Josephine Ecklund Petrie & Charles a is a private foundation focused on Education, based in MONTROSE, CO. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 3 grants totaling $57K. Net investment income was $56K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$526K
-3.5% YoY
Annual Giving
$57K
+280.0% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$19K
+153.3% YoY
About Josephine Ecklund Petrie & Charles a
Based on IRS filings
Josephine Ecklund Petrie & Charles a is a private foundation focused on Education, based in MONTROSE, CO. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 3 grants totaling $57K. Net investment income was $56K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $526,196 | $545,128 | $522,798 |
| Revenue | $55,596 | $40,854 | $47,840 |
| Expenses | $65,528 | $4,414 | $68,566 |
| Qualifying Distributions | $57,000 | $15,000 | $45,000 |
| Net Investment Income | $55,596 | $40,854 | $47,840 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Benjamin Perfurs ($22,500), Gavin Hall ($22,500), Mia Duncan ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BENJAMIN PERFURS MONTROSE, CO | COLLEGE TUITION & EXPENSE | $22,500 |
| GAVIN HALL OLATHE, CO | COLLEGE TUITION & EXPENSES | $22,500 |
| MIA DUNCAN MONTROSE, CO | COLLEGE TUITION & EXPENSES | $12,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRANDON KELTZ | TRUSTEE | 0.5 | $750 |
| DANIEL J LOWENBERG | TRUSTEE | 1 | $5,429 |
| MARK VIDMAR | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Josephine Ecklund Petrie & Charles a?
Josephine Ecklund Petrie & Charles a is a private foundation focused on Education, based in MONTROSE, CO. It holds $526K in total assets as of 2024.
How large is Josephine Ecklund Petrie & Charles a?
As of 2024, Josephine Ecklund Petrie & Charles a holds $526K in total assets with $56K in annual revenue. It awarded 3 grants totaling $57K in 2024.
Where does Josephine Ecklund Petrie & Charles a operate?
Josephine Ecklund Petrie & Charles a has awarded grants in Colorado.
What size grants does Josephine Ecklund Petrie & Charles a award?
In 2024, Josephine Ecklund Petrie & Charles a awarded 3 grants totaling $57K — an average of about $19K per grant, based on its IRS Form 990 filings.
What is Josephine Ecklund Petrie & Charles a's EIN?
Josephine Ecklund Petrie & Charles a's EIN (Employer Identification Number) is 32-6050918. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.