2024-07-11T15:39:47-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 270858648 Calvin and Kelly Carter Family Foundation % Foundation Source CALV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CALVIN CARTER JR PRESIDENT 8008391754 2024-07-08 true CALVIN CARTER JR 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2548684 X 0 X 574 574 81418 81418 31791 342416 31791 113783 113783 0 13455 13455 1490 13086 13086 28031 13455 13086 102130 102130 130161 13455 115216 -16378 100328 26087 31577 31577 59866 103634 104871 2433012 2367376 2412236 2518965 2502587 2548684 0 0 X 2518965 2502587 2518965 2502587 2518965 2502587 2518965 -16378 2502587 2502587 Publicly-traded Securities 342416 310625 31791 31791 31791 1395 1395 1395 900 0 500 1400 X 0 5 5 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Kelly M Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Calvin H Carter Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Brooke Carter Kelley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Assistant VP 1.0 0 0 0 Nicole Carter Mascia Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Assistant VP 1.0 0 0 0 2410027 39388 0 2449415 0 2449415 36741 2412674 120634 120634 1395 1395 119239 119239 119239 115216 0 0 0 0 115216 119239 113616 2021 2020 2019 115216 113616 1600 0 0 117639 0 0 Calvin H Carter Jr Kelly M Carter X ALEXS LEMONADE STAND FOUNDATION 333 E LANCASTER AVE 414 WYNNEWOOD PA 19096 N/A PC General & Unrestricted 1500 ALS THERAPY DEVELOPMENT FOUNDATION INC 480 ARSENAL ST SUITE 201 WATERTOWN MA 02472 N/A PC General & Unrestricted 1500 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 1000 AUTHORACARE FOUNDATION 2500 SUMMIT AVE GREENSBORO NC 27405 N/A SO I General & Unrestricted 1000 BACKPACK BEGINNINGS 3711 ALLIANCE DR GREENSBORO NC 27407 N/A PC General & Unrestricted 2000 CARYING PLACE INCORPORATED PO BOX 622 CARY NC 27512 N/A PC Charitable Event 5000 CARYING PLACE INCORPORATED PO BOX 622 CARY NC 27512 N/A PC General & Unrestricted 5000 CHILDRENS FLIGHT OF HOPE INC 1101 AVIATION PKWY STE D MORRISVILLE NC 27560 N/A PC General & Unrestricted 2500 DESIGNED FOR JOY 517 W CABARRUS ST STE STE A RALEIGH NC 27603 N/A PC Charitable Event 5000 DESIGNED FOR JOY 517 W CABARRUS ST STE STE A RALEIGH NC 27603 N/A PC General & Unrestricted 2500 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A PC DUKE HUMAN HEART REPOSITORY PROGRAM 5000 FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC 1924 CAPITAL BLVD RALEIGH NC 27604 N/A PC General & Unrestricted 5000 GRIMSLEY ATHLETICS BOOSTER CLUB 801 WESTOVER TERRACE GREENSBORO NC 27408 N/A PC Track and Field Program 500 HEIFER INTERNATIONAL FOUNDATION 1 WORLD AVE LITTLE ROCK AR 72202 N/A PC General & Unrestricted 500 HOPE CENTER AT PULLEN INC 112 COX AVE STE 100-A RALEIGH NC 27605 N/A PC General & Unrestricted 2000 HOSPICE OF WAKE COUNTY INC 250 HOSPICE CIR RALEIGH NC 27607 N/A PC General & Unrestricted 1000 IGNITE THE SPIRIT GREENSBORO PO BOX 39362 GREENSBORO NC 27438 N/A PC General & Unrestricted 1000 INTER-FAITH FOOD SHUTTLE 1001 BLAIR DR RALEIGH NC 27603 N/A PC General & Unrestricted 2500 INTERACT 1012 OBERLIN ROAD STE 100 RALEIGH NC 27605 N/A PC General & Unrestricted 2500 LEUKEMIA & LYMPHOMA SOCIETY INC PO BOX 22443 NEW YORK NY 10087 N/A PC LLS' RESEARCH ON LYMPHOMA BEING DONE BY MARGARET SHIPP, MD AT THE DANA-FARBER CANCER INSTITUTE 2000 MABOPANE FOUNDATION 3913 US HWY 64W APEX NC 27523 N/A PC General & Unrestricted 2000 MAKE A WISH FOUNDATION OF EASTERN NORTH