Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ERIC AND BARBARA CARLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 78 MESEROLE AVENUE UNIT 2
  Room/suite
City or town
BROOKLYN
State or province
NY
Country  
ZIP or foreign postal code
11222
A Employer identification number

82-2036857
B Telephone number (see instructions)

4133459044
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$85,128,193J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,000
2 Check .................
3 Interest on savings and temporary cash investments 4,374 4,374  
4 Dividends and interest from securities... 2,249,614 2,249,614  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,894,252
b Gross sales price for all assets on line 6a 38,831,986
7 Capital gain net income (from Part IV, line 2)... 19,753,552
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48 0  
12 Total. Add lines 1 through 11........ 22,248,288 22,007,540  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 332,700 0   332,700
15 Pension plans, employee benefits....... 37,134 0   37,134
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
124,399 0   124,399
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,817 8,012   51,805
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
777,169 202,882   574,287
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
364,002 30,569   26,480
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
108,663 0  
20 Occupancy.............. 55,221 0   55,221
21 Travel, conferences, and meetings....... 49,549 0   49,549
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
74,061 3,350   70,711
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,982,715 244,813   1,322,286
25 Contributions, gifts, grants paid....... 3,445,370 3,445,370
26 Total expenses and disbursements. Add lines 24 and 25 ................ 5,428,085 244,813   4,767,656
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,820,203
b Net investment income (if negative, enter -0-) 21,762,727
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 208,605 10,881 10,881
2 Savings and temporary cash investments......... 3,365,714 2,867,788 2,867,788
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,331,801 Click to see attachment
List of Attached Documents:
// Content
16,652,512 		22,607,000
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,055,005 Click to see attachment
List of Attached Documents:
// Content
55,443,360 		56,540,124
14 Land, buildings, and equipment: basis 3,169,919
Less: accumulated depreciation (attach schedule) 108,663 3,169,919 Click to see attachment
List of Attached Documents:
// Content
3,061,256 		3,100,000
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
67,696 		Click to see attachment
List of Attached Documents:
// Content
2,400 		Click to see attachment
List of Attached Documents:
// Content
2,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,198,740 78,038,197 85,128,193
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
375 		Click to see attachment
List of Attached Documents:
// Content
19,635
23 Total liabilities (add lines 17 through 22)......... 375 19,635
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,080,776 3,080,776
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 58,117,589 74,937,786
29 Total net assets or fund balances (see instructions)..... 61,198,365 78,018,562
30 Total liabilities and net assets/fund balances (see instructions). 61,198,740 78,038,197
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
61,198,365
2
Enter amount from Part I, line 27a .....................
2
16,820,203
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
78,018,568
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
78,018,562
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a OFFICE FURNITURE P    
b PUBLICLY TRADED SECURITIES (ST) P    
c PUBLICLY TRADED SECURITIES (LT) P    
d ERIC CARLE LLC INSTALLMENT SALE D    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,400     1,400
b 311,726   424,821 -113,095
c 21,287,297   18,512,913 2,774,384
d 17,000,000   140,700 16,859,300
e 231,563     231,563
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,400
b       -113,095
c       2,774,384
d       16,859,300
e       231,563
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,753,552
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 302,502
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 302,502
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 302,502
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 290,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 290,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 619
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 13,121
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.CARLEFOUNDATION.ORG
14
The books are in care ofTHE FOUNDATION Telephone no. (413) 345-9044

