The Carter Family Foundation

ANNAPOLIS, MD EIN: 01-0660673

The Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANNAPOLIS, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $152K in total assets. In 2024, it awarded 7 grants totaling $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$152K

+63.4% YoY

Annual Giving

$7K

Grant Count

7

Avg Grant Size

$935.857

Under IRS private-foundation payout rules, The Carter Family Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About The Carter Family Foundation

Based on IRS filings

The Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANNAPOLIS, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $152K in total assets. In 2024, it awarded 7 grants totaling $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AnnapolilsAnnapolisColumbiaPortlandRaleighSalemViennaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$13K$17K20202021202220232024
Metric202420232022
Total Assets$151,681$92,817$42,333
Revenue$15,267$1,059$2,429
Expenses$9,509$1,218$6,942
Qualifying Distributions$6,551$4,200
Net Investment Income
Distributable Amount$6,417$3,535$3,050

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$7K0 grants20206 grants20217 grants20220 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

ANNAPOLIS MARITIME MUSEUM$1KGRASSROOTS CRISIS INTERV…$1KNC STATE COLLEGE OF NATU…$1KTHE LIGHT HOUSE$1KGONZAGA COLLEGE HIGH SCH…$800OUR LADY OF GOOD COUNSEL…$650UNIVERSITY OF NEW ENGLAND$250

Grant Size Distribution

20 grants across all recorded years

20<$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 Annapolis Maritime Museum ($1,450), Grassroots Crisis Intervention Cent ($1,200), Nc State College of Natural Resourc ($1,151).

RecipientPurposeAmount
NC STATE COLLEGE OF NATURAL RESOURC RALEIGH, NCROY M. CARTER SCHOLARSHIP FUND$1,151
THE LIGHT HOUSE ANNAPOLIS, MDGENERAL SUPPORT$1,050
ANNAPOLIS MARITIME MUSEUM ANNAPOLIS, MDBOX OF RAIN SUPPORT$1,450
OUR LADY OF GOOD COUNSEL SCHOOL VIENNA, VAWILDCAT FIMD SUPPORT$650
GRASSROOTS CRISIS INTERVENTION CENT COLUMBIA, MDGENERAL SUPPORT$1,200
UNIVERSITY OF NEW ENGLAND PORTLAND, MEGENERAL SUPPORT$250
GONZAGA COLLEGE HIGH SCHOOL WASHINGTON, DCERIK KRISTESEN MEM SCHOLARSHIP FUND$800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RODGER B CARTERMANAGER
KATHARINE B CARTERSECRETARY
RODGER B CARTER JRTRUSTEE
THOMAS B CARTERTRUSTEE
DAVID G CARTERTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Carter Family Foundation?

The Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANNAPOLIS, MD. It holds $152K in total assets as of 2024.

How large is The Carter Family Foundation?

As of 2024, The Carter Family Foundation holds $152K in total assets with $15K in annual revenue. It awarded 7 grants totaling $7K in 2024.

Where does The Carter Family Foundation operate?

The Carter Family Foundation has awarded grants in District of Columbia, Maryland, Maine, North Carolina, Virginia.

What size grants does The Carter Family Foundation award?

In 2024, The Carter Family Foundation awarded 7 grants totaling $7K — an average of about $935.857 per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carter Family Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Carter Family Foundation's EIN?

The Carter Family Foundation's EIN (Employer Identification Number) is 01-0660673. 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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