2017-05-23T11:29:15-05:00 2016-12-31 411397419 Abdo Eick & Meyers LLP 5201 Eden Avenue Suite 250 Edina MN 55436 990PF 2016-01-01 203311749 The Carter Family Foundation CART 6128687745 130 Spur Circle Wayzata MN 553919577 Diane Carter Director/ CEO 6128687745 2017-05-22 1 Steven D Anseth CPA P00552219 9528359090 2017-05-22 64.88.174.3 2017-05-22 15:06:24 CD P 6BFFA3625D11521A7CFC619F83E5A3BD58E670E6 F4409300C3E9EC52E7084891A76BBA7CD71286C4 2016 2021-01-29 14:40:06Z X 3129363 X 2368767 46480 46144 46480 16456 242580 16456 2431703 62600 46480 0 0 0 0 4152 2076 0 2076 323 323 0 0 25 25 0 0 4500 2424 0 2076 1386050 1386050 1390550 2424 0 1388126 1041153 60176 46480 131070 612442 612442 119360 1673828 2516921 2516921 1924258 3129363 3129363 0 0 X 0 0 0 0 1924258 3129363 1924258 3129363 1924258 3129363 1924258 1041153 163952 3129363 0 3129363 Charles Schwab- See Attached 64745 60290 4455 4455 Charles Schwab- See Attached 149183 142964 6219 6219 NW Mutual- See Attached 749 780 -31 -31 NW Mutual- See Attached 17493 16550 943 943 NW Mutual- See Attached 5419 5540 -121 -121 Capital Gains Dividends P 4991 4991 4991 16456 4424 0 120396 1772384 0.067929 93725 1368954 0.068465 88184 1257140 0.070147 125387 818342 0.153221 50787 553862 0.091696 0.451458 0.090292 2488910 224729 602 225331 1388126 X 602 0 602 0 602 602 602 18 18 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 Officer 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 Director 0.25 0 0 0 NONE 0 NONE 0 0 2095376 431436 0 2526812 0 0 2526812 37902 2488910 124446 124446 602 602 123844 0 123844 0 123844 1388126 0 1388126 602 1387524 123844 0 0 2179 125514 25697 26013 120396 299799 1388126 0 0 0 123844 1264282 0 0 1564081 0 0 0 0 0 0 2179 1561902 125514 25697 26013 120396 1264282 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. 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. 50000 Be the Match 500 N 5th St Minneapolis MN 554011206 N/A To support the Be The Match Gala. 35000 Big Stone Arts Advancement 7110 County Road 110 Minnetrista MN 55364 N/A To support the Oranizations mission. 800 Hope Academy 2300 Chicago Avenue South Minneapolis MN 55404 N/A To help the Organization start the school year in a strong financial position. 3450 Lukemia & Lymphoma Society 1711 Broadway St NE Minneapolis MN 55413 N/A To support blood cancer research. 20000 Lakeside Presbyterian Church 4430 McCulloch Street Duluth MN 55804 N/A To support children in attending church camp and special summer ministry with children and youth. 25000 Metropolitan State University Foundation 700 East Seventh Street St Paul MN 551065000 N/A To support students in natural science at Metropolitan State Universtiy. 1000000 Minneapolis Foundation 800 IDS Center 90 South Eighth Street Minneapolis MN 55402 N/A To support the Organizations mission. 100000 New Covenant Foundation PO BOx 218 Coeur dAlene ID 83816 N/A To support the Organizations mission. 4500 The Friends of the Saint Paul Public Library 1080 Montreal Ave Suite 2 St Paul MN 55116 N/A To support ongoing and special projects at the Saint Paul Public Library. 500 University of Minnesota Foundation 20 Oak Street Se Suite 500 Minneapolis MN 544552010 N/A To provide MBA scholarships. 2500 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. 139300 1386050 0 14 46480 18 16456 0 62936 0 62936 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 2368767 X Accounting Expenses 4152 2076 0 2076 Northwestern Mutual AT COST 479810 479810 Charles Schwab AT COST 2037111 2037111 MN Attorney General Fee 25 25 0 0 Unrealized gain on investments 163952 Foreign Taxes Paid 323 323 0 0