Nonprofit · EIN 27-0858648
CALVIN AND KELLY CARTER FAMILY FOUNDATION
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $296,251 | $149,558 | $146,693 | $2,731,176 | $0 | $2,731,176 |
| December 31, 2024 | 990-PF | $217,924 | $136,028 | $81,896 | $2,584,483 | $0 | $2,584,483 |
| December 31, 2023 | 990-PF | $113,783 | $130,161 | -$16,378 | $2,502,587 | $0 | $2,502,587 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $74,222
- Interest
- $3,263
- Net gain from sales of assets
- $218,766
Expenses
- Grants and similar amounts paid
- $117,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $131,247
- Excise tax on investment income
- $3,904
Balance sheet and other
- Total assets, start of year
- $2,584,483
- Total assets, end of year
- $2,731,176
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,731,176
- Fair market value of assets
- $2,922,338
- Qualifying distributions
- $131,247
- Net investment income
- $296,251
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly M Carter Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | VP, Dir | 1 | $0 |
| Calvin H Carter Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Pres, Dir, Sec | 1 | $0 |
| Brooke Carter Kelley Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
| Nicole Carter Mascia Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly M Carter Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | VP, Dir | 1 | $0 |
| Calvin H Carter Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Pres, Dir, Sec | 1 | $0 |
| Brooke Carter Kelley Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
| Nicole Carter Mascia Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly M Carter Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | VP, Dir | 1 | $0 |
| Calvin H Carter Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Pres, Dir, Sec | 1 | $0 |
| Brooke Carter Kelley Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
| Nicole Carter Mascia Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Assistant VP | 1 | $0 |
Address and contacts
- Address (IRS master file)
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Calvin H Carter Jr, President
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0858648
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,731,176
- Income (IRS master file)
- $459,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $296,251 | $149,558 | $2,731,176 | XML |
| 990-PF | December 2024 | $217,924 | $136,028 | $2,584,483 | XML |
| 990-PF | December 2023 | $113,783 | $130,161 | $2,502,587 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-0858648).
Questions about CALVIN AND KELLY CARTER FAMILY FOUNDATION
- What is the EIN of CALVIN AND KELLY CARTER FAMILY FOUNDATION?
- The employer identification number (EIN) of CALVIN AND KELLY CARTER FAMILY FOUNDATION is 27-0858648.
- Is CALVIN AND KELLY CARTER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to CALVIN AND KELLY CARTER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALVIN AND KELLY CARTER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALVIN AND KELLY 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 CALVIN AND KELLY 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 CALVIN AND KELLY 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 CALVIN AND KELLY CARTER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $296,251, expenses of $149,558 and total assets of $2,731,176 at year end.
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