The Carter Family Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Carter Family Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 05-6093256

Foundation Overview

Based in Little Compton, RI, The Carter Family Charitable Trust has awarded 10 grants totaling $12,257,153 to organizations in Rhode Island. Individual grants range from $2,700 to $2,349,852, with a median award of $1,387,852.5.

Latest Tax Year
2022
Total Giving (all years)
$12,257,153
Total Assets
$45,663,810
Median Grant (all grants)
$1,387,852.5

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$2,349,852
% No Significant Change
2% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Rhode Island

100% of all grants are concentrated in Rhode Island, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Rhode Island, funding concentrates in Providence (90%), Little Compton (10%).

Funding Trajectory
+4600%

Strong 4600% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + Education

Dual focus on general purposes (75%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Carter Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Rhode Island Foundation $2,349,852 Providence, RI, US General Charitable Purposes 2022
Rhode Island Foundation $2,309,632 Providence, RI, US General Charitable Purposes 2021
Rhode Island Foundation $2,309,632 Providence, RI, US General Charitable Purposes 2021
Rhode Island Foundation $2,309,632 Providence, RI, US General Charitable Purposes 2021
Community Preparatory School $2,700 Providence, RI, US General Operations 2020
Rhode Island Foundation $2,131,444 Providence, RI, US General Charitable Purposes 2020
Little Compton Makers $50,000 Little Compton, RI, US General Charitable Purposes 2019
Rhode Island Foundation $644,261 Providence, RI, US General Charitable Purposes 2019
Sophia Academy $100,000 Providence, RI, US Scholarships 2019
Rhode Island Mayoral Academies $50,000 Providence, RI, US General Charitable Purposes 2016

Foundations Similar to The Carter Family Charitable Trust

Discover 5 foundations with comparable assets ($34,747,452-$66,236,660), similar grant patterns, and geographic focus in RI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 22-3142312 | 9 grants awarded
$34,747,452
(↓ Smaller)
$1,704,647
median grant
Cranston, RI
Same state
88%
Excellent match

EIN: 05-0475089 | 13 grants awarded
$66,236,660
(↑ Larger)
$1,607,027
median grant
Warren, RI
Same state
77%
Good match

EIN: 82-2800196 | 3 grants awarded
$45,605,681
(≈ Similar)
$900,000
median grant
Audubon, PA
70%
Good match

EIN: 56-1761145 | 7 grants awarded
$45,912,230
(≈ Similar)
$1,790,000
median grant
Chapel Hill, NC
70%
Good match

EIN: 26-4492027 | 10 grants awarded
$45,966,442
(≈ Similar)
$2,353,857
median grant
Incline Village, NV
70%
Good match

Contact Information

Official contact details for The Carter Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 05-6093256
Website https://cartertrustfunds.org
Address PO BOX 179 L Compton, RI 02837-0179

Key People (3)

Board members, trustees, and key staff who oversee The Carter Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Letitia M Carter
Trustee Richard G Small
Trustee John S Carter Iii

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Carter Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.