The Carter Family Charitable Foundation Inc
The Carter Family Charitable Foundation Inc is a private foundation based in Wilmington, Delaware. In 2025, it reported 30 grants totaling $64,000 to charitable organizations, including educational institutions, community organizations, and health and relief organizations.
Key facts about The Carter Family Charitable Foundation Inc
In short: The Carter Family Charitable Foundation Inc gave $64K across 30 grants in 2025 (avg $2K), mostly in California. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 20-0984089
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $64,000
- Grants made (2025)
- 30
- Average grant
- $2,133
- Median grant
- $2,000
- New grantees (estimate)
- 16% first-time grantees (4 of 25, 2025)
- Total assets
- $1,643,578
- Primary geography
- California (68% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+49.7% YoY
Annual Giving
$64K
+15.3% YoY
Grant Count
30
+3.4% YoY
Avg Grant Size
$2K
+11.5% YoY
Under IRS private-foundation payout rules, The Carter Family Charitable Foundation Inc reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Carter Family Charitable Foundation Inc open to new grantees?
16%
first-time grantees, 2025
In 2025, 4 of 25 grantees (16%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $2K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). 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 (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for programs including engineering and university athletics, as well as organizations working in education, community services, health, and relief.
Grantees describe their own missions in varied terms. Cristo Rey San Jose High School says it prepares students from underserved Silicon Valley communities through college-preparatory academics and professional internships. Sacred Heart Community Service says it works to build a community free from poverty through essential services, organizing, and other community efforts. The Crohn’s & Colitis Foundation describes its mission as seeking cures for Crohn’s disease and ulcerative colitis and improving quality of life for people affected by those diseases.
Grantmaking
In 2025, the foundation made 30 grants totaling $64,000. Grants ranged from $500 to $10,000, with a median of $2,000. Notable grants included $10,000 to Santa Clara University for its School of Engineering Dean’s Excellence Fund; $5,000 each to Catholic Relief Services for general and unrestricted purposes and to Santa Clara University for women’s soccer and men’s soccer; and $2,500 each to Bellarmine College Preparatory, Bronco Bench Foundation, Catholic Charities of Santa Clara County, and the Crohn’s & Colitis Foundation.
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Geographic Focus
Where this funder awards grants
In 2025, California recipients accounted for 68% of grant dollars, followed by Iowa at 11%, Virginia at 6%, New York at 5%, and Arizona at 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $56K (2019) to $67K (2023). In 2025 it made 30 grants totaling $64K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Santa Clara University ($21K across 5 grants). Together the top 10 received $44K.
Grant Size Distribution
145 grants across all recorded years
The most common grant size was under $50K: 145 grants of 145 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Clara University Santa Clara, CA | The School of Engineering - Dean's Excellence Fund | $10,000 |
| Catholic Relief Services Inc Harlan, IA | General & Unrestricted | $5,000 |
| Santa Clara University Santa Clara, CA | Women's Soccer | $5,000 |
| Santa Clara University Santa Clara, CA | Men's Soccer | $5,000 |
| Bellarmine College Preparatory San Jose, CA | General & Unrestricted | $2,500 |
| Bronco Bench Foundation Santa Clara, CA | General & Unrestricted | $2,500 |
| Catholic Charities of Santa Clara County San Jose, CA | General & Unrestricted | $2,500 |
| Crohns & Colitis Foundation Inc New York, NY | General & Unrestricted | $2,500 |
| American Heart Association Oakland, CA | General & Unrestricted | $2,000 |
| American National Red Cross Boone, IA | General & Unrestricted | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,643,578 | $629,717 | $84,321 | $64,000 | 30 |
| 2024 | $1,098,182 | $70,500 | $75,717 | $55,500 | 29 |
| 2023 | $1,103,399 | $35,378 | $86,113 | $67,000 | 32 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,643,578 | $1,098,182 | $1,103,399 |
| Revenue | $629,717 | $70,500 | $35,378 |
| Expenses | $84,321 | $75,717 | $86,113 |
| Qualifying Distributions | $75,778 | $66,780 | $77,749 |
| Net Investment Income | $450,202 | $62,563 | $33,144 |
| Distributable Amount | $82,338 | $77,314 | $70,898 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 12, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Susan H Carter as vice president and William S Carter as president, director, and secretary.
The Carter Family Charitable Foundation Inc is led by William S Carter, President, Director & Secretary on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
William S Carter
President, Director & Secretary
On filings since 2019
1 hr/week
No compensation reported
Susan H Carter
Vice President
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754
Frequently asked questions about The Carter Family Charitable Foundation Inc
How much does The Carter Family Charitable Foundation Inc give each year?
The Carter Family Charitable Foundation Inc gave $64K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 29 grants.
What is The Carter Family Charitable Foundation Inc's typical grant size?
The Carter Family Charitable Foundation Inc's median grant in 2025 was $2,000, and its average grant was $2,133, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Carter Family Charitable Foundation Inc that year got $2K on average.
Where does The Carter Family Charitable Foundation Inc give grants?
The Carter Family Charitable Foundation Inc gives mostly in California: 68% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Iowa (11%) and Virginia (6%). The most frequent recipient cities were San Jose, CA (9 grants), Santa Clara, CA (6 grants), Alexandria, VA (2 grants) and New York, NY (2 grants).
Does The Carter Family Charitable Foundation Inc give general operating support?
Yes: 73% of The Carter Family Charitable Foundation Inc's 2025 grants with a stated purpose (22 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Carter Family Charitable Foundation Inc's largest grantees?
The Carter Family Charitable Foundation Inc's largest 2025 grantees include Santa Clara University ($21,000 across 5 grants), Catholic Relief Services Inc ($5,000) and Bellarmine College Preparatory ($2,500), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is The Carter Family Charitable Foundation Inc?
The Carter Family Charitable Foundation Inc reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $82K (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 The Carter Family Charitable Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants show support for programs including engineering and university athletics, as well as organizations working in education, community services, health, and relief. See mission & focus areas ↑
How do I apply for a grant from The Carter Family Charitable Foundation Inc?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carter Family Charitable Foundation Inc's EIN?
The Carter Family Charitable Foundation Inc's EIN (Employer Identification Number) is 20-0984089. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Carter Family Charitable Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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