Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $220K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-17.6% YoY
Annual Giving
$220K
-6.4% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$28K
+5.3% YoY
Under IRS private-foundation payout rules, Carter Family Foundation reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.
About Carter Family Foundation
Based on IRS filings
Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $220K.
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 | $1,063,788 | $1,290,365 | $1,000,349 |
| Revenue | — | $262,811 | $291,128 |
| Expenses | $226,577 | $240,455 | $203,447 |
| Qualifying Distributions | $223,338 | $237,777 | $201,723 |
| Net Investment Income | — | $260,133 | $289,404 |
| Distributable Amount | $63,086 | $57,513 | $60,912 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Big Minds Inc ($50,000), The Athenian School ($50,000), Uc Davis School of Veterinary Medicine ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UC DAVIS SCHOOL OF VETERINARY MEDICINE DAVIS, CA | TO SUPPORT INTEGRATIVE MEDICINE SERVICES | $25,000 |
| BIG MINDS INC PINOLE, CA | TO SUPPORT EARLY EDUCATION | $50,000 |
| SEO SCHOLARS NEW YORK, NY | TO SUPPORT EARLY EDUCATION | $25,000 |
| TAHOE INSTITUTE FOR NATURAL SCIENCE INCLINE VILLAGE, NV | ADVANCING THE NATURAL HISTORY, CONSERVATION, AND ECOSYSTEM KNOWLEDGE OF THE TAHOE REGION | $25,000 |
| THE ATHENIAN SCHOOL DANVILLE, CA | TO FUND THE MARK CARTER SCHOLARSHIP | $50,000 |
| UC REGENTS - CAL ATHLETICS DEVELOPMENT BERKELEY, CA | TO FUND THE FOOTBALL STRATEGIC OPPORTUNITY AND EXCELLENCE FUND | $25,000 |
| HILLS OF GOLD EQUINE RETIREMENT SANCTUARY SANTA YSABEL, CA | TO SUPPORT THE CARE OF RESCUE HORSES | $10,000 |
| SOUTHERN CALIFORNIA EQUESTRIAN SPORTS MURRIETA, CA | TO HELP AMATEUR EQUESTRIANS AFFORD TO TRAIN | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIA H CARTER | CEO | 2 | — |
| GEORGE R HECHT | CFO | 2 | — |
| HAYLEY A CARTER | SECRETARY | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carter Family Foundation?
Carter Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. It holds $1.1M in total assets as of 2024.
How large is Carter Family Foundation?
As of 2024, Carter Family Foundation holds $1.1M in total assets. It awarded 8 grants totaling $220K in 2024.
Where does Carter Family Foundation operate?
Carter Family Foundation has awarded grants in California, Nevada, New York.
What size grants does Carter Family Foundation award?
In 2024, Carter Family Foundation awarded 8 grants totaling $220K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Carter Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carter Family Foundation reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carter Family Foundation's EIN?
Carter Family Foundation's EIN (Employer Identification Number) is 20-4008923. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carter Family 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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