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Apply

Non-profit organizations that have a 501 (c)(3) status are eligible to apply.

The Carrico Family Foundation only accepts applications May 1st through June 20th of each cycle year. The grant application deadline is June 20 of each year.
Applications must be postmarked on or before June 20th. Please see guidelines for submission rules.
Late applications will not be considered.

 

The Foundation’s priorities are as follows, but not limited to: health care, education, youth organizations, developmentally disabled / handicapped, social / human services, and community improvement.

The Foundation will make its grants based on the following guidelines:

  • One-time grants, which are single-year grants for a specific project;
  • Start-up program grants (under special needs or circumstances);
  • Challenge or matching grants (note: proposals that have matching funds available are given preference over proposals without matching funds);

Grants the Foundation Will Not Make

The Foundation will not make the following types of grants. Any request for funding for these purposes will be denied:

  • Grants for general operating funds;
  • Grants to individuals for any purpose;
  • Grants to international organization that do not have a qualified domestic Section 501(c)(3) representative;
  • Grants to private foundations;
  • Grants to endowments or other discretionary funding pools;
  • Grants for dinners, balls, or other ticketed events;
  • Grants for political purposes;
  • Grants for lobbying activities;
  • Grants for employee salaries and/or compensation;
  • Grants for purposes outside of the foundations funding priorities as listed in the prior section.

There is no cap on the amount you may request.

Application Procedure

Applicants must use the Foundation’s current application for applying for a grant. The Carrico Family Foundation only accepts applications May 1st through June 20th of each cycle year. The applications must be postmarked on or before June 20th. Approximate meeting dates are scheduled for the second week of July.

Late applications will not be considered, again the deadline is June 20th of each cycle year. Past versions of the application will not be considered.

Applications must contain:

  • A one-page cover letter summarizing the project or need for funds; the amount requested, and the time table for the project;
  • A completed grant application;
  • All attachments listed on the application form;
  • Final Report from previous Grant Cycle if not already submitted.

The Foundation will notify you if additional information is required for your grant application package. The Foundation reserves the right to hold consideration of incomplete grants requests until the next grant consideration date at the discretion of the Foundation directors.

Form of Proposal

Applicants must submit one (1) complete copy of the grant proposal. These proposals should be bound in a secure, but non-bulky fashion. Please do not send loose pages or paper clipped packets. Do not submit grant proposals in three-ring binders or other large packages.

All proposals are limited to five (5) pages in length. This page limit does not include any required attachments.

Submission

Applications for grants must be sent by regular first-class or Priority mail to the address below:

Carrico Family Foundation
PO Box 4436
Medford, OR 97501

Please DO NOT send your application by any form of mail that requires a signature for receipt, such as certified or registered mail.

Frequency of Application

The Foundation receives numerous grant requests and is unable to fund all projects, even though those projects may be well-designed and well-conceived. Applicants may submit only one (1) application per year, whether successful in receiving a grant or not. The Foundation may hold a grant over and fund it at a later date.

Payments and Reporting

Grant awards are paid upon receipt of the signed agreement.

Organizations receiving funds from the Carrico Family Foundation must provide a certified statement that the funds received from the Foundation have been used for the purpose intended. This statement, which must be signed by the non-profit’s Board Chair and Chief Financial Officer (or accounting firm), must be filed with the Foundation no later than 13 months after such funds are awarded. The Foundation must receive this report before another application is considered. Multi-year grants are required to file a Final Report annually until the entire grant has been expended. The Foundation values Final Reports. Failure to report as required by the Foundation can influence future grant decisions.

Carrico Family Foundation is regularly expanding and refining our process and priorities.