Carroll Petrie Foundation

The Carroll Petrie Foundation is a private grantmaking foundation that provides funding for environmentalist policies within the state of New Mexico including animal protection and wildlife habitat preservation. 1

At-A-Glance

Issue Areas: Environmental Policy
Formation:

1996

Executive Director:

Theodora Portago

Location: Santa Fe, NM View on map
Tax ID: 13-3912203
Most Recent Filing: 2024
Budget (2024): Assets: $388,709,498 Revenue: $35,880,569 Expenses: $19,427,110

Contents

    Background

    The Carroll Petrie Foundation was founded by Carroll Petrie, the wife of retail businessman and philanthropist Milton Petrie. Following his death in 1994, Milton left his wife Carroll a $150 million inheritance. 2 1 Carroll and Milton Petrie also started the Carroll and Milton Petrie Foundation, a private foundation focused primarily on education grantmaking. 3 4

    Carroll Petrie started the Foundation in 1996, with its original focus included grantmaking areas such as animal welfare, civic and social institutions, and the arts. 1 Carroll Petrie funded the Foundation’s endowment up to her death in 2015, at which point the Foundation shifted focus to providing grants for environmentalist and animal welfare causes. 5

    Finances

    As of 2022, Carroll Petrie Foundation held net assets worth $305 million. The Foundation’s revenue totaled $191,653, and its expenses totaled $21 million. 6 7

    Grantmaking

    According to its website, the Carroll Petrie Foundation provides four categories of grantmaking: “Animal Protection,” “Cats and Dogs,” “Pollinators,” and “Wildlife.” 8

    The Carroll Petrie Foundation’s activities in “Animal Protection” include countering animal cruelty and medical research on live animals. 9 The Foundation’s activities in “Wildlife” include reducing the use of pesticides and promoting organic farming methods. 10

    According to its grantmaking guidelines, the Foundation claims to not provide grants for endowments, energy-related programs, or environmental/social justice purposes. 8

    In 2012, the Carroll Petrie Foundation partnered with the American Society for the Prevention of Cruelty to Animals to start the Dog Rescue Project, which paid $1 million to move dogs out of overcrowded animal shelters. 2

    Grantees

    The Foundation has given grants to the Xerxes Society, an environmental organization that focuses on the conservation of invertebrates. In 2022, the Foundation granted $75,000 to the Conservation Voters New Mexico Education Fund, a member of the New Mexico Civic Engagement Table and state affiliate of the League of Conservation Voters; $75,000 to Earth Island Institute, a left-of-center environmentalist organization that supports the preservation of federal forests and animals inhabiting federal forests; $425,000 to WildEarth Guardians, a group that lobbies and litigates for environmental policies across several western states; and $225,000 to the Humane Society of the United States, an animal liberation and vegetarianism-advocacy nonprofit. 11 12 13

    The Foundation granted $1,000,000 to the White Coat Waste Project, an animal rights group that investigates and reports on government-funded animal-based medical experiments. 11

    Additionally, the Foundation has provided grants to socially and civically oriented institutions, including No Left Turn in Education and the Center for American Liberty. In 2022, the Foundation gave $75,000 to the Independent Women’s Forum, a right-of-center organization that advocates on matters relating to the U.S. Supreme Court and in support of free-market policies regarding taxation, the federal budget, and the education system. 11

    From 2019 through 2022, the Carroll Petrie Foundation gave a total of $2,650,000 to the Center for Biological Diversity, a left-wing environmental activist group.14

    Leadership

    As of December 2022, Theodora Portago, a granddaughter of Carroll Petrie, was listed as the president of the Carroll Petrie Foundation. 15 16

    Carolina Portago, also a granddaughter of Carroll Petrie, was listed as the vice president of the Carroll Petrie Foundation. 15 16

    Camille Manning, a niece of Carroll Petrie, was listed as the treasurer of the Carroll Petrie Foundation. 15 16

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $388,709,498 $35,880,569 $19,427,110 View
    2023 $361,909,005 $17,848,874 $20,244,127 View
    2022 $330,846,253 $22,062,020 $21,870,367 View
    2021 $406,241,002 $55,176,464 $16,857,550 View
    2020 $357,890,989 $16,676,448 $17,119,775 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Employee Compensation

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Theodora PortagoPRESIDENT, DIRECTOR & EXEC DIRECTOR$372,544
    Zach DillenbackASST TREASURER & CFO$200,764
    Robert ReidSENIOR ADVISOR$179,986
    Jackie HallPROGRAM OFFICER$138,236
    Laura BonarPROGRAM OFFICER$124,200
    Priscilla OrnelasOFFICE MANAGER & STA$117,725
    Jennifer PedneauPROGRAM OFFICER$116,339
    Carolina PortagoVICE PRESIDENT, DIRECTOR & SECRETARY$37,866
    Camille ManningTREASURER & DIRECTOR$37,866

