The Carroll Family Charitable Foundation is a small, family-run fund that makes a handful of moderate-sized awards focused on direct individual support and practical service organizations. Recent grants show a preference for education-related individual support (tuition scholarships), services for adults with disabilities, and health-care consulting/second-opinion services. Their giving appears targeted and hands-on rather than broad institutional endowments.
A $10,000 tuition scholarship to Christopher Valdez is the clearest sign of how the Carroll Family Charitable Foundation operates: it makes practical, person-centered grants and keeps the amounts relatively small. The foundation’s recent giving mixes direct individual support with program support for local service organizations, including health care consulting, food assistance, adult education, and scholarship funds. Most awards cluster at $5,000, with a smaller set at $2,500 and $1,000, which points to a grantmaker working through many modest awards rather than a few large ones. The foundation appears especially tied to Monterey County and nearby communities. It has supported the Monterey County Food Bank in multiple years, alongside Meals on Wheels of the Monterey Peninsula, a local adult school program, and scholarship funds run through the Community Foundation for Monterey County. It also funds direct help for individuals, such as medical expenses and tuition support, which makes its portfolio unusually mixed between institutional service grants and direct assistance. A few grants reach beyond basic needs into specialized support, including health-care consulting through The Second Opinion and medical research for children through St. Jude Children’s Research Hospital.
Education is one of the foundation’s most consistent themes. In 2023, it gave $10,000 to Christopher Valdez for a tuition scholarship, and it also supported the Balboa Alumni Association for education and the Community Foundation for Monterey County for the Sandra Loiacona Scholarship Fund. Basic-needs grants are another visible strand. The Monterey County Food Bank received multiple awards for food for those in need, while Meals on Wheels of the Monterey Peninsula was funded for food for elderly and infirm residents in more than one year. Health-related giving includes both direct and institutional support. The foundation gave to The Second Opinion for health care consulting, to Natividad Foundation for health care support, and to Teresa Goldberg for medical expense assistance. It also supported St. Jude Children’s Research Hospital for medical research for children. Community and crisis-related awards show up as well, including Set Free Monterey Bay for assistance to victims of human trafficking and Tunnel to Towers Foundation for families of first responders and veterans.
$123K
$336K
$35K
$40K
Most grants fall between $1K and $5K, with a median of $5K.
25th Percentile
$1K
Median
$5K
75th Percentile
$5K
About 96% of grants go to recipients in CA.
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Concentrated and selective: very few grants per year with moderate award sizes, mix of one-off individual scholarships and program support to small service organizations rather than broad geographic or institutional portfolios.
Notable grantees: Christopher Valdez (tuition scholarship), Abilities Community Alliance Inc (adult school/programs), The Second Opinion (health-care consulting)
Grant sizes are tightly grouped: p25 is $1,000, the median is $5,000, and p75 is $5,000. That means most awards land at the same mid-level amount, with a smaller tail of direct individual gifts and a single larger scholarship award. The pattern also shows repeat support across years for several recipients, including food, scholarship, and health-related grantees. The foundation is family-run, and it funds individuals directly as well as organizations. The available data does not show an application process or unsolicited-grant mechanism.
Giving is strongly concentrated in California, which accounts for 96% of grants, and the foundation’s top giving state is CA. Recipient cities cluster around Monterey County and the Monterey Bay area, including Salinas, Monterey, Pacific Grove, Carmel, Carmel by the Sea, Carmel Valley, and Seaside. A smaller share of grants goes outside California, with recipients in Staten Island, Memphis, New York, and West Hollywood.
Its recent grants center on tuition scholarships, adult disability and continuing education programs, food assistance, and health-related support. The pattern also includes direct aid for medical expenses and targeted help for families, veterans, and people affected by human trafficking.
Yes. The data shows direct grants to individuals such as Christopher Valdez for a tuition scholarship, Teresa Goldberg for medical expense assistance, and other named individuals receiving medical or memorial support.
Most grants are $5,000. The typical grant-size distribution is p25 $1,000, median $5,000, and p75 $5,000, so awards are usually clustered at the $5,000 level with a smaller number of $1,000 and $2,500 grants.
Grantmaking is local and heavily concentrated in California. The foundation gives most often in CA, and 96% of grants go to recipients in California, with many awards going to Monterey County and nearby communities.
Yes. Several recipients appear across multiple years, including Monterey County Food Bank, Meals on Wheels of the Monterey Peninsula, The Second Opinion, and the Community Foundation for Monterey County scholarship fund.
