Funder DirectoryCARTER FAMILY FOUNDATION
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Private foundation (trust)EIN 204008923Est. 2006-10

CARTER FAMILY FOUNDATION

LAGUNA BEACH, CA 926513103

Total Assets

$1.1M

FY 2023

Annual Giving

$220K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$28K

FY 2023

Grant Range

$10K–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Expenses

$227K

Qualifying Distributions

$223K

Distributable Amount

$63K

Min. Investment Return

$63K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $10K through median $25K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $525K in 2017. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

27 grants

ATHENIAN SCHOOL
$700K
2 grants
BIG MINDS INC
$175K
3 grants
THE ATHENIAN SCHOOL
$100K
3 grants
UC DAVIS SCHOOL OF VETERINARY MEDICINE
$100K
4 grants
UC REGENTS - CAL ATHLETICS DEVELOPMENT
$100K
4 grants
SEO SCHOLARS
$75K
3 grants
TAHOE INSTITUTE FOR NATURAL SCIENCE
$75K
3 grants
BIG MINDS SCHOOL
$25K
1 grant

Grant Size Distribution

27 grants

<$10K
3
grants
$10–50K
21
grants
$50–250K
2
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

3 states

California
$1.3M
93% of total
Nevada
$75K
5% of total
New York
$25K
2% of total

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CARTER FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo