2025-11-14T13:58:43-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 990 2024-01-01 113662240 SHAWN CARTER SCHOLARSHIP FUND C/O BESSEMER TRUST COMPANY NA SHAW 2124972073 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 DANIA DIAZ EXECUTIVE DIRECTOR 2124972073 2025-11-12 1 1 AMANDA ADAMS P00748038 9732180500 2025-11-12 2024 2025-03-06 01:10:19Z DANIA DIAZ 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 5146379 0 X WWW.SHAWNCARTERSF.COM X 2002 NY TO HELP INDIVIDUALS FACING SOCIO-ECONOMIC HARDSHIPS FURTHER THEIR POST SECONDARY EDUCATION.WE OPEN THE DOORS OF EDUCATION, TRAVEL AND ENLIGHTENMENT AND EXPERIENCES TO THOSE WHO MAY NEVER HAVE THOUGHT IT POSSIBLE. 5 4 2 63 0 0 10620376 4448621 0 0 382483 647590 6378 50168 11009237 5146379 1815251 572477 0 0 224594 206903 0 0 42821 994939 720284 3034784 1499664 7974453 3646715 12937536 16531193 142334 97276 12795202 16433917 X TO HELP INDIVIDUALS FACING SOCIO-ECONOMIC HARDSHIPS FURTHER THEIR EDUCATION AT POST SECONDARY INSTITUTIONS BY PROVIDING THEM WITH EDUCATIONAL SCHOLARSHIPS AND RELATED EDUCATIONAL SUPPORT SERVICES AND EXPERIENCES TO ENSURE THEIR PATH TOWARDS SUCCESS. 1 0 576257 WEALTH BUILDING: OUR FINANCIAL EDUCATION PORTFOLIO WHICH INCLUDED THE LAUNCH OF THE CHAMPIONS FOR FINANCIAL LEGACY PROGRAM, A WEALTH BUILDING COURSE AND PROGRAM CURRENTLY OFFERED AT 3 HBCUS; AND THE THIRD YEAR OFFERING OF TBA, A BITCOIN AND FINANCIAL EDUCATION PROGRAM FOR RESIDENTS AT MARCY HOUSES IN BROOKLYN, NY. 331750 331750 NATIONAL SCHOLARSHIP FUND: HELPS INDIVIDUALS FACING SOCIO-ECONOMIC HARDSHIPS FURTHER THEIR EDUCATION AT INSTITUTIONS OF HIGHER LEARNING BY PROVIDING THEM WITH EDUCATIONAL SCHOLARSHIPS AND RELATED EDUCATIONAL SUPPORT SERVICES TO ENSURE THEIR PATH TOWARD SUCCESS. SCHOLARSHIPS ALLOCATED TO QUALIFIED APPLICANT STUDENTS IN NEED ARE SELECTED BY AN ADMISSIONS COMMITTEE COMPRISED OF THE FOUNDATION'S MANAGEMENT TEAM, STAFF, AND VOLUNTEERS. THE FUND PROVIDED 308 STUDENTS WITH SCHOLARSHIP AWARDS. 109989 109989 ANNUAL HBCU BUS TOUR: EXPOSES HIGH SCHOOL YOUTH TO DIFFERENT COLLEGES IN ORDER TO PROMOTE INCREASED COLLEGE ATTENDANCE. 38 STUDENTS PARTICIPATED IN THE 2024 HBCU BUS TOUR. 270585 130737 THROUGH OUR COMMUNITY GOODWILL PROGRAMS, WHICH INCLUDE THE TOY GIVEAWAY AND MARCY BACK TO SCHOOL TOURNAMENT, OVER $86,000 WAS SPENT ON OVER 2,000 YOUTH AND FAMILIES WHO PARTICIPATED. IN ADDITION OVER $46,000 WAS SPENT ON SUPPORTING 5 STUDENTS AS PART OF THE JOSH DUBIN FELLOWSHIP, A PROFESSIONAL AND EDUCATIONAL DEVELOPMENT PROGRAM IN THE LEGAL FIELD. 