Carter Charitable Foundation Trust

Nonprofit profile at a glance

EIN
206062344
IRS 990-PF coverage
2011–2025
Forms available
Form 990-PF 2025
Location
Orlando, FL, USA
Phone
4048134694
Rating
76
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$49,418
Expenses
$41,469

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Carter Charitable Foundation Trust is a nonprofit. Location: Orlando, FL. EIN 206062344. Tax year 2025 Form 990-PF reports $49.4K revenue and $41.5K expenses.

What it reported funding in 2025

The foundation reported 3 grants totaling $21,020. The stated grant purpose was scholarships.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 75% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 58
  • Cost Efficiency: 51
  • Transparency: 100
  • Compliance: 94
  • Endowment Health: 94

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 58%; rating input score 58; 7th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 50.7%; rating input score 51; 12th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 17 of 19 controls in place; rating input score 89
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Fail
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Fail
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 42.01; rating input score 94; 94th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 58% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 94th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Grant Deployment: Grant deployment ratio scored 58/100.
  • Review — Cost Efficiency: Grant expense ratio scored 51/100.
  • Review — Compliance: Part VII-B activity disclosures: 2 of 19 not reported.