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CHARLES WENTZ CARTER MEMORIAL: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLES WENTZ CARTER MEMORIAL (EIN 23-6395203)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202231339349103083
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T13:50:19-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860744625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUSBY SANFORD BRADY CPAS PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12055 N KOLB RD STE 101AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85715ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236395203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES WENTZ CARTER MEMORIALBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5205315544PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113500 N RANCHO VISTOSO BLVD 465AddressLine1Txt
CityORO VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMRS KENNARD WOODWORTHPersonNm
Person TitleTRUSTEE & TREASURERPersonTitleTxt
Signature2022-05-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNARDPersonFirstNm
Person LastWOODWORTHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonA JAY BUSBY JR CPAPreparerPersonNm
PTINP00450178PTIN
Phone5207332530PhoneNum
Preparation2022-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,518,586FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,410DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,726NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,726CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,136TotalRevAndExpnssAmt
Total Net Invst Incm$49,136TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,567TaxesRevAndExpnssAmt
Taxes Net Invst Incm$38TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,067TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,206ExcessRevenueOverExpensesAmt
Net Investment Income$49,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,008SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,089SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,089SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$83,708CorporateStockBOYAmt
Corporate Stock EOY$82,157CorporateStockEOYAmt
Corporate Stock EOYFMV$564,000CorporateStockEOYFMVAmt
Other Investments BOY$326,734OtherInvestmentsBOYAmt
Other Investments EOY$306,998OtherInvestmentsEOYAmt
Other Investments EOYFMV$920,497OtherInvestmentsEOYFMVAmt
Total Assets BOY$440,450TotalAssetsBOYAmt
Total Assets EOY$423,244TotalAssetsEOYAmt
Total Assets EOYFMV$1,518,586TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$626,563CapitalStockBOYAmt
Capital Stock EOY$626,563CapitalStockEOYAmt
Retained Earning BOY-$186,113RetainedEarningBOYAmt
Retained Earning EOY-$203,319RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$440,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$423,244TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$440,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$423,244TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$440,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,206ExcessRevenueOverExpensesAmt
Subtotal$423,244SubtotalAmt
Tot Net Ast Or Fund Balances EOY$423,244TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD LFSTR CON GRW INVSP2012-01-012021-11-16$35,000$19,736$15,264$15,264
VIATRIS INCP2009-10-162021-11-16$2,868$1,519$1,349$1,349
FRONTIER COMMNS CORP NEWP2012-01-012021-05-04$32-$32-$32
FieldValueIRS element (for citing)
Capital Gain Net Income$18,726CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$682InvestmentIncomeExciseTaxAmt
Subtotal$682SubtotalAmt
Tax Based On Investment Income$682TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$880EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$880TotalPaymentsAndCreditsAmt
Overpayment$198OverpaymentAmt
Applied To ES Tax$198AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBESS WOODWORTHIndividualWithBooksNm
Phone7813072990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113500 N RANCHO VISTOSO BLVD 465AddressLine1Txt
CityORO VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85755ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MS HARRIET B WENTZ
2136 N BLANDENA STPORTLANDOR97217PRESIDENT000.00$0$0$0
MR CHARLES R WENTZ
PO BOX 364 2530 NAUSET RDNORTH EASTHAMMA02651VICE PRESIDE000.00$0$0$0
MRS HELEN PANNITT
