Private Foundation

Fredrick W Petri Foundation

Fredrick W Petri Foundation is a Private Foundation headquartered in Pleasanton, CA. Financial data from the 2024 filing: $1.1M revenue, $5.7M expenses, $12.3M total assets. IRS filings disclose 25 grants awarded by this foundation, totaling roughly $10.9M.

EIN: 274507210 Pleasanton, CA Latest filing: 2024

Total Revenue$1.1M

Total Expenses$5.7M

Total Assets$12.3M

Grants Given25

Grant Total$10.9M

Filing Years2019–2024

Sample Grants Given

YMCA

San Mateo, CA · 2024

Stock

$4,063,915

UCSF

San Francisco, CA · 2024

Stock donation

$1,008,763

Blandine House Inc

Fond du Lac, WI · 2024

Housing

$330,000

American Cancer Society

San Francisco, CA · 2024

Health

$50,000

Giant Steps Therapeutic Equestrian Center Inc

Petaluma, CA · 2024

Equestrian

$25,000

Showing up to 5 of 25 total records — full history available with membership.

Officers & Directors

director Ann P Lichtenstein

President Charlotte R Petri

director Ingrid A Puri

secretary Linda Morasch

treasurer Paul Healy

director Sonja A Petri

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education

$5,000,000 2 grants

Stock

$4,063,915 1 grant

Stock donation

$1,008,763 1 grant

Housing

$330,000 1 grant

general assistance

$231,158 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$1.1M	$5.7M	$12.3M
2023	$1.6M	$5.1M	$16.1M
2022	$18.1M	$30K	$17.6M
2020	$30K	$27K	$17K
2019	$57K	$37K	$16K

Between 2019 and 2024, reported annual revenue grew from $57K to $1.1M (+1765%), with total assets most recently reported at $12.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, IL, MA, NY, WI.

CAILMANYWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Fredrick W Petri Foundation

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports