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Erickson Foundation is a private corporation based in SAN MARCOS, CA. The foundation received its IRS ruling in 2016. It holds total assets of $4.4M. Annual income is reported at $1.6M. Total assets have grown from $901K in 2015 to $3.7M in 2024. The foundation is governed by 3 officers and trustees. Tax records are available from 2018 to 2024. The foundation primarily funds organizations in California and Tennessee. According to available records, Erickson Foundation has made 18 grants totaling $616K, with a median grant of $11K. The foundation has distributed between $186K and $219K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $219K distributed across 4 grants. Individual grants have ranged from $3K to $189K, with an average award of $34K. The foundation has supported 12 unique organizations. The foundation primarily supports organizations in California, Mississippi, Colorado, which account for 89% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
The Erickson Foundation is a small, family-operated private foundation based in San Marcos, CA, run entirely by three family trustees — David Erickson (President/Director), Carrie R. Erickson (Secretary/CFO), and Kaitlyn Erickson (Director) — none of whom draw compensation. It has no paid staff, no published grant guidelines, no LOI portal, and no grants-page URL on file, which is the clearest signal of how it operates: relationally, not through open competition. (Note: the domain erickson-foundation.org that surfaces in searches belongs to the unrelated Milton H. Erickson Foundation, a Phoenix, AZ psychotherapy nonprofit — this family foundation has no discoverable public website of its own.) Founded in 2016 with a $600,000 seed contribution, the foundation has built a stable, repeat-donor relationship with a tight cluster of Christian ministries: Hume Lake Christian Camps has received three grants totaling $220,944 (by far its largest and longest relationship), alongside Global Outreach International ($136,000, one grant), Waterstone Church ($100,000), and smaller recurring gifts to Christian Youth Theater, Students International, and the Gideons. Of 18 tracked grants worth $615,664, the large majority (13 of 18) went to California organizations, with smaller clusters in Tennessee (2), Colorado (2), and Mississippi (1) — largely mirroring where trustees or affiliated ministries operate (Hume Lake's camps span CA and other Western states). First-time applicants should understand this is not a foundation that reviews cold proposals against published criteria; it funds organizations already known to the Erickson family, primarily general-operating support (12 of 18 tracked grants are unrestricted "GENERAL OPS" gifts) rather than restricted program grants. The one clear exception is a named "Student International Hardship Grant," suggesting the foundation will occasionally fund a designated sub-program within an existing grantee relationship. Realistic strategy: organizations aligned with evangelical Christian camping, missions, youth ministry, or church-planting in California (or with an existing relationship to Hume Lake's network) have the best odds; a warm introduction through a shared ministry contact is far more likely to succeed than a written LOI to a P.O. box.
Across the 18 grants captured in available data ($615,664 total), the average grant is $34,204, but this average is skewed by outsized anchor gifts — the true distribution is bimodal. Large relationship gifts run from $100,000 (Waterstone Church) to $136,000 (Global Outreach International) and cumulative multi-year support to Hume Lake Christian Camps ($220,944 over three grants, individual gifts likely $60K-$100K+ each). Smaller, more typical gifts cluster from $3,000 (Child Evangelism Fellowship of SoCal) to $22,500 (Helping Hands), with the foundation's own reported "typical grant size" for its most recent filing year showing a median of just $7,500 (range $500-$38,140, average $11,690, n=6) — indicating recent-year giving has skewed toward smaller, more numerous gifts than the historical average. By purpose, unrestricted general operating support dominates: 12 of 18 tracked grants (66%) are coded "GENERAL OPS," with only one designated program grant identified (the Students International hardship fund). Geographically, California receives 72% of tracked grants (13 of 18), with Tennessee, Colorado, and Mississippi splitting the remainder — a footprint that tracks the foundation's stated geographic focus of CA and TN. On the balance sheet, total assets have climbed steadily: $3,481,585 (FY2019) to $3,626,592 (FY2020) to $3,582,857 (FY2021) to $3,358,860 (FY2022) to $3,272,000 (FY2023) to $3,727,125 (FY2024) to $4,447,446 (FY2025, per web filings) — a net gain despite genuine giving volatility. Annual distributions have swung from a low of $70,140 (FY2021, pandemic-era pullback) to highs of $253,555 (FY2020) and $268,038 (FY2022), settling around $220,000-$240,000 in FY2023 and FY2025. A large one-time contributions inflow of $425,813 landed in FY2023, suggesting an additional family gift to the corpus rather than a change in payout policy — the foundation is not spending down, it is growing its base while maintaining roughly 5-7% annual payout, near the IRS-mandated 5% minimum for private foundations.
