2025-07-02T07:37:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 270858648 Calvin and Kelly Carter Family Foundation % Foundation Source CALV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CALVIN H CARTER JR PRESIDENT 8008391754 2025-06-21 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2726601 X 0 X 4058 4058 92784 92784 121082 498966 121082 217924 217924 0 15015 15015 1600 13413 13413 30028 15015 13413 106000 106000 136028 15015 119413 81896 202909 0 31577 124711 124711 103634 200173 200287 2367376 2259599 2401603 2502587 2584483 2726601 0 0 X 2502587 2584483 2502587 2584483 2502587 2584483 2502587 81896 2584483 2584483 Publicly-traded Securities 498966 377884 121082 121082 121082 2820 2820 2820 1105 0 1800 2905 X 0 85 85 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Kelly M Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Calvin H Carter Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Brooke Carter Kelley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Assistant VP 1.0 0 0 0 Nicole Carter Mascia Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Assistant VP 1.0 0 0 0 2609831 106221 0 2716052 0 2716052 40741 2675311 133766 133766 2820 2820 130946 130946 130946 119413 0 0 0 0 119413 130946 117639 119413 117639 1774 0 0 129172 0 0 Calvin H Carter Jr Kelly M Carter X AMERICAN RED CROSS 1375 LENOIR RHYNE BLVD HICKORY NC 28602 N/A PC Relief Effort for Hurriane Helene 5000 AMIGOS OF COSTA RICA INC PO BOX 748 WEST CHESTER PA 19381 N/A PC To support Fundacion Dreamcatchers for Costa Rican Children 3500 BACKPACK BEGINNINGS 3711 ALLIANCE DR GREENSBORO NC 27407 N/A PC General & Unrestricted 5000 CARYING PLACE INCORPORATED PO BOX 622 CARY NC 27512 N/A PC Charitable Event 7500 DESIGNED FOR JOY 517 W CABARRUS ST STE A RALEIGH NC 27603 N/A PC Charitable Event 5000 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A PC Support in maintaining the Duke Human Heart Repository 5000 FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC 1924 CAPITAL BLVD RALEIGH NC 27604 N/A PC General & Unrestricted 5000 HOPE COMMUNITY CHURCH OF CARY INC 821 BUCK JONES RD RALEIGH NC 27606 N/A PC Hurricane Helene Disaster Relief Fund 10000 HOPE COMMUNITY CHURCH OF CARY INC 821 BUCK JONES RD RALEIGH NC 27606 N/A PC Hurricane Helene Disaster Relief Fund 10000 HOUSE OF JOY INC 108 W N ST ZEBULON NC 27597 N/A PC Hurricane Helene disaster relief in Western NC 10000 IGNITE THE SPIRIT GREENSBORO PO BOX 39362 GREENSBORO NC 27438 N/A PC General & Unrestricted 3000 NC STATE ENGINEERING FOUNDATION INC 230 PAGE HALL BOX 7901 RALEIGH NC 27695 N/A PC Charitable Event 5000 OUT OF THE GARDEN PROJECT 300 NC HWY 68 S GREENSBORO NC 27409 N/A PC General & Unrestricted 5000 PRETTY IN PINK FOUNDATION INC 5171 GLENWOOD AVE STE 360 RALEIGH NC 27612 N/A PC Charitable Event 5000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Hurricane Helene Disaster Relief Fund 5000 SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLI 3330 SHOREFAIR DR WINSTON SALEM NC 27105 N/A PC General & Unrestricted 3000 SHIP OUTREACH AND COMMUNITY CENTER INC 2635 SOUTH SAUNDERS ST RALEIGH NC 27601 N/A PC Charitable Event 1500 THE CARING COMMUNITY FOUNDATION INC PO BOX 1364 CARY NC 27512 N/A PC Charitable Event 2500 UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC 50 S FRENCH BROAD AVE ASHEVILLE NC 28801 N/A PC Hurricane Helene Disaster Relief Fund 5000 YOUR OWN GREATNESS AFFIRMED 1215 CARROLL ST DURHAM NC 27707 N/A PC General & Unrestricted 5000 106000 14 4058 14 92784 18 121082 217924 217924 false false false false false false false false false false ALPHA CENTRIC INCOME OPPORTUNI 107114 69113 AMERICAN BEACON THE LONDON CO 125238 157824 ANGEL OAK FINANCIAL STRATEGIES 89758 67056 BNY MELLON DYNAMIC VALUE FUND 136410 155185 BROOKFIELD REAL ASSETS INCOME 55569 33566 CBRE CLARION GLOBAL REAL ESTAT 130734 91919 COLUMBIA MORTGAGE OPPORTUNITIE 68284 53845 COLUMBIA SELECT LARGE CAP GROW 134959 118561 CULLEN HIGH DIVIDEND EQ FD I 259000 223325 DAVIS NEW YORK VENTURE INSTL C 121431 108234 DOUBLELINE YIELD OPPORTUNITIES 49701 58808 EAGLE MID CAP GROWTH 46372 66729 EATON VANCE RICH BERN MULMKT E 137808 172487 EVENTIDE GILEAD FUND INSTITUTI 45721 77400 FIRST EAGLE GLOBAL FUND CLASS 39199 48998 FRANKLIN MUTUAL GLOBAL DISCOVE 49435 48460 MAINSTAY LARGE CAP GROWTH FUND 156848 180289 NUVEEN SANTA BARBARA DIVIDEND 105332 123455 OPPENHEIMER GLOBAL VALUE FUND 67640 99101 SMEAD VALUE FUND CLASS I1 104650 201842 SPDR GOLD SHARES 22881 32688 TORTOISE MLP ENERGY INCOME FUN 111806 116956 VIRTUS KAR MID CAP CORE FUND I 93709 95762 200173 200287 Administrative Fees 13388 13388 State or Local Filing Fees 25 25 Investment Management Services 15015 15015 990-PF Estimated Tax for 2024 1100 990-PF Extension for 2023 500