JOANNE AND JOHN CARTER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOANNE AND JOHN CARTER FAMILY FOUNDATION (EIN 13-3386282)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349100417
- Schema version
- 2025v4.1
- 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 | 2026-05-12T08:30:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 W BIG BEAVER RD 2ND FLR | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133386282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE AND JOHN CARTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 2482586783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON RD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE CARTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2482586783 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J MAYETTE CPA | PreparerPersonNm |
| PTIN | P00178326 | PTIN |
| Phone | 2489525000 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,625,416 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $148,224 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,245 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,696 | CashBOYAmt |
| Cash EOY | $8,044 | CashEOYAmt |
| Cash EOYFMV | $8,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $810,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $928,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,616,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $824,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $937,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,625,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $252,538 | CapitalStockBOYAmt |
| Capital Stock EOY | $252,538 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $572,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $824,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $937,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $824,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $937,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $824,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $937,793 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $937,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 200 SHS JOHNSON & JOHNSON | PropertyDesc |
| Gross Sales Price | $29,862 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,395 | CostOrOtherBasisAmt |
| Gain Or Loss | $467 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $467 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $858 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $858 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $632 | OverpaymentAmt |
| Applied To ES Tax | $632 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOANNE S CARTER | IndividualWithBooksNm |
| Phone | 2482586783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON RD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE S CARTER | ||||||||
| 3781 DARLINGTON ROAD SOUTH | BLOOMFIELD HILLS | MI | 48301 | PRESIDENT/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN C CARTER | ||||||||
| 3781 DARLINGTON ROAD SOUTH | BLOOMFIELD HILLS | MI | 48301 | VICE CHAIRMAN/SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| MEGAN E CARTER | ||||||||
| 3406 WOODSHIRE XING | MARIETTA | GA | 30066 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID J CARTER | ||||||||
| 1099 CANTERBURY STREET | BIRMINGHAM | MI | 48009 | VICE PRESIDENT/DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,389,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,409,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,409,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,388,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226 | TotalTaxAmt |
| Distributable Before Adj | $69,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,962 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,962 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,302 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $16,302 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNE S CARTER | ContributingManagerNm |
| Contributing Manager | JOHN C CARTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DETROIT RIVERFRONT CONSERVANCY | |||||||
| 600 RENAISSANCE CENTER 1720 | DETROIT | MI | 48243 | NONE | NC | IMPROVEMENT, OPERATION, MAINTENANCE, SECURITY, PROGRAMMING AND EXPANSION OF THE DETROIT RIVER WALK AND ASSOCIATED GREEN SPACES. | $2,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH ST | EASTON | PA | 18042 | NONE | NC | TO PROMOTE EDUCATION | $1,000 |
| BEYOND BASICS | |||||||
| 18000 WEST NINE MILE ROAD SUITE 450 | SOUTHFIELD | MI | 48075 | NONE | NC | TO PROVIDE ASSISTANCE FOR THE COMING TOGETHER FOR CHILDREN GALA | $1,000 |
| UNITED WAY | |||||||
| 3011 W GRAND BLVD SUITE 500 | DETROIT | MI | 48202 | NONE | NC | TO PROVIDE SUPPORT FOR THE SOUTHEASTERN COMMUNITY CAMPAIGN | $1,000 |
| CAPUCHIN SOUP KITCHEN | |||||||
| 1820 MOUNT ELLIOTT ST | DETROIT | MI | 48207 | NONE | NC | PROVIDE FOOD, CLOTHING, HUMAN DEVELOPMENT PROGRAMS TO THE NEEDY | $2,000 |
| DETROIT CHILDREN'S CENTER | |||||||
| 79 W ALEXANDRINE ST | DETROIT | MI | 48201 | NONE | NC | TO HELP CHILDREN AND FAMILIES SHAPE THEIR OWN FUTURES. | $2,500 |
| DETROIT ZOOLOGICAL SOCIETY | |||||||
| 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | NONE | NC | TO DEMONSTRATE EXTRAORDINARY LEADERSHIP IN CONSERVATION, ANIMAL WELFARE, EDUCATION AND ENVIRONMENTAL SUSTAINABILITY | $2,500 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | NC | TO RELIEVE HUNGER IN THE DETROIT METROPOLITAN COMMUNITY | $2,500 |
| SENIOR MENS CLUB OF BIRMINGHAM FOUNDATION | |||||||
| PO BOX 1149 | BIRMINGHAM | MI | 48012 | NONE | NC | TO PROMOTE EDUCATION AND CULTURAL ENGAGEMENT | $2,500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 OAKBROOK DRIVE STE 100 | ANN ARBOR | MI | 48104 | NONE | NC | MOTT GIVING TEAM | $5,000 |
| BREAKTHROUGH FOUNDATION | |||||||
| PO BOX 280086 | MEMPHIS | TN | 38168 | NONE | NC | TO PROMOTE EDUCATION | $5,000 |
| THE CHADTOUGH FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | NONE | NC | FUND RESEARCH AND BRING AWARENESS TO PEDIATRIC BRAIN TUMORS | $5,000 |
| DETROIT REGIONAL DOLLARS FOR SCHOLARS FOUNDATION | |||||||
| PO BOX 43105 | DETROIT | MI | 48243 | NONE | NC | TO PROMOTE EDUCATION | $5,000 |
| YMCA OF METRO DETROIT | |||||||
| 1401 BROADWAY STE 3A | DETROIT | MI | 48226 | NONE | NC | TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,476 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN C CARTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON ROAD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $148,224 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHS BERKSHIRE HATHAWAY | NoncashPropertyDesc |
| Fair Market Value | $148,224 | FairMarketValueAmt |
| Received | 2025-10-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,490 | Amt |
| Net Investment Income | $1,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,245 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY | $240,799 | $402,120 |
| 500 SH PROCTOR & GAMBLE | $58,713 | $71,655 |
| 300 SH VISA INC | $59,008 | $105,213 |
| 1,600 SH APPLE | $245,722 | $434,976 |
| 1,603 SH JP MORGAN CHASE | $242,333 | $516,519 |
| 600 SH PEPSICO | $82,397 | $86,112 |
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