Nonprofit · EIN 05-6093256
CARTER FAMILY CHARITABLE TRUST
Also known as CARTER JOHN S & LETITIA M TRUSTEES
Tax-exempt · L COMPTON, RI 02837
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,777,081 | $2,816,736 | $960,345 | $44,858,262 | $0 | $44,858,262 |
| June 30, 2024 | 990-PF | $811,820 | $2,727,108 | -$1,915,288 | $43,897,917 | $0 | $43,897,917 |
| June 30, 2023 | 990-PF | $1,275,934 | $2,906,080 | -$1,630,146 | $45,813,205 | $0 | $45,813,205 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,554,777
- Net gain from sales of assets
- $2,221,454
- Other income
- $850
Expenses
- Grants and similar amounts paid
- $2,120,773
- Compensation of officers, directors and key employees
- $240,000
- Disbursements for charitable purposes
- $2,332,314
- Excise tax on investment income
- $46,393
Balance sheet and other
- Total assets, start of year
- $43,897,917
- Total assets, end of year
- $44,858,262
- Total liabilities, end of year
- $0
- Net assets, end of year
- $44,858,262
- Fair market value of assets
- $50,756,772
- Qualifying distributions
- $2,332,314
- Net investment income
- $3,777,081
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G SMALL 2800 FINANCIAL PLAZA, PROVIDENCE, RI 02903 | TRUSTEE | 12 | $120,000 |
| JOHN S CARTER III 23 TAYLORS LANE, LITTLE COMPTON, RI 02837 | TRUSTEE | 12 | $120,000 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G SMALL 2800 FINANCIAL PLAZA, PROVIDENCE, RI 02903 | TRUSTEE | 12 | $110,000 |
| JOHN S CARTER III 23 TAYLORS LANE, LITTLE COMPTON, RI 02837 | TRUSTEE | 12 | $100,000 |
| LETITIA M CARTER 137 GROTTO AVENUE, PROVIDENCE, RI 02906 | TRUSTEE | 5 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G SMALL 2800 FINANCIAL PLAZA, PROVIDENCE, RI 02903 | TRUSTEE | 12 | $130,000 |
| JOHN S CARTER III 23 TAYLORS LANE, LITTLE COMPTON, RI 02837 | TRUSTEE | 12 | $130,000 |
| LETITIA M CARTER 137 GROTTO AVENUE, PROVIDENCE, RI 02906 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 179, L COMPTON, RI 02837-0179
- Signed the 990-PF
- RICHARD G SMALL, TRUSTEE
- Phone
- (401) 276-6582
- Website
- HTTPS://CARTERTRUSTFUNDS.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6093256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $44,858,262
- Income (IRS master file)
- $20,684,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,777,081 | $2,816,736 | $44,858,262 | IRS |
| 990-PF | June 2024 | $811,820 | $2,727,108 | $43,897,917 | IRS |
| 990-PF | June 2023 | $1,275,934 | $2,906,080 | $45,813,205 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6093256).
Questions about CARTER FAMILY CHARITABLE TRUST
- What is the EIN of CARTER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of CARTER FAMILY CHARITABLE TRUST is 05-6093256.
- Is CARTER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CARTER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARTER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARTER FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARTER FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CARTER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $120,000 (RICHARD G SMALL, TRUSTEE).
- How much revenue does CARTER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,777,081, expenses of $2,816,736 and total assets of $44,858,262 at year end.
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