Louis and Flori Petri Foundation

WALNUT CREEK, CA EIN: 94-6074637

Louis and Flori Petri Foundation is a private foundation focused on Arts and culture, based in WALNUT CREEK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $175K in total assets. In 2024, it awarded 10 grants totaling $20K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$175K

-8.4% YoY

Annual Giving

$20K

+0.0% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$2K

-20.0% YoY

Under IRS private-foundation payout rules, Louis and Flori Petri Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Louis and Flori Petri Foundation

Based on IRS filings

Louis and Flori Petri Foundation is a private foundation focused on Arts and culture, based in WALNUT CREEK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $175K in total assets. In 2024, it awarded 10 grants totaling $20K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AnaheimAtlantaCedar CityChicagoGarden ValleyHaikuHaleiwaHonoluluKaneoheMemphisMontgomeryRialtoTopekaWaianaeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$25K$38K$51K20202021202220232024
Metric202420232022
Total Assets$174,719$190,808$203,066
Revenue$30,198$21,217$23,507
Expenses$46,287$34,720$28,314
Qualifying Distributions$32,933$24,463$23,937
Net Investment Income$17,034$13,904$19,372
Distributable Amount$13,165$14,477$17,214

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K12 grants202012 grants202113 grants20228 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Swing High Foundation$5KShriners Children's$3KDiamond Head Theater$3KKokua Hawaii Foundation$3KCASA San Bernardino$2KMercyShips$1KWounded Warriors Project$1KPacific Primate Sanctuary$1KSt Jude Children's Resea…$1KUSO$1K

Grant Size Distribution

55 grants across all recorded years

55<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Swing High Foundation ($5,000), Shriners Children's ($3,000), Diamond Head Theater ($2,500).

RecipientPurposeAmount
MercyShips Garden Valley, TXGeneral Purpose$1,000
Wounded Warriors Project Topeka, KSGeneral Purpose$1,000
Pacific Primate Sanctuary Haiku, HIGeneral Purpose$1,000
Diamond Head Theater Honolulu, HIGeneral Purpose$2,500
Shriners Children's Atlanta, GAGeneral Purpose$3,000
Kokua Hawaii Foundation Haleiwa, HIGeneral Purpose$2,500
CASA San Bernardino Rialto, CAGeneral Purpose$2,000
St Jude Children's Research Hospita Memphis, TNGeneral Purpose$1,000
Swing High Foundation Chicago, ILGeneral Purpose$5,000
USO Washington, DCGeneral Purpose$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Robert K TaylorTreasurer
Patricia PetriPresident
J Dennis McQuaidSecretary
Kristen M KenneyDirector
Michael SpenglerDirector
Julie CariveauDirector

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Louis and Flori Petri Foundation?

Louis and Flori Petri Foundation is a private foundation focused on Arts and culture, based in WALNUT CREEK, CA. It holds $175K in total assets as of 2024.

How large is Louis and Flori Petri Foundation?

As of 2024, Louis and Flori Petri Foundation holds $175K in total assets with $30K in annual revenue. It awarded 10 grants totaling $20K in 2024.

Where does Louis and Flori Petri Foundation operate?

Louis and Flori Petri Foundation has awarded grants in Alabama, California, District of Columbia, Georgia, Hawaii, Illinois, Kansas, Tennessee, Texas, Utah.

What size grants does Louis and Flori Petri Foundation award?

In 2024, Louis and Flori Petri Foundation awarded 10 grants totaling $20K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Louis and Flori Petri Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Louis and Flori Petri Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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