PEF CREATES IMPACTFUL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS IN OUR COMMUNITY. WE FUND PROGRAMS THAT PROMOTE CRITICAL THINKING, CREATIVITY, STUDENT WELL-BEING, AND LIFELONG LEARNING.
Key facts about Petaluma Educational Foundation
- EIN
- 94-2847212
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $425,474
- Grants made (2025)
- 24
- Average grant
- $17,728
- Median grant
- $16,447
- New grantees (estimate)
- 29% first-time grantees (7 of 24, 2025)
- Total assets
- $7,649,353
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Next open deadline
- December 1, 2026 (PEF Scholarships)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Petaluma Educational Foundation funds
By grant dollars, the top recipient states for Petaluma Educational Foundation's 24 itemized 2025 grants were California (100%). The most frequent recipient cities were Petaluma, CA (22 grants). None of its 23 grants with a stated purpose were described as general or operating support. Recurring purposes include "Education for Literacy" (6 grants), "Education for Health & Wellness" (5 grants) and "Education for STEAM" (5 grants).
Is Petaluma Educational Foundation open to new grantees?
29%
first-time grantees, 2025
In 2025, 7 of 24 grantees (29%) were first-time recipients. First grants averaged $14K; repeat grants $19K. How we count
Medians: $16K first-time, $17K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Petaluma Educational Foundation
- How to evaluate Petaluma Educational Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.6M
+7.0% YoY
Annual Giving
$425K
+110.4% YoY
Grant Count
24
+140.0% YoY
Avg Grant Size
$18K
-12.3% YoY
About Petaluma Educational Foundation
Based on IRS filings
Petaluma Educational Foundation is a nonprofit organization focused on Education, based in Petaluma, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.6M in total assets. In 2025, it awarded 24 grants totaling $425K. Net investment income was $439K.
Focus Areas
Ready to take the next step with Petaluma Educational Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,649,353 | $7,146,536 | $6,604,645 |
| Revenue | $1,464,418 | $1,469,694 | $1,208,172 |
| Expenses | $1,276,304 | $985,107 | $977,781 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $438,548 | $408,844 | $248,488 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 15, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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 2025
Grant Size Distribution
99 grants across all recorded years
Open Grants
2 open opportunities from Petaluma Educational Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include St Vincents High School ($82,000), Spring Hill School ($29,853), River Montessori ($20,191).
| Recipient | Purpose | Amount |
|---|---|---|
| ST VINCENTS HIGH SCHOOL Petaluma, CA | EDUCATION FOR STEAM | $82,000 |
| SPRING HILL SCHOOL Petaluma, CA | EDUCATION FOR STEM | $29,853 |
| RIVER MONTESSORI Petaluma, CA | EDUCATION FOR LITERACY AND STEAM | $20,191 |
| PENNGROVE SCHOOL Penngrove, CA | EDUCATION FOR LITERACY | $20,000 |
| MCKINLEY SCHOOL Petaluma, CA | EDUCATION FOR LITERACY | $19,786 |
| GRANT SCHOOL Petaluma, CA | EDUCATION FOR LITERACY | $19,700 |
| OLD ADOBE UNION SCHOOL DISTRICT Petaluma, CA | EDUCATION FOR HEALTH & WELLNESS | $18,829 |
| MCDOWELL SCHOOL Petaluma, CA | EDUCATION FOR LITERACY | $18,543 |
| PETALUMA HIGH SCHOOL Petaluma, CA | EDUCATION FOR STEAM, HEALTH AND WELLNESS | $18,023 |
| WAUGH SCHOOL DISTRICT Petaluma, CA | EDUCATION FOR STEAM, HEALTH AND WELLNESS | $17,703 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Neal Reardon | Secretary | 1 | — |
| Mark Niemann Left 8-7-24 | Board Member | 0.5 | — |
| Tim McGaughey | Treasurer | 1 | — |
| Carol Ann Libarle | Board Member | 0.5 | — |
| Carol Isaak | Board Member | 0.5 | — |
| Melinda Hepp | Board Member | 0.5 | — |
| Teresa Hatcher | Board Member | 0.5 | — |
| Andrew Fishman Left 09-03-24 | Board Member | 0.5 | — |
| Joanie Benedetti Claussen | Member at Large | 1 | — |
| Craig Walker | President | 1 | — |
| Hoby Wedler | Board Member | 0.5 | — |
| Debra Dow Left 07-01-24 | Past President | 1 | — |
| Rebecca Celli | Vice President | 1 | — |
| Daniele Bugbee | Board Member | 0.5 | — |
| Kimberly Strickland | Board Member | 0.5 | — |
| Chad Fillinger | Board Member | 0.5 | — |
| Karen Gettman | Board Member | 0.5 | — |
| Cristina Hess Bagwell | Board Member | 0.5 | — |
| Rebecca Kagin | Board Member | 0.5 | — |
| Melissa Morelli | Board Member | 0.5 | — |
| Breanne Sturdevant | Board Member | 0.5 | — |
| Susan Takami | Board Member | 0.5 | — |
| Marilyn Quinlan | Board Member | 0.5 | — |
| Michael Regan | Board Member | 0.5 | — |
| Kalli Fishman Joined 10-22-24 | Board Member | 0.5 | — |
| Anusuya Mokashi Joined 8-7-2024 | Board Member | 0.5 | — |
| Maureeen Highland | Executive Director | 40 | $115,666 |
| Sharon Kimball | Accounting Manager | 17 | $79,958 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Petaluma Educational Foundation?
Petaluma Educational Foundation is a nonprofit organization focused on Education, based in Petaluma, CA. It holds $7.6M in total assets as of 2025.
How large is Petaluma Educational Foundation?
As of 2025, Petaluma Educational Foundation holds $7.6M in total assets with $1.5M in annual revenue. It awarded 24 grants totaling $425K in 2025.
Where does Petaluma Educational Foundation operate?
Petaluma Educational Foundation has awarded grants in California.
What size grants does Petaluma Educational Foundation award?
In 2025, Petaluma Educational Foundation awarded 24 grants totaling $425K — an average of about $18K per grant, based on its IRS Form 990 filings.
What is Petaluma Educational Foundation's EIN?
Petaluma Educational Foundation's EIN (Employer Identification Number) is 94-2847212. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.