CARTER BLOODCARE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARTER BLOODCARE FOUNDATION (EIN 75-2388952)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202533149349304238
Schema version
2024v5.1
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)
Return2025-11-10T14:21:56-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752388952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carter BloodCare FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARTBusinessNameControlTxt
Phone8174125121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12205 Highway 121AddressLine1Txt
CityBedfordCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDr Barbara J Bryant MDPersonNm
Person TitlePresidentPersonTitleTxt
Phone8174125121PhoneNum
Signature2025-11-10SignatureDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCarter BloodCare FoundationPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12205 Highway 121AddressLine1Txt
CityBedfordCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,040,943GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionCARTER BLOODCARE FOUNDATION PROVIDES SUPPORT TO CARTER BLOODCARE, THE COMMUNITY-BASED, NOT-FOR-PROFIT BLOOD CENTER WHICH PROVIDES BLOOD PRODUCTS, THERAPIES, AND BLOOD-RELATED SERVICES IN NORTH, CENTRAL AND EAST TEXAS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$788,870PYContributionsGrantsAmt
CY Contributions Grants$18,766CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,437,520PYInvestmentIncomeAmt
CY Investment Income$6,683,031CYInvestmentIncomeAmt
PY Other Revenue$81,955PYOtherRevenueAmt
CY Other Revenue$50,791CYOtherRevenueAmt
PY Total Revenue$3,308,345PYTotalRevenueAmt
CY Total Revenue$6,752,588CYTotalRevenueAmt
PY Grants And Similar Paid$535,189PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,854,368CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$437,281PYOtherExpensesAmt
CY Other Expenses$564,747CYOtherExpensesAmt
PY Total Expenses$972,470PYTotalExpensesAmt
CY Total Expenses$2,419,115CYTotalExpensesAmt
PY Revenues Less Expenses$2,335,875PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,333,473CYRevenuesLessExpensesAmt
Total Assets BOY$110,144,355TotalAssetsBOYAmt
Total Assets EOY$118,484,984TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$60,032TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,144,355NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$118,424,952NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCARTER BLOODCARE FOUNDATION PROVIDES SUPPORT TO CARTER BLOODCARE, THE COMMUNITY-BASED, NOT-FOR-PROFIT BLOOD CENTER WHICH PROVIDES BLOOD PRODUCTS, THERAPIES, AND BLOOD-RELATED SERVICES IN NORTH, CENTRAL AND EAST TEXAS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,854,368ExpenseAmt
Grant$1,854,368GrantAmt
Revenue$6,733,822RevenueAmt
DescCARTER BLOODCARE FOUNDATION PROVIDES SUPPORT TO CARTER BLOODCARE, THE COMMUNITY-BASED, NOT-FOR-PROFIT BLOOD CENTER WHICH PROVIDES BLOOD PRODUCTS, THERAPIES, AND BLOOD-RELATED SERVICES IN NORTH, CENTRAL AND EAST TEXAS.Desc
Total Program Service Expenses$1,854,368TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCarter BloodCarePersonNm
Phone8174125121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12205 Highway 121AddressLine1Txt
CityBedfordCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MERLYN SAYERS
PRESIDENT150Yes (X)$0$938,874$29,288
BARBARA BRYANT
PRESIDENT150$0$260,014$1,786Yes (X)
GLENN ABLE
SECRETARY10$0$0$0Yes (X)Yes (X)
SAL AFRIDI
TRUSTEE10$0$0$0Yes (X)
SAM BROOKS
VICE CHAIRMAN10$0$0$0Yes (X)Yes (X)
MITCH CLARKE
CHAIRMAN10$0$0$0Yes (X)Yes (X)
CRISSIE FORTMEYER
TREASURER10$0$0$0Yes (X)Yes (X)
CHUCK KURTZMAN
TRUSTEE10$0$0$0Yes (X)
ANDY POLANCO
TRUSTEE10$0$0$0Yes (X)
RANDY TALLEY
TRUSTEE10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,198,888TotReportableCompRltdOrgAmt
Total Other Compensation$31,074TotalOtherCompensationAmt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$18,766AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$18,766TotalContributionsAmt
Program Service RevenueProgramServiceRevenueGrp
Program Service RevenueProgramServiceRevenueGrp
Program Service RevenueProgramServiceRevenueGrp
Program Service RevenueProgramServiceRevenueGrp
Program Service RevenueProgramServiceRevenueGrp
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,970,295TotalRevenueColumnAmt
Exclusion$2,970,295ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,001,091SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,288,355SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,712,736SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,712,736TotalRevenueColumnAmt
Exclusion$3,712,736ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Oil and gas royalties900099$50,791$50,791
FieldValueIRS element (for citing)
Other Revenue MiscOtherRevenueMiscGrp
Other Revenue MiscOtherRevenueMiscGrp
