Nicholas H and Margaret H Carlozzi Charitable Foundation Inc
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc is a private foundation focused on Children and youth, based in SANTA FE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 11 grants totaling $400K. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.7M
+25.7% YoY
Annual Giving
$400K
+15.9% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$36K
+37.0% YoY
Under IRS private-foundation payout rules, Nicholas H and Margaret H Carlozzi Charitable Foundation Inc reported a distributable amount of $403K for 2024 — the minimum it must pay out in qualifying distributions.
About Nicholas H and Margaret H Carlozzi Charitable Foundation Inc
Based on IRS filings
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc is a private foundation focused on Children and youth, based in SANTA FE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 11 grants totaling $400K. Net investment income was $1.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,715,139 | $3,749,990 | $3,851,090 |
| Revenue | $1,368,221 | $250,006 | $340,111 |
| Expenses | $403,072 | $351,106 | $372,363 |
| Qualifying Distributions | $400,000 | $345,000 | $370,000 |
| Net Investment Income | $1,367,805 | $249,556 | $338,527 |
| Distributable Amount | $402,638 | $341,650 | $339,775 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Institute of American Indian Arts Foundation ($120,000), Cancer Foundation for New Mexico ($70,000), University of Hawaii Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| University of Hawaii Foundation Honolulu, HI | Contribution provided | $50,000 |
| Ahead with Horses Shadow Hills, CA | Contribution provided | $20,000 |
| Bell Socialization Services York, PA | Contribution provided | $30,000 |
| Cancer Foundation for New Mexico Santa Fe, NM | Contribution provided | $70,000 |
| The Food Depot Santa Fe, NM | Contribution provided | $10,000 |
| Institute of American Indian Arts Foundation Santa Fe, NM | Contribution provided | $120,000 |
| Mission San Buenaventura Ventura, CA | Contribution provided | $15,000 |
| St Jude Childrens Research Hospital Memphis, TN | Contribution provided | $10,000 |
| Womens Law Center of Maryland Towson, MD | Contribution provided | $20,000 |
| weSPARK Sherman Oaks, CA | Contribution provided | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Nicholas Carlozzi | President | 1 | — |
| Mark Carlozzi | Treasurer | 1 | — |
| Catherine L Carlozzi | VP | 1 | — |
| Diana Carlozzi | VP | 1 | — |
| Donna Carlozzi | Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc is a private foundation focused on Children and youth, based in SANTA FE, NM. It holds $4.7M in total assets as of 2024.
How large is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc?
As of 2024, Nicholas H and Margaret H Carlozzi Charitable Foundation Inc holds $4.7M in total assets with $1.4M in annual revenue. It awarded 11 grants totaling $400K in 2024.
Where does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc operate?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc has awarded grants in California, Hawaii, Maryland, New Jersey, New Mexico, New York, Pennsylvania, Tennessee.
What size grants does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc award?
In 2024, Nicholas H and Margaret H Carlozzi Charitable Foundation Inc awarded 11 grants totaling $400K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nicholas H and Margaret H Carlozzi Charitable Foundation Inc reported a distributable amount of $403K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's EIN?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's EIN (Employer Identification Number) is 22-3334346. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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