Thomas S Carter Foundation: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Thomas S Carter Foundation (EIN 46-2922017)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-23
- IRS object ID
- 201521749349100102
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-23T07:14:31-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPENCER FANE BRITT & BROWNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WALNUT ST STE 1400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462922017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas S Carter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9038826693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Clubview Drive | AddressLine1Txt |
| City | Lindale | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS S CARTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038826693 | PhoneNum |
| Signature | 2015-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID N ZIMMERMAN | PreparerPersonNm |
| Phone | 8164748100 | PhoneNum |
| Preparation | 2015-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,297 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,227 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,227 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,297 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $93,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,297 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $93,509 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,297 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,297 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,297 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,582 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $157,785 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.757879 | DistributionYr1Rt |
| Total Distribution | 0.757879 | TotalDistributionRt |
| Average Distribution | 0.757879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,675 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,675 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,227 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $455 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $455 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$455 | OriginalReturnOverpaymentAmt |
| Overpayment | $455 | OverpaymentAmt |
| Applied To ES Tax | $455 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS S CARTER | IndividualWithBooksNm |
| Phone | 9038826693 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Clubview Drive | AddressLine1Txt |
| City | Lindale | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 757715054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS S CARTER | ||||||||
| 131 Clubview Dr | Lindale | TX | 75771 | Dir/Pres/Treas | 2.50 | $0 | $0 | $0 |
| CHARLES T CARTER | ||||||||
| 23531 Champion Drive | Lindale | TX | 75771 | Dir/Vice Pres. | 0.20 | $0 | $0 | $0 |
| CAROL R KOEHLER | ||||||||
| 135 St Andrews Circle | Hideaway | TX | 75771 | Dir/Secretary | 0.20 | $0 | $0 | $0 |
| DIANE C PETERSEN | ||||||||
| PO Box 831 | Berkley Springs | WV | 25411 | DIR/ASST SEC/ASST TR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,714 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $31,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,562 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,562 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,562 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,227 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,227 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $84,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,562 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $119,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,227 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,665 | RemainingDistriFromCorpusAmt |
| Total Corpus | $201,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $201,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $119,088 | ExcessFromYear1Amt |
| Excess From Current Year | $82,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS S CARTER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS S CARTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Clubview Drive | AddressLine1Txt |
| City | Lindale | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9038826693 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER STATING GENERAL NATURE, GOALS, & PURPOSE OF REQUESTING ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Bible Society | ||||||
| 1865 Broadway | New York | NY | 10023 | PublicCharity | carry out itsSupply funds toexempt purpose. | $50 |
| Calvary Commission | ||||||
| PO Box 100 | Lindale | TX | 75771 | PublicCharity | carry out itsSupply funds toexempt purpose. | $850 |
| Hideaway Lake Comm Church | ||||||
| 1115 Lake Cross Rd | Hideaway | TX | 75771 | PublicCharity | carry out itsSupply funds toexempt purpose. | $1,090 |
| Lindale Volunteer Fire Dept | ||||||
| PO Box 685 | Lindale | TX | 75771 | PublicCharity | carry out itsSupply funds toexempt purpose. | $50 |
| Lindale ISD Education Foundation Inc | ||||||
| PO Box 370 | Lindale | TX | 75771 | PublicCharity | carry out itsSupply funds toexempt purpose. | $10,000 |
| Children International | ||||||
| PO Box 219055 | Kansas City | MO | 64121 | PublicCharity | carry out itsSupply funds toexempt purpose | $450 |
| Southern Methodist University | ||||||
| 6425 Boaz Lane | Dallas | TX | 75025 | PublicCharity | carry out itsSupply funds toexempt purposes | $35,506 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | PublicCharity | carry out itsSupply funds toexempt purpose | $50 |
| MD Anderson Cancer Center | ||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | PublicCharity | carry out itsSupply funds toexempt purpose | $50 |
| Hide-a-Way Lake Kiwanis Foundation | ||||||
| PO Box 1316 | Lindale | TX | 75771 | PublicCharity | carry out itsSupply funds toexempt purpose | $466 |
| Boy Scouts of America | ||||||
| 1325 W Walnut Hill Lane | Irving | TX | 75038 | PublicCharity | carry out itsSupply funds toexempt purpose | $25 |
| St Joseph's Indian School | ||||||
| 1301 North Main Street | Chamberlain | SD | 57325 | PublicCharity | carry out itsSupply funds toexempt purpose | $70 |
| Calvary Baptist Church | ||||||
| 6704 Old Jacksonville Hwy | Tyler | TX | 75703 | PublicCharity | carry out itsSupply funds toexempt purpose | $25,000 |
| Kiwanis Club of Atlanta | ||||||
| 100 Edgewood Ave SE 804 | Atlanta | GA | 30303 | PublicCharity | carry out itsSupply funds toexempt purpose | $40 |
| All Saints School | ||||||
| 2695 S SW Loop 323 | Tyler | TX | 75701 | Publiccharity | carry out itsSupply funds toexempt purpose | $10,500 |
| Bible League | ||||||
| 1 Bible League Plaza | Crete | IL | 60417 | Publiccharity | carry out itsSupply funds toexempt purpose | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,227 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |