Carroll Family Charitable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carroll Family Charitable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 77-0559956

Foundation Overview

Based in Carmel, CA, Carroll Family Charitable Foundation has awarded 109 grants totaling $397,592 to organizations in California, New York and 1 other state across the US. Individual grants range from $500 to $20,000, with a median award of $2,500.

Latest Tax Year
2024
Total Giving (all years)
$397,592
Total Assets
$1,036,977
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
11
Median Grant
$2,500
% Median Grant Decline
-50% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 45%

5 of 11 recipients (45%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

95% 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 Pacific Grove (16%), San Francisco (12%), Salinas (12%).

Funding Trajectory
-1%

Stable funding levels with 1% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Education + 4 others

Diversified giving across multiple program areas with primary emphasis on education (32%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Carroll Family Charitable 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
The Second Opinion $2,500 San Francisco, CA, US Health Care Consulting 2024
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2024
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2024
Carmel Public Library Foundation $2,500 Carmel By The Sea, CA, US Support Public Library 2024
Jdrf $1,000 New York, NY, US Diabetes Research 2024
Natividad Foundation $5,000 Salinas, CA, US Support Healthcare 2024
Set Free Monterey Bay $2,500 Monterey, CA, US Assist Victims Of Human Trafficing 2024
Community Foundation For Monterey C $2,500 Monterey, CA, US Sandra Loiacano Memorial Scholarship 2024
Tunnel To Towers Foundation $5,000 Staten Island, NY, US Supports Families Of First Responders And Veterans 2024
St Jude Children's Research Hospita $5,000 Memphis, TN, US Supports Medical Research For Children 2024
Jensie Hickey $1,000 Fall River Mills, CA, US Assist With Education Costs 2024
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2023
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2023
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2023
Go Fund Me - John Shaw Memorial $1,000 West Hollywood, CA, US Medical 2023
Carmel Public Library Fd $2,500 Carmel By The Sea, CA, US Support Public Library 2023
Gloria Lugo $500 Salinas, CA, US Funeral Assistance 2023
Go Fund Me-steve Beck $1,000 Roseville, CA, US Last Wish 2023
Abilities Community Alliance Inc $5,000 Seaside, CA, US Adult School Programs 2023
Teresa Goldberg $5,000 Carmel Valley, CA, US Medical Expense 2023
Jdrf $1,000 New York, NY, US Diabetes Research 2023
Community Foundaton For Monterey Co $5,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2023
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2022
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2022
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2022
Go Fund Me - Rodney Lamberts $5,000 Redwood City, CA, US Medical 2022
Carmel Public Library Fd $2,500 Carmel By The Sea, CA, US Support Public Library 2022
Christopher Valdez $10,000 Carmel, CA, US Tuition Scholarship 2022
Community Fd For Monterey Co $5,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2022
Max's Helping Paws $1,000 Carmel, CA, US Animal Rescue 2022
Peace Of Mind Dog Rescue $500 Pacific Grove, CA, US Animal Rescue 2022
Animal Friends Rescue $1,000 Pacific Grove, CA, US Animal Rescue 2022
Carmel Art Foundation $5,000 Carmel, CA, US Support Of Art Culture 2022
Balboa Alumni Association $5,000 San Francisco, CA, US Support Of Education 2022
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2022
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2022
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2022
Go Fund Me - Rodney Lamberts $5,000 Redwood City, CA, US Medical 2022
Carmel Public Library Fd $2,500 Carmel By The Sea, CA, US Support Public Library 2022
Christopher Valdez $10,000 Carmel, CA, US Tuition Scholarship 2022
Community Fd For Monterey Co $5,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2022
Max's Helping Paws $1,000 Carmel, CA, US Animal Rescue 2022
Peace Of Mind Dog Rescue $500 Pacific Grove, CA, US Animal Rescue 2022
Animal Friends Rescue $1,000 Pacific Grove, CA, US Animal Rescue 2022
Carmel Art Foundation $5,000 Carmel, CA, US Support Of Art Culture 2022
Balboa Alumni Association $5,000 San Francisco, CA, US Support Of Education 2022
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2022
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2022
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2022
Go Fund Me - Rodney Lamberts $5,000 Redwood City, CA, US Medical 2022
Carmel Public Library Fd $2,500 Carmel By The Sea, CA, US Support Public Library 2022
Christopher Valdez $10,000 Carmel, CA, US Tuition Scholarship 2022
Community Fd For Monterey Co $5,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2022
Max's Helping Paws $1,000 Carmel, CA, US Animal Rescue 2022
Peace Of Mind Dog Rescue $500 Pacific Grove, CA, US Animal Rescue 2022
Animal Friends Rescue $1,000 Pacific Grove, CA, US Animal Rescue 2022
Carmel Art Foundation $5,000 Carmel, CA, US Support Of Art Culture 2022
