Private Foundation

JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST

JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST is a private foundation categorized as Private Foundation based in MONTROSE, CO. Its most recent IRS filing (2024) reports revenue of $56K, expenses of $66K, total assets of $526K. Imperigo tracks 20 reported grants from this foundation totaling approximately $235K.

EIN: 326050918 MONTROSE, CO Latest filing: 2024

Total Revenue$56K

Total Expenses$66K

Total Assets$526K

Grants Given20

Grant Total$235K

Filing Years2020–2024

Sample Grants Given

GAVIN HALL

OLATHE, CO · 2024

COLLEGE TUITION & EXPENSES

$22,500

BENJAMIN PERFURS

MONTROSE, CO · 2024

COLLEGE TUITION & EXPENSE

$22,500

MIA DUNCAN

MONTROSE, CO · 2024

COLLEGE TUITION & EXPENSES

$12,000

BEN PERFORS

MONTROSE, CO · 2023

COLLEGE TUITION & EXPENSES.

$7,500

GAVIN HALL

OLATHE, CO · 2023

COLLEGE TUITION & EXPENSE

$7,500

Showing up to 5 of 20 total records — full history available with membership.

Officers & Directors

TRUSTEE Brandon Keltz

TRUSTEE Daniel J Lowenberg

TRUSTEE Mark Vidmar

Officer compensation and complete director data available with membership.

Top Grant Purposes

COLLEGE TUITION & EXPENSE

$132,000 9 grants

COLLEGE TUITION & EXPENSES

$80,500 6 grants

COLLEGE TUITION & EXPENSECOLLEGE TUITION & EXPENSE

$30,000 3 grants

COLLEGE TUITION & EXPENSES.

$7,500 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$56K	$66K	$526K
2023	$41K	$4K	$545K
2022	$48K	$69K	$523K
2021	$59K	$68K	$529K
2020	$40K	$67K	$519K

Between 2020 and 2024, reported annual revenue grew from $40K to $56K (+40%), with total assets most recently reported at $526K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CO.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST

Complete financials, all 20 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports