Carrico Family Foundation

Berthoud, CO
Tax-exempt since Jan. 2009
EIN: 26-3553672

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$234k (2024)

Expenses

$390k (2024)

Total Assets

$934k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$234,021

Expenses

$390,465

Net Income

-$156,444

Net Assets

$933,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	21.4%
Interest Revenue	$6,504	2.8%
Dividends	$36,854	15.7%
Sales of Assets	$140,663	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,850	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$933,681
Total Liabilities	$0
Net Assets	$933,681

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$79,703

Expenses

$173,401

Net Income

-$93,698

Net Assets

$1,091,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	62.7%
Interest Revenue	$5,390	6.8%
Dividends	$39,109	49.1%
Sales of Assets	-$14,796
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,000	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,091,227
Total Liabilities	$0
Net Assets	$1,091,227

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on June 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$92,808

Expenses

$172,062

Net Income

-$79,254

Net Assets

$1,185,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	53.9%
Interest Revenue	$10,298	11.1%
Dividends	$34,318	37.0%
Sales of Assets	-$1,808
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,000	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,185,513
Total Liabilities	$0
Net Assets	$1,185,513

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$135,997

Expenses

$160,863

Net Income

-$24,866

Net Assets

$1,265,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	36.8%
Interest Revenue	$8,494	6.2%
Dividends	$30,993	22.8%
Sales of Assets	$46,510	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,100	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,265,525
Total Liabilities	$0
Net Assets	$1,265,525

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$70,303

Expenses

$141,199

Net Income

-$70,896

Net Assets

$1,291,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	71.1%
Interest Revenue	$8,803	12.5%
Dividends	$31,387	44.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,772	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,291,311
Total Liabilities	$1
Net Assets	$1,291,310

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$142,824

Expenses

$107,308

Net Income

$35,516

Net Assets

$1,363,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	35.0%
Interest Revenue	$9,478	6.6%
Dividends	$37,192	26.0%
Sales of Assets	$46,154	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,200	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,363,114
Total Liabilities	$1
Net Assets	$1,363,113

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$219,725

Expenses

$135,193

Net Income

$84,532

Net Assets

$1,328,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	68.3%
Interest Revenue	$7,456	3.4%
Dividends	$34,556	15.7%
Sales of Assets	$27,713	12.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,192	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,328,211
Total Liabilities	$0
Net Assets	$1,328,211

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$252,177

Expenses

$103,968

Net Income

$148,209

Net Assets

$1,242,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	79.3%
Interest Revenue	$46	0.0%
Dividends	$36,205	14.4%
Sales of Assets	$14,186	5.6%
Other Income	$1,740	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,200	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,242,344
Total Liabilities	$0
Net Assets	$1,242,344

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$241,970

Expenses

$73,706

Net Income

$168,264

Net Assets

$1,095,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	82.7%
Interest Revenue	$90	0.0%
Dividends	$34,324	14.2%
Sales of Assets	$6,690	2.8%
Other Income	$866	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,800	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,095,771
Total Liabilities	$0
Net Assets	$1,095,771

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$228,998

Expenses

$40,901

Net Income

$188,097

Net Assets

$926,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	87.3%
Interest Revenue	$78	0.0%
Dividends	$27,886	12.2%
Sales of Assets	$0
Other Income	$1,034	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,800	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$926,158
Total Liabilities	$0
Net Assets	$926,158

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$78,856

Expenses

$38,783

Net Income

$40,073

Net Assets

$742,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	63.4%
Interest Revenue	$43	0.1%
Dividends	$28,183	35.7%
Sales of Assets	$0
Other Income	$630	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,260	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$742,248
Total Liabilities	$0
Net Assets	$742,248

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$77,811

Expenses

$40,735

Net Income

$37,076

Net Assets

$691,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	64.3%
Interest Revenue	$30	0.0%
Dividends	$27,781	35.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,960	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$691,923
Total Liabilities	$0
Net Assets	$691,923

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Carrico (President)	$0	$0
Colleen C Carrico (Secretary)	$0	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$123,630

Expenses

$43,580

Net Income

$80,050

Net Assets

$650,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	80.9%
Interest Revenue	$139	0.1%
Dividends	$23,491	19.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,550	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,522
Total Liabilities	$1
Net Assets	$650,521

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$114,596

Expenses

$51,152

Net Income

$63,444

Net Assets

$566,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	87.3%
Interest Revenue	$104	0.1%
Dividends	$14,492	12.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,626	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,227
Total Liabilities	$1
Net Assets	$566,226

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Carrico Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $234k (2024)

Expenses $390k (2024)

Total Assets $934k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$234k (2024)

Expenses

$390k (2024)

Total Assets

$934k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008