Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 46-1237162

CARRICO FAMILY FOUNDATION

Tax-exempt · MEDFORD, OR 97504

Financials

$3.3M$4.2M2023$3.8M$4.2M2024$4.8M$4.4M2025
Revenue Expenses · by fiscal year end
Financials of CARRICO FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,827,158$4,425,710$401,448$31,317,655$86,326$31,231,329
December 31, 2024990-PF$3,829,354$4,247,700-$418,346$30,267,866$84,763$30,183,103
December 31, 2023990-PF$3,265,964$4,164,874-$898,910$29,283,510$42,971$29,240,539
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$899,501
Net rental income
$1,825,730
Net gain from sales of assets
$1,564,633

Expenses

Grants and similar amounts paid
$2,990,238
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,990,238
Excise tax on investment income
$55,400

Balance sheet and other

Total assets, start of year
$30,267,866
Total assets, end of year
$31,317,655
Total liabilities, end of year
$86,326
Net assets, end of year
$31,231,329
Fair market value of assets
$31,317,655
Qualifying distributions
$2,990,238
Net investment income
$4,827,158

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MAGNA CARRICO LOWMAN
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/PRESIDENT5$0
MONTE D WILLIAMS
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/SECRETARY1$0
JAMES GRANTLAND
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MAGNA CARRICO LOWMAN
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/PRESIDENT5$0
MONTE D WILLIAMS
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/SECRETARY1$0
JAMES GRANTLAND
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MAGNA CARRICO LOWMAN
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/PRESIDENT5$0
MONTE D WILLIAMS
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR/SECRETARY1$0
JAMES GRANTLAND
839 ALDER CREEK DR, MEDFORD, OR 97504
DIRECTOR1$0

Address and contacts

Address (IRS master file)
839 ALDER CREEK DR, MEDFORD, OR 97504-8900
In care of
% MAGNA O CARRICO LOWMAN
Signed the 990-PF
MAGNA O CARRICO LOWMAN, PRESIDENT
Phone
(541) 779-7641
Return prepared by
ISLER MEDFORD LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-1237162
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,317,655
Income (IRS master file)
$11,018,719

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,827,158$4,425,710$31,317,655IRS
990-PFDecember 2024$3,829,354$4,247,700$30,267,866IRS
990-PFDecember 2023$3,265,964$4,164,874$29,283,510XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1237162).

Questions about CARRICO FAMILY FOUNDATION

What is the EIN of CARRICO FAMILY FOUNDATION?
The employer identification number (EIN) of CARRICO FAMILY FOUNDATION is 46-1237162.
Is CARRICO FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to CARRICO FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARRICO FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARRICO FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARRICO FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CARRICO FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CARRICO FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,827,158, expenses of $4,425,710 and total assets of $31,317,655 at year end.

Other nonprofits in MEDFORD

All nonprofits in MEDFORD · Oregon · Philanthropy, voluntarism and grantmaking foundations