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Carlos Fund is a private corporation based in LAGUNA BEACH, CA. The foundation received its IRS ruling in 2013. The principal officer is Amy Mack. It holds total assets of $7M. Annual income is reported at $1.8M. Total assets have grown from $3M in 2012 to $7M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in California and Illinois. According to available records, Carlos Fund has made 20 grants totaling $429K, with a median grant of $5K. Annual giving has grown from $17K in 2020 to $106K in 2023. Grantmaking activity was highest in 2022 with $306K distributed across 14 grants. Individual grants have ranged from $150 to $125K, with an average award of $21K. The foundation has supported 10 unique organizations. Grants have been distributed to organizations in California and Illinois. Contributions to this foundation are tax-deductible.
Carlos Fund reported 20 individual grants totaling $428,800 between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $5,000. Half of those grants fell between $1,625 and $10,000. Its largest single grant in the record was $125,000. Its most recent available filing, for fiscal year 2023, reports $140,497 in total giving.
Grantmaking is concentrated in CA, which received 19 of the 20 grants on record (95 percent). Of its 10 distinct grantees, 70 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Unconditional Inc ($350,000) and Pacific Marine Mammal Center ($5,000).
Computed from 20 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 2 states. Source: IRS 990-PF.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$6K
Largest Grant
$10K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Carlos Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in CA, IL.
Carlos Fund has distributed a total of $429K across 20 grants. The median grant size is $5K, with an average of $21K. Individual grants have ranged from $150 to $125K.
Carlos Fund typically selects its grantees rather than accepting unsolicited proposals.
Carlos Fund is headquartered in LAGUNA BEACH, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Amy Mack | VP, SECRETARY | $0 | $0 | N/A |
| Julian Mack | President & Dir | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$7M
Fair Market Value
N/A
Net Worth
$7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
20
Total Giving
$429K
Average Grant
$21K
Median Grant
$5K
Unique Recipients
10
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Unconditional IncGENERAL OPERATING SUPPORT | Laguna Beach, CA | $100K | 2023 |
| Compassionate Animal Rescue For MedGENERAL OPERATING SUPPORT | Mission Viejo, CA | $5K | 2023 |
| Orange County Community FoundatonGENERAL OPERATING SUPPORT | Newport Beach, CA | $500 | 2023 |
| Elephant CoopetationGENERAL OPERATING SUPPORT | San Clemente, CA | $10K | 2022 |
| Wags WalksGENERAL OPERATING SUPPORT | Los Angeles, CA | $10K | 2022 |
| Pacific Marine Mammal CenterGENERAL OPERATING SUPPORT | Laguna Beach, CA | $3K | 2022 |
| Friends Of Newport Beach Animal SheGENERAL OPERATING SUPPORT | Newport Beach, CA | $500 | 2022 |
| Paws ChicagoGENERAL OPERATING SUPPORT | Chicago, IL | $10K | 2020 |
| Wags And WalksGENERAL OPERATING SUPPORT | Los Angeles, CA | $5K | 2020 |
| Social CompassionGENERAL OPERATING SUPPORT | Laguna Beach, CA | $2K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA