CARTER FAMILY FOUNDATION

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Cite this

Plain text CARTER FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/carter-family-foundation-203311749. Retrieved 2026-11-06.

APA furp.org. (n.d.). CARTER FAMILY FOUNDATION [Nonprofit organization profile; tax years 2016–2024]. Retrieved November 6, 2026, from https://furp.org/org/carter-family-foundation-203311749

MLA “CARTER FAMILY FOUNDATION.” furp.org, tax years 2016–2024, https://furp.org/org/carter-family-foundation-203311749. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $3.2M · expenses $1.0M · assets $12.6M

EIN
20-3311749
Address
130 SPUR CIR, WAYZATA, MN 55391-9577
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
FURP topic
science: research education (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Diana Clarke-Carter Director/Chief Executive Officer2016-2024 0 $0 reported 2
Robert Lowell Carter Director/Officer2016-2024 0 $0 reported 1
Alison Clarke Carter Brown Director/Executive Director2016-2024 0 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/Chief Executive Officer0 $0-$0 $02
Robert Lowell Carter Director/Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/Executive Director0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/Chief Executive Officer0 $0-$0 $02
Robert Lowell Carter Director/Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/Executive Director0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/Chief Executive Officer0 $0-$0 $02
Robert Lowell Carter Director/Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/Executive Director0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/ Chief Executive0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Direct0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/ Chief Executive0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Direct0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/ Chief Executive0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Direct0 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/ Chief Executive0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Direct0 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke-Carter Director/ Chief Executive0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Direct0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Diana Clarke- Carter Director/ Chief Executive Officer0 $0-$0 $02
Robert Lowell Carter Director/ Officer0 $0-$0 $01
Alison Clarke Carter Brown Director/ Executive Director0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 27 grants to organizations · $923K
2023 · 47 grants to organizations · $1.2M · 1 grant to individuals · $350
2022 · 48 grants to organizations · $1.4M
2021 · 54 grants to organizations · $1.5M
2020 · 52 grants to organizations · $1.3M
2019 · 11 grants to organizations · $967K
2018 · 12 grants to organizations · $845K
2017 · 14 grants to organizations · $1.5M
2016 · 13 grants to organizations · $1.4M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 3 contributors · $660K
#ContributorTypeCity, stateTotalNoncashSource
2 Robert L Carter 2012 Irrevocable Trust Organization or other Wayzata, MN $326,250- Form 990PF Sch. B, 2022 · filing
3 The Diana Joan Clarke-Carter Irrevocable Support Trust Organization or other Wayzata, MN $326,250- Form 990PF Sch. B, 2022 · filing
1 Summit Mortgage Corporation Organization or other Plymouth, MN $7,043- Form 990PF Sch. B, 2022 · filing
2021 · 3 contributors · $4.7M
#ContributorTypeCity, stateTotalNoncashSource
2 Robert L Carter 2012 Irrevocable Trust Organization or other Wayzata, MN $1,773,999- Form 990PF Sch. B, 2021 · filing
3 The Diana Joan Clarke-Carter Irrevocable Support Trust Organization or other Wayzata, MN $1,773,989- Form 990PF Sch. B, 2021 · filing
1 Summit Mortgage Corporation Organization or other Plymouth, MN $1,136,851- Form 990PF Sch. B, 2021 · filing
2020 · 4 contributors · $5.4M
#ContributorTypeCity, stateTotalNoncashSource
1 Summit Mortgage Corporation Organization or other Plymouth, MN $2,677,431- Form 990PF Sch. B, 2020 · filing
4 The Diana Joan Clarke-Carter Irrevocable Support Trust Organization or other Wayzata, MN $1,278,650- Form 990PF Sch. B, 2020 · filing
3 Robert L Carter 2012 Irrevocable Trust Organization or other Wayzata, MN $1,231,649- Form 990PF Sch. B, 2020 · filing
2 Robert and Diana Carter Person Wayzata, MN $179,000- Form 990PF Sch. B, 2020 · filing
2019 · 4 contributors · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
1 Summit Mortgage Corporation Organization or other Plymouth, MN $388,148- Form 990PF Sch. B, 2019 · filing
3 Robert L Carter 2012 Irrevocable Trust Organization or other Wayzata, MN $355,261- Form 990PF Sch. B, 2019 · filing
4 The Diana Joan Clarke-Carter Irrevocable Support Trust Organization or other Wayzata, MN $334,761- Form 990PF Sch. B, 2019 · filing
2 Robert and Diana Carter Person Wayzata, MN $190,037- Form 990PF Sch. B, 2019 · filing
2018 · 2 contributors · $1.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Summit Mortgage Corporation Organization or other Plymouth, MN $1,011,500- Form 990PF Sch. B, 2018 · filing
2 Robert and Diana Carter Person Wayzata, MN $115,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $1.7M