270585 130737 1288581 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL NJ NV PA X X BESSEMER TRUST COMPANY NA 2126511091 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 X GLORIA CARTER PRESIDENT 10.00 X X 0 0 0 CAROLYN ARCHER SECRETARY 3.00 X X 20000 0 0 JAY BROWN DIRECTOR 3.00 X 0 0 0 BRIAN SCHLUSSELBERG DIRECTOR 3.00 X 0 0 0 ALEX SPIRO DIRECTOR 3.00 X 0 0 0 DANIA DIAZ EXECUTIVE DIRECTOR 40.00 X 93151 0 0 CHAKA PILGRIM HONORARY BOARD MEMBER 1.00 X 0 0 0 113151 0 0 0 0 0 0 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVENUE NW SUITE 60 WASHINGTON DC 20036 BRANDING AND WEB DEVELOPMENT 262829 1 4448621 1993072 4448621 647590 647590 REFUND OF DEPOSIT 900099 50000 50000 168 168 50168 5146379 0 0 697758 572477 572477 113302 62316 33991 16995 67893 37341 20368 10184 11494 6322 3448 1724 14214 7818 4264 2132 45890 45890 22245 1423 20822 591 591 13482 2489 10993 26817 22138 4679 265 265 5913 5913 CHAMPIONS FOR FINANCIAL 476257 476257 0 BITCOIN ACADEMY 100000 100000 EVENT PRODUCTION 11195 0 0 11195 17629 17629 1499664 1288581 168262 42821 12332207 15889367 586360 557848 10969 7978 8000 0 76000 12937536 16531193 142334 97276 142334 97276 X 12795202 16433917 12795202 16433917 12937536 16531193 3646715 -8000 0 X 0 0 0 X 3733793 549580 2317746 10620376 4448621 21670116 3733793 549580 2317746 10620376 4448621 21670116 11430751 10239365 565 371 423 360869 647590 1009818 6378 6378 595 6664 39702 168 47129 22733441 0.45040 0.56470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SCHOLARSHIPS AWARDED 308 331750 DUBIN FELLOWSHIP 5 46846 TOY DRIVE 1900 83891 COST TOYS COLLEGE BUS TOUR 41 109989 COST MEALS, LODGING, AND SUPPLIES PART I, LINE 2: SCHOLARSHIP AWARDS FOR STUDENTS GO DIRECTLY TO THE SCHOOLS IN WHICH OUR SCHOLARSHIP RECIPIENTS ARE ENROLLED TO BE APPLIED TOWARD TUITION OR OTHER SCHOOL-RELATED EXPENSES. THE SCHOOLS' FINANCIAL AID OR REGISTRAR'S OFFICE WILL THEN APPLY THE FUNDS TOWARD THE STUDENTS' TUITION AND OR RELATED SCHOOL EXPENSES. NO FURTHER MONITORING IS CONSIDERED NECESSARY. X 10781 X 1 1982291 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 CURRICULUM REFINEMENT, LEARNING PLATFORM BUILDOUT, NEW WEBSITE LAUNCH, FACULTY DEVELOPMENT AND TRAINING AND AMBASSADOR TRAINING FOR OUR CHAMPIONS FOR FINANCIAL LEGACY PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT MEMBERS OF THE BOARD REVIEW THE FORM 990 AND APPROVE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AN OFFICER OR DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD") WHEN ANY PROPOSED TRANSACTION OR ARRANGEMENT, INCLUDING ANY GRANT, PENDING OR TO BE BROUGHT BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD (A "COMMITTEE") INVOLVES OR MAY INVOLVE A PERSONAL PROFIT, GAIN OR OTHER FINANCIAL BENEFIT TO THAT OFFICER OR DIRECTOR, OR ANY OTHER OFFICER OR DIRECTOR, OR INVOLVES OR MAY INVOLVE A PERSONAL PROFIT, GAIN OR OTHER FINANCIAL BENEFIT TO AN INDIVIDUAL OR ENTITY WITH WHICH THAT DIRECTOR OR OFFICER, OR ANY OTHER OFFICER OR DIRECTOR, HAS A FAMILY, FINANCIAL, PROFESSIONAL OR EMPLOYMENT RELATIONSHIP (A "CONFLICT OF INTEREST