2025-11-13T11:13:40-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990PF 2024-01-01 133912203 CARROLL PETRIE FOUNDATION CARR 2125305887 1000 CORDOVA PLACE - PMB 524 SANTA FE NM 87505 THEODORA PORTAGO PRESIDENT AND DIRECTOR 2125305880 2025-11-13 1 1 STEVEN TALBOT P01695427 5058787200 2025-11-13 2024 2025-03-06 01:10:19Z X X 388709498 X 16562 3479 3479 4486341 4486341 24352308 24353920 24006221 7021879 6806435 35880569 35302476 649039 97356 551683 770213 0 770213 300611 16136 284475 203245 30487 172758 1766 442 1325 556489 456244 100245 172000 0 0 26413 0 17680 0 17680 2493154 2270047 115360 5190610 2870712 2013739 14236500 14236500 19427110 2870712 16250239 16453459 32431764 10658123 17906594 17908224 4946361 3965626 4946361 4946361 17900131 17185463 30896604 20064505 20856733 20460877 251486644 259561264 314342627 195654 40849 180717 154805 154805 304255746 320611220 388709498 1640541 1596333 1640541 1596333 X 302615205 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25000 DONA ANA COUNTY HUMANE SOCIETY PO BOX 1176 LAS CRUCES NM 88004 PC ANIMAL RELIEF FUND 100000 END OF THE ROAD RANCH PO BOX 370 SILVER CITY NM 88062 PC EQUINE CARE 50000 ENVIRONMENTAL HEALTH TRUST PO BOX 58 TETON VILLAGE WY 83025 PC GENERAL SUPPORT 75000 EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS ROAD RANCHOS DE TAOS NM 875577825 PC EQUINE CARE & PROTECTION 25000 ESPANOLA VALLEY HUMANE SOCIETY 108 HAMM PARKWAY ESPANOLA NM 87532 PC PAWS IN THE PEN PROGRAM 75000 FACTS ABOUT FERTILITY 590 CENTERVILLE RD 316 LANCASTER PA 17601 PC GENERAL SUPPORT 25000 FARM TO TABLE NEW MEXICO 518 OLD SANTA FE TRAIL SUITE 1 BOX 171 SANTA FE NM 87505 PC GENERAL SUPPORT 25000 FELINES & FRIENDS NEW MEXICO 369 MONTEZUMA AVE 320 SANTA FE NM 87501 PC GENERAL SUPPORT 50000 FERAL CAT FOCUS OF WESTERN NEW YORK PO BOX 404 EAST AURORA NY 14052 PC GENERAL SUPPORT 10000 FOOD & WATER WATCH 1616 P ST NW SUITE 300 WASHINGTON DC 20036 PC FACTORY FARM WORK IN NEW MEXICO 150000 FOREST SERVICE EMPLOYEES FOR ENVIRONMENTAL ETHICS PO BOX 11615 EUGENE OR 97440 PC GENERAL SUPPORT 25000 FOUR CORNERS EQUINE RESCUE 22 ROAD 3334 AZTEC NM 87410 PC GENERAL SUPPORT 150000 FREE THE PEOPLE FOUNDATION 611 PENNSYLVANIA AVENUE SE 259 WASHINGTON DC 20003 PC BUILD FREE THE PEOPLE'S AUDIENCE 250000 FRIENDS OF ROSWELL ANIMALS INC PO BOX 366 ROSWELL NM 88202 PC PURCHASE OF TRANSPORT VEHICLE 40000 FRIENDS OF THE BOSQUE DEL APACHE NATIONAL WILDLIFE REFUGE INC PO BOX 340 1001 HWY 1 SAN ANTONIO NM 87832 PC BEAM PROJECT 120000 FRIENDS OF THE EARTH PO BOX 7010 MERRIFIELD VA 221167010 PC GEOENGINEERING WORK IN THE USA 150000 GAPS SCIENCE FOUNDATION 9409 