#ContributorTypeCity, stateTotalNoncashSource
1 Summit Mortgage Corporation Organization or other Plymouth, MN $1,731,300- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $2.4M
#ContributorTypeCity, stateTotalNoncashSource
1 Summit Mortgage Corporation Organization or other Plymouth, MN $2,368,767- Form 990PF Sch. B, 2016 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,190,585$1,047,205 $12,586,814$12,586,814 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$294,051$1,236,593 $12,639,625$12,639,625 $5- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,070,064$1,434,453 $12,396,198$12,396,198 $859,543- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$5,157,041$1,574,684 $14,446,133$14,446,133 $4,886,574- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$5,546,034$1,329,808 $9,964,582$9,964,582 $5,366,730- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,391,449$1,008,481 $5,097,643$5,097,643 $1,268,207- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,219,803$883,783 $4,029,558$4,029,558 $1,128,500- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,859,591$1,541,681 $3,754,475$3,754,475 $1,731,300- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$2,431,703$1,390,550 $3,129,363$3,129,363 $2,368,767- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
POHLAD FAMILY FOUNDATIONMNT22 $3,062,471$16,601,036 EXECUTIVE DIRECTOR$751,798 Same NTEE code T22, revenue within 2x, same state, similar name
THE LUTHER FAMILY FOUNDATIONMNT22 $2,686,089$1,112,149 OFFICER$0 Same NTEE code T22, revenue within 2x, same state, similar name
FRANDSEN FAMILY FOUNDATIONMNT22 $3,020,019$1,099,705 FOUNDATION MANAGER$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE DOUGLASS BRANDENBORG FAMILY FOUNDATIONMNT22 $2,480,751$2,353,483 EXECUTIVE DIRECTOR$148,750 Same NTEE code T22, revenue within 2x, same state
GRANITE FOUNDATIONMNT22 $3,213,367$1,002,182 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
K A H R FOUNDATIONMNT22 $3,334,823$13,152,622 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
KARIN BIRKELAND AND LEE MITAU FAMILY FOUNDATIONMNT22 $3,456,268$14,996 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
AMYS LEGACY FOUNDATIONMNT22 $3,668,035$3,318,893 EXECUTIVE DIRECTOR/SECRETARY$189,302 Same NTEE code T22, revenue within 2x, same state
CHARLES AND MARLYS ELLIOTT FOUNDATIONMNT22 $3,567,135$442,294 EXECUTIVE DIRECTOR$192,683 Same NTEE code T22, revenue within 2x, same state
NIVIN AND DUNCAN MACMILLAN FOUNDATIONMNT22 $2,533,465$2,266,720 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
NORMAN AND EVANGELINE HAGFORS FOUNDATIONMNT22 $3,312,283$1,737,026 DIRECTOR/PRESIDENT/TREASURER$0 Same NTEE code T22, revenue within 2x, same state
CASE FAMILY FOUNDATIONNET22 $2,585,972$338,490 SECRETARY$48,000 Same NTEE code T22, revenue within 2x, similar name
CARY BROWN FAMILY FOUNDATIONCOT22 $3,951,367$1,119,799 TREASURER/ASSISTANT SECRET$304,344 Same NTEE code T22, revenue within 2x, similar name
CLINE FAMILY FOUNDATIONFLT22 $3,452,810$1,562,236 EXECUTIVE DI$151,116 Same NTEE code T22, revenue within 2x, similar name
LEDER FAMILY FOUNDATIONDET22 $3,487,864$1,116,604 Dir, Pres$0 Same NTEE code T22, revenue within 2x, similar name
TOLER FAMILY FOUNDATIONFLT22 $3,529,444$1,700,105 PRESIDENT/TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
CROUL FAMILY FOUNDATIONCAT22 $2,809,072$1,716,451 CEO$0 Same NTEE code T22, revenue within 2x, similar name
BAKER FAMILY FOUNDATIONFLT22 $3,692,135$1,387,445 TRUSTEE - CHAIRPERSON$5,000 Same NTEE code T22, revenue within 2x, similar name
JMW FAMILY FOUNDATIONNYT22 $3,134,568$250,000 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
KJS FAMILY FOUNDATIONNVT22 $3,436,251$3,942,620 SECRETARY$10,000 Same NTEE code T22, revenue within 2x, similar name
FOOTE FAMILY FOUNDATIONKST22 $3,752,382$515,020 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ORR FAMILY FOUNDATIONTXT22 $4,066,089$2,270,127 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
CORETZ FAMILY FOUNDATIONOKT22 $3,397,856$4,072,727 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
COLKET FAMILY FOUNDATIONPAT22 $2,862,033$893,671 TRUSTEE$16,826 Same NTEE code T22, revenue within 2x, similar name
MERCER FAMILY FOUNDATIONMAT22 $4,234,044$4,000,989 Director$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SEBONACK FOUNDATION Private foundation$120,0002 12017–2018 PASCUCCI FAMILY FOUNDATION
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$120,0003 12017–2023 CARY BROWN FAMILY FOUNDATION
HMR HEALTH FOUNDATION CHARITABLE TRUST Private foundation$113,6351 12018–2018 STIFLER FAMILY FOUNDATION
WATERSTONE SUPPORT FOUNDATION INC DAF sponsor$20,0051 12017–2017 CARY BROWN FAMILY FOUNDATION
BELLICK FOUNDATION Private foundation$10,0001 12023–2023 BRONSTEIN FAMILY FOUNDATION
LONG LEWIS FOUNDATION INC Private foundation$3,3002 12017–2018 BAKER FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,047,205 spent · pay $0 · grants $923,472 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $923,472 88.2%
Other expenses $46,700 4.5%
Fees: other professional $41,668 4.0%
Taxes $32,361 3.1%
Fees: accounting $3,004 0.3%
Total$1,047,205100%