Located at78 MESEROLE AVENUE UNIT 2BROOKLYNNY ZIP+411222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROLF CARLE DIRECTOR, PRESIDENT
10.00 		0 974 0
78 MESEROLE AVE 3
BROOKLYN,NY11222
WILLIAM KEITH WISEMAN TREASURER
1.00 		0 974 0
1202 SORRENTO ROAD
FLORENCE,AL35630
RENATA LAKAS DIRECTOR, CLERK--ALSO SEE LINE 2
1.00 		0 974 0
5C SOUTH STREET
WILLIAMSBURG,MA01096
TERESA TORO DIRECTOR, VICE PRESIDENT
10.00 		0 974 0
78 MESEROLE AVE 3
BROOKLYN,NY11222
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NANCY SOKOLOVE CURATOR
40.00 		241,500 7,758 0
1074 MCCONNELL DR
DECATUR,GA30033
RENATA LAKAS ARCHIVIST/RECORDS MA
39.00 		91,200 29,376 0
5C SOUTH STREET
WILLIAMSBURG,MA01095
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
BRIAN BERKOPEC STRATEGY ADVISOR & MGMT SUPPORT 225,000
155 W 21ST 10G
NEW YORK,NY10011
BBH INVESTMENT AND WEALTH MGT INVESTMENT MANAGEMENT 202,882
227 WEST TRADE ST STE 2100
CHARLOTTE,NC28202
1130 CONSULTING LLC HR & RECRUITMENT 186,191
41 UNIVERSITY DR STE 400
NEWTOWN,PA18940
KISS ME I'M POLISH DIGITAL STRATEGY & WEBSITE CONTENT DEVELOPMENT 89,600
517 E 12TH STREET
NEW YORK,NY10009
SILBERMAN ZARETSKY LEGAL SERVICES 54,633
145 EAST 57TH STREET
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 ERIC CARLE ARTWORK IS ON LOAN TO THE ERIC CARLE MUSEUM OF PICTURE BOOK ART, INC.,A 501(C)(3) PUBLIC CHARITY AS PART OF THE FOUNDATION'S EXEMPT PURPOSE OF SUPPORTING THE MISSION OF THE MUSEUM. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
67,204,657
b
Average of monthly cash balances.......................
1b
12,936,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
80,140,954
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
80,140,954
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,202,114
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,938,840
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,946,942
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,946,942
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
302,502
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
302,502
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,644,440
4
Recoveries of amounts treated as qualifying distributions................
4
48
5
Add lines 3 and 4............................
5
3,644,488
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,644,488
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
4,767,656
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,767,656
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,644,488
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024...... 475,665
f Total of lines 3a through e ........ 475,665
4Qualifying distributions for 2025 from Part
XI, line 4: $ 4,767,656
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 3,644,488
e Remaining amount distributed out of corpus 1,123,168
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,598,833
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,598,833
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 475,665
e Excess from 2025 .... 1,123,168
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ART STUDENTS LEAGUE OF NEW YORK

215 WEST 57TH STREET
NEW YORK,NY10019 		    GENERAL FUNDING 1,000

BLOWING ROCK CHARITY HORSE SHOW FOUNDATION

PO BOX 650
BLOWING ROCK,NC28605 		    GENERAL FUNDING 2,500

BROOKLYN PUBLIC LIBRARY

PO BOX 7247
PHILADELPHIA,PA19170 		    GENERAL FUNDING 50,000

BUSHWICK BOOK CLUB

138 2ND AVE
NEW YORK,NY10003 		    GENERAL FUNDING 15,000

ERIC CARLE MUSEUM OF PICTURE BOOK ART INC

125 WEST BAY ROAD
AMHERST,MA01002 		    GENERAL FUNDING 3,155,405

GLSEN INC

110 WILLIAM STREET 30TH FLOOR
NEW YORK,NY10038 		    GENERAL FUNDING 60,000

HOUSE OF SPEAKEASY FOUNDATION

117 E 19TH STREET
NEW YORK,NY10003 		    GENERAL FUNDING 8,000

NORTH BROOLYN PARKS ALLIANCE

86 KENT AVE
BROOKLYN,NY11249 		    GENERAL FUNDING 15,000

ORIGINAL MUSIC WORKSHOP DBA NATIONAL SAWDUST

80 N 6TH STREET
BROOKLYN,NY11249 		    GENERAL FUNDING 87,215

THE ASHLEY BRYAN CENTER

PO BOX 263
ISLESFORD,ME04646 		    GENERAL FUNDING 10,000

THE PERFORMANCE ZONE INC DBA THE FIELD

228 PARK AVE S STE 97217
NEW YORK,NY10003 		    SPONSORED ARTIST 6,250

TRI-STATE TRANSPORTATION CAMPAIGN

231 WEST 29TH ST STE 608
NEW YORK,NY10001 		    GENERAL FUNDING 10,000

VISION INTO ART PRESENTS INC

605 THIRD AVE 17TH FLOOR
NEW YORK,NY10158 		    GENERAL FUNDING 25,000
Total ................................. 3a 3,445,370
bApproved for future payment

