Carter Family Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,143
Expenses
$126,077
Net Income
-$10,934
Net Assets
$1,968,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,632
11.8%
Dividends $33,078
28.7%
Sales of Assets $68,433
59.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,203
87.4%
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 $1,968,224
Total Liabilities $0
Net Assets $1,968,224
Compensation
Key Employees and Officers Compensation Other
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (President) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$199,776
Expenses
$134,114
Net Income
$65,662
Net Assets
$1,860,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
50.1%
Interest Revenue $19,971
10.0%
Dividends $29,299
14.7%
Sales of Assets $50,506
25.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,623
84.0%
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 $1,860,332
Total Liabilities $0
Net Assets $1,860,332
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,302
Expenses
$117,121
Net Income
$114,181
Net Assets
$1,740,016
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $176,189
76.2%
Interest Revenue $1,611
0.7%
Dividends $37,812
16.3%
Sales of Assets $15,690
6.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $99,606
85.0%
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 $1,740,016
Total Liabilities $0
Net Assets $1,740,016
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,231
Expenses
$113,371
Net Income
$123,860
Net Assets
$1,464,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $201,000
84.7%
Interest Revenue $303
0.1%
Dividends $30,284
12.8%
Sales of Assets $5,644
2.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,263
85.8%
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 $1,464,084
Total Liabilities $0
Net Assets $1,464,084
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,983
Expenses
$103,921
Net Income
$160,062
Net Assets
$1,340,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
75.8%
Interest Revenue $78
0.0%
Dividends $26,081
9.9%
Sales of Assets $37,824
14.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,049
83.8%
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 $1,340,740
Total Liabilities $0
Net Assets $1,340,740
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$639,725
Expenses
$75,606
Net Income
$564,119
Net Assets
$1,186,290
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $231,382
36.2%
Interest Revenue $133
0.0%
Dividends $17,984
2.8%
Sales of Assets $390,226
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,206
91.5%
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 $1,186,291
Total Liabilities $1
Net Assets $1,186,290
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Polly Martin (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$235,450
Expenses
$90,354
Net Income
$145,096
Net Assets
$622,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $220,000
93.4%
Interest Revenue $427
0.2%
Dividends $15,023
6.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,122
96.4%
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 $622,170
Total Liabilities $1
Net Assets $622,169
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,957
Expenses
$50,181
Net Income
$216,776
Net Assets
$477,225
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,020
93.7%
Interest Revenue $116
0.0%
Dividends $13,557
5.1%
Sales of Assets $3,264
1.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,407
84.5%
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 $477,225
Total Liabilities $0
Net Assets $477,225
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,843
Expenses
$32,402
Net Income
-$9,559
Net Assets
$260,629
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.2%
Interest Revenue $24
0.1%
Dividends $12,807
56.1%
Sales of Assets $9,962
43.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,651
94.6%
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 $260,629
Total Liabilities $0
Net Assets $260,629
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,833
Expenses
$33,352
Net Income
-$3,519
Net Assets
$270,301
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $12,789
42.9%
Sales of Assets $17,043
57.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,827
95.4%
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 $270,301
Total Liabilities $0
Net Assets $270,301
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,823
Expenses
$27,491
Net Income
-$5,668
Net Assets
$274,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $12,809
58.7%
Sales of Assets $9,013
41.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,841
97.6%
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 $274,031
Total Liabilities $0
Net Assets $274,031
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,471
Expenses
$25,077
Net Income
-$3,606
Net Assets
$279,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $21,470
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,927
95.4%
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 $279,885
Total Liabilities $0
Net Assets $279,885
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Peggy Carson (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,176
Expenses
$22,762
Net Income
-$10,586
Net Assets
$283,597
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $11,731
96.3%
Sales of Assets $444
3.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,612
94.9%
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 $283,597
Total Liabilities $0
Net Assets $283,597
Compensation
Key Employees and Officers Compensation Other
James E Carter Jr (President) $0 $0
Rosalynn S Carter (Secretary) $0 $0
Madeline Edwards (Treasurer) $0 $0
John W Carter (Director) $0 $0
James E Carter 111 (Director) $0 $0
D Jeffrey Carter (Director) $0 $0
Amy L Carter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,661
Expenses
$19,880
Net Income
$73,781
Net Assets
$294,116
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $83,877
89.6%
Interest Revenue $8
0.0%
Dividends $9,776
10.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,230
91.7%
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 $294,117
Total Liabilities $1
Net Assets $294,116

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,615
Expenses
$15,605
Net Income
$38,010
Net Assets
$220,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $49,731
92.8%
Interest Revenue $39
0.1%
Dividends $3,845
7.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,111
90.4%
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 $220,360
Total Liabilities $1
Net Assets $220,359

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

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

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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.

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