2026-02-10T12:09:45-06:00 2025-07-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-08-01 770528783 The Dennis Lee Carter and Janice Lea Carter Family Foundation % Foundation Source DENN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dennis Lee Carter President 8008391754 2026-01-30 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1588860 X 0 X 7805 7805 39213 39213 54011 562236 54011 350 350 101379 101379 0 22071 22071 2098 377 13633 94 13539 37802 22542 13539 48000 48000 85802 22542 61539 15577 78837 0 235028 217949 217949 5807 4072 3746 1087784 1164766 1367165 42591 1371210 1386787 1588860 0 0 X 1371210 1386787 1371210 1386787 1371210 1386787 1371210 15577 1386787 1386787 Publicly-traded Securities 562236 508225 54011 54011 54011 1096 1096 1096 1400 0 1400 X 0 304 304 false false false false false false false true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Dennis L Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres, Chairman 1.0 0 0 0 Janice L Carter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, CFO, TRUSTEE 1.0 0 0 0 1325194 253311 0 1578505 0 1578505 23678 1554827 77741 77741 1096 1096 76645 76645 76645 61539 0 0 0 0 61539 76645 10775 10775 61539 61539 0 10775 10775 4331 Dennis L Carter Janice L Carter X EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO 165 8TH ST 3RD FLOOR SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 5000 GUALALA ARTS PO BOX 244 GUALALA CA 95445 N/A PC General & Unrestricted 25000 SHEPHERD BY THE SEA EPISCOPAL-LUTHERAN MISSION PO BOX 691 GUALALA CA 95445 N/A PC General & Unrestricted 18000 48000 14 7805 14 39213 18 54011 CLASS ACTION LAWSUIT PROCEEDS 01 350 101379 101379 false false false false false false false false false false ABBOTT LABS 997 2019 ABBVIE INC 1188 1890 ACCENTURE PLC 1407 1603 AFLAC INC 955 1391 AIR PRODS & CHEM INC 1220 1727 ALLIANT CORP 1700 1950 ALTRIA GROUP INC 1684 2416 AMCOR LTD ORD SHS 1803 1346 AMDOCS LIMITED 1262 1707 AMER FIN GRP HLD 2013 1998 AMERICAN CAPITAL AGENCY CORP 14700 14805 AMERICAN ELECTRIC POWER INC 1543 2037 AMPLIFY ONLINE RETAIL 60621 49536 ANALOG DEVICES INC 1345 2022 ANTERO MIDSTREAM CORPORATION 1109 3120 APTAR GROUP INC 2129 2514 ARCHER DANIELS MDLND 827 1029 ARTISAN PARTNERS ASSET MANAGEM 2008 1946 AT&T, INC 16408 24971 ATMOS ENERGY CORP 1468 2339 AUTOMATIC DATA PROCESSING INC 854 2167 AVERY DENNISON CORP 2008 1845 AVISTA CORP 2010 1977 AVNET INC 1779 1747 BADGER METER, INC 1910 1510 BAKER HUGHES COMPANY 1075 2748 BARRICK GOLD CORPORATION 11766 16030 BAXTER INTERNATIONAL INC 22015 14100 BECTON DICKINSON & CO 1504 1248 BEST BUY INC 1743 1366 BRISTOL-MYERS SQUIBB CO 1460 1083 BROWN FORMAN CORP CL B 16481 17743 BUCKLE INC 2017 2123 C H ROBINSON WORLDWIDE INC 2064 2422 CABOT CP 1974 1805 CAL-MAINE FOODS, INC 2037 2223 CARDINAL HEALTH INC 630 1863 CARTER'S INC 3010 1527 CENCORA INC 991 2003 CHARLES SCHWAB CORP 7554 17200 CHEMED CORP 1443 1237 CHEVRON CORP 819 1516 CHORD ENERGY CORP 1772 1103 CHURCH & DWIGHT 1780 1969 CIGNA CORPORATION 1871 1604 CINCINNATI FINANCIAL CORP 1357 2508 CISCO SYSTEMS INC 1469 2519 CLIFFWATER CORPORATE LENDING F 53450 53425 CLOROX CO 2020 2009 CME GROUP, INC 1701 2783 COGENT COMMUNICATIONS GROUP, I 1777 1185 COGNIZANT TECHNOLOGY SOLUTIONS 2001 2153 COLUMBIA SPORTSWEAR CO 1796 1358 COMCAST CORP 1773 1495 CONOCOPHILLIPS 742 1621 CONSOLIDATED EDISON INC 1397 1967 CORNING INC 1180 2403 CORTEVA INC 1108 2164 COSTCO WHOLESALE CORPORATION 1065 1879 COTERRA ENERGY INC 11587 18366 CUMMINS INC 1206 2573 DIAGEO PLC ADS 14776 14007 DIREXION NASDAQ-100 EQUAL WEIG 40828 61967 DIREXION WORK FROM HOME 60469 67934 DOLBY LABORATORIES 1677 1733 DOLLAR GENERAL CORP 11573 17728 DOMINION ENERGY INC 2073 1754 DONALDSON CO. 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