Other Revenue Total$50,791OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,752,588TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,733,822ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,854,368TotalAmt
Program Services$1,854,368ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$562,331TotalAmt
Management And General$562,331ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBank FeesDesc
Total$2,416TotalAmt
Management And General$2,416ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,419,115TotalAmt
Program Services$1,854,368ProgramServicesAmt
Management And General$564,747ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$334,413BOYAmt
EOY$423,120EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$430,126BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,648,271BOYAmt
EOY$69,431,532EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$37,404,600BOYAmt
EOY$44,184,748EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,326,945BOYAmt
EOY$4,445,584EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,144,355BOYAmt
EOY$118,484,984EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,032EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,032EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$105,817,410BOYAmt
EOY$113,979,368EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,326,945BOYAmt
EOY$4,445,584EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,144,355BOYAmt
EOY$118,424,952EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,144,355BOYAmt
EOY$118,484,984EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,333,473ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,947,124NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CARTER BLOODCAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN751035606EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$1,854,368SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,854,368SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,326,946BeginningYearBalanceAmt
Investment Earnings Or Losses$118,638InvestmentEarningsOrLossesAmt
End Year Balance$4,445,584EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,031,155BeginningYearBalanceAmt
Investment Earnings Or Losses$295,790InvestmentEarningsOrLossesAmt
End Year Balance$4,326,946EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,630,659BeginningYearBalanceAmt
Investment Earnings Or Losses-$599,504InvestmentEarningsOrLossesAmt
End Year Balance$4,031,155EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,167,278BeginningYearBalanceAmt
Investment Earnings Or Losses$463,381InvestmentEarningsOrLossesAmt
End Year Balance$4,630,659EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,875,373BeginningYearBalanceAmt
Investment Earnings Or Losses$291,905InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$4,167,278EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.4891PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.5109TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Other Securities OtherSecuritiesGrp (13 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JPMORGAN PEG GLOBAL PRIVATE EQUITY IX$1,778,260F
JPMORGAN PEG GLOBAL PRIVATE EQUITY VII$4,870,368F
JPMORGAN PEG GLOBAL PRIVATE EQUITY XI$568,725F
JPMORGAN HPS CORPORATE LENDING FUND$3,267,857F
JPMORGAN IIF PRIVATE INVESTORS, LLC$1,502,801F
FEG PRIVATE OPPORTUNITIES FUND VI, LP$753,580F
FEG PRIVATE OPPORTUNITIES FUND V, LP$833,076F
FEG PRIVATE OPPORTUNITIES FUND IV, LP$1,732,587F
FEG PRIVATE OPPORTUNITIES FUND VII-B, LP$30,000F
FEG SELECT MASTER PUBLIC EQUITY SERIES$18,411,449F
FEG SELECT CORE FIXED INCOME SERIES$3,017,023F
FEG SELECT CORE PLUS BOND SERIES$2,748,922F
FEG SELECT DIVERSIFYING STRATEGIES SERIES$4,670,100F
FieldValueIRS element (for citing)
Total Book Value Securities$44,184,748TotalBookValueSecuritiesAmt
Total Book Value Program Rltd$0TotalBookValueProgramRltdAmt
Total Book Value Other Assets$0TotalBookValueOtherAssetsAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,752,588TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$6,752,588RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,752,588TotalRevenuePerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X Line 2Name of the Person: , Explanation: GAAP requires management to evaluate tax positions taken by the Organization and recognize a tax liability if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Organization and has concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
Part V Line 4Name of the Person: , Explanation: Charitable $4,305,242 Research $140,342

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA & THE CARIBBEANRegionTxt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$7,217,353RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Total Spent$7,217,353TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part 1 Line 3 - CENTRAL AMERICA & THE CARIBBEANCARTER BLOODCARE FOUNDATION USES AN ACCRUAL METHOD OF ACCOUNTING.
