W Rudolph And Helen Jacobs Carter Charitable Foundation Tr

Justice Dale Ttee

Charlotte, NC
Tax-exempt since Dec. 2003
EIN: 20-6062344

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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

$61.9k (2024)

Expenses

$91.6k (2024)

Total Assets

$875k (2024)

Total Liabilities

$7.7k (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

$61,891

Expenses

$91,588

Net Income

-$29,697

Net Assets

$867,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,438	44.3%
Sales of Assets	$34,279	55.4%
Other Income	$174	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,270	75.6%
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	$875,268
Total Liabilities	$7,696
Net Assets	$867,572

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$0	$0

990-PF

Filed on April 28, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$7,503

Expenses

$10,781

Net Income

-$3,278

Net Assets

$897,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,625	> 100%
Sales of Assets	-$16,483
Other Income	$361	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$897,269
Total Liabilities	$0
Net Assets	$897,269

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$0	$0

990-PF

Filed on April 23, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$54,378

Expenses

$65,378

Net Income

-$11,000

Net Assets

$900,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,947	27.5%
Sales of Assets	$39,407	72.5%
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,469	80.3%
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	$900,547
Total Liabilities	$0
Net Assets	$900,547

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$0	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$227,186

Expenses

$64,848

Net Income

$162,338

Net Assets

$911,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,015	8.8%
Sales of Assets	$207,122	91.2%
Other Income	$49	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,150	77.3%
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	$911,547
Total Liabilities	$0
Net Assets	$911,547

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$0	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$43,588

Expenses

$60,077

Net Income

-$16,489

Net Assets

$749,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,207	60.1%
Sales of Assets	$17,338	39.8%
Other Income	$43	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,811	77.9%
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	$749,209
Total Liabilities	$1
Net Assets	$749,208

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$0	$0

990-PF

Filed on April 9, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$52,270

Expenses

$54,703

Net Income

-$2,433

Net Assets

$765,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,311	52.2%
Sales of Assets	$24,847	47.5%
Other Income	$112	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,941	76.7%
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	$765,698
Total Liabilities	$1
Net Assets	$765,697

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on April 11, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$63,536

Expenses

$60,089

Net Income

$3,447

Net Assets

$768,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,646	40.4%
Sales of Assets	$37,724	59.4%
Other Income	$166	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,329	77.1%
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	$768,131
Total Liabilities	$0
Net Assets	$768,131

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on April 5, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$38,045

Expenses

$58,558

Net Income

-$20,513

Net Assets

$764,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,938	65.5%
Sales of Assets	$13,107	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,386	75.8%
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	$764,684
Total Liabilities	$0
Net Assets	$764,684

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on March 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$30,009

Expenses

$57,628

Net Income

-$27,619

Net Assets

$785,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,553	81.8%
Sales of Assets	$5,378	17.9%
Other Income	$78	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,860	76.1%
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	$785,197
Total Liabilities	$0
Net Assets	$785,197

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on March 22, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$35,084

Expenses

$62,371

Net Income

-$27,287

Net Assets

$812,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,282	77.8%
Sales of Assets	$7,802	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,753	76.6%
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	$812,816
Total Liabilities	$0
Net Assets	$812,816

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$98,390

Expenses

$63,805

Net Income

$34,585

Net Assets

$841,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,124	33.7%
Sales of Assets	$65,201	66.3%
Other Income	$65	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,444	75.9%
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	$841,267
Total Liabilities	$0
Net Assets	$841,267

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on April 20, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$103,451

Expenses

$60,723

Net Income

$42,728

Net Assets

$806,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,764	30.7%
Sales of Assets	$71,687	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,139	76.0%
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	$806,682
Total Liabilities	$0
Net Assets	$806,682

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Trustee)	$0	$0

990-PF

Filed on May 5, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$54,492

Expenses

$59,835

Net Income

-$5,343

Net Assets

$763,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,546	63.4%
Sales of Assets	$19,946	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,053	75.3%
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	$763,954
Total Liabilities	$1
Net Assets	$763,953

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$59,905

Expenses

$60,671

Net Income

-$766

Net Assets

$769,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,922	61.6%
Sales of Assets	$22,983	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,121	76.0%
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	$769,297
Total Liabilities	$1
Net Assets	$769,296

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

About This Data

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.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

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Updated June 30, 2025

W Rudolph And Helen Jacobs Carter Charitable Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $61.9k (2024)

Expenses $91.6k (2024)

Total Assets $875k (2024)

Total Liabilities $7.7k (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

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$61.9k (2024)

Expenses

$91.6k (2024)

Total Assets

$875k (2024)

Total Liabilities

$7.7k (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