The Carroll and Milton Petrie Foundation Inc logo

The Carroll and Milton Petrie Foundation Inc

NEW YORK, NY EIN: 20-1451752 Website

The Carroll and Milton Petrie Foundation is a private, independent grantmaking foundation headquartered in Brooklyn, New York. Established in 1998 and designated as a 501(c)(3) organization, the foundation operates as a private grantmaking foundation focused on expanding economic opportunities for low-income New Yorkers through education and career development initiatives.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$110.8M

+7.7% YoY

Annual Giving

$6.5M

-6.7% YoY

Grant Count

48

-40.7% YoY

Avg Grant Size

$136K

+57.4% YoY

Under IRS private-foundation payout rules, The Carroll and Milton Petrie Foundation Inc reported a distributable amount of $5.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Carroll and Milton Petrie Foundation aims to increase economic opportunity by strengthening college and career pathways for low-income New Yorkers. The foundation's core philosophy centers on "fighting poverty through higher education and career connections," viewing education and employment pathways as primary levers for economic mobility.

The foundation supports innovative programs and practices that:

  1. Improve readiness for and connection to higher education — Programs that prepare students for college access and enrollment
  2. Enable students to thrive and succeed in college — Support for student success and persistence through degree completion
  3. Increase access to high potential careers upon graduation — Career readiness and employment pathway initiatives

The foundation is dedicated to ensuring that all New Yorkers, particularly those from marginalized communities and graduates of New York City public schools, have the resources and opportunities needed to reach their goals in school, work, and life.

Grantmaking

Notable grants awarded include:

Grant Range

** $1,000 to $402,000

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Geographic Focus

Where this funder awards grants

The foundation operates primarily in New York City, with a specific focus on the five boroughs. All grantmaking is concentrated in the New York City area, supporting colleges, universities, nonprofit organizations, and individuals working to improve education and career outcomes for low-income New Yorkers.

Grant Distribution by State

6states

Cities

AstoriaAthensBostonBrightonBronxBrooklynChicagoDobbs FerryFlushingForest HillsIthacaJamaicaJamaica PlainJenkintownLong Island CityNew YorkNew York CityOakland GardensQueensStaten Island

Financial History

Multi-year comparison from IRS filings

Assets & Revenue

  • Total Assets (2024): $110,836,074
  • Total Revenue (2024): $8,104,437
  • Total Expenses (2024): $7,901,544
  • Total Liabilities (2024): $0

Historical Context

The foundation was established from an estate gift of approximately $300-400 million from Milton Petrie.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$9M$14M$19M20202021202220232024
Metric202420232022
Total Assets$110,836,074$102,889,545$93,126,280
Revenue$8,104,437$10,620,605$4,710,217
Expenses$7,901,544$8,202,941$11,622,574
Qualifying Distributions$7,407,854$7,531,604$10,804,888
Net Investment Income$6,351,531$5,275,132$1,179,934
Distributable Amount$5,288,862$4,789,046$4,933,997

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$5M$8M$10M47 grants202046 grants202156 grants202281 grants202348 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Research Foundation for …$1.4MCity University of New Y…$600KNEW VISIONS FOR PUBLIC S…$425KBrooklyn College Foundat…$276KInternationals Network f…$225KCity College of New York$225KBorough of Manhattan Com…$190KQueens College Foundatio…$170KStreetwise Partners$170KUniversity of Mount Sain…$150K

Grant Size Distribution

241 grants across all recorded years

61<$50K40$50–100K115$100–250K18$250–500K3$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Research Foundation for CUNY ($1,444,796), City University of New York Research Foundation ($600,000), New Visions for Public Schools Inc ($425,000).

