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 (2025) reports revenue of $41K, expenses of $31K, total assets of $550K. Imperigo tracks 23 reported grants from this foundation totaling approximately $254K.

EIN: 326050918 MONTROSE, CO Scholarships & Student Financial Aid NTEE: B82 Latest filing: 2025
Total Revenue$41K
Total Expenses$31K
Total Assets$550K
Grants Given23
Grant Total$254K
Filing Years2021–2025

Sample Grants Given

BENJAMIN PERFURS
MONTROSE, CO · 2025
COLLEGE TUITION & EXPENSE
$7,500
MIA DUNCAN
MONTROSE, CO · 2025
COLLEGE TUITION & EXPENSES
$6,000
JOSE LUIS CHAVEZ ALVAREZ
MONTROSE, CO · 2025
COLLEGE TUITION & EXPENSES
$6,000
BENJAMIN PERFURS
MONTROSE, CO · 2024
COLLEGE TUITION & EXPENSE
$22,500
GAVIN HALL
OLATHE, CO · 2024
COLLEGE TUITION & EXPENSES
$22,500

Showing up to 5 of 23 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
$139,500 10 grants
COLLEGE TUITION & EXPENSES
$92,500 8 grants
COLLEGE TUITION & EXPENSECOLLEGE TUITION & EXPENSE
$30,000 3 grants
COLLEGE TUITION & EXPENSES.
$7,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $41K $31K $550K
2024 $56K $66K $526K
2023 $41K $4K $545K
2022 $48K $69K $523K
2021 $59K $68K $529K

Between 2021 and 2025, reported annual revenue declined from $59K to $41K (-31%), with total assets most recently reported at $550K.

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

Grant Geography

Grants from this foundation were reported to recipients in CO.

CO

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

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