Nonprofit · EIN 55-0606479
CARTER FAMILY FOUNDATION
Tax-exempt · PARKERSBURG, WV 26101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $2,226,274 | $1,083,375 | $1,142,899 | $14,306,626 | $22,575 | $14,284,051 |
| June 30, 2025 | 990-PF | $571,151 | $745,019 | -$173,868 | $13,143,943 | $2,791 | $13,141,152 |
| June 30, 2024 | 990-PF | $695,856 | $779,951 | -$84,095 | $13,319,114 | $4,094 | $13,315,020 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $505,435
- Net gain from sales of assets
- $1,719,975
- Other income
- $864
Expenses
- Grants and similar amounts paid
- $886,050
- Compensation of officers, directors and key employees
- $153,861
- Disbursements for charitable purposes
- $998,301
- Excise tax on investment income
- $29,763
Balance sheet and other
- Total assets, start of year
- $13,143,943
- Total assets, end of year
- $14,306,626
- Total liabilities, end of year
- $22,575
- Net assets, end of year
- $14,284,051
- Fair market value of assets
- $22,236,029
- Qualifying distributions
- $998,301
- Net investment income
- $2,226,274
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $153,861 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 2 | $143,183 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 2 | $133,425 |
Address and contacts
- Address (IRS master file)
- 514 MARKET ST, PARKERSBURG, WV 26101-5341
- Signed the 990-PF
- UNITED BANK, TRUSTEE
- Phone
- (304) 424-8850
- Return prepared by
- HESS STEWART & CAMPBELL PLLC
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 | 990-PF on file |
| 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
- 55-0606479
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,143,943
- Income (IRS master file)
- $2,161,245
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $2,226,274 | $1,083,375 | $14,306,626 | XML |
| 990-PF | June 2025 | $571,151 | $745,019 | $13,143,943 | XML |
| 990-PF | June 2024 | $695,856 | $779,951 | $13,319,114 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 55-0606479).
Questions about CARTER FAMILY FOUNDATION
- What is the EIN of CARTER FAMILY FOUNDATION?
- The employer identification number (EIN) of CARTER FAMILY FOUNDATION is 55-0606479.
- Is CARTER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CARTER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARTER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARTER FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARTER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CARTER FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $153,861 (UNITED BANK, TRUSTEE).
- How much revenue does CARTER FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $2,226,274, expenses of $1,083,375 and total assets of $14,306,626 at year end.
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