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $93,339,925
    • Number of Grants: 725
    • Number of Recipients: 252

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $3,862,5002024 Vanguard CharitableCHARITABLE GIVING
    $3,000,0002022 Vanguard CharitableCharitable giving
    $2,405,0002021 Vanguard CharitableDonor Advised Fund
    $1,150,0002023 Vanguard CharitableCharitable giving
    $1,000,0002024 White Coat Waste ProjectEXPANSION OF WORK
    $1,000,0002023 White Coat Waste ProjectExpansion of work
    $1,000,0002022 White Coat Waste ProjectGeneral support
    $1,000,0002020 CENTER FOR BIOLOGICAL DIVERSITY INCGreater Southwest & New Mexico Campaigns/ general support
    $1,000,0002020 The Xerces Society for Invertebrate ConservationPollinators and Pesticides/ New Mexico work/ general support
    $850,0002020 Defenders of WildlifeWildlife Defense and Restoration Campaign/New Mexico Program/general support
    $750,0002020 Animal Legal Defense FundCriminal Justice and Litigation Programs/general support
    $750,0002020 EarthjusticeSouthwest Program/ general support
    $650,0002022 ANIMAL PROTECTION NEW MEXICO INCProgrammatic support
    $600,0002023 ANIMAL PROTECTION NEW MEXICO INCProgrammatic support
    $600,0002022 Vanguard CharitableCharitable giving
    $600,0002022 Xerces Society IncPollinators, Pesticides & New Mexico work
    $600,0002020 ANIMAL PROTECTION NEW MEXICO INCGeneral support
    $550,0002023 Xerces Society IncProgrammatic support
    $500,0002023 Physicians Committee for Responsible MedicineToxicology Program
    $500,0002023 Vanguard CharitableCharitable giving
    $500,0002022 Animal Legal Defense FundCriminal Justice and Litigation Programs
    $500,0002022 Center for Food SafetyPollinators & Pesticide Program; GMO Campaign
    $500,0002022 Physicians Committee for Responsible MedicineToxicology Program
    $500,0002021 ANIMAL PROTECTION NEW MEXICO INCGeneral support
    $500,0002021 Animal Legal Defense FundCriminal Justice and Litigation Programs

    References

    1. “The Foundation.” Carroll Petrie Foundation. Accessed September 16, 2024. https://www.carrollpetrie.org/the-foundation.
    2.  Slotnik, Daniel E. “Carroll Petrie, a New York Philanthropist, Dies at 90.” The New York Times, February 4, 2015. https://web.archive.org/web/20170627224448/https://www.nytimes.com/2015/02/02/nyregion/carroll-petrie-a-new-york-philanthropist-dies-at-90.html.
    3. “The Carroll and Milton Petrie Foundation, New York.” Petrie Foundation. Accessed September 16, 2024. https://www.petrie.org/.
    4. “Our History.” Petrie Foundation. Accessed September 16, 2024. https://www.petrie.org/our-history.
    5.  “The Foundation.” Carroll Petrie Foundation. Accessed September 16, 2024. https://www.Carrolllpetrie.org/the-foundation.
    6. “Carroll Petrie Foundation,” Return of Private Foundation Exempt From Income Tax (Form 990 PF) 2022. Part I.
    7. “Carroll Petrie Foundation,” Return of Private Foundation Exempt From Income Tax (Form 990 PF) 2022. Part II.
    8. “Grantmaking Guidelines.” Carroll Petrie Foundation. Accessed September 16, 2024. https://static1.squarespace.com/static/5ed660760054b11cb9843306/t/63eaa9db7a0f2e0be2a1e9d8/1676323291275/Grant+Guidelines.pdf
    9. “Wildlife.” Carroll Petrie Foundation. Accessed September 16, 2024. https://www.carrollpetrie.org/wildlife.
    10. “Environment Program Overview.” Carroll Petrie Foundation. Accessed September 16, 2024. https://www.carrollpetrie.org/environment-program.
    11. “Carroll Petrie Foundation,” Return of Private Foundation Exempt From Income Tax (Form 990 PF) 2022. Page 11 Part XIV.
    12. “About the Center for Civic Policy.” Center for Civic Policy, August 9, 2023. https://civicpolicy.com/about/#partners.
    13. “Building Power in the States.” League of Conservation Voters, April 3, 2023. https://www.lcv.org/building-power-in-the-states/.
    14. Return of Private Foundation (Form 990-PF). Carroll Petrie Foundation. 2019-2022. Part XV.
    15. “Paid Notice: Deaths Petrie, Mrs.” The New York Times, January 30, 2015. https://archive.nytimes.com/query.nytimes.com/gst/fullpage-9404E2D8173AF933A05752C0A9639D8B63.html.
    16. “Carroll Petrie Foundation,” Return of Private Foundation Exempt From Income Tax (Form 990 PF) 2022. Page 6 Part VII.