W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United
Only null% goes to programs Strong reserves Declining revenue
W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United is a 501(c)(3) organization based in Charlotte, North Carolina, registered in 2003, with $96,916 in FY2024 revenue. CharityIndex grades it C+.
Po Box 896825, Charlotte, NC, 28289 EIN 30-6041434 Since 2003
Revenue (FY2024)
$97K
▲ 701.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$89K
Net assets
$1.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 & Helen Jacobs Carter Endowment Fund Fbo Bethel United— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating195 mo reserves · +8% 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 & Helen Jacobs Carter Endowment Fund Fbo Bethel United: 195 mo reserves · +8% margin earns a B+ 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 & Helen Jacobs Carter Endowment Fund Fbo Bethel United— 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 & Helen Jacobs Carter Endowment Fund Fbo Bethel United: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 896825, Charlotte, NC, 28289
- City
- Charlotte
- State
- North Carolina
- Subcategory
- Support Foundations & Fundraising
Financial trends
Revenue declined from $205K (FY2013) to $97K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.4M
Operating margin
7.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$0
Net assets
$1.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $96,916▲701% | $89,279▼14.5% | $1,447,863▲0.5% | $1,447,863▲0.5% | 990 |
| 2023 | $12,097▲132% | $104,441▼5.3% | $1,440,226▼6.0% | $1,440,226▼6.0% | 990 |
| 2022 | -$37,897▼107% | $110,264▲9.0% | $1,532,570▼8.8% | $1,532,570▼8.8% | 990 |
| 2021 | $514,511▲955% | $101,125▲1.2% | $1,680,731▲32.6% | $1,680,731▲32.6% | 990 |
| 2020 | $48,753▼54.7% | $99,945▲0.2% | $1,267,345▼3.9% | $1,267,345▼3.9% | 990 |
| 2019 | $107,703▲39.1% | $99,787▲1.6% | $1,318,537▲0.6% | $1,318,537▲0.6% | 990 |
| 2018 | $77,429▲5.3% | $98,243▼1.8% | $1,310,621▼1.6% | $1,310,621▼1.6% | 990 |
| 2017 | $73,506▲760% | $100,071▼1.5% | $1,331,435▼2.0% | $1,331,435▼2.0% | 990 |
| 2016 | $8,551▼89.7% | $101,585▼4.7% | $1,358,000▼6.4% | $1,358,000▼6.4% | 990 |
| 2015 | $83,098▼47.7% | $106,614▲0.8% | $1,451,034▼1.7% | $1,451,034▼1.7% | 990 |
| 2014 | $158,984▼22.6% | $105,804▲2.8% | $1,476,724▲3.7% | $1,476,724▲3.7% | 990 |
| 2013 | $205,494 | $102,962▲1.6% | $1,423,544▲7.8% | $1,423,544▲7.8% | 990 |
| 2012 | — | $101,319▲3.4% | $1,321,012▲2.6% | $1,321,012▲2.6% | 990 |
| 2011 | — | $97,979 | $1,287,559 | $1,287,559 | 990 |
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.
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Compare W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United
Frequently asked questions
- Is W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United a legitimate nonprofit?
- Yes. W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 30-6041434, based in Charlotte, North Carolina. Donations are tax-deductible.
- What is W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United's EIN?
- W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United's Employer Identification Number (EIN) is 30-6041434.
- How much revenue does W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United report?
- W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United reported $96,916 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United have?
- CharityIndex grades W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United C+, based on financial health (reserves and operating margin).
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Data for W Rudolph & Helen Jacobs Carter Endowment Fund Fbo Bethel United (EIN 30-6041434) 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.