BLACKPINE CT ARGYLE TX 76226 PC GENERAL SUPPORT 25000 HEART AND SOUL ANIMAL SANCTUARY 369 MONTEZUMA AVENUE 130 SANTA FE NM 87501 PC GENERAL SUPPORT 40000 HELPING PAWS ACROSS BORDERS 16 CHAMISA RD PLACITAS NM 87043 PC EMERGENCY EVACUATION OF ANIMALS 2000 HIGH PLAINS HUMANE SOCIETY INC 608 W 21ST ST CLOVIS NM 88101 PC VETERINARY CARE & KEEPING ANIMALS IN HOMES 35000 HUMANE SOCIETY OF CENTRAL DELAWARE COUNTY INC PO BOX 88 44610 STATE HWY 10 DELHI NY 13753 PC GENERAL SUPPORT 25000 HUMANE SOCIETY OF TAOS INC PO BOX 622 1200 ST FRANCIS LANE TAOS NM 87571 PC VET CARE/MEDICAL SUPPLIES FOR SHELTER ANIMALS 50000 INDIGENOUS ENVIRONMENTAL NETWORK PO BOX 485 BEMIDJI MN 56619 PC GEOENGINEERING WORK 25000 INSTITUTE FOR APPLIED ECOLOGY 4950 SW HOUT STREET CORVALLIS OR 97330 PC NATIVE SEED & POLLINATORS PROJECTS IN NEW MEXICO 115000 JUNE'S SENIOR CAT RESCUE INC PO BOX 16521 ALBUQUERQUE NM 87191 PC HELP MEOWT PROGRAM 15000 KATO FOUNDATION 56 DANLEY RANCH ROAD ALAMOGORDO NM 88310 PC COMMUNITY CAT PROGRAM & GENERAL SUPPORT 15000 KINDRED SPIRITS ANIMAL SANCTUARY 3749 A STATE HIGHWAY 14 SANTA FE NM 87508 PC GENERAL SUPPORT 50000 MALPAI BORDERLANDS GROUP PO BOX 3536 DOUGLAS AZ 85608 PC SUPPORTING NEW MEXICO WILDLIFE & SCIENCE CONFERENCE 25000 MCKINLEY COUNTY HUMANE SOCIETY OF NEW MEXICO PO BOX 10 GALLUP NM 87305 PC ANIMAL CARE & SPAY/NEUTER 50000 MOUNT SINAI MEDICAL CENTER INC ONE GUSTAVE LEVY PLACE BOX 1049 NEW YORK NY 10029 PC SMOKING CESSATION PROGRAM 15000 MUSTANG CAMP PO BOX 620 BLANCO NM 87412 PC EQUINE CARE & PROTECTION 25000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 20190 PC RIBBONS OF LIFE PROGRAM 100000 NEW MEXICO WILDERNESS ALLIANCE PO BOX 25464 ALBUQUERQUE NM 87125 PC CONSERVATION WORK IN NEW MEXICO & COLORADO 250000 NEW MEXICO WILDLIFE CENTER 19 WHEAT STREET ESPANOLA NM 87532 PC SUPPORT FOR WILDLIFE HOSPITAL & ANIMAL REHABILITATION 75000 NEW MEXICO WILDLIFE FEDERATION 3620 WYOMING BLVD NE SUITE 222 ALBUQUERQUE NM 87111 PC SUPPORT FOR NON-LEAD HUNTING EDUCATION 25000 NMDOG INC 9445 COORS BLVD NW 171 ALBUQUERQUE NM 87114 PC GENERAL SUPPORT 50000 NORTHERN NEW MEXICO COLLEGE FOUNDATION 921 PASEO DE ONATE ESPANOLA NM 87532 PC BEE CAMPUS ACTIVITIES 12000 NORTHERN NEW MEXICO STREET HOMELESS ANIMAL PROJECT 1000 CORDOVA PLACE 34 SANTA FE NM 87505 PC VETERINARY CARE 50000 PAJARITO ENVIRONMENTAL EDUCATION CENTER 2600 CANYON ROAD LOS ALAMOS NM 87544 PC BEE COUNTY USA ACTIVITIES 50000 PANTHERA CORPORATION 104 W 40TH STREET 5TH FLOOR NEW YORK NY 10018 PC MOUNTAIN LION CONSERVATION IN TEXAS & NEW MEXICO 150000 PAS DE CHEVAL HORSE RESCUE 145 COUNTY ROAD 55A CERRILLOS NM 87010 PC GENERAL SUPPORT 15000 PAWS & CLAWS ANIMAL RESCUE OF QUAY COUNTY INC PO BOX 143 TUCUMCARI NM 88401 PC KENNEL UPGRADES & ANIMAL CARE 25000 PEOPLE AND POLLINATORS ACTION NETWORK PO BOX 355 NIWOT CO 80544 PC PESTICIDE & POLLINATOR ADVOCACY 25000 PEOPLE UNITED FOR PRIVACY FOUNDATION 1025 THOMAS JEFFERSON STREET NW SUITE 400 WEST WASHINGTON DC 20007 PC GENERAL SUPPORT 200000 PERFECT HARMONY ANIMAL RESCUE AND SANCTUARY 636 PALMAS ST CHAPARRAL NM 88081 PC GENERAL SUPPORT 25000 PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE NW STE 400 WASHINGTON DC 20016 PC TOXICOLOGY PROGRAM 250000 PRAIRIE DOG PALS PO BOX 14235 ALBUQUERQUE NM 87191 PC GENERAL SUPPORT 5000 PROJECT ELEVEN HUNDRED HC 64 BOX 2604 CASTLE VALLEY UT 84532 PC GENERAL SUPPORT 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REICH MUSEUM 19 ORGONON CIRCLE PO BOX 687 RANGELEY ME 04970 PC GENERAL SUPPORT 10000 XERCES SOCIETY INC PO BOX 84274 SEATTLE WA 981245574 PC PROGRAMMATIC SUPPORT 450000 14236500 0 14 3479 14 4486341 525990 346102 14 6806420 525990 108312 18 24113353 454414 35409593 0 35864007 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF CARROLL PETRIE CO SHULTE ROTH & ZABEL 919 THIRD AVENUE NEW YORK NY 10022 16562 X ACCOUNTING & AUDIT SERVICES 1766 442 1325 ANIMAL PROTECTION VOTERS PO BOX 11651 ALBUQUERQUE NM 87192 2023-02-10 100000 CHARITABLE & EDUCATIONAL ACTIVITIES 100000 NONE 1/31/24; 1/29/25 COMMITMENTS MADE BY THE GRANTEE IN THE GRANT AGREEMENT WERE ADHERED TO. NO VIOLATIONS WERE NOTED. FORM 990-PF, PART II, LINE 22 - CHARITABLE GIFT ANNUITY RESERVE UNDER THE TERMS OF THE SETTLEMENT AGREEMENT DATED NOVEMBER 14, 2017, AND FORMALLY ENTERED INTO THE RECORD OF THE NEW YORK COUNTY SURROGATE'S COURT BETWEEN THE ESTATE OF CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION ("FOUNDATION") AND THREE INDIVIDUALS ("ANNUITANTS") WHO HAD BEEN NAMED AS BENEFICIARIES OF CERTAIN UNFUNDED CHARITABLE REMAINDER ANNUITY TRUSTS UNDER THE WILL OF MRS. CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION WAS OBLIGATED TO USE A DISTRIBUTION IN THE AMOUNT OF $3,500,000 FROM THE ESTATE OF CARROLL PETRIE TO ESTABLISH THREE CHARITABLE GIFT ANNUITIES FOR THE BENEFIT OF THESE INDIVIDUALS IN THE AMOUNT OF $1,000,000 EACH, AND TO MAKE A LUMP SUM PAYMENT TO EACH BENEFICIARY REPRESENTING THE ANNUITIES EACH SUCH INDIVIDUAL WOULD HAVE BEEN ENTITLED TO RECEIVE FROM THE DATE OF MRS. PETRIE'S DEATH THROUGH THE ESTABLISHMENT OF THE CHARITABLE GIFT ANNUITIES. THE CHARITIES BUREAU OF THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF NEW YORK PARTICIPATED IN THE SETTLEMENT NEGOTIATIONS AND APPROVED THE TERMS OF THE SETTLEMENT