Part I 3fCARTER BLOODCARE FOUNDATION HAS THREE FOREIGN BANK AND FINANCIAL ACCOUNTS LOCATED IN THE CAYMAN ISLANDS REGION. ALL FUNDS FROM THE INVESTMENTS SUPPORT CARTER BLOODCARE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CARTER BLOODCARE
2205 HIGHWAY 121BEDFORDTX76021751035606$250,000$0REIMBURSEMENT FOR ADMIN SUPPORT
CARTER BLOODCARE
2205 HIGHWAY 121BEDFORDTX76021751035606$18,870$0GREAT GRANT INITIATIVE
CARTER BLOODCARE
2205 HIGHWAY 121BEDFORDTX76021751035606$1,585,498$0COMMUNITY RELATIONS GRANT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2FormAndLineReferenceDesc
ExplanationREPORTS ON USAGE OF GRANT FUNDS ARE PROVIDED TO THE BOARD OF TRUSTEES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MERLYN SAYERS
FORMER PRESIDENT$0$734,316$0$181,574$0$22,984$0$14,880$0$14,408$0$968,162$0$0
BARBARA BRYANT
PRESIDENT$0$175,729$0$50,000$0$34,285$0$0$0$1,786$0$261,800$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I 4bFormAndLineReferenceDesc
ExplanationCOMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED BASED ON JOB PERFORMANCE APPRAISALS, INDEPENDENT COMPENSATION CONSULTANTS AND COMPENSATION SURVEYS. THE COMPENSATION ADJUSTMENTS FOR THE PRESIDENT ARE REVIEWED BY BOTH THE COMPENSATION COMMITTEE AND THE FULL BOARD OF CARTER BLOODCARE, A RELATED ORGANIZATION DESCRIBED IN SCHEDULE R, AND MUST BE APPROVED BY THEM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI Line 2SAL AFRIDI/SAM BROOKS - BUSINESS RELATIONSHIP
Part VI Line 7aCARTER BLOODCARE ELECTS THE CARTER BLOODCARE FOUNDATION BOARD MEMBERS.
Part VI Line 11bTHE 990 IS REVIEWED BY THE OFFICERS OF THE BOARD OF TRUSTEES WHICH THEN REPORTS THEIR REVIEW OUT TO THE FULL BOARD OF TRUSTEES. THE 990 IS DISTRIBUTED TO EACH TRUSTEE BEFORE IT IS FILED.
Part VI Line 12cCONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED ANNUALLY BY MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS AND ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
Part VI Line 15bCOMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED BASED ON JOB PERFORMANCE APPRAISALS, INDEPENDENT COMPENSATION CONSULTANTS AND COMPENSATION SURVEYS. THE COMPENSATION ADJUSTMENTS FOR THE PRESIDENT ARE REVIEWED BY BOTH THE COMPENSATION COMMITTEE AND THE FULL BOARD OF CARTER BLOODCARE, A RELATED ORGANIZATION DESCRIBED IN SCHEDULE R, AND MUST BE APPROVED BY THEM.
Part VI Line 19CARTER BLOODCARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND VERIFICATION OF IDENTITY OF REQUESTOR.
Part I Line 1CARTER BLOODCARE FOUNDATION PROVIDES SUPPORT TO CARTER BLOODCARE, THE COMMUNITY-BASED, NOT-FOR-PROFIT BLOOD CENTER WHICH PROVIDES BLOOD PRODUCTS, THERAPIES, AND BLOOD-RELATED SERVICES IN NORTH, CENTRAL AND EAST TEXAS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CARTER BLOODCAREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12205 HIGHWAY 121AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76021ZIPCd
FieldValueIRS element (for citing)
EIN751035606EIN
Primary ActivitiesMEDICAL & EDUCATIONALPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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