Fredrick W Petri Foundation
The Fredrick W Petri Foundation is a private foundation based in Pleasanton, California. Its 2024 filing reports grants to charitable organizations, including organizations working in health, housing, and therapeutic equestrian activities.
Fredrick W Petri Foundation at a glance
In short: Fredrick W Petri Foundation gave $5.6M across 12 grants in 2024 (avg $464K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,568,744
- +11.0% vs 2023
- Grants made (2024)
- 12
- +200.0% vs 2023
- Average grant
- $464,062
- -63.0% vs 2023
- Median grant
- $21,250
- Total assets
- $12,332,042
- -23.3% vs 2023
- Primary geography
- California (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Fredrick W Petri Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5020 Franklin Drive Ste 200, Pleasanton, CA 94588
Phone: (925) 460-8900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Fredrick W Petri Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was YMCA ($4.1M). Together the top 9 received $5.6M.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 11 grants of 17 (65%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 93% of grant dollars went to recipients in California and 6% to recipients in Wisconsin. The listed grant recipients also included organizations in Massachusetts, New York, and Illinois; each state accounted for 0% of grant dollars as reported.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
Cities
How Fredrick W Petri Foundation gives
- In 2024 it paid out 827% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $25K (2020) to $5.6M (2024). In 2024 it made 12 grants totaling $5.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA San Mateo, CA | Stock | $4,063,915 |
| UCSF San Francisco, CA | Stock donation | $1,008,763 |
| Blandine House Inc Fond du Lac, WI | Housing | $330,000 |
| American Cancer Society San Francisco, CA | Health | $50,000 |
| Giant Steps Therapeutic Equestrian Center Inc Petaluma, CA | Equestrian | $25,000 |
| ALD Connect Middleton, MA | Health | $25,000 |
| God's Love We Deliver New York, NY | Health | $17,500 |
| American Cancer Society San Francisco, CA | Health | $15,000 |
| Lurie Children's Foundation Chicago, IL | Health | $10,000 |
| American Cancer Society San Francisco, CA | Health | $10,000 |
Ready to take the next step with Fredrick W Petri Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $12,332,042 | $1,058,994 | $5,681,877 | $5,568,744 | 12 | $5,580,174 | $955,900 | $674,759 |
| 2023 | $16,088,324 | $1,631,654 | $5,113,393 | $5,015,000 | 4 | $5,029,096 | $662,525 | $780,970 |
| 2022 | $17,591,998 | $18,128,477 | $29,682 | — | — | $13,000 | $109,410 | $247,856 |
| 2021 | $16,759 | $944 | $1,520 | — | — | $1,450 | $874 | $351 |
| 2020 | $17,154 | $30,203 | $26,835 | $25,497 | 1 | — | $1,250 | $351 |
| 2019 | $15,975 | $56,775 | $36,672 | $35,323 | 2 | — | $1,321 | $223 |
Under IRS private-foundation payout rules, Fredrick W Petri Foundation reported a distributable amount of $675K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants show support for varied organizations. Blandine House Inc describes its mission as helping residents begin recovery from alcohol and other drug addiction. ALD Connect Inc says it works to improve health outcomes for people with X-linked adrenoleukodystrophy. Giant Steps Therapeutic Equestrian Center Inc says it enriches lives through equine-assisted programs, including therapeutic riding and activities.
Grantmaking
In filing year 2024, the foundation reported 12 grants totaling $5,568,744. Grant amounts ranged from $5,000 to $4,063,915, with a median of $21,250. Among the largest grants were $4,063,915 to YMCA in San Mateo, California, for stock; $1,008,763 to UCSF in San Francisco for a stock donation; and $330,000 to Blandine House Inc for housing. Other reported grants included $50,000 to the American Cancer Society for health and $25,000 to Giant Steps Therapeutic Equestrian Center Inc for equestrian activities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charlotte R. Petri as president; Linda Morasch as secretary; Paul Healy as treasurer; and Ann P. Lichtenstein, Sonja A. Petri, and Ingrid A. Puri as directors.
Fredrick W Petri Foundation is led by charlotte r petri, President since 2023 (on filings since 2019); none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
charlotte r petri
President
Director → President, 2023
On filings since 2019
No compensation reported
Ann P Lichtenstein
Director
On filings since 2022
No compensation reported
Ingrid A Puri
Director
On filings since 2022
No compensation reported
Sonja A Petri
Director
On filings since 2022
No compensation reported
linda morasch
Secretary
Director → Secretary, 2022
On filings since 2019
No compensation reported
paul healy
Treasurer
Director → Treasurer, 2022
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Fredrick W Petri Foundation
How much does Fredrick W Petri Foundation give each year?
Fredrick W Petri Foundation gave $5.6M across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5.0M across 4 grants.
What is Fredrick W Petri Foundation's typical grant size?
Fredrick W Petri Foundation's median grant in 2024 was $21,250, and its average grant was $464,062, across 12 grants on its 2024 IRS Form 990-PF.
Where does Fredrick W Petri Foundation give grants?
Fredrick W Petri Foundation gives mostly in California: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (6%). The most frequent recipient cities were San Francisco, CA (4 grants) and Petaluma, CA (2 grants).
Does Fredrick W Petri Foundation give general operating support?
Not in 2024: none of the 12 grants with a stated purpose on Fredrick W Petri Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Health" (7 grants).
Who are Fredrick W Petri Foundation's largest grantees?
Fredrick W Petri Foundation's largest 2024 grantees include YMCA ($4,063,915), UCSF ($1,008,763) and Blandine House Inc ($330,000), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.
How large is Fredrick W Petri Foundation?
Fredrick W Petri Foundation reported $12.3M in total assets on its 2024 IRS Form 990-PF. It paid out $5.6M in qualifying distributions that year, against a required minimum of $675K (roughly 5% of its investment assets).
What does Fredrick W Petri Foundation fund?
No foundation mission statement is provided. Its 2024 grants show support for varied organizations. Blandine House Inc describes its mission as helping residents begin recovery from alcohol and other drug addiction. See mission & focus areas ↑
How do I apply for a grant from Fredrick W Petri Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Fredrick W Petri Foundation's EIN?
Fredrick W Petri Foundation's EIN (Employer Identification Number) is 27-4507210. IRS Form 990 filing data is available on this page for 2019–2024.
Does Fredrick W Petri Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 31, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Fredrick W Petri Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Fredrick W Petri Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Fredrick W Petri Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/fredrick-w-petri-foundation-morg_53b35e03be9e4dd0b6998f07b9c3046b
BibTeX
@misc{grantable_274507210_2026,
author = {{Grantable}},
title = {{Fredrick W Petri Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/fredrick-w-petri-foundation-morg_53b35e03be9e4dd0b6998f07b9c3046b},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Fredrick W Petri Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Fredrick W Petri Foundation down — hundreds of funders to go?