William Fries Ii Foundation

LAFAYETTE, CA EIN: 20-2557737

William Fries Ii Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.4M in total assets. In 2024, it awarded 9 grants totaling $1.5M. Net investment income was $2.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$37.4M

+5.5% YoY

Annual Giving

$1.5M

-4.4% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$170K

-25.6% YoY

Under IRS private-foundation payout rules, William Fries Ii Foundation reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.

About William Fries Ii Foundation

Based on IRS filings

William Fries Ii Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.4M in total assets. In 2024, it awarded 9 grants totaling $1.5M. Net investment income was $2.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BerkeleyCarrollOaklandPalm DesertSacramentoSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$757K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$37,393,255$35,430,724$32,435,282
Revenue$2,318,058$1,393,453$398,421
Expenses$1,694,264$2,754,408$965,719
Qualifying Distributions$1,732,686$1,745,104$1,891,150
Net Investment Income$2,008,580$1,057,011$594,587
Distributable Amount$1,810,378$1,673,483$1,734,432

Giving Over Time

Total grant dollars and number of grants per year

$0$438K$877K$1M$2M5 grants202011 grants202110 grants20227 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

UFC Berkeley$600KUCSF Benioff Children's …$400KTHE SAN FRANCISCO FOUNDA…$180KSAN FRANCISCO - MARIN FO…$100KCHRONICLE SEASON OF SHAR…$75KST ANTHONY FOUNDATION$75KSAN FRANCISCO EDUCATION …$50KSan Francisco Symphony$25KSan Francisco Opera$25K

Grant Size Distribution

42 grants across all recorded years

8<$50K12$50–100K13$100–250K6$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include UFC Berkeley ($600,000), UCSF Benioff Children's Hospitals ($400,000), The San Francisco Foundation ($180,000).

RecipientPurposeAmount
CHRONICLE SEASON OF SHARING FUND SAN FRANCISCO, CATO PROVIDE EMERGENCY ASSISTANCE FOR BAY AREA RESIDENTS FACING TEMPORARY CRISES.$75,000
SAN FRANCISCO - MARIN FOOD BANK SAN FRANCISCO, CAUNRESTRICTED$100,000
ST ANTHONY FOUNDATION SAN FRANCISCO, CAUNRESTRICTED$75,000
THE SAN FRANCISCO FOUNDATION SAN FRANCISCO, CAUNRESTRICTED$180,000
SAN FRANCISCO EDUCATION FUND San Francisco, CATO EMPOWER STUDENTS AND BUILD MORE EQUITABLE & INCLUSIVE PUBLIC-SCHOOL EXPERIENCE.$50,000
UCSF Benioff Children's Hospitals San Francisco, CAProvide care for children and their families, train the next generation of clinician-scientist leaders, and pursue research breakthroughs that lead to new treatment options.$400,000
San Francisco Symphony SAN FRANCISCO, CAUnrestricted$25,000
San Francisco Opera SAN FRANCISCO, CATo Provide transformative music education programs to students across the Bay Area and Northern California.$25,000
UFC Berkeley Berkeley, CAUnrestricted$600,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FRED WULFFPRESIDENT$172KMICHAEL ROOSEVELTSECRETARY$17KJAMES ULLAKOTREASURER$17K

From 2024 filing

NameTitleHoursCompensation
FRED WULFFPRESIDENT20$172,000
MICHAEL ROOSEVELTSECRETARY2$16,500
JAMES ULLAKOTREASURER2$16,500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William Fries Ii Foundation?

William Fries Ii Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. It holds $37.4M in total assets as of 2024.

How large is William Fries Ii Foundation?

As of 2024, William Fries Ii Foundation holds $37.4M in total assets with $2.3M in annual revenue. It awarded 9 grants totaling $1.5M in 2024.

Where does William Fries Ii Foundation operate?

William Fries Ii Foundation has awarded grants in California, Iowa.

What size grants does William Fries Ii Foundation award?

In 2024, William Fries Ii Foundation awarded 9 grants totaling $1.5M — an average of about $170K per grant, based on its IRS Form 990 filings.

How much is William Fries Ii Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William Fries Ii Foundation reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William Fries Ii Foundation's EIN?

William Fries Ii Foundation's EIN (Employer Identification Number) is 20-2557737. 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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