CAROLINA I 3809 COMPUTER DR STE 201 RALEIGH NC 27609 N/A PC General & Unrestricted 1000 ME FINE FOUNDATION 318 BLACKWELL ST STE 130 DURHAM NC 27701 N/A PC General & Unrestricted 1000 MENTAL HEALTH ASSOCIATION IN GREENSBORO INC 700 WALTER REED DR GREENSBORO NC 27403 N/A PC General & Unrestricted 2000 NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN 747 3RD AVE FL 33C NEW YORK NY 10017 N/A PC General & Unrestricted 2000 NC STATE ENGINEERING FOUNDATION INC 230 PAGE HALL BOX 7901 RALEIGH NC 27695 N/A PC Charitable Event 5000 NC TRIAD FUSION INC 428 TWINS WAY ADVANCE NC 27006 N/A PC Beyond Sports NC program 500 NEUROSCIENCE GROUP 510 MEADOWMONT VILLAGE CIR STE 174 CHAPEL HILL NC 27517 N/A PC General & Unrestricted 5130 NORTH CAROLINA COASTAL FEDERATION INC 3609 NC 24 NEWPORT NC 28570 N/A PC General & Unrestricted 5000 OCEANA INC 1025 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 OPPORTUNITY INTERNATIONAL INC 101 N WACKER DRIVE STE 1150 CHICAGO IL 60606 N/A PC General & Unrestricted 2000 OUT OF THE GARDEN PROJECT 300 NC HWY 68 S GREENSBORO NC 27409 N/A PC General & Unrestricted 2000 PRETTY IN PINK FOUNDATION INC 5171 GLENWOOD AVE STE 360 RALEIGH NC 27612 N/A PC Charitable Event 5000 READ AND FEED 193 HIGH HOUSE RD CARY NC 27511 N/A PC General & Unrestricted 1000 RESCUE MISSIONS MINISTRIES INC 1201 E MAIN ST DURHAM NC 27701 N/A PC General & Unrestricted 2000 SAFECHILD 2841 KIDD RD RALEIGH NC 27610 N/A PC General & Unrestricted 1000 SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLI 3330 SHOREFAIR DR WINSTON SALEM NC 27105 N/A PC General & Unrestricted 2000 SHIP OUTREACH AND COMMUNITY CENTER INC 105 EAST LEE ST RALEIGH NC 27601 N/A PC Charitable Event 1500 TABLE MINISTRIES INC 209 E MAIN ST CARRBORO NC 27510 N/A PC General & Unrestricted 1000 THE CARING COMMUNITY FOUNDATION INC PO BOX 1364 CARY NC 27512 N/A PC Charitable Event 2500 THE GREEN CHAIR PROJECT INC 1853 CAPITAL BLVD RALEIGH NC 27604 N/A PC General & Unrestricted 1500 WESTERN WAKE CRISIS MINISTRY INC 1600 OLIVE CHAPEL RD STE 408 APEX NC 27502 N/A PC General & Unrestricted 2000 YOUR OWN GREATNESS AFFIRMED 1215 CARROLL ST DURHAM NC 27707 N/A PC General & Unrestricted 5000 102130 14 574 14 81418 18 31791 113783 113783 false false false false false false false false false false ALPHA CENTRIC INCOME OPPORTUNI 107114 75037 AMERICAN BEACON THE LONDON CO 108915 143737 ANGEL OAK FINANCIAL STRATEGIES 89758 62885 BNY MELLON DYNAMIC VALUE FUND 124121 133690 BROOKFIELD REAL ASSETS INCOME 55569 32281 CBRE CLARION GLOBAL REAL ESTAT 130734 103767 CLEARBRIDGE AGGRESSIVE GROWTH 76314 63900 COLUMBIA MORTGAGE OPPORTUNITIE 68284 54245 COLUMBIA SELECT LARGE CAP GROW 168916 132958 CULLEN HIGH DIVIDEND EQ FD I 307057 286883 DAVIS NEW YORK VENTURE INSTL C 101961 91922 DOUBLELINE YIELD OPPORTUNITIES 49701 55242 EAGLE MID CAP GROWTH 38692 59002 EATON VANCE RICH BERN MULMKT E 130976 149939 EVENTIDE GILEAD FUND INSTITUTI 44766 77417 FIRST EAGLE GLOBAL FUND CLASS 50573 66777 FRANKLIN MUTUAL GLOBAL DISCOVE 73387 73937 MAINSTAY LARGE CAP GROWTH FUND 128970 139377 NUVEEN SANTA BARBARA DIVIDEND 97357 105028 OPPENHEIMER GLOBAL VALUE FUND 66147 81871 SMEAD VALUE FUND CLASS I1 104650 194688 SPDR GOLD SHARES 22881 25808 TORTOISE MLP ENERGY INCOME FUN 126824 110814 VIRTUS KAR MID CAP CORE FUND I 93709 91031 103634 104871 Administrative Fees 13061 13061 State or Local Filing Fees 25 25 Investment Management Services 13455 13455 990-PF Estimated Tax for 2023 900 990-PF Excise Tax for 2022 590