MATTER"). THE BOARD SHALL DETERMINE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS, OR SHOULD BE TREATED AS, A CONFLICT OF INTEREST MATTER, AND IDENTIFY ANY DIRECTOR WHO HAS A PERSONAL PROFIT, GAIN OR OTHER FINANCIAL INTEREST THEREIN OR WHO HAS A FAMILY, FINANCIAL, PROFESSIONAL OR EMPLOYMENT RELATIONSHIP WITH AN INDIVIDUAL OR ENTITY HAVING A PERSONAL PROFIT, GAIN OR OTHER FINANCIAL INTEREST THEREIN, WHICH RELATIONSHIP WOULD, IN THE CIRCUMSTANCES, REASONABLY BE EXPECTED TO EXERT AN INFLUENCE ON THE DIRECTOR'S JUDGMENT WHEN VOTING THEREON (AN "INTERESTED DIRECTOR"). IF THERE ARE ONE OR MORE DIRECTORS WHO ARE NOT INTERESTED DIRECTORS WITH RESPECT TO A CONFLICT OF INTEREST MATTER, THE INTERESTED DIRECTORS SHALL LEAVE THE MEETING ROOM DURING AND REFRAIN FROM PARTICIPATING IN THE DISCUSSION OF THE MERITS OF THE CONFLICT OF INTEREST MATTER (EXCEPT AS REQUESTED BY THE OTHER DIRECTORS TO ANSWER QUESTIONS OR PROVIDE INFORMATION) AND SHALL NOT VOTE ON THE MATTER. IF THERE ARE ONE OR MORE DIRECTORS WHO ARE NOT INTERESTED DIRECTORS WITH RESPECT TO A CONFLICT OF INTEREST MATTER, BUT THEIR NUMBER IS LESS THAN THE NUMBER REQUIRED FOR A QUORUM FOR A BOARD MEETING, THE BOARD SHALL REFER THE CONFLICT OF INTEREST MATTER TO A COMMITTEE AUTHORIZED BY IT TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO THE MATTER, AND SHALL APPOINT A SUFFICIENT NUMBER OF DIRECTORS WHO ARE NOT INTERESTED DIRECTORS TO CONSTITUTE A QUORUM FOR A COMMITTEE MEETING ON THE MATTER. ANY INTERESTED DIRECTOR WHO IS A MEMBER OF THE COMMITTEE SHALL LEAVE THE MEETING ROOM DURING AND REFRAIN FROM PARTICIPATING IN THE DISCUSSION OF THE MERITS OF THE CONFLICT OF INTEREST MATTER (EXCEPT AS REQUESTED BY THE OTHER COMMITTEE MEMBERS TO ANSWER QUESTIONS OR PROVIDE INFORMATION) AND SHALL NOT VOTE ON THE MATTER. THE COMMITTEE'S ACTION ON THE CONFLICT OF INTEREST MATTER SHALL BE BINDING ON THE BOARD AND THE CORPORATION. IF THERE ARE NO DIRECTORS WHO ARE NOT INTERESTED DIRECTORS WITH RESPECT TO A CONFLICT OF INTEREST MATTER OR THE NUMBER THEREOF IS INSUFFICIENT TO CONSTITUTE A QUORUM FOR A COMMITTEE MEETING, THE BOARD SHALL DETERMINE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS NECESSARY OR ADVISABLE AND OF BENEFIT TO THE CORPORATION AND, IF THAT DETERMINATION IS MADE, THE BOARD SHALL THEN DETERMINE AND DOCUMENT THAT THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR TO THE CORPORATION AND DOES NOT REPRESENT EXCESSIVE COMPENSATION, REIMBURSEMENT OR PAYMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER OFFICERS IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. FORM 990, PART VII, SECTION A: CAROLYN ARCHER RECEIVES $20,000 AS A YEARLY STIPEND AS SHE HELPS TO PLAN AND OVERSEE THE COLLEGE BUS TOUR PROGRAM AND PROVIDES SOME ADMINISTRATIVE OVERSIGHT ON OTHER FOUNDATION PROGRAMS.