Louis And Flori Petri Foundation

Walnut Creek, CA
Tax exemption issued: May 1963
EIN: 94-6074637

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$14,750

Expenses

$34,249

Net Income

-$19,499

Net Assets

$157,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$9,651	65.4%
Sales of Assets	$5,098	34.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,847	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$157,720
Total Liabilities	$0
Net Assets	$157,720

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
Kristen M Kenney (Vp & Secretary)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 15, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2024

Revenue

$30,198

Expenses

$46,287

Net Income

-$16,089

Net Assets

$174,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.2%
Dividends	$11,005	36.4%
Sales of Assets	$19,141	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,933	71.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$174,719
Total Liabilities	$0
Net Assets	$174,719

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$21,217

Expenses

$34,720

Net Income

-$13,503

Net Assets

$190,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85	0.4%
Dividends	$12,716	59.9%
Sales of Assets	$8,416	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,463	70.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$190,808
Total Liabilities	$0
Net Assets	$190,808

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$23,507

Expenses

$28,314

Net Income

-$4,807

Net Assets

$203,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.1%
Dividends	$13,084	55.7%
Sales of Assets	$10,398	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,937	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$203,066
Total Liabilities	$0
Net Assets	$203,066

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on May 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$24,098

Expenses

$33,483

Net Income

-$9,385

Net Assets

$205,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$13,617	56.5%
Sales of Assets	$10,480	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,582	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,873
Total Liabilities	$0
Net Assets	$205,873

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$21,704

Expenses

$34,750

Net Income

-$13,046

Net Assets

$215,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$13,758	63.4%
Sales of Assets	$7,938	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,217	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,258
Total Liabilities	$1
Net Assets	$215,257

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$14,405

Expenses

$29,405

Net Income

-$15,000

Net Assets

$228,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.5%
Dividends	$14,185	98.5%
Sales of Assets	$142	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,586	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$228,304
Total Liabilities	$0
Net Assets	$228,304

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$12,499

Expenses

$36,402

Net Income

-$23,903

Net Assets

$263,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.5%
Dividends	$12,407	99.3%
Sales of Assets	$27	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,932	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,463
Total Liabilities	$0
Net Assets	$263,463

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on April 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$11,581

Expenses

$38,776

Net Income

-$27,195

Net Assets

$286,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$11,571	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,839	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,866
Total Liabilities	$0
Net Assets	$286,866

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$11,228

Expenses

$37,162

Net Income

-$25,934

Net Assets

$314,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.3%
Dividends	$11,097	98.8%
Sales of Assets	$0
Other Income	$101	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,040	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,061
Total Liabilities	$0
Net Assets	$314,061

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Treasurer)	$0	$0
Patricia Petri (President)	$0	$0
J Dennis Mcquaid (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on March 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$15,039

Expenses

$27,729

Net Income

-$12,690

Net Assets

$339,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72	0.5%
Dividends	$14,967	99.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,854	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,995
Total Liabilities	$0
Net Assets	$339,995

Compensation

Key Employees and Officers	Compensation	Other
Robert K Taylor (Director)	$0	$0
Pat Howe (Vp)	$0	$0
Patricia Petri (President)	$0	$0
Theodore A Kolb (Secretary)	$0	$0
Kristen M Kenney (Director)	$0	$0
Michael Spengler (Director)	$0	$0
Julie Cariveau (Director)	$0	$0

+ View more people

990-PF

Filed on April 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$31,778

Expenses

$26,012

Net Income

$5,766

Net Assets

$352,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,948	47.0%
Sales of Assets	$16,830	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,061	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,685
Total Liabilities	$0
Net Assets	$352,685

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$15,828

Expenses

$21,570

Net Income

-$5,742

Net Assets

$346,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,828	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,787	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$346,919
Total Liabilities	$0
Net Assets	$346,919

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$12,529

Expenses

$21,352

Net Income

-$8,823

Net Assets

$352,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,529	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,848	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,661
Total Liabilities	$0
Net Assets	$352,661

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated October 22, 2026

Louis And Flori Petri Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001