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Also known as: PETRIE MEMORIAL SCHOLARSHIP TRUST
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Josephine Ecklund Petrie And Charles A Petrie Memorial is a private trust based in MONTROSE, CO. The foundation received its IRS ruling in 2007. It holds total assets of $550K. Annual income is reported at $729K. The foundation is governed by 4 officers and trustees. Provided scholarships to qualified recipients for college for $12,000 to $15,000 per academic year, renewable for up to 4 years. Tax records are available from 2016 to 2023. According to available records, Josephine Ecklund Petrie And Charles A Petrie Memorial has made 6 grants totaling $87K, with a median grant of $15K. The foundation has distributed between $42K and $45K annually from 2021 to 2022. Individual grants have ranged from $12K to $15K, with an average award of $15K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Colorado. Contributions to this foundation are tax-deductible.
Provided scholarships to qualified recipients for college for $12,000 to $15,000 per academic year, renewable for up to 4 years.
Expenses: $42K
Monitored progress/achievements of scholarship recipient in college
Provided scholarships to qualified recipients for college for $12,000 to $15,000 per academic year, renewable for up to 4 years. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in CO.
Josephine Ecklund Petrie And Charles A Petrie Memorial has distributed a total of $87K across 6 grants. The median grant size is $15K, with an average of $15K. Individual grants have ranged from $12K to $15K.
The application deadline is PRIOR TO END OF SCHOOL YEAR. Graduate of a montrose county high school in top 25% academically of graduating class.
Josephine Ecklund Petrie And Charles A Petrie Memorial is headquartered in MONTROSE, CO.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Victor T Roushar | TRUSTEE | $3K | $0 | $3K |
| Charles J Vidmar | TRUSTEE | $2K | $0 | $2K |
| Brandon E Keltz | TRUSTEE | $2K | $0 | $2K |
| Daniel J Lowenberg | TRUSTEE | $0 | $0 | N/A |
Total Giving
$4K
Total Assets
$545K
Fair Market Value
$631K
Net Worth
$470K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$41K
Distribution Amount
N/A
Total: $513K
Total Grants
6
Total Giving
$87K
Average Grant
$15K
Median Grant
$15K
Unique Recipients
5
Most Common Grant
$15K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Gavin HallCOLLEGE TUITION & EXPENSE | Olathe, CO | $15K | 2022 |
| Olivia HagaCOLLEGE TUITION & EXPENSE | Montrose, CO | $15K | 2022 |
| Ben PerforsCOLLEGE TUITION & EXPENSE | Montrose, CO | $15K | 2022 |
| Olivia HaganCOLLEGE TUITION & EXPENSE | Montrose, CO | $15K | 2021 |
| Taylor KettellCOLLEGE TUITION & EXPENSE | Montrose, CO | $12K | 2021 |