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· Private foundation

Carroll Family Charitable Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$37k
Granted FY2024still arriving
11
Grants FY2024still arriving
3
States reached
$5k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$126kEducation$75kFood & Nutrition$57kPhilanthropy$10kAnimals$8kArts & Culture$6kRecreation & Sports$5kCrime & Legal$4kOther$0
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

$2,500
Median grant
3
States reached
$336k
Total assets
Largest grants
RecipientAmount
Monterey County Food Bank$5,000
Meals on Wheels of the Monterey Pen Inc$5,000
Tunnel to Towers Foundation$5,000
Natividad Foundation$5,000
St Jude Children's Research Hospita$5,000
Individual grant recipient$2,500
Community Foundation for Monterey C$2,500
Carmel Public Library Foundation$2,500
Set Free Monterey Bay$2,500
Individual grant recipient$1,000
JDRF$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $42k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Mayers Intermountain Healthcare Fdn: $20k → 14%Nathan Adelson Hospice Fd: $2k → 13%Mayers Intermountain Healthcare Fdn: $10k → 14%Mayers Intermountain Healthcare Fdn: $10k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

60%of every dollar goes to organizations it has funded before.
$178k · 13 repeat orgs$116k to everyone else

Grantees it renews have grown median revenue +75% since the first grant, against +28% for those funded once.

13 repeat relationships: 6 still active in FY2024, 7 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
34

Total granted

$178k
$98k

Median revenue growth · since first grant

+75%
+28%

Still filing today

54%
21%

New vs renewed · share of each year

In FY2024, 50% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHealthHuman ServicesFood & NutritionEnvironmentCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MO
    MEALS ON WHEELS OF THE MONTEREY PENINSULA INC
    7× · 2018–2024 · $29k · revenue +158%
  • FB
    FOOD BANK FOR MONTEREY COUNTY
    7× · 2018–2024 · $28k · revenue +75%
  • CP
    CARMEL PUBLIC LIBRARY FOUNDATION
    6× · 2018–2024 · $12k · revenue +371%

Funded once

  • AP
    Albert Pickens Jr Funeral expense
    one grant, 2017 · $10k
  • IG
    Individual grant recipient
    one grant, 2022 · $10k
  • IG
    Individual grant recipient
    one grant, 2023 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Community Hospital of the Monterey Peninsula

Community hospital of the monterey peninsula is dedicated to identifying and meeting the changing healthcare needs of the people of the monterey peninsula and surrounding communities.we are committed to providing high-quality services at a…

Health
2
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
3
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
4
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
5
Monterey County Film Commission

To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.

Arts & Culture
6
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
7
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
8
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
9
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
10
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
11
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
12
Foundation for Mo County Free Libraries

To assist the monterey county free libraries in providing access to information, education, and recreational materials, and lifelong learning opportunities to the diverse cultural, linguistic, urban, and rural communities it serves.

Education
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation for Monterey County; the most unlike its peers is Breakthrough T1D. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 53 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
18/18
Grantees still filing
12/18
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $30,000 · OtherIndividual grant recipientFOOD BANK FOR MONTEREY COUNTY: $28,000 · OtherFOOD BANK FOR MONTEREY COUNTYCommunity Fd for Monterey Co: $16,000 · OtherCommunity Fd for Monterey CoCARMEL PUBLIC LIBRARY FOUNDATION: $12,000 · OtherCARMEL PUBLIC LIBRARY FOUNDATIONAlbert Pickens Jr Funeral expense: $10,242 · OtherIndividual grant recipient: $10,000 · OtherGo Fund Me - Rodney Lamberts: $7,050 · Other+34 more: $82,085 · Other+34 moreMAYERS HEALTHCARE FOUNDATION INC: $40,000 · Human ServicesMAYERS HEALTHCA…Nathan Adelson Hospice Inc: $2,000 · Human ServicesMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $28,500 · Food & NutritionMEALS ON W…STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $5,000 · EducationROBERT LOUIS STEVENSON SCHOOL: $5,000 · EducationCareer Technical Education Foundation Sonoma County: $2,500 · EducationSANTA CATALINA SCHOOL: $1,000 · EducationST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $5,000 · HealthNATIVIDAD MEDICAL FOUNDATION: $5,000 · HealthBREAKTHROUGH T1D: $500 · HealthCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $5,000 · PhilanthropySet Free Monterey Bay: $4,000 · Crime & Legal
Other$195,377Human Services$42,000Food & Nutrition$28,500Education$13,500Health$10,500Philanthropy$5,000Crime & Legal$4,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMAYERS HEALTHCARE FOUNDATION INC: $40,000 over 3y, 1.7% of budgetMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $28,500 over 7y, 0.2% of budgetFOOD BANK FOR MONTEREY COUNTY: $28,000 over 7y, 0.0% of budgetCARMEL PUBLIC LIBRARY FOUNDATION: $12,000 over 6y, 0.4% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $5,000 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $5,000 over 1y, 0.0% of budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $5,000 over 1y, 0.0% of budgetNATIVIDAD MEDICAL FOUNDATION: $5,000 over 1y, 0.2% of budgetROBERT LOUIS STEVENSON SCHOOL: $5,000 over 1y, 0.0% of budgetSet Free Monterey Bay: $4,000 over 2y, 1.8% of budgetCareer Technical Education Foundation Sonoma County: $2,500 over 1y, 0.2% of budgetMDRC: $2,000 over 2y, 0.0% of budgetNathan Adelson Hospice Inc: $2,000 over 1y, 0.0% of budgetPEACE OF MIND DOG RESCUE: $1,500 over 2y, 0.0% of budgetSANTA CATALINA SCHOOL: $1,000 over 1y, 0.0% of budgetBREAKTHROUGH T1D: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds MAYERS HEALTHCARE FOUNDATION INC ↗
  • Who funds MEALS ON WHEELS OF THE MONTEREY PENINSULA INC ↗
  • Who funds FOOD BANK FOR MONTEREY COUNTY ↗
  • Who funds CARMEL PUBLIC LIBRARY FOUNDATION ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
  • Who funds COMMUNITY FOUNDATION FOR MONTEREY COUNTY ↗
  • Who funds NATIVIDAD MEDICAL FOUNDATION ↗
  • Who funds ROBERT LOUIS STEVENSON SCHOOL ↗
  • Who funds Set Free Monterey Bay ↗
  • Who funds Career Technical Education Foundation Sonoma County ↗
  • Who funds FALL RIVER VALLEY LIBRARY CORPORATION ↗
  • Who funds MDRC ↗
  • Who funds Nathan Adelson Hospice Inc ↗
  • Who funds PEACE OF MIND DOG RESCUE ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Nancy Eccles and Homer M Hayward Family FoundationUT15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Nancy Eccles and Homer M Hayward Family Foundation · Monterey Peninsula Foundation · Barnet Segal Charitable Trust · Pebble Beach Company Foundation · Marin Community Foundation · The Bessemer Giving Fund · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Endowment Foundation · Donor Advised Charitable Giving Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Carroll Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Carroll Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–90%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Carroll Family Charitable Foundation?

    Find your warmest path to Carroll Family Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 53 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Carroll Family’s filings →

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