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Nonprofit · EIN 13-6057027

CARTER FUND-201870

Tax-exempt · WILMINGTON, DE 19809

Financials

$680K$94K2023$67K$104K2024$102K$106K2025
Revenue Expenses · by fiscal year end
Financials of CARTER FUND-201870 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$102,407$105,714-$3,307$1,628,255$0$1,628,255
December 31, 2024990-PF$66,687$104,462-$37,775$1,631,531$0$1,631,531
December 31, 2023990-PF$680,358$94,038$586,320$1,669,312$0$1,669,312
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$43,602
Net gain from sales of assets
$50,941
Other income
$7,864

Expenses

Grants and similar amounts paid
$77,622
Compensation of officers, directors and key employees
$25,728
Disbursements for charitable purposes
$91,736
Excise tax on investment income
$1,120

Balance sheet and other

Total assets, start of year
$1,631,531
Total assets, end of year
$1,628,255
Total liabilities, end of year
$0
Net assets, end of year
$1,628,255
Fair market value of assets
$2,050,155
Qualifying distributions
$91,736
Net investment income
$94,530

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
JTC TRUST COMPANY DELAWARE LTD
200 BELLEVUE PKWY SUITE 500, WILMINGTON, DE 19809
TRUSTEE, AS REQ'D0$25,728
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIBANK NA
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$15,901
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIBANK NA
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$14,190

Address and contacts

Address (IRS master file)
200 BELLEVUE PKWY STE 500, WILMINGTON, DE 19809-3741
In care of
% CITICORP TR BANK FSB
Signed the 990-PF
SHAWN WILSON, TRUSTEE
Phone
(302) 798-2160
Return prepared by
KPMG LLP

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
13-6057027
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
1960
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,628,255
Income (IRS master file)
$701,874

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$102,407$105,714$1,628,255IRS
990-PFDecember 2024$66,687$104,462$1,631,531IRS
990-PFDecember 2023$680,358$94,038$1,669,312XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-6057027).

Questions about CARTER FUND-201870

What is the EIN of CARTER FUND-201870?
The employer identification number (EIN) of CARTER FUND-201870 is 13-6057027.
Is CARTER FUND-201870 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to CARTER FUND-201870 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARTER FUND-201870 file?
Form 990-PF. Private foundations file every year.
When is the next return of CARTER FUND-201870 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 CARTER FUND-201870 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 CARTER FUND-201870?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,728 (JTC TRUST COMPANY DELAWARE LTD, TRUSTEE, AS REQ'D).
How much revenue does CARTER FUND-201870 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,407, expenses of $105,714 and total assets of $1,628,255 at year end.

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