Carrico Family Foundation

MEDFORD, OR EIN: 46-1237162 Website

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

+12.9% YoY

Avg Grant Size

$41K

-7.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

and Characteristics:**

How to Apply

Ready to take the next step with Carrico Family Foundation?

Assess fit for your org Draft an LOI Find open RFPs

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

Oregon $10.3M (98%)

Vermont $150K (1%)

California $39K (0%)

Washington $15K (0%)

North Carolina $5K (0%)

States

California Colorado Illinois North Carolina Oregon Vermont Washington

Cities

ASHLANDBOONEBUTTE FALLSCAVE JUNCTIONCENTRAL POINTCHICAGOCOLORADO SPRINGSEAGLE POINTGOLD HILLGRANTS PASSHUNTINGTONJACKSONVILLELA MIRADALA MIRANDALA PINEMEDFORDMILWAUKIEPHOENIXPORTLANDSHADY COVE

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Grace Cascade Christian Schools ($300,000), Kids Unlimited ($250,000), Asante Foundation ($200,000).

Recipient	Purpose	Amount
ASHLAND HIGH ARTS ADVOCATES ASHLAND, OR	GENERAL FUND	$2,000
ACCESS MEDFORD, OR	GENERAL FUND	$15,000
ALS ASSOC OF OR AND SW WA PORTLAND, OR	GENERAL FUND	$5,000
ASANTE FOUNDATION MEDFORD, OR	GENERAL FUND	$200,000
BIOLA UNIVERSITY LA MIRANDA, CA	GENERAL FUND	$5,000
BOYS & GIRLS CLUB OF THE RV GRANTS PASS, OR	GENERAL FUND	$8,000
BRITT FESTIVALS JACKSONVILLE, OR	GENERAL FUND	$10,000
ASHLAND FAMILY YMCA ASHLAND, OR	GENERAL FUND	$6,000
ASHLAND PARKS FOUNDATION ASHLAND, OR	GENERAL FUND	$5,000
ASHLAND SCHOOL FOUNDATION ASHLAND, OR	GENERAL FUND	$2,000

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 @ScienceWorks

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Carrico Family Foundation fund?

**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

How do I apply for a grant from Carrico Family Foundation?

**Grant Types and Characteristics:** • Challenge or matching grants (proposals with matching funds receive preference) • Start-up program grants for special needs or circumstances • One-time grants for specific projects • Typical award range: $1,200–$350,000 • Average grant size: approximately $47,300 • Median grant size: approximately $15,300 **Application Process:** • Eligible applicants must have 501(c)(3) status • Applications accepted May 1st through June 20th annually • Deadline: June 20t…

Where does Carrico Family Foundation make 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