2022-04-11T13:48:37-05:00 2021-12-31 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990PF 2021-01-01 203311749 The Carter Family Foundation CART 7633904277 130 Spur Cir Wayzata MN 55391 Diana Carter Director/ CEO 7633904277 2022-04-11 1 Diana Carter XXX-XX-XXXX Steven D Anseth CPA P00552219 9528359090 2022-04-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 14446133 X 4886574 10569 10569 92552 92552 167346 816095 167346 5157041 270467 0 0 0 1350 675 675 50606 50606 0 2175 2175 0 1140 0 1140 55271 53456 1815 1519413 1519413 1574684 53456 1521228 3582357 217011 2235740 962545 962545 2389480 4250049 4250049 2005 5337357 9233539 9233539 9964582 14446133 14446133 0 0 X 0 0 0 0 9964582 14446133 9964582 14446133 9964582 14446133 9964582 3582357 899194 14446133 0 14446133 Schwab Investments Short-term 534884 441329 93555 93555 Schwab Investments Long-term 281211 207420 73791 73791 167346 3016 0 3016 0 3016 2000 0 0 0 2000 10 1026 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A Diana Clarke- Carter 6128687745 130 Spur Circle Wayzata MN 553919577 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Diana Clarke-Carter 130 Spur Circle Wayzata MN 55391 Director/ Chief Executive 0.25 0 0 0 Robert Lowell Carter 130 Spur Circle Wayzata MN 55391 Director/ Officer 0.25 0 0 0 Alison Clarke Carter Brown 130 Spur Circle Wayzata MN 55391 Director/ Executive Direct 0.25 0 0 0 NONE 0 NONE 0 0 3813736 2434113 0 6247849 0 0 6247849 93718 6154131 307707 307707 3016 3016 304691 0 304691 0 304691 1521228 0 1521228 304691 0 0 1264282 1352737 668832 758157 1038534 5082542 1521228 0 0 0 304691 1216537 0 0 6299079 0 0 0 0 0 0 1264282 5034797 1352737 668832 758157 1038534 1216537 Diana Clarke-Carter Robert Lowell Carter Carter Family Foundation 130 Spur Circle Wayzata MN 55391 6128687745 Applications should review mission statement and submit letter of interest indicating the focus of the program, how the focus is consistent with the foundations goals and the amount and specific use of the requested grant. The foundation will notify the applicatant within three weeks if the foundation is willing to review a full proposal. None Must be consistent with foundation mission statement. 4Giving Foundation 5255 Members Pkwy NW Rochester MN 55901 N/A To support the Organizations mission. 5304 American Red Cross 431 18th Street NW Washington DC 20006 N/A To support the Organizations mission. 20000 Angel Studios 295 W Center St Suite A Provo UT 84601 can To support the Organizations mission. 1000 Arts Council of Big Sky 50 Meadow Village Dr 203 Gallatin Gateway MT 59730 N/A To support the Organizations mission. 522 Battle Brothers Foundation 3725 Jetty Pt Carlsbad CA 92010 N/A To support the Organizations mission. 250 Be the Match 500 N 5th St Minneapolis MN 554011206 N/A To support the Be The Match Gala. 325000 Beacon Interfaith Housing Collaborative 2610 University Avenue West Suite 100 Saint Paul MN 55114 N/A To support the Organizations mission. 50000 Big Sky Community Housing 47995 Gallatin Rd PO Box 160955 Big Sky MT 59716 N/A To support the Organizations mission. 5133 ChadTough Defeat DIPG Foundation PO Box 907 Saline MI 48176 N/A To support the Organizations mission. 1023 Children's Health Defense 1227 N Peachtree Pkwy Suite 202 Peachtree City GA 30269 N/A To support the Organizations mission. 25500 Children's Theatre Company 526 W 26th St Suite 1012 New York NY 10001 N/A To support the Organizations mission. 500 Church of Incarnation 3801 Pleasant Avenue Minneapolis MN 55409 N/A To support the Organizations mission. 1000 Compassion International Ministries PO Box 18093 Sugar Land TX 77496 N/A To support the Organizations mission. 3318 Dicks Sporting Goods Foundation 345 Court St Coraopolis PA 15108 N/A To support the Organizations mission. 1000 Doctors Without Boarders USA Inc 40 Rector Street 16th Floor New York NY 10006 N/A To support the Organizations mission. 500 Enviromental Washington DC 1436 U Street North West Washington DC 20009 N/A To support the Organizations mission. 75 Epoch Times 229 West 28th Street New York NY 10001 N/A To support the Organizations mission. 500 Every Meal 2723 Patton Road Roseville MN 55113 N/A To support the Organizations mission. 70000 Feed My Starving Children 401 93rd Avenue NW Coon Rapids MN 55433 N/A To support the Organizations mission. 20000 Fisher House Foundation 12300 Twinbrook Pkwy Suite 410 Rockville MD 20852 N/A To support the Organizations mission. 1000 Friends of Summerville Library PO Box 1091 Summerville SC 29484 N/A To support the Organizations mission. 