Lydia & Rob Petty Family Foundation

NEW YORK, NY EIN: 20-8411971

Lydia & Rob Petty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $164K in total assets. In 2024, it awarded 12 grants totaling $296K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$164K

-2.7% YoY

Annual Giving

$296K

+146.6% YoY

Grant Count

12

-47.8% YoY

Avg Grant Size

$25K

+372.7% YoY

Under IRS private-foundation payout rules, Lydia & Rob Petty Family Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Lydia & Rob Petty Family Foundation

Based on IRS filings

Lydia & Rob Petty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $164K in total assets. In 2024, it awarded 12 grants totaling $296K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AmherstAustinBostonBurlingtonConcordExeterGreenwichHartfordNantucketNew WindsorNew YorkNyPrincetonProvidenceSciasconsetSiasconsetStamfordWashingtonWatertown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$220K$440K$660K$879K20202021202220232024
Metric202420232022
Total Assets$163,909$168,379$172,676
Revenue$294,361$117,052$69,205
Expenses$298,831$124,249$83,318
Qualifying Distributions$296,124$121,935$67,550
Net Investment Income$7,292$8,673$10,800
Distributable Amount$8,262$8,358$8,650

Giving Over Time

Total grant dollars and number of grants per year

$0$74K$148K$222K$296K2 grants202018 grants202114 grants202223 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ENGENDER HEALTH$195KBROWN UNIVERSITY$50KV & A AMERICAS FOUNDATION$16KTHE TAFT SCHOOL$15KPHILLIPS EXETER ACADEMY$10KST PAUL'S SCHOOL$3KTHE BREARLY SCHOOL$2KTHE BUCKLEY SCHOOL$2KAMHERST COLLEGE$1KPRINCETON UNIVERSITY$1K

Grant Size Distribution

69 grants across all recorded years

66<$50K2$50–100K1$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 Engender Health ($195,000), Brown University ($50,000), V & a Americas Foundation ($15,874).

RecipientPurposeAmount
AMHERST COLLEGE AMHERST, MAGENERAL$1,000
BROWN UNIVERSITY PROVIDENCE, RIGENERAL$50,000
ENGENDER HEALTH WASHINGTON, DCGENERAL$195,000
NANTUCKET BOOK FOUNDATION NANTUCKET, MAGENERAL$250
PHILLIPS EXETER ACADEMY EXETER, NHGENERAL$10,000
PRINCETON UNIVERSITY PRINCETON, NJGENERAL$1,000
ST ALBAN'S WASHINGTON, DCGENERAL$1,000
ST PAUL'S SCHOOL CONCORD, NHGENERAL$3,000
THE BREARLY SCHOOL NEW YORK, NYGENERAL$2,000
THE BUCKLEY SCHOOL NEW YORK, NYGENERAL$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT PETTYTRUSTEE1
LYDIA PETTYTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lydia & Rob Petty Family Foundation?

Lydia & Rob Petty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $164K in total assets as of 2024.

How large is Lydia & Rob Petty Family Foundation?

As of 2024, Lydia & Rob Petty Family Foundation holds $164K in total assets with $294K in annual revenue. It awarded 12 grants totaling $296K in 2024.

Where does Lydia & Rob Petty Family Foundation operate?

Lydia & Rob Petty Family Foundation has awarded grants in Connecticut, District of Columbia, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, Vermont.

What size grants does Lydia & Rob Petty Family Foundation award?

In 2024, Lydia & Rob Petty Family Foundation awarded 12 grants totaling $296K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Lydia & Rob Petty Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lydia & Rob Petty Family Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lydia & Rob Petty Family Foundation's EIN?

Lydia & Rob Petty Family Foundation's EIN (Employer Identification Number) is 20-8411971. 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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