AGREEMENT. IN CONNECTION THEREWITH, THE FOUNDATION REQUESTED AND RECEIVED APPROVAL FROM THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES FOR A SPECIAL PERMIT TO ISSUE SAID CHARITABLE GIFT ANNUITIES, WHICH APPROVAL IS LIMITED TO THE ISSUANCE OF THESE PARTICULAR CHARITABLE GIFT ANNUITIES. AS REQUIRED BY THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES, THE FOUNDATION MAINTAINS A MANDATED RESERVE OF $1,596,333 AS OF DECEMBER 31, 2024, FOR THE SURVIVING ANNUITANTS, OF WHICH THERE ARE TWO REMAINING. THE FOUNDATION FILED ITS 2024 ANNUAL STATEMENT OF THE SEGREGATED GIFT ANNUITY FUND WITH THE NEW YORK DEPARTMENT OF FINANCIAL SERVICES, AS REQUIRED BY LAW. THE ANNUAL ANNUITY PAYMENTS (TOTAL $97,985 PER YEAR) ARE PAYABLE TO THE SURVIVING ANNUITANTS FOR LIFE. THE ANNUITANTS ARE NOT RELATED TO THE FOUNDATION OR TO ANY OF THE MANAGERS OR DIRECTORS OF THE FOUNDATION. JPM CORE BOND FUND 20856733 20460877 EDGEWOOD GROWTH FUND INSTITUTIONAL 10104184 19947233 SPDR S&P 500 ETF TRUST 372021 1067252 SPYGLASS GROWTH FUND INSTITUTIONAL 5000000 7640791 VANGUARD LIFESTRATEGY GROWTH FUND 1709258 2241328 AMBERBROOK VIII, LP AT COST 4544530 4124037 ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. 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AT COST 873444 907924 LEXINGTON MIDDLE MARKET INVESTORS IV, LP AT COST 1888659 2605528 MADISON DEARBORN CAPITAL PARTNERS VIII-A AT COST 2771775 3662724 MADISON DEARBORN CAPITAL PARTNERS VIII-B AT COST 713154 997979 MW EUREKA FUND AT COST 8000000 14710691 NUT TREE DRAWDOWN OFFSHORE FUND, LP AT COST 0 2276628 NUT TREE OFFSHORE FUND, LTD. AT COST 4400000 7879920 BLUE OWL FIRST LIEN FUND (OFFSHORE), LP AT COST 3701738 3389340 REDWOOD DRAWDOWN OFFSHORE FUND II, LP AT COST 0 306229 REDWOOD DRAWDOWN OFFSHORE FUND III, LP AT COST 1789072 3161012 SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), LP AT COST 2158424 3764890 SAGEVIEW CAPITAL PARTNERS III (B), LP AT COST 1677894 1813005 SELECT EQUITY OFFSHORE, LTD. AT COST 9885425 20790306 THE OVERLOOK PARTNERS FUND, LP AT COST 3943908 4499400 THE VARDE FUND XIII, LP AT COST 3617153 3879600 TRUE WIND CAPITAL II, LP AT COST 1073720 1776262 VIP IV, LP AT COST 4967443 6277444 CD&R FUND X ORANGE B, LP AT COST 166727 280439 CD&R FUND XI AIV B, LP AT COST 68543 130909 STEPSTONE VC SECONDARIES FUND V (CAYMAN), LP AT COST 6895027 8037423 BAIN CAPITAL GLOBAL LONG EQUITY FUND (OFFSHORE), LP AT COST 15000000 17791482 CASDIN PARTNERS OFFSHORE, LTD. AT COST 5000000 2497126 JUNTO OFFSHORE FUND LTD. AT COST 10000000 12506817 REDWOOD ENHANCED INCOME CORP. 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