500 Front Line COVID-19 Critical Care Alliance Inc 2001 L St NW Suite 500 Washington DC 20036 N/A To support the Organizations mission. 250103 Gallatin River Task Force 32 Market Pl 6 Big Sky MT 59716 N/A To support the Organizations mission. 2500 Gallatin Rest Home Auxiliary PO Box 921 Bozerman MT 59771 N/A To support the Organizations mission. 1043 Harvard Red and Old Gold Club 7 Windswept Way Camp Hill PA 17011 N/A To support the Organizations mission. 1000 Hubbard United Methodist Church 12150 Broadway Road Park Rapids MN 56470 N/A To support the Organizations mission. 750 Human Resources Development Commission 32 South Tracy Bozeman MT 59715 N/A To support the Organizations mission. 4100 Interfaith Outreach 1605 Country Road 101 N Plymouth MN 55447 N/A To support the Organizations mission. 25000 International Rescue Committee 122 E 42nd Street New York NY 10168 N/A To support the Organizations mission. 5030 KKids Inc 4708 Orange Grove Blvd North Fort Myers FL 33903 N/A To support the Organizations mission. 5000 Liberty Community Church 3700 Bryant Avenue North Minneapolis MN 55412 N/A To support the Organizations mission. 5000 Metropolitan State University Foundation 700 East Seventh Street St Paul MN 551065000 N/A To support students in natural science at Metropolitan State Universtiy. 320000 Menlo Park 1601 Willow Rd Menlo Park CA 94025 N/A To support the Organizations mission. 250 Mightycause Charitable Foundation PO Box 160 Marianna FL 32447 N/A To support the Organizations mission. 4860 Network for Good 1140 Connecticut Ave NW Suite 700 Washington DC 20036 N/A To support the Organizations mission. 3000 New Covenant Missions PO Box 218 Coeur Dalene ID 83816 N/A To support the Organizations mission. 8030 New Life in Christ PO Box 458 Clearwater MN 55320 N/A To support the Organizations mission. 11000 Organic Consumers Association 6771 S Silver Hills Drive Finland MN 55603 N/A To support the Organizations mission. 5000 Pacific Justice Institute 12655 N Central Expy Dallas TX 75243 N/A To support the Organizations mission. 5000 Park Rapids Rotary Foundation PO Box 704 Park Rapids MN 56470 N/A To support the Organizations mission. 100 Saidiana 4940 West 77th Street STE 30 Edina MN 55435 N/A To support the Organizations mission. 35000 Take Charge Minnesota 706 2nd Ave S Suite 900 Minneapolis MN 55402 N/A To support the Organizations mission. 40000 The Leukemia & Lymphoma Society 3 International Drive Rye Brook NY 10573 N/A To support the Organizations mission. 22111 Together We Rise 580 W Lambert Road Unit A Brea CA 92821 N/A To support the Organizations mission. 1098 Toys for Tots 18251 Quantico Gateway Drive Triangle VA 22172 N/A To support the Organizations mission. 250 Tractors for Africia 7350 Hunters Run Eden Prairie MN 55436 N/A To support the Organizations mission. 1000 Union Gospel Missionary 1117 Market St Marcus Hook PA 19061 N/A To support the Organizations mission. 151 United Service Organizations PO Box 96860 Washington DC 20077 N/A To support the Organizations mission. 253 Unity Project of California 4590 Macarthur BlvdSuite 500 Newport Beach CA 92660 N/A To support the Organizations mission. 1000 University of Minnesota Foundation 200 Oak St SE Suite 500 Minneapolis MN 55455 N/A To support the Organizations mission. 50000 Walk to End Hunger 555 Park St Suite 400 St Paul MN 55103 N/A To support the Organizations mission. 265 Warren Miller Performing Arts Center 45465 Gallatin Rd Gallatin Gateway MT 59730 N/A To support the Organizations mission. 1069 Westminster Church 1200 S Marquette Ave Minneapolis MN 55403 N/A To support the Organization's mission. 173200 World Vision PO Box 9716 MS 216 Federal Way WA 98063 N/A To support the Organizations mission. 5125 1519413 0 14 10569 14 92552 18 167346 0 270467 0 270467 0 0 0 0 0 0 0 0 0 0 X X 1 Summit Mortgage Corporation 1335 10th Ave N Ste 100 Plymouth MN 55441 1136851 X 2 Robert L Carter 2012 Irrevocable Trust 130 Spur Circle Wayzata MN 55391 1773999 X 3 The Diana Joan Clarke-Carter Irrevocable Support Trust 130 Spur Circle Wayzata MN 55391 1773989 X Accounting Expenses 1350 675 675 Charles Schwab - Money Market Funds FMV 407213 407213 Charles Schwab - Bonds FMV 1861173 1861173 Charles Schwab - Stock FMV 6965153 6965153 MN Attorney General Fee 25 0 25 Office and Supplies Expenses 340 0 340 Credit Card Fees 275 0 275 Memberships 500 0 500 Unrealized gain on investments 830163 Prior period adjustment 69031 Investment Management Fees 50606 50606 0 Taxes Paid 2175 2175 0