2025
Source: IRS Form 990-PF, fiscal year 2025.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| Monterey County Food Bank | Salinas, CA | $5,000 | 2025 | Food for those in need |
| Natividad Foundation | Salinas, CA | $5,000 | 2025 | Support healthcare |
| Tunnel to Towers Foundation | Staten Island, NY | $5,000 | 2025 | Supports families of first responders and veterans |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | 2025 | Food for Elderly and Infirm |
| St Jude Children's Research Hospita | Memphis, TN | $5,000 | 2025 | Supports medical research for children |
| The Second Opinion | San Francisco, CA | $2,500 | 2025 | Health Care consulting |
| Set Free Monterey Bay | Monterey, CA | $2,500 | 2025 | Assist victims of human trafficing |
| Community Foundation for Monterey C | Monterey, CA | $2,500 | 2025 | Sandra Loiacano Memorial Scholarship |
| Carmel Public Library Foundation | Carmel by the Sea, CA | $2,500 | 2025 | Support Public Library |
| JDRF | New York, NY | $1,000 | 2025 | Diabetes Research |
| Jensie Hickey | Fall River Mills, CA | $1,000 | 2025 | Assist with education costs |
| The Second Opinion | San Francisco, CA | $5,000 | 2024 | Health Care consulting |
| Teresa Goldberg | Carmel Valley, CA | $5,000 | 2024 | Medical Expense |
| Abilities Community Alliance Inc | Seaside, CA | $5,000 | 2024 | Adult School Programs |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | 2024 | Food for Elderly and Infirm |
| Community Foundaton for Monterey Co | Monterey, CA | $5,000 | 2024 | Sandra Loiacono Scholarship Fund |
| Monterey County Food Bank | Salinas, CA | $5,000 | 2024 | Food for those in need |
| Carmel Public Library Fd | Carmel by the Sea, CA | $2,500 | 2024 | Support Public Library |
| Go Fund Me - John Shaw Memorial | West Hollywood, CA | $1,000 | 2024 | Medical |
| JDRF | New York, NY | $1,000 | 2024 | Diabetes Research |
| Go Fund Me-Steve Beck | Roseville, CA | $1,000 | 2024 | Last Wish |
| Gloria Lugo | Salinas, CA | $500 | 2024 | Funeral Assistance |
| Christopher Valdez | Carmel, CA | $10,000 | 2023 | Tuition Scholarship |
| Meals on Wheels of the Monterey Pen Inc | Pacific Grove, CA | $5,000 | 2023 | Food for Elderly and Infirm |
| Carmel Art Foundation | Carmel, CA | $5,000 | 2023 | Support of art culture |
| Go Fund Me - Rodney Lamberts | Redwood City, CA | $5,000 | 2023 | Medical |
| The Second Opinion | San Francisco, CA | $5,000 | 2023 | Health Care consulting |
| Balboa Alumni Association | San Francisco, CA | $5,000 | 2023 | Support of Education |
| Community Fd for Monterey Co | Monterey, CA | $5,000 | 2023 | Sandra Loiacono Scholarship Fund |
| Monterey County Food Bank | Salinas, CA | $5,000 | 2023 | Food for those in need |
| Carmel Public Library Fd | Carmel by the Sea, CA | $2,500 | 2023 | Support Public Library |
| Max's Helping Paws | Carmel, CA | $1,000 | 2023 | Animal Rescue |
| Animal Friends Rescue | Pacific Grove, CA | $1,000 | 2023 | Animal Rescue |
| Peace of Mind Dog Rescue | Pacific Grove, CA | $500 | 2023 | Animal Rescue |
Monterey County Food Bank
$5,000Food for those in need
Natividad Foundation
$5,000Support healthcare
Tunnel to Towers Foundation
$5,000Supports families of first responders and veterans
Meals on Wheels of the Monterey Pen Inc
$5,000Food for Elderly and Infirm
St Jude Children's Research Hospita
$5,000Supports medical research for children
The Second Opinion
$2,500Health Care consulting
Set Free Monterey Bay
$2,500Assist victims of human trafficing
Community Foundation for Monterey C
$2,500Sandra Loiacano Memorial Scholarship
Carmel Public Library Foundation
$2,500Support Public Library
JDRF
$1,000Diabetes Research
Jensie Hickey
$1,000Assist with education costs
The Second Opinion
$5,000Health Care consulting
Teresa Goldberg
$5,000Medical Expense
Abilities Community Alliance Inc
$5,000Adult School Programs
Meals on Wheels of the Monterey Pen Inc
$5,000Food for Elderly and Infirm
Community Foundaton for Monterey Co
$5,000Sandra Loiacono Scholarship Fund
Monterey County Food Bank
$5,000Food for those in need
Carmel Public Library Fd
$2,500Support Public Library
Go Fund Me - John Shaw Memorial
$1,000Medical
JDRF
$1,000Diabetes Research
Go Fund Me-Steve Beck
$1,000Last Wish
Gloria Lugo
$500Funeral Assistance
Christopher Valdez
$10,000Tuition Scholarship
Meals on Wheels of the Monterey Pen Inc
$5,000Food for Elderly and Infirm
Carmel Art Foundation
$5,000Support of art culture
Go Fund Me - Rodney Lamberts
$5,000Medical
The Second Opinion
$5,000Health Care consulting
Balboa Alumni Association
$5,000Support of Education
Community Fd for Monterey Co
$5,000Sandra Loiacono Scholarship Fund
Monterey County Food Bank
$5,000Food for those in need
Carmel Public Library Fd
$2,500Support Public Library
Max's Helping Paws
$1,000Animal Rescue
Animal Friends Rescue
$1,000Animal Rescue
Peace of Mind Dog Rescue
$500Animal Rescue