2023-02-01T15:41:31-06:00 2022-07-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-08-01 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 2022-12-30 true DENNIS LEE CARTER 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2023-03-07 01:45:13Z X 1492637 X 0 X 408 408 30718 30718 84450 256011 84450 115576 115576 0 21215 21215 1774 129 16458 117 16341 39447 21461 16341 43000 43000 82447 21461 59341 33129 94115 491905 429697 429697 14444 9961 9442 793400 893220 1013261 42591 42591 40237 1342340 1375469 1492637 0 0 X 1342340 1375469 1342340 1375469 1342340 1375469 1342340 33129 1375469 1375469 Publicly-traded Securities 256011 171561 84450 84450 84450 1308 1308 1308 1200 0 108 1308 X 0 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 1106121 458732 0 1564853 0 1564853 23473 1541380 77069 77069 1308 1308 75761 75761 75761 59341 0 0 0 0 59341 75761 2019 2018 2017 8915 8915 59341 59341 0 8915 8915 7505 Dennis L Carter Janice L Carter X GUALALA ARTS X 244 46501 GUALALA RD GUALALA CA 95445 N/A PC General & Unrestricted 25000 SHEPHERD BY THE SEA EPISCOPAL-LUTHERAN MISSION PO BOX 691 GUALALA CA 95445 N/A PC General & Unrestricted 18000 43000 14 408 14 30718 18 84450 115576 115576 false false false false false false false false false false JPMORGAN CHASE & CO FR - 3.875 42591 40237 3M CO 1860 1719 ABBOTT LABS 896 1633 ABBVIE INC 1422 1722 ACCENTURE PLC 1265 1838 ADVANCE AUTO PARTS INC 1906 1743 AGILENT TECHNOLOGIES INC 945 1743 AIR PRODS & CHEM INC 1358 1738 ALLETE INC 1593 1738 ALLIANT CORP 1700 1828 ALTRIA GROUP INC 1739 1754 AMCOR LTD ORD SHS 1664 1709 AMDOCS LIMITED 1262 1741 AMERICAN CAPITAL AGENCY CORP 11671 10265 AMERICAN EAGLES OUTFITTERS INC 1675 1710 AMERICAN ELECTRIC POWER INC 1452 1676 AMERICAN EXPRESS CO 7468 13246 AMERISOURCEBERGEN CORP 10142 16052 AMGEN INC 1308 1732 AMPLIFY ONLINE RETAIL 60620 32501 ANALOG DEVICES INC 1624 1892 ANTERO MIDSTREAM CORPORATION 1055 1660 APTAR GROUP INC 2129 1724 ARCHER DANIELS MDLND 872 1738 ARTISAN PARTNERS ASSET MANAGEM 1630 1789 ASSURANT INC 1771 1758 AT&T, INC 27356 25015 ATMOS ENERGY CORP 1469 1821 AUTOMATIC DATA PROCESSING INC 959 1929 AVANGRID INC 1914 1900 BAKER HUGHES COMPANY 876 1516 BARRICK GOLD CORPORATION 7452 5981 BECTON DICKINSON & CO 1504 1710 BEST BUY INC 1958 1848 BRISTOL-MYERS SQUIBB CO 1367 1845 BROWN FORMAN CORP CL B 1682 1781 BUCKLE INC 2471 1782 CARDINAL HEALTH INC 13876 15128 CARTER'S INC 1751 1874 CELANESE CORPORATION 1553 1763 CHARLES SCHWAB CORP 6268 12498 CHEMED CORP 1438 1443 CHEVRON CORP 920 1802 CHURCH & DWIGHT 1653 1671 CINCINNATI FINANCIAL CORP 998 1265 CISCO SYSTEMS INC 9470 10934 CME GROUP, INC 1364 1596 COGNIZANT TECHNOLOGY SOLUTIONS 1715 1699 COLGATE-PALMOLIVE COMPANY 1639 1811 COMMERCE BANCSHARES, INC 1672 1737 CONOCOPHILLIPS 584 1754 CONSOLIDATED EDISON INC 1397 1886 CONSTELLATION ENERGY GROUP INC 2579 4759 CORTEVA INC 935 1784 COTERRA ENERGY INC 5874 29917 CRACKER BARREL OLD COUNTRY STO 1679 1806 CUMMINS INC 1515 1992 CVB FINANCIAL CORPORATION 1664 1814 CVS CAREMARK CORP 1705 1722 DARDEN RESTAURANTS INC 1620 1743 DIAMONDBACK ENERGY INC 1273 1792 DIREXION NASDAQ-100 EQUAL WEIG 40827 43891 DIREXION WORK FROM HOME 60468 48510 DOLBY LABORATORIES 1561 1703 DOLLAR TREE INC 6897 11906 DOMINION ENERGY INC 1542 1722 DONALDSON CO. 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