The Carter Family Charitable Foundation Inc

WILMINGTON, DE EIN: 20-0984089

The Carter Family Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 29 grants totaling $56K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-0.5% YoY

Annual Giving

$56K

-17.2% YoY

Grant Count

29

-9.4% YoY

Avg Grant Size

$2K

-8.6% YoY

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

About The Carter Family Charitable Foundation Inc

Based on IRS filings

The Carter Family Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 29 grants totaling $56K. Net investment income was $63K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AlexandriaBaltimoreChicagoDallasHarlanKenmoreLos GatosNew YorkOaklandPalo AltoPhoenixSan FranciscoSan GabrielSan JoseSanta ClaraSeattleWatertown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$46K$93K$139K$186K20202021202220232024
Metric202420232022
Total Assets$1,098,182$1,103,399$1,154,134
Revenue$70,500$35,378$79,325
Expenses$75,717$86,113$84,546
Qualifying Distributions$66,780$77,749$75,296
Net Investment Income$62,563$33,144$72,003
Distributable Amount$77,314$70,898$71,173

Giving Over Time

Total grant dollars and number of grants per year

$0$17K$34K$50K$67K26 grants202026 grants202128 grants202232 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SANTA CLARA UNIVERSITY$10KCATHOLIC RELIEF SERVICES…$5KSANTA CLARA UNIVERSITY$5KSANTA CLARA UNIVERSITY$5KBELLARMINE COLLEGE PREPA…$3KBRONCO BENCH FOUNDATION$3KCROHNS & COLITIS FOUNDAT…$3KAMERICAN HEART ASSOCIATION$2KARCHBISHOP MITTY HIGH SC…$2KMENTAL HEALTH AMERICA INC$2K

Grant Size Distribution

141 grants across all recorded years

141<$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 Santa Clara University ($10,000), Catholic Relief Services Inc ($5,000), Santa Clara University ($5,000).

RecipientPurposeAmount
ALS THERAPY DEVELOPMENT FOUNDATION INC WATERTOWN, MAGeneral & Unrestricted$1,000
AMERICAN HEART ASSOCIATION OAKLAND, CAGeneral & Unrestricted$2,000
ARCHBISHOP MITTY HIGH SCHOOL SAN JOSE, CAGeneral & Unrestricted$2,000
BELLARMINE COLLEGE PREPARATORY SAN JOSE, CAGeneral & Unrestricted$2,500
BRONCO BENCH FOUNDATION SANTA CLARA, CAGeneral & Unrestricted$2,500
BROPHY COLLEGE PREPARATORY PHOENIX, AZGeneral & Unrestricted$1,000
CAMBRIDGE IN AMERICA NEW YORK, NYThe Margaret Beuford Institute of Theology$1,000
CAMBRIDGE IN AMERICA NEW YORK, NYGeneral & Unrestricted$1,000
CATHOLIC CHARITIES OF SANTA CLARA COUNTY SAN JOSE, CAGeneral & Unrestricted$500
CATHOLIC RELIEF SERVICES INC HARLAN, IAGeneral & Unrestricted$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Susan H CarterVP1
William S CarterPres, Dir, Sec1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Carter Family Charitable Foundation Inc?

The Carter Family Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $1.1M in total assets as of 2024.

How large is The Carter Family Charitable Foundation Inc?

As of 2024, The Carter Family Charitable Foundation Inc holds $1.1M in total assets with $71K in annual revenue. It awarded 29 grants totaling $56K in 2024.

Where does The Carter Family Charitable Foundation Inc operate?

The Carter Family Charitable Foundation Inc has awarded grants in Arizona, California, Iowa, Illinois, Massachusetts, Maryland, New York, Texas, Virginia, Washington.

What size grants does The Carter Family Charitable Foundation Inc award?

In 2024, The Carter Family Charitable Foundation Inc awarded 29 grants totaling $56K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Carter Family Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carter Family Charitable 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 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 2020–2024.

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Related Funders

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

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