W Rudolph and Helen Jacobs Carter Charitable Foundation Tr
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
W Rudolph and Helen Jacobs Carter Charitable Foundation Tr is a 501(c)(3) organization based in Charlotte, North Carolina, registered in 2003, with $61,891 in FY2024 revenue. CharityIndex grades it D.
Po Box 896825, Charlotte, NC, 28289 EIN 20-6062344 Since 2003
Revenue (FY2024)
$62K
▲ 724.9% vs prior year
Expenses (FY2024)
$92K
Net assets
$868K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for W Rudolph and Helen Jacobs Carter Charitable Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating114 mo reserves · -48% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For W Rudolph and Helen Jacobs Carter Charitable Foundation Tr: 114 mo reserves · -48% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for W Rudolph and Helen Jacobs Carter Charitable Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For W Rudolph and Helen Jacobs Carter Charitable Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 896825, Charlotte, NC, 28289
- City
- Charlotte
- State
- North Carolina
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $103K (FY2013) to $62K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $7,696Net assets $868K
Operating margin
-48.0%
Spent more than it raised in the latest fiscal year.
Total assets
$875K
Total liabilities
$7,696
Net assets
$868K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $61,891▲725% | $91,588▲750% | $867,572▼3.3% | $875,268▼2.5% | 990PF |
| 2023 | $7,503▼86.2% | $10,781▼83.5% | $897,269▼0.4% | $897,269▼0.4% | 990PF |
| 2022 | $54,378▼76.1% | $65,378▲0.8% | $900,547▼1.2% | $900,547▼1.2% | 990PF |
| 2021 | $227,186▲421% | $64,848▲7.9% | $911,547▲21.7% | $911,547▲21.7% | 990PF |
| 2020 | $43,588▼16.6% | $60,077▲9.8% | $749,209▼2.2% | $749,209▼2.2% | 990PF |
| 2019 | $52,270▼17.7% | $54,703▼9.0% | $765,698▼0.3% | $765,698▼0.3% | 990PF |
| 2018 | $63,536▲67.0% | $60,089▲2.6% | $768,131▲0.5% | $768,131▲0.5% | 990PF |
| 2017 | $38,045▲26.8% | $58,558▲1.6% | $764,684▼2.6% | $764,684▼2.6% | 990PF |
| 2016 | $30,009▼14.5% | $57,628▼7.6% | $785,197▼3.4% | $785,197▼3.4% | 990PF |
| 2015 | $35,084▼64.3% | $62,371▼2.2% | $812,816▼3.4% | $812,816▼3.4% | 990PF |
| 2014 | $98,390▼4.9% | $63,805▲5.1% | $841,267▲4.3% | $841,267▲4.3% | 990PF |
| 2013 | $103,451 | $60,723▲1.5% | $806,682▲5.6% | $806,682▲5.6% | 990PF |
| 2012 | — | $59,835▼1.4% | $763,954▼0.7% | $763,954▼0.7% | 990PF |
| 2011 | — | $60,671 | $769,297 | $769,297 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is W Rudolph and Helen Jacobs Carter Charitable Foundation Tr a legitimate nonprofit?
- Yes. W Rudolph and Helen Jacobs Carter Charitable Foundation Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-6062344, based in Charlotte, North Carolina. Donations are tax-deductible.
- What is W Rudolph and Helen Jacobs Carter Charitable Foundation Tr's EIN?
- W Rudolph and Helen Jacobs Carter Charitable Foundation Tr's Employer Identification Number (EIN) is 20-6062344.
- How much revenue does W Rudolph and Helen Jacobs Carter Charitable Foundation Tr report?
- W Rudolph and Helen Jacobs Carter Charitable Foundation Tr reported $61,891 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does W Rudolph and Helen Jacobs Carter Charitable Foundation Tr have?
- CharityIndex grades W Rudolph and Helen Jacobs Carter Charitable Foundation Tr D, based on financial health (reserves and operating margin).
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Data for W Rudolph and Helen Jacobs Carter Charitable Foundation Tr (EIN 20-6062344) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.