Nonprofit · EIN 13-3912203
CARROLL PETRIE FOUNDATION
Tax-exempt · SANTA FE, NM 87505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $35,880,569 | $19,427,110 | $16,453,459 | $320,611,220 | $1,596,333 | $319,014,887 |
| December 31, 2023 | 990-PF | $17,848,874 | $20,244,127 | -$2,395,253 | $304,255,746 | $1,640,541 | $302,615,205 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,562
- Dividends
- $4,486,341
- Interest
- $3,479
- Net gain from sales of assets
- $24,352,308
- Other income
- $7,021,879
Expenses
- Grants and similar amounts paid
- $14,236,500
- Compensation of officers, directors and key employees
- $649,039
- Salaries, compensation and benefits (total)
- $770,213
- Disbursements for charitable purposes
- $16,250,239
- Excise tax on investment income
- $450,802
Balance sheet and other
- Total assets, start of year
- $304,255,746
- Total assets, end of year
- $320,611,220
- Total liabilities, end of year
- $1,596,333
- Net assets, end of year
- $319,014,887
- Fair market value of assets
- $388,709,498
- Qualifying distributions
- $16,250,239
- Net investment income
- $35,302,476
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THEODORA PORTAGO 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | PRESIDENT, DIRECTOR & EXEC DIRECTOR | 40 | $372,544 | $41,098 |
| ZACH DILLENBACK 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | ASST TREASURER & CFO | 40 | $200,764 | $21,702 |
| ROBERT REID 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | SENIOR ADVISOR Highest-paid employee | 40 | $179,986 | $18,840 |
| JACKIE HALL 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | PROGRAM OFFICER Highest-paid employee | 40 | $138,236 | $26,934 |
| LAURA BONAR 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | PROGRAM OFFICER Highest-paid employee | 40 | $124,200 | $20,828 |
| PRISCILLA ORNELAS 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | OFFICE MANAGER & STA Highest-paid employee | 40 | $117,725 | $26,303 |
| JENNIFER PEDNEAU 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | PROGRAM OFFICER Highest-paid employee | 40 | $116,339 | $28,003 |
| CAROLINA PORTAGO 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | VICE PRESIDENT, DIRECTOR & SECRETARY | 10 | $37,866 | $0 |
| CAMILLE MANNING 1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505 | TREASURER & DIRECTOR | 10 | $37,866 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Theodora Portago 401 East Palace Ave, Santa Fe, NM 87501 | President, Director & Exec Director | 40 | $367,350 | $44,867 |
| Zach Dillenback 401 East Palace Ave, Santa Fe, NM 87501 | Assistant Treasurer & CFO | 40 | $226,433 | $36,694 |
| Bob Reid 401 East Palace Ave, Santa Fe, NM 87501 | Senior Advisor Highest-paid employee | 40 | $183,250 | $18,000 |
| Jackie Hall 401 East Palace Ave, Santa Fe, NM 87501 | Program Officer Highest-paid employee | 40 | $123,178 | $26,764 |
| Laura Bonar 401 East Palace Ave, Santa Fe, NM 87501 | Program Officer Highest-paid employee | 40 | $120,626 | $21,150 |
| Jennifer Pedneau 401 East Palace Ave, Santa Fe, NM 87501 | Program Officer Highest-paid employee | 40 | $112,440 | $28,892 |
| Joan Kelly 401 East Palace Ave, Santa Fe, NM 87501 | Grants Manager Highest-paid employee | 40 | $88,750 | $22,445 |
| Carolina Portago 401 East Palace Ave, Santa Fe, NM 87501 | Vice President, Director & Secretary | 10 | $0 | $0 |
| Camille Manning 401 East Palace Ave, Santa Fe, NM 87501 | Treasurer & Director | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 CORDOVA PL PMB 524, SANTA FE, NM 87505-1725
- In care of
- % DAVID J STOLL MILBANK LLP
- Signed the 990-PF
- THEODORA PORTAGO, PRESIDENT AND DIRECTOR
- Phone
- (212) 530-5887
- Website
- WWW.CARROLLPETRIE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3912203
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $320,611,220
- Income (IRS master file)
- $35,882,181
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $35,880,569 | $19,427,110 | $320,611,220 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $17,848,874 | $20,244,127 | $304,255,746 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3912203).
Questions about CARROLL PETRIE FOUNDATION
- What is the EIN of CARROLL PETRIE FOUNDATION?
- The employer identification number (EIN) of CARROLL PETRIE FOUNDATION is 13-3912203.
- Is CARROLL PETRIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CARROLL PETRIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARROLL PETRIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARROLL PETRIE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARROLL PETRIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CARROLL PETRIE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 9 received compensation from the organization, the highest $372,544 (THEODORA PORTAGO, PRESIDENT, DIRECTOR & EXEC DIRECTOR).
- How much revenue does CARROLL PETRIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $35,880,569, expenses of $19,427,110 and total assets of $320,611,220 at year end.
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