View the filing

2023 · Form 990PF · $1,236,593 spent · pay $0 · grants $1,158,694 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,158,694 93.7%
Fees: other professional $66,955 5.4%
Fees: accounting $10,622 0.9%
Other expenses $322 0.0%
Total$1,236,593100%

View the filing

2022 · Form 990PF · $1,434,453 spent · pay $0 · grants $1,372,233 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,372,233 95.7%
Fees: other professional $50,193 3.5%
Fees: accounting $7,205 0.5%
Taxes $4,066 0.3%
Other expenses $756 0.1%
Total$1,434,453100%

View the filing

2021 · Form 990PF · $1,574,684 spent · pay $0 · grants $1,519,413 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,519,413 96.5%
Fees: other professional $50,606 3.2%
Taxes $2,175 0.1%
Fees: accounting $1,350 0.1%
Other expenses $1,140 0.1%
Total$1,574,684100%

View the filing

2020 · Form 990PF · $1,329,808 spent · pay $0 · grants $1,288,569 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,288,569 96.9%
Fees: other professional $37,233 2.8%
Taxes $2,340 0.2%
Fees: accounting $1,208 0.1%
Other expenses $458 0.0%
Total$1,329,808100%

View the filing

2019 · Form 990PF · $1,008,481 spent · pay $0 · grants $966,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $966,600 95.8%
Fees: other professional $39,287 3.9%
Fees: accounting $1,300 0.1%
Taxes $1,269 0.1%
Other expenses $25 0.0%
Total$1,008,481100%

View the filing

2018 · Form 990PF · $883,783 spent · pay $0 · grants $845,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $845,300 95.6%
Fees: other professional $35,935 4.1%
Taxes $1,323 0.1%
Fees: accounting $1,200 0.1%
Other expenses $25 0.0%
Total$883,783100%

View the filing

2017 · Form 990PF · $1,541,681 spent · pay $0 · grants $1,510,114 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,510,114 98.0%
Fees: other professional $28,941 1.9%
Taxes $1,249 0.1%
Fees: accounting $1,200 0.1%
Other expenses $177 0.0%
Total$1,541,681100%

View the filing

2016 · Form 990PF · $1,390,550 spent · pay $0 · grants $1,386,050 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,386,050 99.7%
Fees: accounting $4,152 0.3%
Taxes $323 0.0%
Other expenses $25 0.0%
Total$1,390,550100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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