Carrico Family Foundation
The Carrico Family Foundation is a private foundation based in Medford, Oregon. It supports projects focused on children, education, and human services, and also considers capital projects. The foundation says projects should directly benefit residents of Jackson and Josephine counties.
Key facts about Carrico Family Foundation
In short: Carrico Family Foundation gave $3.0M across 71 grants in 2025 (avg $42K), mostly in Oregon. 35% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 46-1237162
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,990,238
- Grants made (2025)
- 71
- Average grant
- $42,116
- Median grant
- $15,000
- New grantees (estimate)
- 35% first-time grantees (25 of 71, 2025)
- Total assets
- $31,317,655
- Primary geography
- Oregon (91% of itemized 2025 grant dollars)
- How to apply
- Submit the foundation’s current application and required materials. Full details ↓
- Deadline
- The website says applications must be postmarked by June 20 and that late applications will not be considered.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$31.3M
+3.5% YoY
Annual Giving
$3.0M
+3.7% YoY
Grant Count
71
+1.4% YoY
Avg Grant Size
$42K
+2.3% YoY
Under IRS private-foundation payout rules, Carrico Family Foundation reported a distributable amount of $2.8M for 2025 — the minimum it must pay out in qualifying distributions.
Is Carrico Family Foundation open to new grantees?
35%
first-time grantees, 2025
In 2025, 25 of 71 grantees (35%) were first-time recipients. First grants averaged $31K; repeat grants $48K. How we count
Medians: $10K first-time, $15K repeat.
- 48% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation identifies children, education, and human services as focus areas and says capital projects are also considered. Its application page lists health care, education, youth organizations, services for people with developmental disabilities or handicaps, social and human services, and community improvement as priorities.
Its 2025 grantees illustrate a range of supported work. Rogue Retreat describes its mission as providing case management, vocational training, and housing for people experiencing homelessness. Asante Foundation says it raises funds and in-kind donations to further the work of Asante, a hospital and healthcare system serving Southern Oregon and Northern California. Community Works describes providing safety, education, and support in partnership with families and individuals. Grace Cascade Christian Schools says it provides biblically based education.
Grantmaking
In 2025, the foundation reported 71 grants totaling $2,990,238. The grant amounts ranged from $1,500 to $350,000, with a median of $15,000. The website says the average award is between $2,000 and $10,000 and that there is no cap on the amount applicants may request.
Review Cycle
.
Ready to take the next step with Carrico Family Foundation?
Geographic Focus
Where this funder awards grants
The website says a project or service should directly impact residents of Jackson and Josephine counties. It will consider applications outside Southern Oregon if the project or service is targeted within those counties. In 2025, 91% of grant dollars went to recipients in Oregon, 7% to California, 1% to Vermont, 1% to Illinois, and less than 1% to Washington.
Grant Distribution by State
Share of 2025 grant dollars across all 71 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.4M (2020) to $3.0M (2025). In 2025 it made 71 grants totaling $3.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St Mary's Fund ($350K). Together the top 10 received $1.9M.
Grant Size Distribution
307 grants across all recorded years
The most common grant size was under $50K: 238 grants of 307 (78%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary's Fund Medford, OR | General Fund | $350,000 |
| Kids Unlimited Medford, OR | General Fund | $250,000 |
| Rogue Retreat Medford, OR | General Fund | $225,000 |
| Asante Foundation Medford, OR | General Fund | $200,000 |
| Grace Cascade Christian Schools Medford, OR | General Fund | $200,000 |
| La Salle College Prep Pasadena, CA | General Fund | $200,000 |
| Providence Community Health Medford, OR | General Fund | $125,000 |
| Community Works Medford, OR | General Fund | $125,000 |
| Youth 71 Five Ministries Medford, OR | General Fund | $117,000 |
| Rogue Valley BMX Medford, OR | General Fund | $69,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Grant count |
|---|---|---|
| 2025 | $2,990,238 | 71 |
| 2024 | $2,882,713 | 70 |
| 2023 | $2,744,600 | 62 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $31,317,655 | $30,267,866 | $29,283,510 |
| Revenue | $4,827,158 | $3,829,354 | $3,265,964 |
| Expenses | $4,425,710 | $4,247,700 | $4,164,874 |
| Qualifying Distributions | $2,990,238 | $2,882,713 | $2,744,600 |
| Net Investment Income | $3,985,637 | $2,985,696 | $2,439,445 |
| Distributable Amount | $2,791,625 | $2,786,224 | $2,813,347 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Magna Carrico Lowman as director and president, Monte D. Williams as director and secretary, and James Grantland as director.
Carrico Family Foundation is led by Magna Carrico Lowman, Director & President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Magna Carrico Lowman
Director & President
On filings since 2020
5 hrs/week
No compensation reported
Monte D. Williams
Director & Secretary
Director → Director & Secretary, 2022
On filings since 2020
1 hr/week
No compensation reported
James Grantland
Director
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: James Lowman (2020–2021) — Director & Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Magna Carrico Lowman
Mailing address: 839 Alder Creek Dr, Medford, OR 97504
Phone: (541) 779-7641
Website: https://carricofamilyfoundation.org
Frequently asked questions about Carrico Family Foundation
How much does Carrico Family Foundation give each year?
Carrico Family Foundation gave $3.0M across 71 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.9M across 70 grants.
What is Carrico Family Foundation's typical grant size?
Carrico Family Foundation's median grant in 2025 was $15,000, and its average grant was $42,116, across 71 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carrico Family Foundation that year got $31K on average.
Where does Carrico Family Foundation give grants?
Carrico Family Foundation gives mostly in Oregon: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (7%). The most frequent recipient cities were Medford, OR (37 grants), Ashland, OR (8 grants), Jacksonville, OR (5 grants) and Grants Pass, OR (4 grants).
Does Carrico Family Foundation give general operating support?
Yes: 100% of Carrico Family Foundation's 2025 grants with a stated purpose (71 of 71) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carrico Family Foundation's largest grantees?
Carrico Family Foundation's largest 2025 grantees include St Mary's Fund ($350,000), Kids Unlimited ($250,000) and Rogue Retreat ($225,000), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Carrico Family Foundation?
Carrico Family Foundation reported $31.3M in total assets on its 2025 IRS Form 990-PF. It paid out $3.0M in qualifying distributions that year, against a required minimum of $2.8M (roughly 5% of its investment assets).
What does Carrico Family Foundation fund?
The foundation identifies children, education, and human services as focus areas and says capital projects are also considered. See mission & focus areas ↑
How do I apply for a grant from Carrico Family Foundation?
Submit the foundation’s current application and required materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carrico Family Foundation's EIN?
Carrico Family Foundation's EIN (Employer Identification Number) is 46-1237162. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Carrico Family Foundation by hand.
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