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.
Key facts about Josephine Ecklund Petrie & Charles a
- EIN
- 32-6050918
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $57,000
- Grants made (2024)
- 3
- Average grant
- $19,000
- Median grant
- $22,500
- Total assets
- $526,196
- Primary geography
- Colorado (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Josephine Ecklund Petrie & Charles a funds
By grant dollars, the top recipient states for Josephine Ecklund Petrie & Charles a's 3 itemized 2024 grants were Colorado (100%). The most frequent recipient cities were Montrose, CO (2 grants). None of its 3 grants with a stated purpose were described as general or operating support.
How Josephine Ecklund Petrie & Charles a gives
- Giving grew 36% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Josephine Ecklund Petrie & Charles a
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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
Share of all 3 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
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 recipients 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 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.