Nonprofit · EIN 59-2712359
JOHN AND MARTHA CARTER FOUNDATION
Tax-exempt · LAKE WALES, FL 33898
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $76,655 | $68,740 | $7,915 | $438,059 | $54,300 | $383,759 |
| June 30, 2024 | 990-PF | $43,707 | $60,589 | -$16,882 | $424,633 | $48,787 | $375,846 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $17,818
- Interest
- $17
- Net gain from sales of assets
- $58,820
Expenses
- Grants and similar amounts paid
- $56,200
- Disbursements for charitable purposes
- $49,700
- Excise tax on investment income
- $101
Balance sheet and other
- Total assets, start of year
- $424,633
- Total assets, end of year
- $438,059
- Total liabilities, end of year
- $54,300
- Net assets, end of year
- $383,759
- Fair market value of assets
- $15,711
- Qualifying distributions
- $49,700
- Net investment income
- $17,835
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 |
|---|---|---|---|
| JUNE C ULLMAN 1316 SOUTH HIGHLAND PARK DRIVE, LAKE WALES, FL 33898 | TRUSTEE | 1 | $0 |
| C ADAM CARTER 2294 COUNTY ROAD 157, ENTERPRISE, AL 363307718 | TRUSTEE | 1 | $0 |
| REBECCA C YOUMANS 221 LA CASA, LAKE WALES, FL 33898 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUNE C ULLMAN 1316 SOUTH HIGHLAND PARK DRIVE, LAKE WALES, FL 33898 | TRUSTEE | 1 | $0 |
| C ADAM CARTER 2294 COUNTY ROAD 157, ENTERPRISE, AL 363307718 | TRUSTEE | 1 | $0 |
| REBECCA C YOUMANS 221 LA CASA, LAKE WALES, FL 33898 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1316 HIGHLAND PARK DR S, LAKE WALES, FL 33898-7426
- Signed the 990-PF
- JUNE C ULLMAN, TRUSTEE
- Phone
- (863) 676-3795
- Return prepared by
- BUNTING TRIPP & INGLEY 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 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
- 59-2712359
- 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
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $438,059
- Income (IRS master file)
- $152,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $76,655 | $68,740 | $438,059 | XML |
| 990-PF | June 2024 | $43,707 | $60,589 | $424,633 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 59-2712359).
Questions about JOHN AND MARTHA CARTER FOUNDATION
- What is the EIN of JOHN AND MARTHA CARTER FOUNDATION?
- The employer identification number (EIN) of JOHN AND MARTHA CARTER FOUNDATION is 59-2712359.
- Is JOHN AND MARTHA CARTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to JOHN AND MARTHA CARTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND MARTHA CARTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND MARTHA CARTER FOUNDATION 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 JOHN AND MARTHA CARTER FOUNDATION 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 JOHN AND MARTHA CARTER FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND MARTHA CARTER FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $76,655, expenses of $68,740 and total assets of $438,059 at year end.
Other nonprofits in LAKE WALES
- ADVENTHEALTH POLK SOUTH INC EIN 83-4672945 · last filed 990 for 2024
- LAKE WALES CHARTER SCHOOLS EIN 06-1667879 · last filed 990 for 2025
- VICTORY RIDGE ACADEMY INC EIN 20-4976804 · last filed 990 for 2025
- BOK TOWER GARDENS INC EIN 23-1352009 · last filed 990 for 2025
- VANGUARD SCHOOL OF LAKE WALES FLORIDA INC EIN 59-2298398 · last filed 990 for 2025
- LAKE WALES CARE CENTER INC EIN 59-2015847 · last filed 990 for 2024
- RIVER RANCH PROPERTY OWNERS ASSOCIATION INC EIN 59-2164728 · last filed 990 for 2026
- CANDLELIGHT CHRISTIAN ACADEMY INC EIN 81-0563798 · last filed 990 for 2025