Fredrick W Petri Foundation
At a glance
This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.
Key takeaways
- This foundation, based in Pleasanton, CA, operates strictly by invitation only and does not accept unsolicited requests, so a speculative approach is unlikely to succeed.
- Its grants have gone mainly to health-related organisations, with two to education, plus support for a housing provider, a therapeutic equestrian centre, and stock donations to a community YMCA and a university health institution, rather than a single stated funding theme.
- Grant sizes vary widely, from $5,000 up to $3,000,000, but half of its 16 grants were $17,500 or less, so a modest request is the more typical pattern.
- Only 1% of its grant dollars went to organisations it had also funded the previous year, suggesting its giving is not built around repeat relationships with the same grantees.
- Given the invitation-only process, organisations without an existing connection to the foundation should not expect to apply directly; no stated geographic restriction or other eligibility policy is given beyond this.
Overview
Fredrick W Petri Foundation is a US private foundation based in Pleasanton, CA.
What they fund
Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 7 October 2026.
Priority Areas
The foundation’s recorded grants went to several kinds of charitable organisations. They included educational institutions, health organisations, a housing provider and a therapeutic equestrian centre. Health-related grants formed the largest group by number, while education accounted for two grants; the filings also record stock donations to a community YMCA and a university health institution. Other recorded support went to housing and equestrian services. The grant record therefore includes support for particular charitable services as well as stock gifts to charitable organisations, rather than a single stated funding theme. The filings do not state a wider eligibility policy.
Geographic Focus
No geographic focus is stated; the filings show grants mainly in Wisconsin and California.
How to apply
The foundation states that it does not accept unsolicited requests.
Application success factors
- Repeat giving: In its TY2024 filing, 1% of its grant dollars to organisations went to organisations it had also funded in its TY2023 filing.
- Grant size: Across its TY2023 and TY2024 filings, half of its 16 grants to organisations were $17,500 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2022–2024.
Grant dollars by state
- The largest single recipient received 47% of grant dollars to organisations.
- In tax year 2024, <1% of grant dollars went to organisations Fredrick W Petri Foundation had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
Grants
How much do they typically give?
Share of 12 grants in tax year 2024 by size
Median $21,250 (tax year 2024)
The largest grants to organisations in the foundation’s latest filing:
- YMCA · Stock$4,063,9152024 tax year
- Ucsf · Stock donation$1,008,7632024 tax year
- Blandine House · Housing$330,0002024 tax year
- American Cancer Society · Health$50,0002024 tax year
- ALD Connect · Health$25,0002024 tax year
- Giant Steps Therapeutic Equestrian Center · Equestrian$25,0002024 tax year
- God's Love We Deliver · Health$17,5002024 tax year
- American Cancer Society · Health$15,0002024 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Ingrid A Puri — Director
- Sonja A Petri — Director
- Ann P Lichtenstein — Director
- Paul Healy — Treasurer
- Linda Morasch — Secretary
- Charlotte R Petri — President
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $29,682 | $0 | $17,591,998 | Filing for 2022 tax year |
| 2023 tax year | $5,113,393 | $5,015,000 | $16,088,324 | Filing for 2023 tax year |
| 2024 tax year | $5,681,877 | $5,568,744 | $12,332,042 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to Fredrick W Petri Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- Pleasanton, CA
Applying to Fredrick W Petri Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- Pleasanton, CA