2023-12-14T12:38:09-06:00 2023-07-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-08-01 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 2023-12-11 true DENNIS LEE CARTER 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 1500006 X 0 X 7286 7286 36643 36643 42330 232800 42330 18 18 86277 86277 0 229 0 0 229 20275 20275 77 77 1263 155 10129 70 10059 31973 20577 0 10288 50500 50500 82473 20577 0 60788 3804 65700 429697 334253 334253 9961 7746 6965 893220 994683 1119581 42591 42591 39207 1375469 1379273 1500006 0 0 X 1375469 1379273 1375469 1379273 1375469 1379273 1375469 3804 1379273 1379273 Publicly-traded Securities 232800 190470 42330 42330 42330 913 913 913 1000 0 1000 X 0 87 87 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 1094303 364989 0 1459292 0 1459292 21889 1437403 71870 71870 913 913 70957 70957 70957 60788 0 0 0 0 60788 70957 7505 2020 2019 2018 60788 7505 53283 0 0 17674 0 0 Dennis L Carter Janice L Carter X CROSS FELLOWSHIP CHURCH 10915 BLACK FOREST RD COLORADO SPRINGS CO 80908 N/A PC General & Unrestricted 7500 GUALALA ARTS PO BOX 244 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 50500 14 7286 14 36643 18 42330 CLASS ACTION LAWSUIT PROCEEDS 01 18 86277 86277 false false false false false false false false false false JPMORGAN CHASE & CO FR - 3.875 42591 39207 3M CO 2284 1673 ABBOTT LABS 997 1781 ABBVIE INC 1188 1496 ACCENTURE PLC 1407 1898 ADVANCE AUTO PARTS INC 2590 1041 AFLAC INC 955 1013 AGILENT TECHNOLOGIES INC 883 1461 AIR PRODS & CHEM INC 1220 1832 ALLETE INC 586 574 ALLIANT CORP 1700 1612 ALTRIA GROUP INC 1684 1771 AMCOR LTD ORD SHS 1803 1477 AMDOCS LIMITED 1262 1873 AMERICAN CAPITAL AGENCY CORP 15923 11790 AMERICAN EAGLES OUTFITTERS INC 576 688 AMERICAN ELECTRIC POWER INC 1543 1525 AMERICAN EXPRESS CO 6440 12328 AMERISOURCEBERGEN CORP 9765 17756 AMGEN INC 1308 1639 AMPHENOL CORPORATION 988 1060 AMPLIFY ONLINE RETAIL 60622 37170 ANALOG DEVICES INC 1345 1796 ANTERO MIDSTREAM CORPORATION 1109 2030 APTAR GROUP INC 2129 1943 ARCHER DANIELS MDLND 827 1614 ARTISAN PARTNERS ASSET MANAGEM 1928 2323 ASSURANT INC 849 807 AT&T, INC 28277 21127 ATMOS ENERGY CORP 1468 1826 AUTOMATIC DATA PROCESSING INC 854 1731 AVANGRID INC 2107 1632 AVISTA CORP 968 966 BAKER HUGHES COMPANY 1075 2183 BARRICK GOLD CORPORATION 9467 8645 BECTON DICKINSON & CO 1504 1950 BEST BUY INC 1743 1744 BRISTOL-MYERS SQUIBB CO 1460 1555 BROWN FORMAN CORP CL B 1856 1906 BUCKLE INC 600 695 BUNGE LTD 914 1087 CADENCE BANCORPORATION 953 1227 CARDINAL HEALTH INC 1233 2104 CARTER'S INC 1732 1725 CASEY'S GENERAL STORES, INC 948 1011 CCLFX 53451 53075 CELANESE CORPORATION 690 752 CHARLES SCHWAB CORP 10636 17517 CHEMED CORP 1443 1563 CHEVRON CORP 819 1637 CHURCH & DWIGHT 1780 2009 CINCINNATI FINANCIAL CORP 1357 1829 CISCO SYSTEMS INC 9533 12438 CME GROUP, INC 1701 1990 COGNIZANT TECHNOLOGY SOLUTIONS 2001 1981 COLGATE-PALMOLIVE COMPANY 1639 1754 COLUMBIA SPORTSWEAR CO 909 943 COMMERCE BANCSHARES, INC 679 585 CONOCOPHILLIPS 742 2001 CONSOLIDATED EDISON INC 1397 1802 CONSTELLATION ENERGY GROUP INC 1238 3093 CORNING INC 934 916 CORTEVA INC 1108 1693 COSTCO WHOLESALE CORPORATION 1065 1121 COTERRA ENERGY INC 11587 20738 CRACKER BARREL OLD COUNTRY STO 897 932 CUMMINS INC 1206 1826 CVB FINANCIAL CORPORATION 2264 1981 CVS CAREMARK CORP 2054 1718 DARDEN RESTAURANTS INC 1405 2027 DEVON ENERGY CORPORATION 906 1026 DIAMONDBACK ENERGY INC 1273 2062 DIREXION NASDAQ-100 EQUAL WEIG 40829 50879 DIREXION WORK FROM HOME 60470 52402 DOLBY LABORATORIES 1677 2038 DOLLAR TREE INC 6897 11112 DOMINION ENERGY INC 2073 1607 DONALDSON CO. 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