Carroll Family Charitable Foundation
EIN 770559956 Private FoundationTotal Given 2016–2024
$310K
93 grants · $34K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $1K–$5K
grant size
21%
balanced · 13/61 multi-year
repeat
$1.0M
Assets (2024)
61
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Pamela Sheppard
Phone
(831) 625-6930
Deadlines
None
How to Apply
Application should be made in Writing on forms provided by the foundation. The applicant is asked to provide a letter of recommendation from a recent educator or counselor.
Restrictions
None
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $37K | $0 | $17K | 10 |
| 2017 | $36K | $788K | $20K | 8 |
| 2018 | $36K | $632K | $18K | 11 |
| 2019 | $12K | $806K | $27K | 8 |
| 2020 | $33K | $802K | $25K | 11 |
| 2021 | $32K | $1.1M | $28K | 11 |
| 2022 | $50K | $853K | $49K | 12 |
| 2023 | $36K | $826K | $29K | 11 |
| 2024 | $37K | $1.0M | $35K | 11 |
Grant Size Distribution
Based on 93 grants on record
Minimum
$435
25th Pctl
$1K
Median
$2K
Average
$3K
75th Pctl
$5K
Maximum
$20K
Geographic Distribution
Officers & Directors
Grants Awarded (93 total)
| Purpose | ||||
|---|---|---|---|---|
| Mayers Intermountain Healthcare Fdn | Fall River Mills, CA | $20,000 | Health Care Assistance | 2018 |
| Albert Pickens Jr Funeral expense | Madera, CA | $10,242 | Medical Expenses | 2017 |
| Christopher Valdez | Carmel, CA | $10,000 | Tuition Scholarship | 2022 |
| Sophia Newman | Pebble Beach, CA | $10,000 | Scholarship | 2016 |
| Lisa Young co Stuart Young | Rohnert Park, CA | $10,000 | Scholarship | 2016 |
| Mayers Intermountain Healthcare Fdn | Fall River Mills, CA | $10,000 | Health Care Assistance | 2017 |
| Stevenson School | Pebble Beach, CA | $5,000 | Education | 2018 |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | Food for Elderly and Infirm | 2020 |
| Monterey County Food Bank | Salinas, CA | $5,000 | Food for those in need | 2020 |
| Kelly Kathleen Talbert | Pacific Grove, CA | $5,000 | Medical Assistance | 2020 |
| Community Fd for Monterey Co | Monterey, CA | $5,000 | community Fund for Carmel Valley | 2020 |
| The Second Opinion | San Francisco, CA | $5,000 | Health Care consulting | 2021 |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | Food for Elderly and Infirm | 2021 |
| Monterey County Food Bank | Salinas, CA | $5,000 | Food for those in need | 2021 |
| Community Fd for Monterey Co | Monterey, CA | $5,000 | Sandra Loiacono Scholarship Fund | 2021 |
| The Second Opinion | San Francisco, CA | $5,000 | Health Care consulting | 2022 |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | Food for Elderly and Infirm | 2022 |
| Monterey County Food Bank | Salinas, CA | $5,000 | Food for those in need | 2022 |
| Go Fund Me - Rodney Lamberts | Redwood City, CA | $5,000 | Medical | 2022 |
| Community Fd for Monterey Co | Monterey, CA | $5,000 | Sandra Loiacono Scholarship Fund | 2022 |
| Carmel Art Foundation | Carmel, CA | $5,000 | Support of art culture | 2022 |
| Balboa Alumni Association | San Francisco, CA | $5,000 | Support of Education | 2022 |
| The Second Opinion | San Francisco, CA | $5,000 | Health Care consulting | 2023 |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | Food for Elderly and Infirm | 2023 |
| Monterey County Food Bank | Salinas, CA | $5,000 | Food for those in need | 2023 |
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