2018-11-09T14:46:48-06:00 2017-12-31 411397419 Abdo Eick & Meyers LLP 5201 Eden Avenue Suite 250 Edina MN 55436 990PF 2017-01-01 203311749 The Carter Family Foundation CART 6128687745 130 Spur Circle Wayzata MN 553919577 Diane Carter Director/ CEO 6128687745 2018-10-26 1 Steven D Anseth CPA P00552219 9528359090 2018-10-25 64.88.174.3 2018-10-26 08:21:35 CD P E1F2E4FC3F5C5DB225DB6D84E73D4AAB602F7598 F3142706DB472D500A65BEE80ED04542B82A141C 2017 2018-06-14 16:35:46Z X 3754475 X 1731300 48778 48168 48778 79513 695812 79513 1859591 127681 48778 0 0 0 0 1200 1200 0 1200 28941 28941 0 0 1249 1249 0 0 177 0 0 177 31567 31390 0 1377 1510114 1510114 1541681 31390 0 1511491 317910 96291 48778 612442 232577 232577 2516921 3521898 3521898 3129363 3754475 3754475 0 0 X 0 0 0 0 3129363 3754475 3129363 3754475 3129363 3754475 3129363 317910 307202 3754475 0 3754475 Schwab Securities 160782 130068 30714 30714 schwab Securities 46141 38659 7482 7482 Northwestern Securities 31326 30291 1035 1035 northwestern Securities 263688 257222 6466 6466 northwestern Securities 193875 160059 33816 33816 79513 8517 0 1387524 2488910 0.557483 120396 1772384 0.067929 93725 1368954 0.068465 88184 1257140 0.070147 125387 818342 0.153221 0.917245 0.183449 3194346 586000 963 586963 1511491 X 963 0 963 0 963 640 0 0 640 0 323 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 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 2820491 422500 0 3242991 0 0 3242991 48645 3194346 159717 159717 963 963 158754 0 158754 0 158754 1511491 0 1511491 963 1510528 158754 0 0 125514 25697 26013 120396 1264282 1561902 1511491 0 0 0 158754 1352737 0 0 2914639 0 0 0 0 0 0 125514 2789125 25697 26013 120396 1264282 1352737 Diana Clarke-Carter Robert Lowell Carter Carter Family Foundation 130 Spur Circle Wayzata MN 55391 7633904277 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. Be the Match 500 N 5th St Minneapolis MN 554011206 N/A To support the Be The Match Gala. 435000 Beacon Interfaith Housing 2610 University Ave West Suite 100 St Paul MN 55114 N/A To help create a vibrant memorial to Jason at 66 West. 52500 City of Plymouth 3400 Plymouth Boulevard Plymouth MN 55447 N/A To provide a memorial bench. 2100 Habitat for Humanity 1954 University Ave W St Paul MN 55104 N/A To help provide safe and affordable housing for Twin Cities families. 1500 Hubbard United Methodist Church 12150 Broadway Road Park Rapids MN 56470 N/A To support the Memorial Garden. 1000 Metropolitan State University Foundation 700 East Seventh Street St Paul MN 551065000 N/A To support students in natural science at Metropolitan State Universtiy. 518814 Minneapolis Foundation 800 IDS Center 80 South Eighth Street Minneapolis MN 55402 N/A To support the Organizations mission. 25000 New Covenant Foundation PO BOx 218 Coeur dAlene ID 83816 N/A To support the Organizations mission. 5000 Wellspring for the World PO Box 9993 Fargo ND 58106 N/A To help fund water wells in Africa. 5000 Westminster Church 1200 S Marquette Ave Minneapolis MN 55403 N/A To support the Organization's mission. 428200 Peace Lutheran Church 20 Northdale Boulevard NW Coon Rapids MN 55448 n/a To support Claudia Frank Memorial 5000 Park Nicollet Foundation 6500 Excelsior Blvd St Louis Park MN 55426 n/a To support organization's mission. 1000 Region's Hospital Foundation 640 Jackson St St Paul MN 55101 n/a To support the cannabis research study. 25000 The Sheridan Story 2723 Patton Road Roseville MN 55113 n/a To support the Organization's mission. 5000 1510114 0 14 48778 18 79513 0 128291 0 128291 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 1731300 X Accounting Expenses 1200 1200 0 1200 Charles Schwab AT COST 3521898 3521898 MN Attorney General Fee 25 0 0 25 miscellaneous 152 0 0 152 Unrealized gain on investments 307202 Investment Management Fees 28941 28941 0 0 Foreign Taxes Paid 1249 1249 0 0