Nonprofit · EIN 20-1451752
THE CARROLL AND MILTON PETRIE FOUNDATION INC
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,899,190 | $9,575,349 | -$676,159 | $117,357,134 | $0 | $117,357,134 |
| December 31, 2024 | 990-PF | $8,104,437 | $7,901,544 | $202,893 | $110,836,074 | $0 | $110,836,074 |
| December 31, 2023 | 990-PF | $10,620,605 | $8,202,941 | $2,417,664 | $102,889,545 | $0 | $102,889,545 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,314,981
- Dividends
- $2,423,739
- Net gain from sales of assets
- $5,154,832
- Other income
- $5,638
Expenses
- Grants and similar amounts paid
- $8,153,704
- Compensation of officers, directors and key employees
- $364,486
- Salaries, compensation and benefits (total)
- $270,787
- Disbursements for charitable purposes
- $9,161,639
- Excise tax on investment income
- $98,220
Balance sheet and other
- Total assets, start of year
- $110,836,074
- Total assets, end of year
- $117,357,134
- Total liabilities, end of year
- $0
- Net assets, end of year
- $117,357,134
- Fair market value of assets
- $117,357,134
- Qualifying distributions
- $9,161,639
- Net investment income
- $7,573,899
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CASS CONRAD 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | EXECUTIVE DIRECTOR | 40 | $332,487 | $31,999 |
| DESIREE VAZQUEZ BARLATT 1133 6TH AVE PBWT/BRANDMAN 2, NEW YORK, NE 10016 | PROGRAM OFFICER Highest-paid employee | 35 | $162,683 | $15,330 |
| ALEXANDER ROLAND 1133 6TH AVE PBWT/BRANDMAN 2, NEW YORK, NY 10016 | KNOWLEDGE & GRANTS Highest-paid employee | 35 | $104,463 | $31,288 |
| ETTA BRANDMAN 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | CO-PRESIDENT & director | 1 | $0 | $0 |
| REGINA PERUGGI 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | CO-PRESIDENT & director | 1 | $0 | $0 |
| JEAN TROUBH 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | VICE PRESIDENT & director | 1 | $0 | $0 |
| DAVID TANNER 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | TREASURER & director | 1 | $0 | $0 |
| GAIL GORDON 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | SECRETARY & Director | 1 | $0 | $0 |
| KARRIN WILKS 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | DIRECTOR | 1 | $0 | $0 |
| MEISHA PORTER 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | DIRECTOR | 1 | $0 | $0 |
| STEVE COLON 1133 6th Ave PBWT/Brandman 25 Fl, New York, NY 10036 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CASS CONRAD 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | EXECUTIVE DIRECTOR | 40 | $309,375 | $35,578 |
| DESIREE VAZQUEZ BARLATT 1133 6TH AVE PBWT/BRANDMAN 2, NEW YORK, NY 10016 | PROGRAM OFFICER Highest-paid employee | 35 | $153,503 | $29,083 |
| ALEXANDER ROLAND 1133 6TH AVE PBWT/BRANDMAN 2, NEW YORK, NY 10016 | KNOWLEDGE & GRANTS Highest-paid employee | 35 | $99,986 | $4,166 |
| ETTA BRANDMAN 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | CO-PRESIDENT | 5 | $0 | $0 |
| REGINA PERUGGI 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | CO-PRESIDENT | 5 | $0 | $0 |
| JEAN TROUBH 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | VICE PRESIDENT | 5 | $0 | $0 |
| DAVID TANNER 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | TREASURER | 5 | $0 | $0 |
| GAIL GORDON 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | SECRETARY | 5 | $0 | $0 |
| KARRIN WILKS 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | DIRECTOR | 5 | $0 | $0 |
| MEISHA PORTER 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | DIRECTOR | 5 | $0 | $0 |
| STEVE COLON 1133 6th Ave PBWT/Brandman 25 fl, NEW YORK, NY 10036 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cass Conrad 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Executive Director | 35 | $297,500 | $25,000 |
| Desiree Vazquez Barlatt 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Program Officer Highest-paid employee | 35 | $149,050 | $12,500 |
| Alexander Roland 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Knowledge & Grants Highest-paid employee | 35 | $96,140 | $26,026 |
| Etta Brandman 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Director/Co-President | 1 | $0 | $0 |
| Regina Peruggi 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Director/Co-President | 1 | $0 | $0 |
| Jean Troubh 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Director/Vice-President | 1 | $0 | $0 |
| Gail Gordon 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Director/Treasurer | 1 | $0 | $0 |
| David Tanner 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | DIRECTOR | 1 | $0 | $0 |
| Karrin Wilkis 41 Flatbush Avenue Fl 2, Brooklyn, NY 11217 | Director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1133 6TH AVE PBWT/BRANDMAN 25 FL, NEW YORK, NY 10036-6710
- In care of
- % ETTA BRANDMAN
- Signed the 990-PF
- ETTA BRANDMAN, President
- Phone
- (917) 753-0877
- Website
- PETRIE.ORG
- Return prepared by
- WITHUM SMITH BROWN PC
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 | 990-PF 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
- 20-1451752
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $117,357,134
- Income (IRS master file)
- $24,675,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,899,190 | $9,575,349 | $117,357,134 | XML |
| 990-PF | December 2024 | $8,104,437 | $7,901,544 | $110,836,074 | XML |
| 990-PF | December 2023 | $10,620,605 | $8,202,941 | $102,889,545 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-1451752).
Questions about THE CARROLL AND MILTON PETRIE FOUNDATION INC
- What is the EIN of THE CARROLL AND MILTON PETRIE FOUNDATION INC?
- The employer identification number (EIN) of THE CARROLL AND MILTON PETRIE FOUNDATION INC is 20-1451752.
- Is THE CARROLL AND MILTON PETRIE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE CARROLL AND MILTON PETRIE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CARROLL AND MILTON PETRIE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CARROLL AND MILTON PETRIE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CARROLL AND MILTON PETRIE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CARROLL AND MILTON PETRIE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 3 received compensation from the organization, the highest $332,487 (CASS CONRAD, EXECUTIVE DIRECTOR).
- How much revenue does THE CARROLL AND MILTON PETRIE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,899,190, expenses of $9,575,349 and total assets of $117,357,134 at year end.
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