Carter Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carter Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-4008923
Foundation Overview
Based in Laguna Beach, CA, Carter Family Foundation has awarded 54 grants totaling $2,660,000 to organizations in California, Nevada and 2 other states across the US. Individual grants range from $10,000 to $500,000, with a median award of $25,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 16 recipients (13%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
83% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Danville (20%), Berkeley (20%), Davis (18%).
Funding Trajectory
Declining funding trend with 63% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (37%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Carter Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | To Support Integrative Medicine Services | 2023 |
| Big Minds Inc | $50,000 | Pinole, CA, US | To Support Early Education | 2023 |
| Seo Scholars | $25,000 | New York, NY, US | To Support Early Education | 2023 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2023 |
| The Athenian School | $50,000 | Danville, CA, US | To Fund The Mark Carter Scholarship | 2023 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | To Fund The Football Strategic Opportunity And Excellence Fund | 2023 |
| Hills Of Gold Equine Retirement Sanctuary | $10,000 | Santa Ysabel, CA, US | To Support The Care Of Rescue Horses | 2023 |
| Southern California Equestrian Sports | $10,000 | Murrieta, CA, US | To Help Amateur Equestrians Afford To Train | 2023 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | To Support Integrative Medicine Services | 2023 |
| Big Minds Inc | $50,000 | Pinole, CA, US | To Support Early Education | 2023 |
| Seo Scholars | $25,000 | New York, NY, US | To Support Early Education | 2023 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2023 |
| The Athenian School | $50,000 | Danville, CA, US | To Fund The Mark Carter Scholarship | 2023 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | To Fund The Football Strategic Opportunity And Excellence Fund | 2023 |
| Hills Of Gold Equine Retirement Sanctuary | $10,000 | Santa Ysabel, CA, US | To Support The Care Of Rescue Horses | 2023 |
| Southern California Equestrian Sports | $10,000 | Murrieta, CA, US | To Help Amateur Equestrians Afford To Train | 2023 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2022 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2022 |
| Big Minds Inc | $50,000 | Pinole, CA, US | To Support Early Education | 2022 |
| Seo Scholars | $25,000 | San Francisco, CA, US | To Support Early Education | 2022 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2022 |
| The Athenian School | $25,000 | Danville, CA, US | To Support Early Education | 2022 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2022 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2022 |
| Hills Of Gold Equine Retirement Sanctuary | $10,000 | Julian, CA, US | To Support Care Of Horses | 2022 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2022 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2022 |
| Big Minds Inc | $50,000 | Pinole, CA, US | To Support Early Education | 2022 |
| Seo Scholars | $25,000 | San Francisco, CA, US | To Support Early Education | 2022 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2022 |
| The Athenian School | $25,000 | Danville, CA, US | To Support Early Education | 2022 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2022 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2022 |
| Hills Of Gold Equine Retirement Sanctuary | $10,000 | Julian, CA, US | To Support Care Of Horses | 2022 |
| Big Minds Inc | $75,000 | Pinole, CA, US | To Support Early Education | 2021 |
| Seo Scholars | $25,000 | San Francisco, CA, US | To Support Early Education | 2021 |
| The Athenian School | $25,000 | Danville, CA, US | To Support Early Education | 2021 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2021 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2021 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2021 |
| Big Minds Inc | $75,000 | Pinole, CA, US | To Support Early Education | 2021 |
| Seo Scholars | $25,000 | San Francisco, CA, US | To Support Early Education | 2021 |
| The Athenian School | $25,000 | Danville, CA, US | To Support Early Education | 2021 |
| Uc Regents - Cal Athletics Development | $25,000 | Berkeley, CA, US | The Football Strategic Opportunity And Excellence Fund | 2021 |
| Uc Davis School Of Veterinary Medicine | $25,000 | Davis, CA, US | Neurology And Neurosurgery Services | 2021 |
| Tahoe Institute For Natural Science | $25,000 | Incline Village, NV, US | Advancing The Natural History, Conservation, And Ecosystem Knowledge Of The Tahoe Region | 2021 |
| Athenian School | $200,000 | Danville, CA, US | To Support Early Education | 2019 |
| Big Minds School | $25,000 | Pinole, CA, US | To Support Early Education | 2019 |
| Athenian School | $500,000 | Danville, CA, US | To Support Early Education | 2017 |
| Uc Regents | $25,000 | Oakland, CA, US | General Support | 2017 |
| Athenian School | $500,000 | Danville, CA, US | To Support Early Education | 2016 |
| Uc Regents | $25,000 | Berkeley, CA, US | To Support The Career Counseling Department | 2016 |
| Choc Children's Foundation | $50,000 | Orange, CA, US | To Support Childrens Issues | 2016 |
| Doernbecher Children's Hospital | $25,000 | Portland, OR, US | To Support Childrens Health | 2016 |
Foundations Similar to Carter Family Foundation
Discover 5 foundations with comparable assets ($1,048,435-$1,079,782), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Teddy Ebersol's Family Foundation
EIN: 26-1293640 | 64 grants awarded |
$1,062,659
(≈ Similar) |
$25,000
median grant |
Los Angeles, CA
Same state |
|
|
Linked Foundation
EIN: 20-3880761 | 224 grants awarded |
$1,059,189
(≈ Similar) |
$20,000
median grant |
Carpinteria, CA
Same state |
|
|
The Laby Family Foundation
EIN: 77-0496226 | 73 grants awarded |
$1,056,663
(≈ Similar) |
$13,000
median grant |
Woodland Hills, CA
Same state |
|
|
Uncle Kory Foundation
EIN: 46-4485313 | 75 grants awarded |
$1,048,435
(≈ Similar) |
$50,000
median grant |
El Segundo, CA
Same state |
|
|
Bruce Church Educational
EIN: 94-6093004 | 11 grants awarded |
$1,079,782
(≈ Similar) |
$46,333
median grant |
Salinas, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Carter Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-4008923 |
| Website | N/A |
| Address | 1278 GLENNEYRE ST 294 Laguna Beach, CA 92651-3103 |
Key People (3)
Board members, trustees, and key staff who oversee Carter Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Ceo | Julia H Carter |
|---|---|
| Cfo | George R Hecht |
| Secretary | Hayley A Carter |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Carter Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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