Nonprofit · EIN 22-3334346
NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC
Tax-exempt · SANTA FE, NM 87506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $709,015 | $482,272 | $226,743 | $4,941,882 | $0 | $4,941,882 |
| December 31, 2024 | 990-PF | $1,368,221 | $403,072 | $965,149 | $4,715,139 | $0 | $4,715,139 |
| December 31, 2023 | 990-PF | $250,006 | $351,106 | -$101,100 | $3,749,990 | $0 | $3,749,990 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $108,920
- Interest
- $6,679
- Net gain from sales of assets
- $373,392
- Other income
- $220,024
Expenses
- Grants and similar amounts paid
- $450,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $450,000
- Excise tax on investment income
- $9,834
Balance sheet and other
- Total assets, start of year
- $4,715,139
- Total assets, end of year
- $4,941,882
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,941,882
- Fair market value of assets
- $10,095,067
- Qualifying distributions
- $450,000
- Net investment income
- $709,015
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 |
|---|---|---|---|
| Nicholas Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | President | 1 | $0 |
| Mark Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Treasurer | 1 | $0 |
| Catherine L Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Diana Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Donna Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicholas Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | President | 1 | $0 |
| Mark Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Treasurer | 1 | $0 |
| Catherine L Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Diana Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Donna Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicholas Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | President | 1 | $0 |
| Mark Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Treasurer | 1 | $0 |
| Catherine L Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Diana Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | VP | 1 | $0 |
| Donna Carlozzi 75 Bluestem Drive, Santa Fe, NM 875069509 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 75 BLUESTEM DR, SANTA FE, NM 87506-9509
- In care of
- % NICHOLAS CARLOZZI
- Signed the 990-PF
- Nicholas Carlozzi, President
- Phone
- (973) 715-9677
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
- 22-3334346
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,941,882
- Income (IRS master file)
- $1,139,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $709,015 | $482,272 | $4,941,882 | XML |
| 990-PF | December 2024 | $1,368,221 | $403,072 | $4,715,139 | IRS |
| 990-PF | December 2023 | $250,006 | $351,106 | $3,749,990 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 22-3334346).
Questions about NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC
- What is the EIN of NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC is 22-3334346.
- Is NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE 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 NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE 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 NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NICHOLAS H AND MARGARET H CARLOZZI CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $709,015, expenses of $482,272 and total assets of $4,941,882 at year end.
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