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Nonprofit · EIN 83-1068573

CARTER & CARTER FOUNDATION

Tax-exempt · AUBURN, AL 36830

Financials

$41K$11K2023$123K$36K2024$230K$59K2025
Revenue Expenses · by fiscal year end
Financials of CARTER & CARTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$230,390$59,153$171,237$792,534$0$792,534
December 31, 2024990$123,423$35,798$87,625$621,297$0$621,297
December 31, 2023990$41,493$10,895$30,598$533,672$0$533,672
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$165,305
Program service revenue
$0
Investment income
$65,085
Other revenue
$0

Expenses

Grants and similar amounts paid
$56,297
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$59,153

Balance sheet and other

Total assets, start of year
$621,297
Total assets, end of year
$792,534
Total liabilities, end of year
$0
Net assets, end of year
$792,534
Publicly traded securities
$500,000
Gross unrelated business income
$65,085
Gross receipts
$230,390
Employees
0
Volunteers
0
Year formed
2018
State of legal domicile
AL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
COLLIN CARTERDIRECTOR
Trustee or director, Officer
5$0
RICK EDEMADIRECTOR
Trustee or director, Officer
3$0
JIMMICASHEALEY
Trustee or director, Officer
3$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
COLLIN CARTERDIRECTOR
Trustee or director, Officer
5$0
RICK EDEMADIRECTOR
Trustee or director, Officer
3$0
JIMMICASHEALEY
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
COLLIN CARTERDIRECTOR
Trustee or director, Officer
5$0
RICK EDEMADIRECTOR
Trustee or director, Officer
3$0
JIMMICASHEALEY
Trustee or director, Officer
3$0

Address and contacts

Address (IRS master file)
730 N DEAN RD STE 200, AUBURN, AL 36830-4304
Principal officer (990 for 2025)
JIMMICA SHEALEY, 730 N DEAN ROAD, AUBURN, AL 36830
Signed the 990
JIMMICA SHEALEY, PRESIDENT
Phone
(334) 502-5411
Return prepared by
YEAGER & ASSOCIATES CPA'S PC

Mission

TO SUPPORT THE COMMUNITY AT LARGE THROUGH COMMUNITY DONATIONS

990 for the year ended December 31, 2025

Program accomplishments

  • TO SUPPORT THE COMMUNITY AT LARGE THROUGH COMMUNITY DONATIONS
    grants $56,297 · revenue $165,305
  • Expenses $59,153

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
83-1068573
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$792,534
Income (IRS master file)
$230,390

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$230,390$59,153$792,534XML
990December 2024$123,423$35,798$621,297XML
990December 2023$41,493$10,895$533,672XML
990December 2022$537,197$35,079$503,074IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-1068573).

Questions about CARTER & CARTER FOUNDATION

What is the EIN of CARTER & CARTER FOUNDATION?
The employer identification number (EIN) of CARTER & CARTER FOUNDATION is 83-1068573.
Is CARTER & CARTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CARTER & CARTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARTER & CARTER FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CARTER & CARTER FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARTER & CARTER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CARTER & CARTER FOUNDATION?
The 990 for the year ended December 31, 2025 names JIMMICA SHEALEY.
Who are the officers and directors of CARTER & CARTER FOUNDATION?
The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CARTER & CARTER FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $230,390, expenses of $59,153 and total assets of $792,534 at year end.

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