Balboa Alumni Association $5,000 San Francisco, CA, US Support Of Education 2022
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2021
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2021
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2021
Go Fund Me - Rodney Lamberts $2,050 Redwood City, CA, US Medical 2021
Carmel Public Library Fd $2,500 Carmel By The Sea, CA, US Support Public Library 2021
Ella Beecher $3,000 Tiburon, CA, US Education 2021
Community Fd For Monterey Co $5,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2021
Set Free Monterey Bay $1,500 Spreckels, CA, US Assist Victims Of Human Trafficking 2021
Max's Helping Paws $1,000 Carmel, CA, US Animal Rescue 2021
Peace Of Mind Dog Rescue $1,000 Pacific Grove, CA, US Animal Rescue 2021
Animal Friends Rescue $1,000 Pacific Grove, CA, US Animal Rescue 2021
The Second Opinion $2,500 San Francisco, CA, US Health Care Consulting 2020
Meals On Wheels Of The Monterey Pen Inc $5,000 Pacific Grove, CA, US Food For Elderly And Infirm 2020
Monterey County Food Bank $5,000 Salinas, CA, US Food For Those In Need 2020
Go Fund Me - Marcia Bloom $2,000 Redwood City, CA, US Medical 2020
Carmel Public Library Fd $1,000 Carmel By The Sea, CA, US Support Public Library 2020
Glenburn Community Church $2,000 Fall River Mills, CA, US Support Church 2020
Community Fd For Monterey Co $1,000 Monterey, CA, US Sandra Loiacono Scholarship Fund 2020
Sonoma Comm Animal Response Team $2,500 Santa Rosa, CA, US Support Animal Rescue 2020
Kelly Kathleen Talbert $5,000 Pacific Grove, CA, US Medical Assistance 2020
Fall River Valley Library $2,000 Fall River Mills, CA, US Public Library Support 2020
Community Fd For Monterey Co $5,000 Monterey, CA, US Community Fund For Carmel Valley 2020
Mayers Intermountain Healthcare Fdn $20,000 Fall River Mills, CA, US Health Care Assistance 2018
The Second Opinion $2,500 San Francisco, CA, US Health Care Consulting 2018
Lucas Warnock $1,500 Mcarthur, CA, US Scholarship For Tuition Assistance 2018
Armin Yeager Trustee Itf Issabella $1,000 Carmel, CA, US Education 2018
Stevenson School $5,000 Pebble Beach, CA, US Education 2018
North Valley Community Fd $1,000 Chico, CA, US Fire Relief Fund 2018
Sandra Loiacono Memorial Scholarshi $1,000 Salinas, CA, US Scholarship Fund 2018
Meals On Wheels Of The Monterey Pen $1,500 Pacific Grove, CA, US Food For Elderly And Infirm 2018
Carmel Public Library Foundation $1,000 Carmel By The Sea, CA, US Public Library Foundation 2018
Monterey County Food Bank $1,000 Salinas, CA, US Food For Those In Need 2018
Rockaway Waterfront Alliance $500 Far Rockaway, NY, US Environmental Preservation 2018
Lisa Farlin Co Stuart Young $5,000 Rohnert Park, CA, US Scholarship 2017
Albert Pickens Jr Funeral Expense $10,242 Madera, CA, US Medical Expenses 2017
Santa Catalina School $1,000 Monterey, CA, US Scholarship 2017
Mayers Intermountain Healthcare Fdn $10,000 Fall River Mills, CA, US Health Care Assistance 2017
Hall Family Medical Fund $1,000 Soulsbyville, CA, US Health Care Assistance 2017
Cte Foundation $2,500 Santa Rosa, CA, US Education Assistance & Support 2017
The Second Opinion $5,000 San Francisco, CA, US Health Care Consulting 2017
Lucas Warnock $1,500 Mcarthur, CA, US Scholarship For Tuition Assistance 2017
Bright Horizons Academic Assistance $1,800 Carmel By The Sea, CA, US Scholarship Fund 2016
Sophia Newman $10,000 Pebble Beach, CA, US Scholarship 2016
Sandra Loiacono Mem Fd Ein 94-16158 $2,000 Salinas, CA, US Scholarship 2016
Lisa Young Co Stuart Young $10,000 Rohnert Park, CA, US Scholarship 2016
Terese Hayes Medical Fund $1,000 Alturas, CA, US Medical Expenses 2016
Cardinal Newman Jog-a-thon $500 Santa Rosa, CA, US Fundraising 2016
Rincon Valley Grange 710 $5,000 Santa Rosa, CA, US Facility Improvements 2016
Community Foundation Of Monterey $1,000 Monterey, CA, US Community Fundraising 2016
Albert Pickens Jr $5,000 Madera, CA, US Medical Expenses 2016
St Phillips Lutheran Church $1,000 Carmel, CA, US Religious Memorial 2016

Foundations Similar to Carroll Family Charitable Foundation

Discover 5 foundations with comparable assets ($1,035,096-$1,040,104), 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

EIN: 46-3746738 | 116 grants awarded
$1,037,331
(≈ Similar)
$3,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 95-3842453 | 67 grants awarded
$1,035,368
(≈ Similar)
$4,000
median grant
Irvine, CA
Same state
100%
Excellent match

EIN: 26-1581099 | 86 grants awarded
$1,035,096
(≈ Similar)
$2,500
median grant
San Francisco, CA
Same state
100%
Excellent match

EIN: 94-3255833 | 62 grants awarded
$1,039,253
(≈ Similar)
$5,000
median grant
Berkeley, CA
Same state
100%
Excellent match

EIN: 95-4558421 | 50 grants awarded
$1,040,104
(≈ Similar)
$5,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Carroll Family Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 77-0559956
Website N/A
Address PO BOX 746 Carmel, CA 93921-0000

Key People (5)

Board members, trustees, and key staff who oversee Carroll Family Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Ceo James M Carroll
Vice President Robert J Carroll
Vice President Sharon I Carroll
Secretary/treas Pamela R Sheppard
Vice President David M Carroll

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 Carroll Family Charitable 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.