Nonprofit · EIN 27-4507210
FREDRICK W PETRI FOUNDATION
Tax-exempt · PLEASANTON, CA 94588
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,058,994 | $5,681,877 | -$4,622,883 | $12,332,042 | $26,700 | $12,305,342 |
| December 31, 2023 | 990-PF | $1,631,654 | $5,113,393 | -$3,481,739 | $16,088,324 | $9,300 | $16,079,024 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $168,189
- Interest
- $164,731
- Net gain from sales of assets
- $724,683
- Other income
- $1,391
Expenses
- Grants and similar amounts paid
- $5,568,744
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,580,174
- Excise tax on investment income
- $13,287
Balance sheet and other
- Total assets, start of year
- $16,088,324
- Total assets, end of year
- $12,332,042
- Total liabilities, end of year
- $26,700
- Net assets, end of year
- $12,305,342
- Fair market value of assets
- $12,332,042
- Qualifying distributions
- $5,580,174
- Net investment income
- $1,057,603
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| charlotte r petri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | President | 0 | $0 |
| linda morasch 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | secretary | 0 | $0 |
| paul healy 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | treasurer | 0 | $0 |
| Ann P Lichtenstein 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 0 | $0 |
| Sonja A Petri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 0 | $0 |
| Ingrid A Puri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| charlotte r petri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | President | 1 | $0 |
| linda morasch 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | secretary | 1 | $0 |
| paul healy 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | treasurer | 1 | $0 |
| Ann P Lichtenstein 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 1 | $0 |
| Sonja A Petri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 1 | $0 |
| Ingrid A Puri 5020 Franklin Drive STE 200, Pleasanton, CA 94588 | director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5020 FRANKLIN DRIVE STE 200, PLEASANTON, CA 94588-3354
- In care of
- % LINDA MORASCH
- Signed the 990-PF
- Linda Morasch, secretary
- Phone
- (925) 460-8900
- Return prepared by
- KRUTILLA & ASSOCIATES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-4507210 or by the name FREDRICK W PETRI FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4507210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $12,332,042
- Income (IRS master file)
- $3,608,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,058,994 | $5,681,877 | $12,332,042 | XML |
| 990-PF | December 2023 | $1,631,654 | $5,113,393 | $16,088,324 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4507210).
Questions about FREDRICK W PETRI FOUNDATION
- What is the EIN of FREDRICK W PETRI FOUNDATION?
- The employer identification number (EIN) of FREDRICK W PETRI FOUNDATION is 27-4507210.
- Is FREDRICK W PETRI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FREDRICK W PETRI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDRICK W PETRI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDRICK W PETRI FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FREDRICK W PETRI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FREDRICK W PETRI FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does FREDRICK W PETRI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,058,994, expenses of $5,681,877 and total assets of $12,332,042 at year end.
Other nonprofits in PLEASANTON
- THE ALBERTSONS COMPANIES FOUNDATION EIN 91-2144510 · last filed 990 for 2025
- THREE VALLEYS COMMUNITY FOUNDATION EIN 87-1782380 · last filed 990 for 2025
- BAI FOUNDATION EIN 84-4788353 · last filed 990-PF for 2025
- INSPIRAL FOUNDATION EIN 87-2756034 · last filed 990-PF for 2025
- KANWAL FOUNDATION INC EIN 87-4056490 · last filed 990-PF for 2024
- KRIPAMAYI FOUNDATION EIN 95-4834925 · last filed 990-PF for 2025
- THE ROY AND DAUN GOBLE FOUNDATION I NC EIN 94-3305664 · last filed 990-PF for 2025
- GU FOUNDATION EIN 87-3507941 · last filed 990-PF for 2024
All nonprofits in PLEASANTON · California · Philanthropy, voluntarism and grantmaking foundations