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Form 990-PFTax year 2024EIN 27-4507210

Fredrick W Petri Foundation

A private foundation in Pleasanton, CA. Its return for tax year 2024 lists 12 grants and $5.6 million paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $5,568,744

    Grants listed
    12
    Assets, end of year
    $12,332,042

  • Tax year 2023

    $5,015,000

    Grants listed
    4
    Assets, end of year
    $16,088,324

  • Tax year 2022

    $0

    Grants listed
    0
    Assets, end of year
    $17,591,998

  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $16,759

  • Tax year 2020

    $25,497

    Grants listed
    1
    Assets, end of year
    $17,154

  • Tax year 2019

    $35,323

    Grants listed
    2
    Assets, end of year
    $15,975

  • Tax year 2018

    $135,113

    Grants listed
    3
    Assets, end of year
    $9,452

Grants paid in 2024

12 grants, largest first

As listed on the return.

  1. YMCASan Mateo, CA

    Stock

    $4,063,915
  2. UCSFSan Francisco, CA

    Stock donation

    $1,008,763
  3. Blandine House IncFond Du Lac, WI

    Housing

    $330,000
  4. American Cancer SocietySan Francisco, CA

    Health

    $50,000
  5. Giant Steps Therapeutic Equestrian Center IncPetaluma, CA

    Equestrian

    $25,000
  6. ALD ConnectMiddleton, MA

    Health

    $25,000
  7. God's Love We DeliverNew York, NY

    Health

    $17,500
  8. American Cancer SocietySan Francisco, CA

    Health

    $15,000
  9. Lurie Children's FoundationChicago, IL

    Health

    $10,000
  10. American Cancer SocietySan Francisco, CA

    Health

    $10,000
  11. Giant Steps Therapeutic Equestrian Center IncPetaluma, CA

    Equestrian

    $8,566
  12. Powells SupportRedwood City, CA

    Health

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Mental health1 grant $330,00081% of the total
  2. Health3 grants $58,56614% of the total
  3. Food and agriculture1 grant $17,5004% of the total

By State

Grants to organizations with a US address, latest year.

  1. California8 grants $5,186,244
  2. Wisconsin1 grant $330,000
  3. Massachusetts1 grant $25,000
  4. New York1 grant $17,500
  5. Illinois1 grant $10,000

Officers, directors and trustees

6 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • charlotte r petriPresident Hours 0Pay $0
  • linda moraschsecretary Hours 0Pay $0
  • paul healytreasurer Hours 0Pay $0
  • Ann P Lichtensteindirector Hours 0Pay $0
  • Sonja A Petridirector Hours 0Pay $0
  • Ingrid A Puridirector Hours 0Pay $0

The return

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