Carroll Family Charitable Foundation
Carroll Family Charitable Foundation is a private foundation based in Carmel, California. Its 2024 filing reports grants to 10 organizations and one individual, supporting causes including food assistance, health care and research, public library services, education, and human-trafficking prevention and survivor support.
Carroll Family Charitable Foundation at a glance
In short: Carroll Family Charitable Foundation gave $37K across 11 grants in 2024 (avg $3K), mostly in California. 40% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $37,000
- +2.8% vs 2023
- Grants made (2024)
- 11
- +0.0% vs 2023
- Average grant
- $3,364
- +2.8% vs 2023
- Median grant
- $2,500
- Total assets
- $335,862
- -1.3% vs 2023
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2024; small sample)
- Primary geography
- California (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Carroll Family Charitable Foundation
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation’s filing says it accepts unsolicited requests and that applications should be made in writing on forms provided by the foundation. Applicants are asked to provide a letter of recommendation from a recent educator or counselor. The filing lists no restrictions on awards.
- Contact
Application contact: Pamela Sheppard
Mailing address: PO Box 746, Carmel, CA 93921
Phone: (831) 625-1502
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Carroll Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Meals on Wheels of the Monterey Pen Inc ($5K). Together the top 10 received $36K.
Organizations only. It also paid 1 grant to individuals ($1,000), which are not listed by name.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 56 grants of 56 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 70% of grant dollars went to recipients in California, 16% to New York, and 14% to Tennessee. The filing lists grants to recipients in those states; it does not state a geographic restriction.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
States
Cities
Is Carroll Family Charitable Foundation open to new grantees?
40%
first-time grantees, 2024
In 2024, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $4K; repeat grants $3K. How we count
Medians: $5K first-time, $3K repeat.
- 50% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $32K (2021) to $50K (2022). In 2024 it made 11 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels of the Monterey Pen Inc Pacific Grove, CA | Food for Elderly and Infirm | $5,000 |
| Monterey County Food Bank Salinas, CA | Food for those in need | $5,000 |
| Natividad Foundation Salinas, CA | Support healthcare | $5,000 |
| Tunnel to Towers Foundation Staten Island, NY | Supports families of first responders and veterans | $5,000 |
| St Jude Children's Research Hospita Memphis, TN | Supports medical research for children | $5,000 |
| The Second Opinion San Francisco, CA | Health Care consulting | $2,500 |
| Carmel Public Library Foundation Carmel by the Sea, CA | Support Public Library | $2,500 |
| Set Free Monterey Bay Monterey, CA | Assist victims of human trafficing | $2,500 |
| Community Foundation for Monterey C Monterey, CA | Sandra Loiacano Memorial Scholarship | $2,500 |
| JDRF New York, NY | Diabetes Research | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $335,862 | $35,296 | $39,789 | $37,000 | 11 | $39,789 | $35,296 | $45,913 |
| 2023 | $340,355 | $29,308 | $38,830 | $36,000 | 11 | $38,830 | $29,308 | $38,066 |
| 2022 | $349,877 | $48,695 | $54,939 | $50,000 | 12 | $54,939 | $48,695 | $44,689 |
| 2021 | $356,121 | $28,012 | $32,418 | $32,050 | 11 | $32,418 | $28,012 | $49,445 |
| 2020 | $360,527 | $24,691 | $36,251 | $33,000 | 11 | — | $24,691 | $34,046 |
Under IRS private-foundation payout rules, Carroll Family Charitable Foundation reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in food assistance, health care and research, public library services, and human-trafficking prevention and survivor support, as well as an individual’s education costs. Set Free Monterey Bay describes its mission as equipping children and community leaders to combat human trafficking and helping survivors heal. The Carmel Public Library Foundation says it provides financial support for the Carmel Public Library.
Grantmaking
In 2024, the foundation awarded 11 grants totaling $37,000. Grants ranged from $1,000 to $5,000, with a median of $2,500. Largest reported grants included $5,000 each to Meals on Wheels of the Monterey Pen Inc. for food for elderly and infirm people, Monterey County Food Bank for food for people in need, Natividad Foundation for health care support, Tunnel to Towers Foundation for support for families of first responders and veterans, and St Jude Children’s Research Hospital for medical research for children. Other grants included $2,500 to Set Free Monterey Bay and $2,500 to the Carmel Public Library Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James M. Carroll as CEO; Robert J. Carroll, Sharon I. Carroll, and David M. Carroll as vice presidents; and Pamela R. Sheppard as secretary/treasurer.
Carroll Family Charitable Foundation is led by James M. Carroll, CEO on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
James M. Carroll
CEO
On filings since 2020
No compensation reported
David M. Carroll
Vice President
On filings since 2020
No compensation reported
Pamela R. Sheppard
Secretary & Treasurer
On filings since 2020
0.7 hrs/week
No compensation reported
Robert J. Carroll
Vice President
On filings since 2020
No compensation reported
Sharon I. Carroll
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Carroll Family Charitable Foundation
How much does Carroll Family Charitable Foundation give each year?
Carroll Family Charitable Foundation gave $37K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $36K across 11 grants.
What is Carroll Family Charitable Foundation's typical grant size?
Carroll Family Charitable Foundation's median grant in 2024 was $2,500, and its average grant was $3,364, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Carroll Family Charitable Foundation that year got $4K on average.
Where does Carroll Family Charitable Foundation give grants?
Carroll Family Charitable Foundation gives mostly in California: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (16%) and Tennessee (14%). The most frequent recipient cities were Salinas, CA (2 grants) and Monterey, CA (2 grants).
Does Carroll Family Charitable Foundation give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Carroll Family Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Carroll Family Charitable Foundation's largest grantees?
Carroll Family Charitable Foundation's largest 2024 grantees include Meals on Wheels of the Monterey Pen Inc ($5,000), Monterey County Food Bank ($5,000) and Natividad Foundation ($5,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($1,000), which are not listed by name. Together they received 41% of its itemized 2024 grant dollars.
How large is Carroll Family Charitable Foundation?
Carroll Family Charitable Foundation reported $336K in total assets on its 2024 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Carroll Family Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in food assistance, health care and research, public library services, and human-trafficking prevention and survivor support, as well as an individual’s education costs. See mission & focus areas ↑
How do I apply for a grant from Carroll Family Charitable Foundation?
The foundation’s filing says it accepts unsolicited requests and that applications should be made in writing on forms provided by the foundation. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carroll Family Charitable Foundation's EIN?
Carroll Family Charitable Foundation's EIN (Employer Identification Number) is 77-0559956. IRS Form 990 filing data is available on this page for 2020–2024.
Does Carroll Family Charitable Foundation accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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