The Robert and Bessie Carter

HENRICO, VA EIN: 54-1254224

The Robert and Bessie Carter is a private foundation, based in HENRICO, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $229K in total assets. In 2025, it awarded 1 grants totaling $32K. Net investment income was $31K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$229K

-1.2% YoY

Annual Giving

$32K

+3.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$32K

+3.2% YoY

Under IRS private-foundation payout rules, The Robert and Bessie Carter reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

About The Robert and Bessie Carter

Based on IRS filings

Ready to take the next step with The Robert and Bessie Carter?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $148K (100%)

States

Virginia

Cities

Richmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$228,913	$231,647	$242,179
Revenue	$37,926	$28,432	$30,621
Expenses	$40,660	$38,964	$39,554
Qualifying Distributions	$33,340	$32,275	$33,015
Net Investment Income	$30,905	$21,968	$24,682
Distributable Amount	$34,175	$30,864	$28,739

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Garden Club of Virginia ($32,000).

Recipient	Purpose	Amount
THE GARDEN CLUB OF VIRGINIA RICHMOND, VA	TO PROVIDE GENERAL FUNDS	$32,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JOHN B CARTER	PRESIDENT	—	—
ANDREW B CARTER	VP/SECT/TREA	—	—

Frequently Asked Questions

How large is The Robert and Bessie Carter?

As of 2025, The Robert and Bessie Carter holds $229K in total assets with $38K in annual revenue. It awarded 1 grants totaling $32K in 2025.

Where does The Robert and Bessie Carter operate?

The Robert and Bessie Carter has awarded grants in Virginia.

What size grants does The Robert and Bessie Carter award?

In 2025, The Robert and Bessie Carter awarded 1 grants totaling $32K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is The Robert and Bessie Carter required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Robert and Bessie Carter reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.