Nicholas H and Margaret H Carlozzi Charitable Foundation Inc

SANTA FE, NM EIN: 22-3334346

Children and youth Adults Economically disadvantaged people People with diseases and illnesses Arts and culture

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

-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

Focus Areas

Children and youth Adults Economically disadvantaged people People with diseases and illnesses Arts and culture

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Mexico $485K (27%)

Hawaii $405K (22%)

New Jersey $260K (14%)

Maryland $245K (13%)

California $215K (12%)

Pennsylvania $135K (7%)

Tennessee $50K (3%)

New York $20K (1%)

States

California Hawaii Maryland New Jersey New Mexico New York Pennsylvania Tennessee

Cities

BaltimoreBloomfieldHonoluluKapaaKappaMemphisMontclairNew YorkOxnardSanta FeShadow HillsSherman OaksTowsonVenturaYork

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Children and youth Adults Economically disadvantaged people People with diseases and illnesses Arts and culture

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.