2014-04-29T14:39:46-05:00 2013-12-31 860744625 Busby Sanford Brady CPA's PLC 2055 N Kolb Rd Suite 101 Tucson AZ 857154099 990PF 2013-01-01 236395203 Charles Wentz Carter Memorial Foundation CHAR 5205315544 815 High Street Dedham MA 020264113 Bess Woodworth Trustee 5205315544 2014-04-24 1 Darlene S Brady CPAPFS CFPTM P00235561 5207332530 2013 2015-12-30 17:16:21Z X 1042790 X X 3 3 22667 22667 10445 50569 10445 33115 33115 0 0 0 1574 0 0 627 0 0 85 0 0 2286 0 0 38500 38500 40786 0 38500 -7671 33115 12468 44988 44988 88487 88420 477560 438834 398710 520242 539789 532118 1042790 0 0 X 626563 626563 0 0 -86774 -94445 539789 532118 539789 532118 539789 -7671 0 532118 0 532118 622.51 shs Vanguard Tax-managed Gr&Inc 2013-12-05 50000 40124 9876 9876 Capital Gains Dividends P 569 569 569 10445 0 40558 812254 0.049933 40450 798984 0.050627 24291 727998 0.033367 66623 648864 0.102676 23838 783940 0.030408 0.267011 0.053402 935726 49970 331 50301 38500 662 0 662 0 662 260 260 X 4 406 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A Bess Woodworth 7813072990 815 High Street Dedham MA 02026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Harriet B Wentz 403 W Lafayette St West Chester PA 19380 President 0.00 0 0 0 Mr Charles R Wentz PO Box 364 2530 Nauset Rd North Eastham MA 02651 Vice President 0.00 0 0 0 Mrs Jeffrey Panitt 11404 Fieldstone Ln Reston VA 20191 Secretary 0.00 0 0 0 Mrs Kennard Woodworth 815 High St Dedham MA 02026 Trustee & Treasurer 0.00 0 0 0 NONE 0 NONE 0 0 932402 17574 0 949976 0 0 949976 14250 935726 46786 46786 662 662 46124 0 46124 0 46124 38500 0 38500 0 38500 46124 38068 0 0 38500 38068 0 0 432 0 0 0 0 0 0 0 0 45692 0 0 0 Harriet Wentz PO Box 546 West Chester PA 19381 7813072990 A. 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 requirements B,C, and D below, including a statement explaining why exception is necessary. B. Supporting evidence for information requested above. C. If applicant's an organization, copy of applicant's IRS letter verifying current 501(c)(3) status, or or other verification. D. If applicant is an organization, copy of most recent audit or Form 990. None. None. Academy of Natural Sciences of Drexel University 1900 Benjamin Franklin Pkwy Philadelphia PA 19103 research and training 5000 Children's Scholarship Fund Philadelphia PO Box 22463 Philadelphia PA 19110 scholarship 5000 Delaware Nature Society PO Box 700 Hockessin DE 19707 scholarship 4500 Juvenile Diabetes Research Fund 26 Broadway 14th Floor New York NY 10004 research 3000 Kimberton Waldorf School 410 W 7 Stars Rd Kimberton PA 19442 scholarship 3000 Maternal & Child Health Consortium 30 W Bernard St 1 West Chester PA 19382 parent educators 5000 RISD Glass Dept S Main St Rooms 104 106 Providence RI 02903 glass research trip 7500 Spirit in Action PO Box 141045 Minneapolis MN 55414 scholarship 3500 Wells College Development Office Aurora NY 13026 annual fund 2000 38500 0 14 3 14 22667 18 10445 0 33115 0 33115 0 0 0 0 0 0 0 0 0 0 Busby Sanford Brady CPAs 1574 0 0 1674 Shs Pfizer 29563 51275 800 Shs Verizon Communications 8875 39312 2000 Shs Bristol-Myers Squibb 25196 106300 1500 Shs E.I. Dupont de Nemours 11018 97455 1300 Shs 3M Co 13395 182325 15 Shs Fairpoint Communications 32 0 192 Shs Frontier Communications Corp 341 893 Vanguard Tax-Managed Growth & Inc Fd AT COST 266869 343074 Vanguard Lifestrategy Conservative Growth AT COST 131841 177168 Pennsylvania filing expenses 85 0 0 Foreign Tax 33 0 0 US Treasury - 2012 tax 334 0 0 US Treasury - 2013 estimated tax 260 0 0