Nicholas H and Margaret H Carlozzi Charitable Foundation Inc
The Nicholas H and Margaret H Carlozzi Charitable Foundation Inc. is a private foundation based in Santa Fe, New Mexico. It made 13 grants totaling $450,000 in 2025 to organizations in several states, including organizations providing scholarships, legal services, homelessness services, food assistance, and cancer support.
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc at a glance
In short: Nicholas H and Margaret H Carlozzi Charitable Foundation Inc gave $450K across 13 grants in 2025 (avg $35K), top state New Mexico. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $450,000
- +12.5% vs 2024
- Grants made (2025)
- 13
- +18.2% vs 2024
- Average grant
- $34,615
- -4.8% vs 2024
- Median grant
- $30,000
- Total assets
- $4,941,882
- +4.8% vs 2024
- New grantees (estimate)
- 15% first-time grantees (2 of 13, 2025; small sample)
- Primary geography
- New Mexico (31% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Nicholas H and Margaret H Carlozzi Charitable Foundation Inc
- How to Apply
-
The foundation’s 2024 filing says grant requests should be submitted electronically to the foundation’s email address. It states that grants are not made to individuals.
- Review Cycle
- The filing lists November 1, 2025. This was a past deadline as of September 29, 2026.
- Deadline
- The filing lists November 1, 2025.
- Contact
Application contact: Carlozzi Family Foundation
Mailing address: 75 Bluestem Dr, Santa Fe, NM 87506
Phone: (973) 715-9677
Email: foundation@carlozzi.net
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Nicholas H and Margaret H Carlozzi Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Institute of American Indian Arts Foundation ($80K). Together the top 10 received $410K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 51 grants of 68 (75%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in New Mexico (31%), Maryland (24%), California (18%), Pennsylvania (13%), and Hawaii (11%).
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc open to new grantees?
15%
first-time grantees, 2025
In 2025, 2 of 13 grantees (15%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $20K; repeat grants $37K. How we count
Medians: $20K first-time, $30K repeat.
- 85% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $345K (2023) to $450K (2025). In 2025 it made 13 grants totaling $450K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Institute of American Indian Arts Foundation Santa Fe, NM | Undergraduate College Scholarships | $80,000 |
| Womens Law Center of Maryland Towson, MD | Indigent Legal Services | $60,000 |
| University of Hawaii Foundation Honolulu, HI | Community Jr College Supprot | $50,000 |
| YMCA of Central Maryland Baltimore, MD | YMCA | $50,000 |
| Bell Socialization Services York, PA | Homeless Services | $40,000 |
| Ahead with Horses Shadow Hills, CA | Rehabilitative Medical Services | $30,000 |
| Cancer Foundation for New Mexico Santa Fe, NM | Personal Social Services | $30,000 |
| The Food Depot Santa Fe, NM | Food Bank | $30,000 |
| Refresh Berks Reading, PA | Human Services Organization | $20,000 |
| Ventura County Believe Center Oxnard, CA | Human Sercices Organization | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,941,882 | $709,015 | $482,272 | $450,000 | 13 | $450,000 | $707,485 | $459,637 |
| 2024 | $4,715,139 | $1,368,221 | $403,072 | $400,000 | 11 | $400,000 | $1,367,805 | $402,638 |
| 2023 | $3,749,990 | $250,006 | $351,106 | $345,000 | 13 | $345,000 | $249,556 | $341,650 |
| 2022 | $3,851,090 | $340,111 | $372,363 | $370,000 | 16 | $370,000 | $338,527 | $339,775 |
| 2021 | $3,883,342 | $180,548 | $355,849 | $350,000 | 15 | $350,000 | $193,325 | $401,360 |
| 2020 | $4,058,643 | $403,734 | $350,805 | $350,000 | 16 | — | $403,011 | $314,903 |
Under IRS private-foundation payout rules, Nicholas H and Margaret H Carlozzi Charitable Foundation Inc reported a distributable amount of $460K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas such as education, legal services, housing and homelessness, food assistance, health, and human services.
Among its grantees, the Institute of American Indian Arts Foundation says it supports the educational and charitable purposes of the Institute of American Indian Arts. Bell Socialization Services says it provides housing and basic living support through mental health, intellectual disability, and shelter services. The Food Depot describes its work as building a hunger-free New Mexico through community partnerships. Cancer Foundation for New Mexico says it assists cancer patients treated in Santa Fe with transportation, lodging, groceries, and other support. Ahead With Horses describes its work as equine therapy for disabled, disadvantaged, and special-needs children, while weSPARK says it provides free services to improve quality of life for cancer patients, survivors, and loved ones.
Grantmaking
In 2025, the foundation made 13 grants totaling $450,000. Grant amounts ranged from $10,000 to $80,000, with a median grant of $30,000.
Notable 2025 grants included $80,000 to the Institute of American Indian Arts Foundation for undergraduate college scholarships; $60,000 to the Women’s Law Center of Maryland for indigent legal services; $50,000 each to the University of Hawaii Foundation and YMCA of Central Maryland; and $40,000 to Bell Socialization Services for homelessness services. The foundation also awarded $30,000 each to Ahead With Horses, Cancer Foundation for New Mexico, and The Food Depot.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Nicholas Carlozzi as president, Mark Carlozzi as treasurer, Catherine L Carlozzi and Diana Carlozzi as vice presidents, and Donna Carlozzi as secretary.
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc is led by Nicholas Carlozzi, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nicholas Carlozzi
President
On filings since 2020
1 hr/week
No compensation reported
Catherine L Carlozzi
Vice President
On filings since 2020
1 hr/week
No compensation reported
Diana Carlozzi
Vice President
On filings since 2020
1 hr/week
No compensation reported
Donna Carlozzi
Secretary
Vice President → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Mark Carlozzi
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Robert Carlozzi (2020–2022) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Nicholas H and Margaret H Carlozzi Charitable Foundation Inc
How much does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc give each year?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc gave $450K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $400K across 11 grants.
What is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's typical grant size?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's median grant in 2025 was $30,000, and its average grant was $34,615, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Nicholas H and Margaret H Carlozzi Charitable Foundation Inc that year got $20K on average.
Where does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc give grants?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's top state is New Mexico, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (24%) and California (18%). The most frequent recipient cities were Santa Fe, NM (3 grants).
Does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's largest grantees?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's largest 2025 grantees include Institute of American Indian Arts Foundation ($80,000), Womens Law Center of Maryland ($60,000) and University of Hawaii Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is Nicholas H and Margaret H Carlozzi Charitable Foundation Inc?
Nicholas H and Margaret H Carlozzi Charitable Foundation Inc reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $450K in qualifying distributions that year, against a required minimum of $460K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Nicholas H and Margaret H Carlozzi Charitable Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas such as education, legal services, housing and homelessness, food assistance, health, and human services. See mission & focus areas ↑
How do I apply for a grant from Nicholas H and Margaret H Carlozzi Charitable Foundation Inc?
The foundation’s 2024 filing says grant requests should be submitted electronically to the foundation’s email address. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Nicholas H and Margaret H Carlozzi Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/nicholas-h-and-margaret-h-carlozzi-charitable-foundation-inc-morg_3034fe9d748549b898c393e384b5e9f6
BibTeX
@misc{grantable_223334346_2026,
author = {{Grantable}},
title = {{Nicholas H and Margaret H Carlozzi Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/nicholas-h-and-margaret-h-carlozzi-charitable-foundation-inc-morg_3034fe9d748549b898c393e384b5e9f6},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Nicholas H and Margaret H Carlozzi Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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