Carrico Family Foundation
The Carrico Family Foundation is a private foundation based in Medford, Oregon, established in 2014. It operates as a 501(c)(3) organization with a mission to enrich lives, add opportunity, and help those living in Southern Oregon thrive. The foundation supports nonprofit organizations that impact residents of Jackson and Josephine counties.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$2.9M
+5.0% YoY
Grant Count
70
+12.9% YoY
Avg Grant Size
$41K
-7.0% YoY
Mission & Focus Areas
Mission: To enrich lives, add opportunity, and help those living in Southern Oregon thrive.
Primary Funding Priorities:
- Health care
- Education
- Youth organizations
- Services for the developmentally disabled and handicapped
- Social and human services
- Community improvement
Grantmaking
In 2023, the foundation made 77 grants totaling approximately $2.7 million. Notable recent grants include $300,000 to Grace Cascade Christian Schools and $200,000 to Asante Foundation.
Grant Range
approximately $47,300
Average Grant
approximately $47,300
Review Cycle
June 20th (applications must be postmarked by this date)
Grant Types
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation supports communities across multiple states including:
- Oregon (primary focus: Jackson and Josephine counties, including Ashland, Grants Pass, and Portland)
- California
- North Carolina
- Vermont
- Washington
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023):
- Total Assets: $29.3 million
- Total Revenues: $3.3 million
- Total Expenses: $4.2 million
- Investment Income and Dividends: $861,213
- Net Rental Income: $1.9 million
- Total Giving: $2.7–$2.9 million annually
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
244 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Magna Carrico Lowman – Director and President
- Monte D. Williams – Director and Secretary
- James Grantland – Director
All directors serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MAGNA CARRICO LOWMAN | DIRECTOR/PRESIDENT | 5 | — |
| MONTE D WILLIAMS | DIRECTOR/SECRETARY | 1 | — |
| JAMES GRANTLAND | DIRECTOR | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation supported a new water table exhibit at ScienceWorks Museum in Medford, demonstrating its commitment to educational and community improvement initiatives in Southern Oregon.
Carrico Foundation Supports New Water Table Exhibit @ScienceWorksSubject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Trail Rhythms Inc
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Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Carrico Family Foundation on Grantable?
- Assess strategic fit with your organization
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