Carroll Petrie Foundation
- Assets
- $306.6m
- Revenue
- $55.2m
- Investments
- $300.8m
- Employees
- 0
- Location
- Santa Fe, NM
- Founding
- 09/1998
- Data as of
- 12/2021
- EIN
- 13-3912203
Organization Overview
Carroll Petrie Foundation is located in Santa Fe, NM. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carroll Petrie Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Carroll Petrie Foundation generated $55.2m in total revenue. All expenses for the organization totaled $16.9m during the year ending 12/2021. While expenses have increased by 151.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Carroll Petrie Foundation has awarded 302 individual grants totaling $49,030,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Theodora Portago President & Director | 40 | $257,025 | |
Zach Dillenback CFO | 40 | $195,818 | |
Samantha Ender VP Programs | 40 | $156,108 | |
Joan Kelly Grants Manager | 40 | $58,333 | |
Carolina Portago Vice President, Director & Secretary | 5 | $0 | |
Camille Manning Treasurer & Director | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Milbank Llp | 12/30/21 | $251,169 |
Monticello Associates | 12/30/21 | $300,000 |
Blazek & Vetterling | 12/30/21 | $70,718 |
Edge Philanthropy Llc | 12/30/21 | $193,838 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $11,647,699 |
| Interest on Savings | $753 |
| Dividends & Interest | $725,157 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $36,079,083 |
| Capital Gain Net Income | $35,622,684 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,723,772 |
| Total Revenue | $55,176,464 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $257,026 |
| Other employee salaries and wages | $454,894 |
| Pension plans, employee benefits | $142,968 |
| Interest | $0 |
| Taxes | $160,000 |
| Depreciation | $0 |
| Occupancy | $16,358 |
| Travel, conferences, and meetings | $5,519 |
| Printing and publications | $0 |
| Other expenses | $2,348,979 |
| Total operating and administrative expenses | $4,240,550 |
| Contributions, gifts, grants paid | $12,617,000 |
| Total expenses and disbursements | $16,857,550 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,306,484 |
| Net Accounts receivable | $561,319 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $250,173,308 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $306,631,944 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,726,840 |
| Total liabilities | $1,726,840 |
Grants Awarded
Over the last fiscal year, Carroll Petrie Foundation has awarded $14,817,000 in support to 109 organizations.
| Grant Recipient | Amount |
|---|---|
VANGUARD CHARITABLE PURPOSE: DONOR ADVISED FUND | $2,405,000 |
Washington, DC PURPOSE: SOUTHWEST PROGRAM & WILDLIFE RESTORATION CAMPAIGN | $500,000 |
Cotati, CA PURPOSE: CRIMINAL JUSTICE AND LITIGATION PROGRAMS | $500,000 |
Albuquerque, NM PURPOSE: GENERAL SUPPORT | $500,000 |
Cotati, CA PURPOSE: CRIMINAL JUSTICE AND LITIGATION PROGRAMS | $500,000 |
Tucson, AZ PURPOSE: NEW MEXICO & SOUTHWEST PROGRAMS | $500,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Rees-Jones Foundation Dallas, TX | $0 | $116,553,438 |
Meadows Foundation Incorporated Dallas, TX | $777,502,701 | $134,484,682 |
Gates Family Foundation Denver, CO | $458,247,303 | $68,267,243 |
Amon G Carter Foundation Fort Worth, TX | $464,730,205 | $54,557,293 |
Anne And Henry Zarrow Foundation Tulsa, OK | $347,173,230 | $36,385,260 |
Jon And Karen Huntsman Foundation Salt Lake City, UT | $0 | $68,260,311 |
Ila-West Gulf Maritime Association Inc Royalty Trust Fund No 1 Houston, TX | $56,716,364 | $36,179,083 |
David Weekley Family Foundation Houston, TX | $132,693,267 | $39,507,010 |
T L L Temple Foundation Lufkin, TX | $464,501,486 | $44,070,137 |
El Pomar Foundation Colorado Springs, CO | $452,441,260 | $71,471,160 |
George S Eccles And Delores Dore Eccles Foundation Salt Lake City, UT | $0 | $176,040,595 |
Catena Foundation Carbondale, CO | $397,661,850 | $217,833,912 |