SANTA FE, NM
Carroll Petrie Foundation
Quick Facts
- EIN
- 133912203
- Location
- SANTA FE, NM
- Category
- Philanthropy & Grantmaking
- Total Assets
- $320.6M
- Annual Income
- $35.9M
- IRS Ruling Year
- 1998
- Organization Type
- Corporation
- Principal Officer
- % David J Stoll Milbank Llp
- Tax Deductibility
- Contributions are deductible
About This Foundation
Carroll Petrie Foundation is a private corporation based in SANTA FE, NM. The foundation received its IRS ruling in 1998. The principal officer is % David J Stoll Milbank Llp. It holds total assets of $320.6M. Annual income is reported at $35.9M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$21.9M
2022+30%
Total Assets
$306.7M
2022+0%
Fair Market Value
$330.8M
2022
Net Worth
$305.1M
2022
Grants Paid
$16.6M
2022
Contributions
$821K
2022
Net Investment Income
$18.6M
2022
Distribution Amount
$17.1M
2022
Total Giving by Year
$1.6M
11$2.1M
12$1.5M
13$1M
14$419K
15$17.2M
19$17.1M
20$16.9M
21$21.9M
22Asset Growth
$2.8M
11$2.7M
12$2.4M
13$2.7M
14$2.5M
15$268.6M
19$268M
20$306.6M
21$306.7M
22Investment Portfolio (2022)
Total: $63.2M
Corporate Stock: $34.6M
Corporate Bonds: $28.6M
Other Investments: $238.4M
Corporate Stock (11%)
Corporate Bonds (9%)
Other Investments (79%)
Expense Breakdown (2022)
Grants Paid$16.6M
Officer Compensation$568K
Pension & Benefits$218K
Legal Fees$188K
Accounting Fees$45K
Travel & Conferences$22K
Occupancy$19K
Revenue Sources (2022)
- Capital Gains (Net)
- $10.9M
- Other Income
- $9.3M
- Dividends
- $1M
- Contributions
- $821K
- Interest
- $9K
Financial Details (2022)
- Total Revenue
- $22.1M
- Total Expenses
- $21.9M
- Exempt Purpose Expenses
- $18.2M
- Required Distribution
- $17.1M
- Undistributed Income
- $16.8M
- Grants Approved (Future)
- $160K
- Total Liabilities
- $1.7M
- Excise Tax
- $259K
Foundation Classification (2022)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$14.2M
Average Grant
$285K
Median Grant
$150K
Grant Range
Min$75K
Max$3M
Median: $150K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
WA: $600K (1)
ID
MT
ND
MN
WI
MI
NY
NY: $175K (1)
MA
CT
RI
RI: $3.6M (2)
OR
OR: $310K (2)
NV
WY
WY: $150K (1)
SD
IA
IL
IN
OH
PA
PA: $250K (1)
NJ
CA
CA: $725K (3)
UT
UT: $250K (1)
CO
CO: $150K (1)
NE
MO
KY
WV
VA
VA: $605K (3)
MD
MD: $100K (1)
DE
DC
DC: $3.1M (8)
AZ
AZ: $500K (2)
NM
NM: $3.6M (22)
KS
AR
TN
NC
SC
OK
LA
LA: $150K (1)
MS
AL
GA
FL
HI
TX
NM$3.6M (22)
RI$3.6M (2)
DC$3.1M (8)
CA$725K (3)
VA$605K (3)
WA$600K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vanguard CharitableCharitable giving | Warwick, RI | $3M | 2022 |
| White Coat Waste ProjectGeneral support | Washington, DC | $1M | 2022 |
| Animal Protection New MexicoProgrammatic support | Albuquerque, NM | $650K | 2022 |
| Xerces Society IncPollinators, Pesticides & New Mexico work | Seattle, WA | $600K | 2022 |
| Vanguard CharitableCharitable giving | Warwick, RI | $600K | 2022 |
| Center For Food SafetyPollinators & Pesticide Program; GMO Campaign | Washington, DC | $500K | 2022 |
| Physicians Committee For Responsible MedicineToxicology Program | Washington, DC | $500K | 2022 |
| Animal Legal Defense FundCriminal Justice and Litigation Programs | Cotati, CA | $500K | 2022 |
| Wildearth GuardiansNew Mexico & Forest Wisdom program support | Santa Fe, NM | $425K | 2022 |
| Center For Biological DiversityNew Mexico & Environmental Health Programs | Tucson, AZ | $400K | 2022 |
| National Wildlife FederationUpper Rio Grande work & pilot Pollinator Project | Reston, VA | $305K | 2022 |
| WlfEducation | Washington, DC | $300K | 2022 |