ERIC CARLE MUSEUM OF PICTURE BOOK ART INC
125 WEST BAY ROAD
AMHERST,MA01002 		    GENERAL FUNDING 1,392,893
Total ................................. 3b 1,392,893
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,374  
4 Dividends and interest from securities ....     14 2,249,614  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 19,894,252  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRECORDING FEE REFUND 		    01 48  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 22,148,288 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,148,288
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ERIC AND BARBARA CARLE
FOUNDATION INC
Employer identification number

82-2036857
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE ERIC AND BARBARA CARLE
FOUNDATION INC 		Employer identification number
82-2036857
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RITA WISEMAN
PO BOX 1946
 
BLOWING ROCK, NC28605

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ERIC AND BARBARA CARLE
FOUNDATION INC 		Employer identification number

82-2036857
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ERIC AND BARBARA CARLE
FOUNDATION INC 		Employer identification number

82-2036857
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX 59,817 8,012   51,805

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
78 MESEROLE AVE, UNIT 2, BROOKLYN, NY OFFICE 2024-04-05 3,065,265   SL 0 % 108,663 0    
78 MESEROLE AVE, UNIT 2, BROOKLYN, NY COMMON AREAS 2024-04-05 104,654   L   0 0    

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 200,953 222,766
ADOBE INC 274,174 216,644
ADVANCED DRAINAGE SYSTEM INC 136,821 135,995
ALCON INC 88,901 121,367
ALPHABET INC CL A 218,534 598,769
ALPHABET INC CL C 158,081 646,742
AMAZON.COM INC 435,253 699,846
ANALOG DEVICES INC 74,865 95,462
APPLE COMPUTER INC 690,825 1,239,953
APPLIED MATERIALS INC 524,901 835,474
APTAR GROUP INC 117,928 98,544
ARISTA NETWORKS INC 144,567 144,133
ARTHUR J GALLAGHER & CO 212,641 368,517
AUTOMATIC DATA PROCESSING INC 491,456 515,746
BERKSHIRE HATHAWAY INC CL B 122,699 299,077
BJ'S WHOLESALE CLUB HOLDINGS 108,624 102,184
BLACKROCK INC 527,564 786,700
BOOKING HOLDINGS INC 320,314 867,563
BROWN & BROWN INC 141,593 115,087
CADENCE DESIGN SYS INC 614,714 692,365
CBRE GROUP INC 163,611 182,818
COCA-COLA CO 110,725 109,549
COSTCO WHOLESALE CORP 38,575 104,343
DARLING INGREDIENTS INC 105,681 106,452
ECOLAB INC 331,047 455,472
ELI LILLY & CO 322,659 462,112
ENTEGRIS INC 139,735 120,225
GFL ENVIRONMENTAL 154,594 152,601
GUIDEWIRE SOFTWARE INC 189,120 172,869
GXO LOGISTICS 149,350 144,497
HEICO CORP 99,354 113,593
ICON PLC 98,721 109,514
ITT INC 106,459 109,831
JOHNSON & JOHNSON 682,413 848,495
KEYSIGHT TECHNOLOGIES INC 84,569 118,257
KLA CORP 137,532 743,629
LINDE PLC 561,845 787,542
LPL FINANCIAL HOLDINGS INC 109,478 129,296
MASTERCARD INC 570,295 830,630
MCDONALD'S CORP 417,368 458,445
MICROSOFT CORP 632,588 1,030,111
MISTER CAR WASH INC 24,115 19,282
NIKE INC 501,002 336,325
NOVO NORDISK SPONS ADR 68,629 42,485
NVIDIA CORP 206,672 286,837
ORACLE CORP 133,763 449,852
OTIS WORLDWIDE CORPORATION 359,473 325,990
PROCTER & GAMBLE CO 519,668 516,633
PROGRESSIVE CORP OHIO 105,303 272,353
S&P GLOBAL INC 454,510 632,334
SERVICENOW INC 327,544 284,933
SHIFT4PAYMENTS INC 159,162 123,610
TAKE TWO INTERACTIVE SOFTWARE 133,576 163,859
TEXAS INSTRUMENTS INC 644,096 663,773
THERMO FISHER SCIENTIFIC INC 259,846 333,763
TRADEWEB MARKETS INC CL A 69,727 68,503
UL SOLUTIONS INC CL A 91,097 107,407
VISA INC CL A 50,905 54,711
VULCAN MATERIALS 111,783 113,518
WALMART INC 284,760 327,100
WASTE MGMT INC 300,490 537,630
WATSCO INC 202,381 167,127
WEST PHARMACEUTICAL SVCS INC 111,783 131,792
WILLSCOT MOBILE MINI HOLDINGS CO 99,232 64,097
WYNDHAM HOTELS & RESORTS 137,346 127,999
ZEBRA TECHNOLOGIES CORP 80,790 58,520
ZOETIS INC 403,732 303,352

