Carrico Family Foundation

Quick Stats

• Annual Giving: $2,744,600
• Success Rate: 81% (62 awards from 77 applications)
• Decision Time: 1 month from deadline
• Grant Range: Typically $2,000 - $10,000 (no cap)
• Geographic Focus: Jackson & Josephine Counties, Southern Oregon

Contact Details

• Website: carricofamilyfoundation.org
• Phone: 541-779-7641
• Address: 839 Alder Creek Drive, Medford, OR 97504

Overview

The Carrico Family Foundation is a private family foundation established in 2012 in memory of Antonio A. Carrico and his wife Trini. With total assets of approximately $29.3 million, the foundation distributes over $2.7 million annually through about 62-77 grants to nonprofit organizations serving Southern Oregon. Their mission is to enrich lives, add opportunity, and help those living in Southern Oregon thrive. The foundation has maintained consistent giving patterns since inception, with a strong focus on children, education, and human services. In 2023, they awarded 62 grants from 77 applications, demonstrating both selectivity and accessibility for qualifying organizations.

Funding Priorities

Grant Programs

• General Operating Support: $2,000 - $10,000 (typical range, no cap)
• Capital Projects: Considered on case-by-case basis
• Application method: Annual cycle with May 1 - June 20 window

Priority Areas

• Children, education, and human services (primary focus)
• Healthcare and medical services
• At-risk youth and families
• Community improvement initiatives
• Arts and culture programs
• Food security and nutrition programs
• Capital projects for qualified organizations

What They Don't Fund

• Organizations outside Jackson and Josephine counties (unless project directly impacts residents of these counties)
• Non-501(c)(3) organizations
• Organizations that haven't completed reporting requirements from previous grants

Governance and Leadership

The foundation is led by three trustees who serve without compensation:

• Magna Carrico Lowman - Director/President
• James Lowman - Director
• Monte D. Williams - Director/Secretary

The board demonstrates strong stewardship, maintaining consistent annual distributions while preserving the foundation's asset base for long-term impact.

Application Process & Timeline

How to Apply

Organizations must use the foundation's current application form available on their website. Applications must include:

• Completed application form (current year's version required)
• One-page cover letter summarizing the project, amount requested, and timeline
• Supporting documentation as specified in application
• Applications must be postmarked between May 1 and June 20

Decision Timeline

• Application Window: May 1 - June 20 annually
• Board Meeting: Second week of July
• Notification: Within 2-3 weeks of board meeting
• Post-Award Reporting: Certified statement required within 13 months

Success Rates

Based on 2023 data: 62 grants awarded from 77 applications (approximately 81% success rate)

Reapplication Policy

Previous grant recipients may reapply annually but must have submitted their Final Report from any previous grant before submitting a new application. Organizations are limited to one application per year.

Application Success Factors

Based on analysis of recent grant recipients and foundation priorities:

• Geographic alignment is critical - organization must serve Jackson or Josephine county residents
• Strong track record in focus areas - healthcare, education, and youth services receive consistent support
• Clear impact metrics - foundation values measurable community benefit
• Reasonable request amounts - typical awards range $2,000-$10,000; requests in this range align with foundation's giving patterns
• Timely completion of reporting - previous recipients must demonstrate accountability through final reports
• One-page cover letter - ability to concisely articulate project need, timeline, and requested amount is essential

Key Takeaways for Grant Writers

• Submit applications early in the May 1 - June 20 window to ensure proper processing
• Keep grant requests within the $2,000 - $10,000 typical range for best alignment
• Emphasize direct impact on Jackson and Josephine county residents in all materials
• Focus applications on children, education, healthcare, or human services for highest priority consideration
• Maintain excellent stewardship through timely reporting if awarded
• Consider that 81% success rate suggests well-aligned applications have strong funding potential
• Capital projects are considered but program support appears more common

References

• Carrico Family Foundation Official Website (carricofamilyfoundation.org) - Accessed March 2026
• ProPublica Nonprofit Explorer - Form 990 data for EIN 461237162 (projects.propublica.org/nonprofits/organizations/461237162) - 2023 filing
• Cause IQ Foundation Profile - Carrico Family Foundation financial and grant data
• Charity Navigator - Carrico Family Foundation rating and financial information
• GrantStation Database - Carrico Family Foundation profile
• Foundation Directory (Candid) - Carrico Family Foundation grant history
• Grantmakers.io - Analysis of Carrico Family Foundation 990 filings and grant patterns