Louis and Flori Petri Foundation
The Louis and Flori Petri Foundation is a private foundation based in Walnut Creek, California. Its 2025 filing reports $20,000 in grants to 10 organizations.
Key facts about Louis and Flori Petri Foundation
In short: Louis and Flori Petri Foundation gave $20K across 10 grants in 2025 (avg $2K), top state Hawaii. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6074637
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 10
- Average grant
- $2,000
- Median grant
- $1,500
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2025)
- Total assets
- $157,720
- Primary geography
- Hawaii (35% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$158K
-9.7% YoY
Annual Giving
$20K
+0.0% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$2K
+0.0% YoY
Under IRS private-foundation payout rules, Louis and Flori Petri Foundation reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Is Louis and Flori Petri Foundation open to new grantees?
10%
first-time grantees, 2025
In 2025, 1 of 10 grantees (10%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 210% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In filing year 2025, the foundation gave $20,000 through 10 grants. Grants ranged from $1,000 to $5,000, with a median of $1,500. The largest grants included $5,000 to Swing High Foundation; $3,000 to Shriners Children’s; $2,500 each to Diamond Head Theater and Kokua Hawaii Foundation; and $2,000 to CASA San Bernardino. Each grant was listed for “General Purpose.”
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Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Hawaii (35%), Illinois (25%), Georgia (15%), California (10%), and Kansas (5%). The listed grants also included recipients in Washington, DC, and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2020) to $20K (2025). In 2025 it made 10 grants totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Swing High Foundation ($5K). Together the top 10 received $20K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 53 grants of 53 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swing High Foundation Chicago, IL | General Purpose | $5,000 |
| Shriners Children's Atlanta, GA | General Purpose | $3,000 |
| Diamond Head Theater Honolulu, HI | General Purpose | $2,500 |
| Kokua Hawaii Foundation Haleiwa, HI | General Purpose | $2,500 |
| CASA San Bernardino Rialto, CA | General Purpose | $2,000 |
| Wounded Warriors Project Topeka, KS | General Purpose | $1,000 |
| Pacific Primate Sanctuary Haiku, HI | General Purpose | $1,000 |
| USO Washington, DC | General Purpose | $1,000 |
| Paws of Hawaii Kaneohe, HI | General Purpose | $1,000 |
| Critterville Farm Sanctuary Riverhead, NY | General Purpose | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $157,720 | $14,750 | $34,249 | $20,000 |
| 2024 | $174,719 | $30,198 | $46,287 | $20,000 |
| 2023 | $190,808 | $21,217 | $34,720 | $20,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $157,720 | $174,719 | $190,808 |
| Revenue | $14,750 | $30,198 | $21,217 |
| Expenses | $34,249 | $46,287 | $34,720 |
| Qualifying Distributions | $26,847 | $32,933 | $24,463 |
| Net Investment Income | $7,585 | $17,034 | $13,904 |
| Distributable Amount | $12,799 | $13,165 | $14,477 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 14, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert K Taylor as Treasurer; Patricia Petri as President; Kristen M Kenney as VP & Secretary; and Michael Spengler and Julie Cariveau as Directors.
Louis and Flori Petri Foundation is led by Patricia Petri, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Patricia Petri
President
On filings since 2020
No compensation reported
Julie Cariveau
Director
On filings since 2020
No compensation reported
Michael Spengler
Director
On filings since 2020
No compensation reported
Kristen M Kenney
Vice President & Secretary
Director → Vice President & Secretary, 2025
On filings since 2020
No compensation reported
Robert K Taylor
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: J Dennis McQuaid (2020–2024) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 30699, Walnut Creek, CA 94598
Phone: (925) 944-7662
Frequently asked questions about Louis and Flori Petri Foundation
How much does Louis and Flori Petri Foundation give each year?
Louis and Flori Petri Foundation gave $20K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 10 grants.
What is Louis and Flori Petri Foundation's typical grant size?
Louis and Flori Petri Foundation's median grant in 2025 was $1,500, and its average grant was $2,000, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Louis and Flori Petri Foundation that year got $1K on average.
Where does Louis and Flori Petri Foundation give grants?
Louis and Flori Petri Foundation's top state is Hawaii, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (25%) and Georgia (15%).
Does Louis and Flori Petri Foundation give general operating support?
Yes: 100% of Louis and Flori Petri Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Louis and Flori Petri Foundation's largest grantees?
Louis and Flori Petri Foundation's largest 2025 grantees include Swing High Foundation ($5,000), Shriners Children's ($3,000) and Diamond Head Theater ($2,500), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Louis and Flori Petri Foundation?
Louis and Flori Petri Foundation reported $158K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
How do I apply for a grant from Louis and Flori Petri Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Louis and Flori Petri Foundation's EIN?
Louis and Flori Petri Foundation's EIN (Employer Identification Number) is 94-6074637. IRS Form 990 filing data is available on this page for 2020–2025.
Does Louis and Flori Petri Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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