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Nonprofit · EIN 13-3386282

JOANNE AND JOHN CARTER FAMILY FOUNDATION

Tax-exempt · BLOOMFLD HLS, MI 48301

Financials

$91K$57K2023$89K$85K2024$166K$52K2025
Revenue Expenses · by fiscal year end
Financials of JOANNE AND JOHN CARTER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$165,700$52,490$113,210$937,793$0$937,793
December 31, 2024990-PF$89,382$84,759$4,623$824,583$0$824,583
December 31, 2023990-PF$90,665$56,930$33,735$819,961$0$819,961
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$148,224
Dividends
$17,009
Net gain from sales of assets
$467

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$51,245
Excise tax on investment income
$226

Balance sheet and other

Total assets, start of year
$824,583
Total assets, end of year
$937,793
Total liabilities, end of year
$0
Net assets, end of year
$937,793
Fair market value of assets
$1,625,416
Qualifying distributions
$51,245
Net investment income
$17,476

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOANNE S CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
PRESIDENT/CHAIRMAN1$0
JOHN C CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
VICE CHAIRMAN/SECRETARY/TREASURER1$0
MEGAN E CARTER
3406 WOODSHIRE XING, MARIETTA, GA 30066
VICE PRESIDENT/DIRECTOR1$0
DAVID J CARTER
1099 CANTERBURY STREET, BIRMINGHAM, MI 48009
VICE PRESIDENT/DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JOANNE S CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
PRESIDENT/CHAIRMAN0$0
JOHN C CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
VICE CHAIRMAN/SECRETARY/TREASURER0$0
MEGAN E CARTER
3406 WOODSHIRE XING, MARIETTA, GA 30066
VICE PRESIDENT/DIRECTOR0$0
DAVID J CARTER
1099 CANTERBURY STREET, BIRMINGHAM, MI 48009
VICE PRESIDENT/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOANNE S CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
PRESIDENT/CHAIRMAN0$0
JOHN C CARTER
3781 DARLINGTON ROAD SOUTH, BLOOMFIELD HILLS, MI 48301
VICE CHAIRMAN/SECRETARY/TREASURER0$0
MEGAN E CARTER
3406 WOODSHIRE XING, MARIETTA, GA 30066
VICE PRESIDENT/DIRECTOR0$0
DAVID J CARTER
1099 CANTERBURY STREET, BIRMINGHAM, MI 48009
VICE PRESIDENT/DIRECTOR0$0

Address and contacts

Address (IRS master file)
3781 DARLINGTON RD S, BLOOMFLD HLS, MI 48301-2003
In care of
% AYCO COMPANY TAX DEPT
Signed the 990-PF
JOANNE CARTER, PRESIDENT
Phone
(248) 258-6783
Return prepared by
REHMANN ROBSON 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3386282
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$937,793
Income (IRS master file)
$195,095

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$165,700$52,490$937,793IRS
990-PFDecember 2024$89,382$84,759$824,583XML
990-PFDecember 2023$90,665$56,930$819,961XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 13-3386282).

Questions about JOANNE AND JOHN CARTER FAMILY FOUNDATION

What is the EIN of JOANNE AND JOHN CARTER FAMILY FOUNDATION?
The employer identification number (EIN) of JOANNE AND JOHN CARTER FAMILY FOUNDATION is 13-3386282.
Is JOANNE AND JOHN CARTER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to JOANNE AND JOHN CARTER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOANNE AND JOHN CARTER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOANNE AND JOHN CARTER FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOANNE AND JOHN CARTER FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOANNE AND JOHN CARTER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JOANNE AND JOHN CARTER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $165,700, expenses of $52,490 and total assets of $937,793 at year end.

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