Fredrick W Petri Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Fredrick W Petri Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 27-4507210
Foundation Overview
Based in Pleasanton, CA, Fredrick W Petri Foundation has awarded 28 grants totaling $10,998,161 to organizations in California, Illinois and 3 other states across the US. Individual grants range from $5,000 to $4,063,915, with a median award of $25,010.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
9 of 12 recipients (75%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
68% of grants are awarded in California, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in San Jose (26%), San Mateo (26%), Petaluma (21%).
Funding Trajectory
Strong 6734% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (38%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Fredrick W Petri Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Giant Steps Therapeutic Equestrian Center Inc | $25,000 | Petaluma, CA, US | Equestrian | 2024 |
| Powells Support | $5,000 | Redwood City, CA, US | Health | 2024 |
| Ucsf | $1,008,763 | San Francisco, CA, US | Stock Donation | 2024 |
| Lurie Children's Foundation | $10,000 | Chicago, IL, US | Health | 2024 |
| Giant Steps Therapeutic Equestrian Center Inc | $8,566 | Petaluma, CA, US | Equestrian | 2024 |
| Ymca | $4,063,915 | San Mateo, CA, US | Stock | 2024 |
| Blandine House Inc | $330,000 | Fond Du Lac, WI, US | Housing | 2024 |
| God's Love We Deliver | $17,500 | New York, NY, US | Health | 2024 |
| American Cancer Society | $50,000 | San Francisco, CA, US | Health | 2024 |
| American Cancer Society | $15,000 | San Francisco, CA, US | Health | 2024 |
| American Cancer Society | $10,000 | San Francisco, CA, US | Health | 2024 |
| Ald Connect | $25,000 | Middleton, MA, US | Health | 2024 |
| University Of Wisconsin Foundation | $2,996,675 | Madison, WI, US | Education | 2023 |
| University Of Wisconsin Foundation | $2,003,325 | Madison, WI, US | Education | 2023 |
| Giant Steps Therapeutic Equestrian Center Inc | $5,000 | Petaluma, CA, US | Equestrian | 2023 |
| Giant Steps Therapeutic Equestrian Center Inc | $10,000 | Petaluma, CA, US | Equestrian | 2023 |
| San Jose State University | $25,497 | San Jose, CA, US | Educational Assistance | 2020 |
| San Jose State University | $25,021 | San Jose, CA, US | Educational Assistance | 2019 |
| Ymca | $10,302 | San Mateo, CA, US | General Assistance | 2019 |
| San Jose State University | $25,036 | San Jose, CA, US | Educational Assistance | 2018 |
| Alzheimers Association | $100,029 | Chicago, IL, US | General Assistance | 2018 |
| Ymca | $10,048 | San Mateo, CA, US | General Assistance | 2018 |
| San Jose State University | $26,217 | San Jose, CA, US | Educational Assistance | 2017 |
| Alzheimers Association | $100,683 | Chicago, IL, US | General Assistance | 2017 |
| Ymca | $10,096 | San Mateo, CA, US | General Assistance | 2017 |
| San Jose State University | $25,159 | San Jose, CA, US | Educational Assistance | 2016 |
| Alzheimers Association | $50,168 | Chicago, IL, US | General Assistance | 2016 |
| Congregation Church Of San Mateo | $6,161 | San Mateo, CA, US | General Assistance | 2016 |
Foundations Similar to Fredrick W Petri Foundation
Discover 5 foundations with comparable assets ($12,190,863-$12,331,690), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Lori And Robert Goodman Family
EIN: 81-4603670 | 97 grants awarded |
$12,331,690
(≈ Similar) |
$30,000
median grant |
Los Angeles, CA
Same state |
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|
New Priorities Foundation
EIN: 91-1805939 | 148 grants awarded |
$12,316,500
(≈ Similar) |
$25,000
median grant |
Berkeley, CA
Same state |
|
|
Vincent J Coates Foundation
EIN: 77-0533167 | 179 grants awarded |
$12,243,308
(≈ Similar) |
$40,000
median grant |
Santa Cruz, CA
Same state |
|
|
Our Little Light Foundation
EIN: 46-1544429 | 144 grants awarded |
$12,208,286
(≈ Similar) |
$25,000
median grant |
Roseville, CA
Same state |
|
|
Takeo Yuki Charitable Trust
EIN: 94-2558692 | 77 grants awarded |
$12,190,863
(≈ Similar) |
$15,000
median grant |
Los Gatos, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Fredrick W Petri Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 27-4507210 |
| Website | N/A |
| Address | 5020 FRANKLIN DRIVE STE 200 Pleasanton, CA 94588-0000 |
Key People (6)
Board members, trustees, and key staff who oversee Fredrick W Petri Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Charlotte R Petri |
|---|---|
| Secretary | Linda Morasch |
| Treasurer | Paul Healy |
| Director | Ann P Lichtenstein |
| Director | Sonja A Petri |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Fredrick W Petri Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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