The Erickson Foundation sits in a cohort of similarly-sized, Human Services-coded family/private foundations, none of which have published websites or disclosed application processes in available data — a pattern typical of foundations in the $4-4.5M asset range, which are almost always closed, relationship-driven funders rather than open grantmakers.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Erickson Foundation (CA) | $4,447,446 | ~$220,000-$240,000 | Human Services / Christian ministries | Invited/Closed |
| Bruce and Avis Richards Family Foundation (NY) | $4,447,433 | Est. $175,000-$220,000 (5% payout) | Human Services | Unknown, likely Invited |
| Milton and Ida Newman Foundation (PA) | $4,450,170 | Est. $175,000-$220,000 (5% payout) | Human Services | Unknown, likely Invited |
| Genesis Foundation (CO) | $4,435,703 | Est. $175,000-$220,000 (5% payout) | Human Services | Unknown, likely Invited |
| Elohee Center Inc. (GA) | $4,421,367 | Est. $175,000-$220,000 (5% payout) | Human Services | Unknown, likely Invited |
| Written In Red Inc. (NM) | $4,412,631 | Est. $175,000-$220,000 (5% payout) | Human Services | Unknown, likely Invited |
The entire peer set clusters within a $35,000 asset band of one another ($4.41M-$4.45M) and shares the Human Services NTEE code, but none has a public grants portal in the data reviewed — reinforcing that foundations at this asset tier typically fund a small, known circle of grantees rather than run competitive cycles. Erickson's distinguishing trait within this peer group is its explicit faith-based/Christian ministry concentration (camps, missions, church planting), whereas peer foundations' specific sub-focus within Human Services is not disclosed in available records — an applicant fitting Erickson's evangelical/parachurch profile has a narrower but clearer path than with the less-documented peers.
No primary-source news, press releases, or leadership changes were found for the Erickson Foundation in 2025-2026 — expected for a three-person family foundation with no communications function. The most current verifiable activity is financial: the foundation's IRS Form 990 data (aggregated by Instrumentl and Cause IQ, last processed around April 12, 2026) shows total assets of $4,447,446 for the 2025 filing year, up from $3,727,125 the prior year, with total revenue of roughly $1,010,179 against total expenses of about $239,510 — implying a large non-grant revenue event (likely investment gains or a new family contribution) rather than a change in grantmaking pace. Distributions for the 2025 filing year are reported at six to nine grants totaling approximately $220,000, consistent with the foundation's multi-year giving band of $210,000-$270,000 (excluding the pandemic-affected FY2021 low of $70,140). Leadership has been stable throughout the available record: David Erickson (President/Director), Carrie R. Erickson (Secretary/CFO), and Kaitlyn Erickson (Director) appear unchanged across all filings reviewed, with zero reported officer compensation in every year on file. No new program areas, named initiatives, or public grant cycles have been announced. Grantseekers should treat this foundation's activity pattern as steady-state: continued support for its existing Christian ministry and human-services partners, gradual asset growth, and no indication of an upcoming shift toward open or competitive grantmaking.
