Carrico Family Foundation

Private foundation · EIN 46-1237162 · since 2014carricofamilyfoundation.org·Jackson County, Josephine County·Updated 13 October 2026

At a glance

$3M

Annual giving, 2025 tax year

From the Form 990-PF filing

$4,000 to $125k

Grant range

From grants in the 990-PF filings

$15,000

Typical grant (median)

71 grants in the latest filing

Open to applications

Fixed application deadlines · unsolicited applications welcome

Key takeaways

The foundation suits a 501(c)(3) nonprofit whose project directly benefits residents of Jackson and Josephine counties and falls within its priorities of children, education, human services, health care, youth organisations, disability services or community improvement; applicants based outside Southern Oregon may be considered when the project is targeted at those counties.
Plan a request around $15,000, the median grant, since half of its grants to organisations were $15,000 or less, though about 8 in 10 grants fell between $4,000 and $125,000, a typical band rather than a limit, as its largest grant was $350,000.
Apply between 1 May and 20 June, with the application postmarked by 20 June, and offer matching funds where you can, because proposals with matching funds receive preference.
In its most recent filing, 71% of grant dollars to organisations went to groups it had funded before, so a new applicant should make a careful, well-evidenced case, and should know that failing to submit required reports can influence future grant decisions.
Do not apply for general operating funds, employee salaries, grants to individuals, dinners, balls or other ticketed events, or political or lobbying purposes, as the foundation does not fund these.

Overview

Carrico Family Foundation is a US private foundation based in Medford, OR.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2025, TY2024, TY2023) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation funds projects focused on children, education and human services, and identifies health care, youth organisations, support for people who are developmentally disabled or handicapped, social services and community improvement among its priorities. Projects or services should directly benefit residents of Jackson and Josephine counties; applicants based outside Southern Oregon may be considered when their project is targeted there. Eligible applicants are nonprofit organisations with 501(c)(3) status. Its grant approaches include one-time, single-year project awards, start-up grants under special needs or circumstances, and challenge or matching grants; proposals with matching funds receive preference.

Themes

Children
Education
Human services
Health care
Youth organizations
Disability services
Community improvement

Geographic Focus

Jackson and Josephine counties.

What They Don't Fund

Grants for general operating funds
Grants to individuals for any purpose
Grants to international organization that do not have a qualified domestic Section 501(c)(3) representative
Grants to private foundations
Grants to endowments or other discretionary funding pools
Grants for dinners, balls, or other ticketed events
Grants for political purposes
Grants for lobbying activities
Grants for employee salaries and/or compensation
Grants for purposes outside of the foundations funding priorities as listed in the prior section

How to apply

Eligible nonprofit organisations use the Foundation’s current application and must post it by the annual deadline.

Deadlines: Applications are accepted annually from 1 May through 20 June and must be postmarked by 20 June.

Application success factors

Repeat giving: In its TY2025 filing, 71% of its grant dollars to organisations went to organisations it had also funded in its TY2023 or TY2024 filing.
Grant size: Across its TY2023, TY2024 and TY2025 filings, half of its 203 grants to organisations were $15,000 or less.

What the foundation says:

The foundation gives preference to proposals with matching funds available over those without matching funds.
Failure to submit required reports can influence future grant decisions.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2023–2025.

Grant dollars by state

Oregon96%

California3%

Vermont1%

Illinois<1%

Washington<1%

Colorado<1%

The largest single recipient received 10% of grant dollars to organisations.
In tax year 2025, 71% of grant dollars went to organisations Carrico Family Foundation had funded in earlier filings.
No grants were paid directly to organisations outside the US.
3% of grant dollars went to intermediaries that regrant to other organisations.

Grants

71 grants in the latest filing analysed · median $15,000

How much do they typically give?

Share of 71 grants in tax year 2025 by size

$1k–$2.5k3%

$2.5k–$5k8%

$5k–$10k17%

$10k–$25k35%

$25k–$50k13%

$50k–$100k11%

$100k–$250k10%

$250k–$500k3%

Median $15,000 (tax year 2025)

The largest grants to organisations in the foundation’s latest filing:

Saint Mary's Fund · General fund
$350,0002025 tax year
Kids Unlimited · General fund
$250,0002025 tax year
Rogue Retreat · General fund
$225,0002025 tax year
La Salle College Preparatory · General fund
$200,0002025 tax year
Grace Cascade Christian Schools · General fund
$200,0002025 tax year
Asante Foundation · General fund
$200,0002025 tax year
Community Works · General fund
$125,0002025 tax year
Providence Community Health · General fund
$125,0002025 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

James Grantland — Director
Monte D Williams — Director / Secretary
Magna Carrico Lowman — Director / President

From the latest Form 990-PF filing

3 years of tax filings

Year	Total expenses	Grants paid	Assets	Filing document
2023 tax year	$4,164,874	$2,744,600	$29,283,510	Filing for 2023 tax year
2024 tax year	$4,247,700	$2,882,713	$30,267,866	Filing for 2024 tax year
2025 tax year	$4,425,710	$2,990,238	$31,317,655	Filing for 2025 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.