Carroll Family Charitable Foundation
Carroll Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $336K in total assets. In 2024, it awarded 11 grants totaling $37K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$336K
-1.3% YoY
Annual Giving
$37K
+2.8% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$3K
+2.8% YoY
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.
About Carroll Family Charitable Foundation
Based on IRS filings
Carroll Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $336K in total assets. In 2024, it awarded 11 grants totaling $37K. Net investment income was $35K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $335,862 | $340,355 | $349,877 |
| Revenue | $35,296 | $29,308 | $48,695 |
| Expenses | $39,789 | $38,830 | $54,939 |
| Qualifying Distributions | $39,789 | $38,830 | $54,939 |
| Net Investment Income | $35,296 | $29,308 | $48,695 |
| Distributable Amount | $45,913 | $38,066 | $44,689 |
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
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Meals on Wheels of the Monterey Pen Inc ($5,000), Monterey County Food Bank ($5,000), Natividad Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| The Second Opinion San Francisco, CA | Health Care consulting | $2,500 |
| 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 |
| Carmel Public Library Foundation Carmel by the Sea, CA | Support Public Library | $2,500 |
| JDRF New York, NY | Diabetes Research | $1,000 |
| Natividad Foundation Salinas, CA | Support healthcare | $5,000 |
| 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 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES M CARROLL | CEO | — | — |
| ROBERT J CARROLL | Vice President | — | — |
| SHARON I CARROLL | Vice President | — | — |
| PAMELA R SHEPPARD | Secretary/Treas | 0.65 | — |
| DAVID M CARROLL | Vice President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carroll Family Charitable Foundation?
Carroll Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. It holds $336K in total assets as of 2024.
How large is Carroll Family Charitable Foundation?
As of 2024, Carroll Family Charitable Foundation holds $336K in total assets with $35K in annual revenue. It awarded 11 grants totaling $37K in 2024.
Where does Carroll Family Charitable Foundation operate?
Carroll Family Charitable Foundation has awarded grants in California, New York, Tennessee.
What size grants does Carroll Family Charitable Foundation award?
In 2024, Carroll Family Charitable Foundation awarded 11 grants totaling $37K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Carroll Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carroll Family Charitable Foundation reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Carroll Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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