Nicholas H and Margaret H Carlozzi Charitable Foundation Inc

SANTA FE, NM EIN: 22-3334346

Nicholas H and Margaret H Carlozzi Charitable Foundation Inc is a private foundation, 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

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, 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

8states

Cities

BaltimoreBloomfieldHonoluluKapaaKappaMemphisMontclairNew YorkOxnardSanta FeShadow HillsSherman OaksTowsonVenturaYork

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$376K$753K$1M$2M20202021202220232024
Metric202420232022
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

$0$100K$200K$300K$400K16 grants202015 grants202116 grants202213 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Institute of American In…$120KCancer Foundation for Ne…$70KUniversity of Hawaii Fou…$50KYMCA of Central Maryland$40KBell Socialization Servi…$30KAhead with Horses$20KWomens Law Center of Mar…$20KMission San Buenaventura$15KweSPARK$15KThe Food Depot$10K

Grant Size Distribution

71 grants across all recorded years

55<$50K15$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Nicholas CarlozziPresident1
Mark CarlozziTreasurer1
Catherine L CarlozziVP1
Diana CarlozziVP1
Donna CarlozziSecretary1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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