Joanne And John Carter Family Foundation

Bloomfld Hls, MI
Tax-exempt since Dec. 1987
EIN: 13-3386282

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$89.4k (2024)

Expenses

$84.8k (2024)

Total Assets

$825k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$89,382

Expenses

$84,759

Net Income

$4,623

Net Assets

$824,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$84,981	95.1%
Interest Revenue	$0
Dividends	$15,973	17.9%
Sales of Assets	-$11,572
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,500	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$824,583
Total Liabilities	$0
Net Assets	$824,583

Compensation

Key Employees and Officers	Compensation	Other
Joanne S Carter (President/Chairman)	$0	$0
John C Carter (Vice Chairman/Secretary/Treasurer)	$0	$0
Megan E Carter (Vice President/Director)	$0	$0
David J Carter (Vice President/Director)	$0	$0

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990-PF

Filed on June 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$90,665

Expenses

$56,930

Net Income

$33,735

Net Assets

$819,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,875	16.4%
Interest Revenue	$0
Dividends	$15,325	16.9%
Sales of Assets	$60,465	66.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,250	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$819,961
Total Liabilities	$0
Net Assets	$819,961

Compensation

Key Employees and Officers	Compensation	Other
Joanne S Carter (President/Chairman)	$0	$0
John C Carter (Vice Chairman/Secretary/Treasurer)	$0	$0
Megan E Carter (Vice President/Director)	$0	$0
David J Carter (Vice President/Director)	$0	$0

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990-PF

Filed on May 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$145,278

Expenses

$51,415

Net Income

$93,863

Net Assets

$786,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,008	89.5%
Interest Revenue	$0
Dividends	$11,099	7.6%
Sales of Assets	$4,171	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,000	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$786,226
Total Liabilities	$0
Net Assets	$786,226

Compensation

Key Employees and Officers	Compensation	Other
Joanne S Carter (President/Chairman)	$0	$0
John C Carter (Vice Chairman/Secretary/Treasurer)	$0	$0
Megan E Carter (Vice President/Director)	$0	$0
David J Carter (Vice President/Director)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$10,907

Expenses

$55,749

Net Income

-$44,842

Net Assets

$692,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.2%
Dividends	$10,887	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,500	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$692,363
Total Liabilities	$0
Net Assets	$692,363

Compensation

Key Employees and Officers	Compensation	Other
Joanne S Carter (President/Chairman)	$0	$0
John C Carter (Vice Chairman/Secretary/Treasurer)	$0	$0
Megan E Carter (Vice President/Director)	$0	$0
David J Carter (Vice President/Director)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$140,251

Expenses

$117,398

Net Income

$22,853

Net Assets

$737,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$131,219	93.6%
Interest Revenue	$22	0.0%
Dividends	$9,010	6.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	68.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$737,205
Total Liabilities	$1
Net Assets	$737,204

Compensation

Key Employees and Officers	Compensation	Other
Joanne S Carter (President/Chairman)	$0	$0
John C Carter (Vice Chairman/Secretary/Treasurer)	$0	$0
Megan E Carter (Vice President/Director)	$0	$0
David J Carter (Vice President/Director)	$0	$0

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990-PF

Filed on July 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$546,379

Expenses

$120,015

Net Income

$426,364

Net Assets

$2,062,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$287	0.1%
Dividends	$34,206	6.3%
Sales of Assets	$550,936	> 100%
Other Income	-$39,050

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,000	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,062,352
Total Liabilities	$1
Net Assets	$2,062,351

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Scwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$21,669

Expenses

$113,791

Net Income

-$92,122

Net Assets

$1,615,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$390	1.8%
Dividends	$25,474	> 100%
Sales of Assets	$8,082	37.3%
Other Income	-$12,277

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,615,016
Total Liabilities	$0
Net Assets	$1,615,016

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on June 26, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$152,320

Expenses

$117,044

Net Income

$35,276

Net Assets

$1,707,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,231	0.8%
Dividends	$57,298	37.6%
Sales of Assets	$106,666	70.0%
Other Income	-$12,875

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,707,138
Total Liabilities	$0
Net Assets	$1,707,138

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on June 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$212,247

Expenses

$112,516

Net Income

$99,731

Net Assets

$1,671,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,029	0.5%
Dividends	$40,937	19.3%
Sales of Assets	$174,219	82.1%
Other Income	-$3,938

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,000	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,671,862
Total Liabilities	$0
Net Assets	$1,671,862

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on July 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$129,705

Expenses

$118,926

Net Income

$10,779

Net Assets

$1,572,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$72,707	56.1%
Sales of Assets	$60,318	46.5%
Other Income	-$3,344

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,572,131
Total Liabilities	$0
Net Assets	$1,572,131

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$198,229

Expenses

$110,384

Net Income

$87,845

Net Assets

$1,561,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$38,037	19.2%
Sales of Assets	$184,617	93.1%
Other Income	-$24,444

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,006	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,561,352
Total Liabilities	$0
Net Assets	$1,561,352

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$20,321

Expenses

$97,767

Net Income

-$77,446

Net Assets

$1,473,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$86,137	> 100%
Sales of Assets	-$37,809
Other Income	-$28,015

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,251	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,473,507
Total Liabilities	$0
Net Assets	$1,473,507

Compensation

Key Employees and Officers	Compensation	Other
Robert G Schwartz (President/Treasurer)	$0	$0
Caroline Schwartz (Vice President/Secretary)	$0	$0
Joanne Schwartz Carter (Vice President/Director)	$0	$0
Tracy Schwartz Parks (Vice President/Director)	$0	$0
Robert G Schwartz Jr (Vice President/Director)	$0	$0

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990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$188,771

Expenses

$93,383

Net Income

$95,388

Net Assets

$1,578,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$135	0.1%
Dividends	$59,917	31.7%
Sales of Assets	$129,545	68.6%
Other Income	-$826

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,520	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,578,888
Total Liabilities	$1
Net Assets	$1,578,887

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$92,791

Expenses

$93,398

Net Income

-$607

Net Assets

$1,216,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132	0.1%
Dividends	$44,762	48.2%
Sales of Assets	$39,000	42.0%
Other Income	$8,897	9.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,582	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,216,299
Total Liabilities	$1
Net Assets	$1,216,298

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Joanne And John Carter Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $89.4k (2024)

Expenses $84.8k (2024)

Total Assets $825k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$89.4k (2024)

Expenses

$84.8k (2024)

Total Assets

$825k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001