RecipientPurposeAmount
The Baruch College Fund NEW YORK, NYStudent Emergency Fund Program$70,000
The Bronx Community College Foundation Inc BRONX, NYStudent Emergency Fund$25,000
Big Brothers Big Sisters of New York City Inc NEW YORK, NYCareer Pathways Program$100,000
Borough of Manhattan Community College Foundation NEW YORK, NYStudent Emergency Fund$190,000
The Bottom Line Inc JAMAICA PLAIN, MAContinuation of Bottom Line?s Success Direct Impro$125,000
Braven Inc CHICAGO, ILScaling Braven in NYC, FY25-26$125,000
Brooklyn College Foundation Inc BROOKLYN, NYPetrie Student Emergency Grant Fund 2024$275,657
Career Connections Athens, OHGeneral Support$125,000
City College of New York New York, NYStudent Emergency Fund$225,007
City University of New York Research Foundation NEW YORK, NYStudent Emergency Fund$600,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Cass Conrad — Executive Director
  • Alex Roland — Knowledge and Grants Manager

Compensation Overview

From 2024 IRS filing

CASS CONRADEXECUTIVE DIRECTOR$309K

From 2024 filing

NameTitleHoursCompensation
ETTA BRANDMANCO-PRESIDENT5
REGINA PERUGGICO-PRESIDENT5
JEAN TROUBHVICE PRESIDENT5
DAVID TANNERTREASURER5
GAIL GORDONSECRETARY5
KARRIN WILKSDIRECTOR5
MEISHA PORTERDIRECTOR5
STEVE COLONDIRECTOR5
CASS CONRADEXECUTIVE DIRECTOR40$309,375

Recent News & Activity

Recent developments and announcements

The foundation has maintained active grantmaking focused on supporting CUNY institutions and student success initiatives:

Awarded nearly $1.2 million in new funding for CUNY food pantries and a signature career readiness initiative

News From CUNY: Petrie Foundation Awards Nearly $1.2 Million in New Funding\

Awarded $1 million to CUNY to launch a new FAFSA completion program in response to unprecedented delays in the national rollout

Petrie Foundation Awards CUNY $1 Million to Launch New FAFSA Completion\

Awarded $75,000 to Guttman Community College to support student emergency funds

Petrie Foundation Awards $75,000 to Guttman Community College to Support\

Provided support to LaGuardia Community College for student success initiatives

Petrie Foundation Awards $75,000 to Guttman Community College to Support\
2005

The foundation also contributed to the establishment of the Petrie-Flom Center for Health Law Policy, Biotechnology, and Bioethics at Harvard Law School through a generous gift made in 2005.

Contact Information

  • Address: 15 Metrotech Center, Suite 731, Brooklyn, NY 11201
  • Phone: 917-753-0877
  • Email: info@petrie.org
  • Website: petrie.org

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Carroll and Milton Petrie Foundation Inc fund?

The Carroll and Milton Petrie Foundation aims to increase economic opportunity by strengthening college and career pathways for low-income New Yorkers. The foundation's core philosophy centers on "fighting poverty through higher education and career connections," viewing education and employment pathways as primary levers for economic mobility. The foundation supports innovative programs and practices that: 1. **Improve readiness for and connection to higher education** — Programs that prepare …

How do I apply for a grant from The Carroll and Milton Petrie Foundation Inc?

• **Grant Range:** $1,000 to $402,000 • **Median Grant:** $100,000 • **Annual Giving:** Approximately $7 million • **Number of Grants:** 43 grants in 2024; 81 grants in 2023 • **Total Giving (2024):** $6,531,750 • **Decision Timeline:** 8-12 weeks preparation before Board meetings • **Board Meetings:** Held three times annually Notable grants awarded include: • Research Foundation of The City University of New York (RFCUNY) — $600,000 for Student Emergency Fund • New Visions for Public Schools …

Where does The Carroll and Milton Petrie Foundation Inc make grants?

The foundation operates primarily in New York City, with a specific focus on the five boroughs. All grantmaking is concentrated in the New York City area, supporting colleges, universities, nonprofit organizations, and individuals working to improve education and career outcomes for low-income New Yorkers.

What size grants does The Carroll and Milton Petrie Foundation Inc award?

In 2024, The Carroll and Milton Petrie Foundation Inc awarded 48 grants totaling $6.5M — an average of about $136K per grant, based on its IRS Form 990 filings.

How much is The Carroll and Milton Petrie Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carroll and Milton Petrie Foundation Inc reported a distributable amount of $5.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Carroll and Milton Petrie Foundation Inc's EIN?

The Carroll and Milton Petrie Foundation Inc's EIN (Employer Identification Number) is 20-1451752. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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