?

Robert S Carter Foundation Inc's EIN (Employer Identification Number) is 87-0289003. IRS Form 990 filing data is available on this page for 2020–2024.

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

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