199 OAKPOINT LANDING DRMOUNT PLEASANTSC29464SECRETARY000.00$0$0$0
MRS KENNARD WOODWORTH
13500 N RANCHO VISTOSO BLVD 465ORO VALLEYAZ85755TRUSTEE & TR000.00$0$0$0
JEANNE MARIE PIERRELOUIS
67 TANGLEWOOD DRIVELAKE OSWEGOOR97035TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,415,943AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,286AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,456,229TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,456,229AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,843CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,434,386NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,719MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,719MinimumInvestmentReturnAmt
Tax Based On Investment Income$682TaxBasedOnInvestmentIncomeAmt
Total Tax$682TotalTaxAmt
Distributable Before Adj$71,037DistributableBeforeAdjAmt
Distributable Before Ded$71,037DistributableBeforeDedAmt
Distributable As Adjusted$71,037DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,275ExpensesAndContributionsAmt
Qualifying Distributions$63,275QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,037DistributableAsAdjustedAmt
Undistributed Income PY$62,697UndistributedIncomePYAmt
Qualifying Distributions$63,275QualifyingDistributionsAmt
Applied To Year1$62,697AppliedToYear1Amt
Applied To Current Year$578AppliedToCurrentYearAmt
Undistributed Income CY$70,459UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRIET WENTZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12136 N BLANDENA STAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6016596737RecipientPhoneNum
Form And Info And MaterialsA. LETTER OF REQUEST FOR FUNDING, TO INCLUDE: 1.ONE-SENTENCE SUMMARY OF THE REQUEST 2. AMOUNT OF FUNDING REQUESTED 3. DESCRIPTION OF WHAT THE FUNDS WOULD BE USED FOR, TO INCLUDE HOW THE REQUESTED AMOUNT WAS DETERMINED AND HOW THE MONIES WHOULD AFFECT A PROJECT OR PROGRAM 4. PERIOD DURING WHICH THE REQUESTED FUNDS WILL BE USED 5. HOW REQUESTED FUNDING RELATES TO THE APPLICANT'S MISSION AND CURRENT ACTIVITIES 6. HOW THE PROJECTED PROGRAM WILL BE FUNDED WHEN CARTER FOUNDATION FUNDING EXPIRES 7. IF APPROPRIATE, A REQUEST FOR AN EXCEPTION TO ONE OR MORE OF THE REQUIREMENTS B, C, AND D BELOW, INCLUDING A STATEMENT EXPLAINING WHYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
EDUCATION FOR ALL CHILDRE
11 HEATHER DRRYENH03870STUDENT SCHOLARSHIPS$8,000
GEORGE STEVENS ACADEMY
23 UNION STREETBLUE HILLME04614INSTRUCTOR SALARIES$10,400
JUVENILE DIABETES RESEARCH FUND
26 BROADWAY 14TH FLOORNEW YORKNY10004RESEARCH$1,000
KIMBERTON WALDORF SCHOOL
410 W SEVEN STARS RDKIMBERTONPA19442SCHOLARSHIP$10,000
NORTHWEST SCHOOLHOUSE INC
26 HARWICH RDORLEANSMA02653COLLEGE SCHOLARSHIP$1,000
SPIRIT IN ACTION
PO BOX 3384SANTA CRUZCA95063STUDENT SCHOLARSHIP$6,000
ARTS EMPOWERING LIFE
1732 1ST AVENUE 27457NEW YORKNY10128TEACHER SALARIES$5,000
ACADEMY OF NATURAL SCIENCES-DREXELU
1900 BENJAMIN FRANKLINPHILADELPHIAPA19103INTERN SALARIES$10,000PKWY
CAMP RAINBOW
108 MATRIX COMMONS DRFENTONMO63026COUNSELOR SALARIES$3,000
CLARKE SCHOOL FOR THE DEAF
45 ROUND HILL RDNORTHAMPTONMA01060SCHOLARSHIPS$1,500
HAITIAN EDUCATION AND LDRSHP PROGRM
64 FULTON ST 1102NEW YORKNY10038SCHOLARSHIPS$6,000
REDWOOD FOREST FRIENDS MEETING
1647 GUERNEVILLE RDSANTA ROSACA95403SCHOLARSHIPS$1,375PROGRESA GUATEMALA FRIENDS SCHOLARSHIP
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,275TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,410ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,726ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,136ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,136TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBUSBY SANFORD BRADY CPASCategoryTxt
Amt$1,500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SHS BRISTOL-MYERS SQUIBB$25,196$124,700
12 SHS FAIRPOINT COMMUNICATIONS
1674 SHS PFIZER$28,039$98,850
800 SHS VERIZON COMMUNICATIONS$8,875$41,568
1150 SHS 3M CO$11,849$204,275
512 CORTEVA INC$2,733$24,207
512 DOW INC$2,733$29,041
512 DUPONT DE NEMOURS INC$2,732$41,359
207 VIATRIS

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX FUNDAT COST$246,630$816,813
VANGUARD LIFESTRATEGY CONSERVATIVE GAT COST$60,368$103,684

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$38$38
2020 INCOME TAX$869
2021 TAX ESTIMATES$660

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