TY 2025 InvestmentsOtherSchedule2
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BBH INCOME FUND AT COST 16,020,000 15,549,767
BBH LTD DURATION FUND AT COST 11,020,000 11,228,881
BBH PARTNER FD - INTERNATL EQUITY AT COST 4,423,949 5,332,467
GQG PART EMERG MKTS EQ AT COST 1,212,240 1,281,735
ISHARES S&P 500 INDEX FUND AT COST 17,503,373 17,867,345
ISHARES CORE MSCI EAFE ETF AT COST 5,263,798 5,279,929

TY 2025 LandEtcSchedule2
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
78 MESEROLE AVE, UNIT 2, BROOKLYN, NY OFFICE 3,065,265 108,663 2,956,602 3,000,000
78 MESEROLE AVE, UNIT 2, BROOKLYN, NY COMMON AREAS 104,654 0 104,654 100,000


TY 2025 LegalFeesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 124,399 0   124,399


TY 2025 OtherAssetsSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 2,400 2,400 2,400
OVERPAYMENT: REFUND IN TRANSIT 65,296    
ERIC CARLE ARTWORK - UNDETERMINED VALUE      


TY 2025 OtherDecreasesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description Amount
ROUNDING 6


TY 2025 OtherExpensesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA FILING FEES 2,000 0   2,000
OFFICE FURN, EQUIP, SUPPLIES 43,676 0   43,676
POSTAGE 687 0   687
WORKERS' COMPENSATION INSURANCE 625 0   625
INSURANCE 2,276 0   2,276
DUES & SUBSCRIPTIONS 5,978 0   5,978
BANK AND ADR FEES 3,350 3,350   0
MOVING & ARCHIVING 15,469 0   15,469


TY 2025 OtherIncomeSchedule2
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RECORDING FEE REFUND 48   48


TY 2025 OtherLiabilitiesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Description Beginning of Year - Book Value End of Year - Book Value
FLEX PLAN BALANCE -125 0
DUE TO 401(K) PLAN 500 0
DUE TO CREDIT CARD 0 19,635


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 202,882 202,882   0
PENSION & FLEX PLAN ADMIN 5,270 0   5,270
PAYROLL ADMINISTRATION 1,492 0   1,492
HR SUPPORT 186,191 0   186,191
OTHER CONSULTANTS 24,411 0   24,411
TECHNICAL SUPPORT 24,555 0   24,555
STRATEGY & MGMT SUPPORT 225,000 0   225,000
ROBERT HALF STAFFING & RECRUITING 17,768 0   17,768
STRATEGY & CONTENT DEVELOPMENT 89,600 0   89,600


TY 2025 TaxesSchedule
Name:
THE ERIC AND BARBARA CARLE
 
FOUNDATION INC
EIN:
82-2036857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 30,569 30,569   0
FEDERAL TAX PAYMENTS 306,953 0   0
PAYROLL TAXES 21,725 0   21,725
NYC 4,689 0   4,689
NORTHAMPTON 66 0   66