| Espanola Valley Humane SocietyGeneral support | Espaola, NM | $250K | 2022 |
| New Mexico Wilderness AllianceConservation work in New Mexico and Colorado | Albuquerque, NM | $250K | 2022 |
| Wild Earth Society Inc Dba Wildlands NetworkNew Mexico Program | Salt Lake City, UT | $250K | 2022 |
| Defenders Of WildlifeWork in New Mexico and Arizona | Washington, DC | $250K | 2022 |
| Rodale InstituteNew York and New Mexico Programs | Kutztown, PA | $250K | 2022 |
| The Humane Society Of The United StatesU.S. #BeCrueltyFree & Animal Research Campaigns | Washington, DC | $225K | 2022 |
| Trout UnlimitedConservation work in New Mexico and Colorado | Arlington, VA | $225K | 2022 |
| Rio Grande ReturnGeneral support & pollinator work | Santa Fe, NM | $175K | 2022 |
| Panthera CorporationRange-wide puma assessment | New York, NY | $175K | 2022 |
| Western Environmental Law CenterWork in New Mexico | Eugene, OR | $175K | 2022 |
| Tree New MexicoGeneral support | Albuquerque, NM | $150K | 2022 |
| Audubon SouthwestHabitat & imperiled bird species work | Santa Fe, NM | $150K | 2022 |
| Chimp HavenChimp care | Keithville, LA | $150K | 2022 |
| Pesticide Action NetworkGeneral support | Berkeley, CA | $150K | 2022 |
| Amigos BravosProtecting & restoring river systems | Taos, NM | $150K | 2022 |
| Environmental Health TrustBirds, Bees and Trees Program & general support | Teton Village, WY | $150K | 2022 |
| Western Resource AdvocatesHire | Boulder, CO | $150K | 2022 |
| Animal Services Center Of The Mesilla ValleyAnimal Services Center support | Las Cruces, NM | $150K | 2022 |
| Food & Water WatchMega-dairy work in New Mexico | Washington, DC | $150K | 2022 |
| Beyond PesticiesGeneral support | Washington, DC | $150K | 2022 |
| New Mexico Horse Rescue At Walkin N Circles Ranch (Walkin N Circles Ranch IFacility improvements & general support | Edgewood, NM | $140K | 2022 |
| Institute For Applied EcologyRiver for Monarchs Project | Corvallis, OR | $135K | 2022 |
| Animal Humane New MexicoProject Fetch & donor-subsidized veterinary clinic | Albuquerque, NM | $125K | 2022 |
| Bro And Tracy Animal WelfareSpay/neuter mobile unit & general support | Corrales, NM | $125K | 2022 |
| Farmington Regional Animal ShelterAnimal Shelter support | Farmington, NM | $115K | 2022 |
| Four Corners Equine RescueGeneral support | Aztec, NM | $100K | 2022 |
| Center For Contemporary SciencesGeneral support | Gaithersburg, MD | $100K | 2022 |
| Doa Ana County Humane SocietyAnimal Relief Program | Las Cruces, NM | $100K | 2022 |
| International Dark-Sky AssociationNew Mexico pilot program & Southwest work | Tucson, AZ | $100K | 2022 |
| Phoenix Zones InitiativeAnimal Protection Program | Albuquerque, NM | $90K | 2022 |
| New Mexico Wildlife CenterWildlife hospital & electrical upgrades | Espanola, NM | $85K | 2022 |
| Homeless Animal Rescue Team Of New MexicoSpay and neuter program | Los Lunas, NM | $75K | 2022 |
| Aztec Animal Care & ControlAnimal Shelter support | Aztec, NM | $75K | 2022 |
| Independent Women'S ForumIndependent Women's Law Center | Winchester, VA | $75K | 2022 |
| Pecos People For Animal Welfare Society Dba PawsSpay/neuter mobile unit | Santa Fe, NM | $75K | 2022 |
| City Of AlamogordoAnimal Control Center support | Alamogordo, NM | $75K | 2022 |
| Earth Island InstituteWild Heritage's Southwest forest work | Berkeley, CA | $75K | 2022 |
| Animal Welfare Coalition Of Northeastern New MexicoGeneral support | Las Vegas, NM | $75K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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