There is no published RFP, LOI process, deadline, or online application portal for the Erickson Foundation — treat any site claiming to offer one as unverified, since the erickson-foundation.org domain that surfaces in web searches actually belongs to an unrelated psychotherapy-training nonprofit (the Milton H. Erickson Foundation of Phoenix, AZ), not this San Marcos family foundation. Given the total absence of a public intake process, the realistic path in is relational, not procedural: identify whether your organization has any existing tie to Hume Lake Christian Camps, Global Outreach International, Waterstone Church, Students International, the Gideons, or Christian Youth Theater — the foundation's most repeated grantees — since referrals within this network are the most plausible route to a first conversation. Because 66% of tracked grants are unrestricted general-operating support, lead any outreach with your organization's core mission and financial health rather than a narrow project pitch; this is a funder that backs organizations, not proposals. Align language explicitly with evangelical/parachurch ministry framing (camping ministry, international missions, youth discipleship, church planting) — every identifiable grantee sits within this frame, and secular human-services language alone is unlikely to resonate absent a faith-based angle. Given zero paid staff, do not expect a program officer, site visit process, or formal review calendar; direct contact should go to the foundation's registered address (197 Woodland Pkwy, Ste 104 PMB 502, San Marcos, CA 92069) via a brief, personal letter of introduction rather than a full grant application packet, ideally with a mutual-connection reference named up front. The most common mistake would be treating this like a large institutional funder — submitting an unsolicited, generic LOI to the mailing address with no relational context is unlikely to get a response given the family's demonstrated pattern of funding only organizations it already knows. Given typical individual gift sizes now trending toward a $7,500 median (down from historical averages skewed by six-figure anchor gifts), right-size the ask: most realistic first-time requests should fall in the $5,000-$25,000 range rather than assuming access to the foundation's largest historical gifts.
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Smallest Grant
$500
Median Grant
$8K
Average Grant
$12K
Largest Grant
$38K
Based on 6 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.
Across the 18 grants captured in available data ($615,664 total), the average grant is $34,204, but this average is skewed by outsized anchor gifts — the true distribution is bimodal. Large relationship gifts run from $100,000 (Waterstone Church) to $136,000 (Global Outreach International) and cumulative multi-year support to Hume Lake Christian Camps ($220,944 over three grants, individual gifts likely $60K-$100K+ each). Smaller, more typical gifts cluster from $3,000 (Child Evangelism Fellowsh.
Erickson Foundation has distributed a total of $616K across 18 grants. The median grant size is $11K, with an average of $34K. Individual grants have ranged from $3K to $189K.
The Erickson Foundation is a small, family-operated private foundation based in San Marcos, CA, run entirely by three family trustees — David Erickson (President/Director), Carrie R. Erickson (Secretary/CFO), and Kaitlyn Erickson (Director) — none of whom draw compensation. It has no paid staff, no published grant guidelines, no LOI portal, and no grants-page URL on file, which is the clearest signal of how it operates: relationally, not through open competition. (Note: the domain erickson-found.
Erickson Foundation is headquartered in SAN MARCOS, CA. While based in CA, the foundation distributes grants to organizations across 4 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Carrie R Erickson | SECRETARY/CF | $0 | $0 | N/A |
| Kaitlyn Erickson | DIRECTOR | $0 | $0 | N/A |
| David Erickson | PRESIDENT/DI | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$3.7M
Fair Market Value
N/A
Net Worth
$3.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
18
Total Giving
$616K
Average Grant
$34K
Median Grant
$11K
Unique Recipients
12
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Helping HandsGENERAL OPS | Madera, CA | $23K | 2020 |
| AlternativesGENERAL OPS | Escondido, CA | $10K | 2020 |
| Waterstone ChurchGENERAL OPS | Littleton, CO | $100K | 2023 |
| Outdoor Ministry SupplyGENERAL OPS | Kingsburg, CA | $42K | 2023 |
| Christian Youth Theater (Cyt)GENERAL OPS | Temecula, CA | $21K | 2023 |
| Hume Lake Christian CampsGENERAL OPS | Hume, CA | $12K | 2023 |
| Antioch Community ChurchGENERAL OPS | Fort Collins, CO | $9K | 2023 |
| Child Evangelism Fellowship Of SocaGENERAL OPS | Reseda, CA | $3K | 2023 |
| GideonsGENERAL OPS | Nashville, TN | $5K | 2022 |
| Students InternationalGENERAL OPS | Visalia, CA | $4K | 2022 |
| Global Outreach InternationalGENERAL OPS | Tupelo, MS | $136K | 2020 |
| Spirtual Overseers Service InternatGENERAL OPS | La Quinta, CA | $5K | 2020 |