2024-12-12T15:40:29-05:00 2024-07-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-08-01 770528783 The Dennis Lee Carter and Janice Lea Carter family Foundation % Foundation Source DENN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dennis Lee Carter President 8008391754 2024-12-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 1530685 X 0 X 8410 8410 41278 41278 64551 195835 64551 114239 114239 0 20047 20047 900 16355 85 16270 37302 20132 16270 85000 85000 122302 20132 101270 -8063 94107 334253 235028 235028 7746 5807 5288 994683 1087784 1250440 42591 42591 39929 1379273 1371210 1530685 0 0 X 1379273 1371210 1379273 1371210 1379273 1371210 1379273 -8063 1371210 1371210 Publicly-traded Securities 195835 131284 64551 64551 64551 1308 1308 1308 987 0 987 X 0 321 false false false false false false false true true CA 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 Dennis L Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres, Chairman 1.0 0 0 0 Janice L Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, CFO, Trustee 1.0 0 0 0 1207461 297705 0 1505166 0 1505166 22577 1482589 74129 74129 1308 1308 72821 72821 72821 101270 0 0 0 0 101270 72821 17674 101270 17674 72821 10775 10775 0 10775 10775 Dennis L Carter Janice L Carter X GUALALA ARTS PO BOX 244 GUALALA CA 95445 N/A PC General & Unrestricted 25000 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVE TERRE HAUTE IN 47803 N/A PC Carter Family Foundation Endowed Scholarship fund 50000 SHEPHERD BY THE SEA EPISCOPAL-LUTHERAN MISSION PO BOX 691 GUALALA CA 95445 N/A PC General & Unrestricted 10000 85000 14 8410 14 41278 18 64551 114239 114239 false false false false false false false false false false JPMORGAN CHASE & CO FR - 3.875 42591 39929 ABBOTT LABS 997 1695 ABBVIE INC 1188 1853 ACCENTURE PLC 1407 1984 AFLAC INC 955 1335 AIR PRODS & CHEM INC 1220 1583 ALLIANT CORP 1700 1670 ALTRIA GROUP INC 1684 1911 AMCOR LTD ORD SHS 1803 1516 AMDOCS LIMITED 1262 1749 AMERICAN CAPITAL AGENCY CORP 15923 11582 AMERICAN ELECTRIC POWER INC 1543 1766 AMERICAN EXPRESS CO 3593 9362 AMPHENOL CORPORATION 988 1542 AMPLIFY ONLINE RETAIL 60622 39220 ANALOG DEVICES INC 1345 2082 ANTERO MIDSTREAM CORPORATION 1109 2441 APTAR GROUP INC 2129 2352 ARCHER DANIELS MDLND 827 1178 AT&T, INC 28277 28009 ATMOS ENERGY CORP 1468 1918 AUTOMATIC DATA PROCESSING INC 854 1838 AVANGRID INC 2107 1569 AVNET INC 1779 1774 BAKER HUGHES COMPANY 1075 2362 BARRICK GOLD CORPORATION 14420 15659 BECTON DICKINSON & CO 1504 1687 BEST BUY INC 1743 1817 BRISTOL-MYERS SQUIBB CO 1460 1189 BROWN FORMAN CORP CL B 1856 1219 BUNGE GLOBAL SA 914 1052 CARDINAL HEALTH INC 1233 2319 CARTER'S INC 1732 1393 CENCORA INC 1557 2617 CHARLES SCHWAB CORP 10636 17275 CHEMED CORP 1443 1710 CHEVRON CORP 819 1605 CHORD ENERGY CORP 1772 1717 CHURCH & DWIGHT 1780 2058 CINCINNATI FINANCIAL CORP 1357 2221 CISCO SYSTEMS INC 9533 11580 CLIFFWATER CORPORATE LENDING F 53450 53928 CME GROUP, INC 1701 1937 COGENT COMMUNICATIONS GROUP, I 1777 1835 COGNIZANT TECHNOLOGY SOLUTIONS 2001 2270 COLUMBIA SPORTSWEAR CO 1796 1961 COMCAST CORP 1773 1857 COMMERCE BANCSHARES, INC 1772 1877 CONOCOPHILLIPS 742 1890 CONSOLIDATED EDISON INC 1397 1853 CORNING INC 1180 1520 CORTEVA INC 1108 1683 COSTCO WHOLESALE CORPORATION 1065 1644 COTERRA ENERGY INC 11587 19427 CULLEN FROST BANKERS INC 1769 1873 CUMMINS INC 1206 2043 DANAHER CORP 1753 1940 DARDEN RESTAURANTS INC 1405 1755 DEVON ENERGY CORPORATION 1765 1740 DIAMONDBACK ENERGY INC 736 1618 DIREXION NASDAQ-100 EQUAL WEIG 40828 55819 DIREXION WORK FROM HOME 60470 55523 DOLBY LABORATORIES 1677 1811 DOLLAR GENERAL CORP 17331 14086 DOLLAR TREE INC 13959 13251 DOMINION ENERGY INC 2073 1604 DONALDSON CO. 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