Fredrick W Petri Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLEASANTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $12.3M in total assets. In 2024, it awarded 12 grants totaling $5.6M. Net investment income was $956K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.3M
-23.3% YoY
Annual Giving
$5.6M
+11.0% YoY
Grant Count
12
+200.0% YoY
Avg Grant Size
$464K
-63.0% YoY
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.
About Fredrick W Petri Foundation
Based on IRS filings
Fredrick W Petri Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLEASANTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $12.3M in total assets. In 2024, it awarded 12 grants totaling $5.6M. Net investment income was $956K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,332,042 | $16,088,324 | $17,591,998 |
| Revenue | $1,058,994 | $1,631,654 | $18,128,477 |
| Expenses | $5,681,877 | $5,113,393 | $29,682 |
| Qualifying Distributions | $5,580,174 | $5,029,096 | $13,000 |
| Net Investment Income | $955,900 | $662,525 | $109,410 |
| Distributable Amount | $674,759 | $780,970 | $247,856 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ymca ($4,063,915), Ucsf ($1,008,763), Blandine House Inc ($330,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Giant Steps Therapeutic Equestrian Center Inc Petaluma, CA | Equestrian | $25,000 |
| Powells Support Redwood City, CA | Health | $5,000 |
| UCSF San Francisco, CA | Stock donation | $1,008,763 |
| Lurie Children's Foundation Chicago, IL | Health | $10,000 |
| Giant Steps Therapeutic Equestrian Center Inc Petaluma, CA | Equestrian | $8,566 |
| YMCA San Mateo, CA | Stock | $4,063,915 |
| Blandine House Inc Fond du Lac, WI | Housing | $330,000 |
| God's Love We Deliver New York, NY | Health | $17,500 |
| American Cancer Society San Francisco, CA | Health | $50,000 |
| American Cancer Society San Francisco, CA | Health | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| charlotte r petri | President | — | — |
| linda morasch | secretary | — | — |
| paul healy | treasurer | — | — |
| Ann P Lichtenstein | director | — | — |
| Sonja A Petri | director | — | — |
| Ingrid A Puri | director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Fredrick W Petri Foundation?
Fredrick W Petri Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLEASANTON, CA. It holds $12.3M in total assets as of 2024.
How large is Fredrick W Petri Foundation?
As of 2024, Fredrick W Petri Foundation holds $12.3M in total assets with $1.1M in annual revenue. It awarded 12 grants totaling $5.6M in 2024.
Where does Fredrick W Petri Foundation operate?
Fredrick W Petri Foundation has awarded grants in California, Illinois, Massachusetts, New York, Wisconsin.
What size grants does Fredrick W Petri Foundation award?
In 2024, Fredrick W Petri Foundation awarded 12 grants totaling $5.6M — an average of about $464K per grant, based on its IRS Form 990 filings.
How much is Fredrick W Petri Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Fredrick W Petri Foundation reported a distributable amount of $675K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Fredrick W Petri Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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