John And Martha Carter Foundation

Lake Wales, FL
Tax-exempt since May 1987
EIN: 59-2712359

Receive an email when new data is available for this organization.

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

$76.7k (2025)

Expenses

$68.7k (2025)

Total Assets

$438k (2025)

Total Liabilities

$54.3k (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$76,655

Expenses

$68,740

Net Income

$7,915

Net Assets

$383,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$17,818	23.2%
Sales of Assets	$58,820	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,700	72.3%
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	$438,059
Total Liabilities	$54,300
Net Assets	$383,759

Compensation

Key Employees and Officers	Compensation	Other
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0
Rebecca C Youmans (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$43,707

Expenses

$60,589

Net Income

-$16,882

Net Assets

$375,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.1%
Dividends	$15,323	35.1%
Sales of Assets	$28,331	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	70.1%
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	$424,633
Total Liabilities	$48,787
Net Assets	$375,846

Compensation

Key Employees and Officers	Compensation	Other
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0
Rebecca C Youmans (Trustee)	$0	$0

990-PF

Filed on Oct. 21, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$29,821

Expenses

$53,728

Net Income

-$23,907

Net Assets

$392,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109	0.4%
Dividends	$14,187	47.6%
Sales of Assets	$15,525	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	79.1%
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	$435,398
Total Liabilities	$42,583
Net Assets	$392,815

Compensation

Key Employees and Officers	Compensation	Other
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

990-PF

Filed on Oct. 3, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$38,882

Expenses

$60,914

Net Income

-$22,032

Net Assets

$416,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$13,317	34.2%
Sales of Assets	$25,563	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,667	79.9%
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	$465,531
Total Liabilities	$48,726
Net Assets	$416,805

Compensation

Key Employees and Officers	Compensation	Other
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$34,812

Expenses

$52,600

Net Income

-$17,788

Net Assets

$438,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$12,227	35.1%
Sales of Assets	$22,582	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,177	78.3%
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	$480,440
Total Liabilities	$41,544
Net Assets	$438,896

Compensation

Key Employees and Officers	Compensation	Other
Mary C Youmans (Trustee)	$0	$0
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

-$1,288

Expenses

$46,771

Net Income

-$48,059

Net Assets

$457,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10
Dividends	$15,779
Sales of Assets	$0
Other Income	$2,070

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,139	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	$493,190
Total Liabilities	$36,139
Net Assets	$457,051

Compensation

Key Employees and Officers	Compensation	Other
Mary C Youmans (Trustee)	$0	$0
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2020

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending June
2019

Revenue

$9,286

Expenses

$48,871

Net Income

-$39,585

Net Assets

$505,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.3%
Dividends	$15,417	> 100%
Sales of Assets	-$6,501
Other Income	$345	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,563	76.9%
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	$542,673
Total Liabilities	$37,563
Net Assets	$505,110

Compensation

Key Employees and Officers	Compensation	Other
Mary C Youmans (Trustee)	$0	$0
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$31,325

Expenses

$53,012

Net Income

-$21,687

Net Assets

$544,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$15,685	50.1%
Sales of Assets	$15,629	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,650	71.0%
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	$582,344
Total Liabilities	$37,810
Net Assets	$544,534

Compensation

Key Employees and Officers	Compensation	Other
Mary C Youmans (Trustee)	$0	$0
Roger A Ingley Cpa (Trustee)	$0	$0
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$96,460

Expenses

$32,772

Net Income

$63,688

Net Assets

$566,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$12,711	13.2%
Sales of Assets	$83,746	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,772	100%
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	$582,708
Total Liabilities	$16,327
Net Assets	$566,381

Compensation

Key Employees and Officers	Compensation	Other
Mary C Youmans (Trustee)	$0	$0
Roger A Ingley Cpa (Trustee)	$0	$0
June C Ullman (Trustee)	$0	$0
C Adam Carter (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 6, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$79,255

Expenses

$30,266

Net Income

$48,989

Net Assets

$502,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,262	18.0%
Sales of Assets	$64,993	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,949	99.0%
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	$519,353
Total Liabilities	$16,533
Net Assets	$502,820

Compensation

Key Employees and Officers	Compensation	Other
Roger A Ingley Cpa (Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$37,101

Expenses

$32,687

Net Income

$4,414

Net Assets

$453,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,302	43.9%
Sales of Assets	$20,799	56.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,687	100%
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	$470,651
Total Liabilities	$16,677
Net Assets	$453,974

Compensation

Key Employees and Officers	Compensation	Other
Roger A Ingley Cpa (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$46,609

Expenses

$31,203

Net Income

$15,406

Net Assets

$449,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,026	34.4%
Sales of Assets	$30,583	65.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,877	99.0%
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	$464,636
Total Liabilities	$14,913
Net Assets	$449,723

Compensation

Key Employees and Officers	Compensation	Other
Roger A Ingley Cpa (Trustee)	$0	$0

990-PF

Filed on Aug. 22, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$23,500

Expenses

$26,223

Net Income

-$2,723

Net Assets

$434,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,430	52.9%
Sales of Assets	$11,070	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,223	100%
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	$446,054
Total Liabilities	$11,524
Net Assets	$434,530

990-PF

Filed on Dec. 3, 2013

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$35,714

Expenses

$23,863

Net Income

$11,851

Net Assets

$437,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,996	33.6%
Sales of Assets	$23,718	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,863	100%
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	$447,497
Total Liabilities	$10,120
Net Assets	$437,377

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2002

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

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.

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.

Which Organizations Are Here?

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

John And Martha Carter Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $76.7k (2025)

Expenses $68.7k (2025)

Total Assets $438k (2025)

Total Liabilities $54.3k (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$76.7k (2025)

Expenses

$68.7k (2025)

Total Assets

$438k (2025)

Total Liabilities

$54.3k (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002