Fredrick W Petri Foundation

990PF • Fiscal year 2017 • EIN 27-4507210

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile

5020 Franklin Drive STE 200Pleasanton, CA 94588

(925) 460-8900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

-0.8%

Higher net margin than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

52%

Faster asset growth than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

440%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$5,703

Up $1,943 (+52%) from 2016

Net Assets

$5,703

Up $1,943 (+52%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin40th percentile

Revenue

$137,015

Up $111,654 (+440%) from 2016

Expenses

$138,137

Up $52,464 (+61%) from 2016

Net Income

-$1,122

Up $59,190 (+98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$5,703

Liabilities$0

Net Assets$5,703

Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$137,015

Expenses$138,137

Net Income-$1,122

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Oct 30, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
charlotte r petri	Director	-	$0	-	-
linda morasch	Director	-	$0	-	-
paul healy	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Fredrick W Petri Foundation
EIN: 27-4507210
In Care Of: % LINDA MORASCH
Phone: 9254608900
Address: 5020 Franklin Drive STE 200, Pleasanton, CA 94588

Signing Officer

Name: Linda Morasch
Title: secretary &treasurer
Phone: 9254608900
Signed: 2018-10-30
Discuss with paid preparer: Yes

Preparer

Firm: Krutilla & Associates Inc
Address: 350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer: Gary Krutilla
Phone: 9259415440

Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	26391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SPDR S & P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	WELLS FARGO & CO
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	643
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	647
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	647
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1075
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	136996
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	136996
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	136368
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	643
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	643
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-1122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	641
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	50
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	56
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	10
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	6
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1141
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-1122
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	3767
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	6405
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	3760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5703
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	174
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	174
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	174
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	180
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	6
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	6
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	94
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	6
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	94
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	6
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	100
IRS990PF/FMVAssetsEOYAmt	0	31814
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	2969
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4303
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	27192
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	219
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	100
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	3760
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	5703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	3760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	31814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	3760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5703
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	3760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5703
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	3645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	55
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	180
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	3590
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	charlotte r petri
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	linda morasch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	paul healy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	5020 Franklin Drive STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	5020 Franklin Drive STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	5020 Franklin Drive STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Pleasanton
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	44910
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	440962
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	12.509886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	21.662272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	5.271197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	14.162678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	9.976309
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	13788
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	8621
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	62.549431
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	138125
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	138131
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	6
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PLEASANTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	FREDRICK PETRI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	26217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	100683
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATIONAL assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	general assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	general assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	san jose state university
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	one washington square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	225 N MICHIGAN AVE FL 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1877 South Grant Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	san jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN MATEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	60601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	136996
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	174
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	85259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	437456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	194586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	85892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	98512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	98512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	941150
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	137957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	85259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	437456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	194586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	85892
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	138131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	137957
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1039662
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	901705
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	fredrick petri
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	209 bridge road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	hillsborough
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	94010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	136368
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	136368
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	SECURITIES 2510 sh wells fargo & co
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2017-06-29
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	MISCELLANEOUS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	219
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	219
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	702
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	6
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	918
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	2849
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	PY ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LINDA MORASCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	secretary &treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9254608900
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Fredrick W Petri Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	FRED
ReturnHeader/Filer/EIN	0	274507210
ReturnHeader/Filer/InCareOfNm	0	% LINDA MORASCH
ReturnHeader/Filer/PhoneNum	0	9254608900
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5020 Franklin Drive STE 200
ReturnHeader/Filer/USAddress/CityNm	0	Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94588
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	B6BA653E9ED7DEADC19EFA2B99DC5CECB93682E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	291C6519FF83439B8A609E74344FB7B6E0D5BD50
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	68934120183035000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.255.55.50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KRUTILLA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	350 N WIGET LANE STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94598
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9259415440
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GARY KRUTILLA
ReturnHeader/ReturnTs	0	2018-10-30T19:04:18-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,703
Liabilities: $0
Net assets: $5,703
Revenue: $137,015
Expenses: $138,137
Net income: -$1,122

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$12.3	$0.03	$12.3	$1.06	$5.68	$4.62
2023Detailed filing. Detailed filing data is available for this year.	$16.1	$0.01	$16.1	$1.63	$5.11	$3.48
2022Detailed filing. Detailed filing data is available for this year.	$17.6	$0.01	$17.6	$18.1	$0.03	$18.1
2021Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.00	$0.00	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.03	$0.03	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.06	$0.04	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.14	$0.14	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.14	$0.14	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.03	$0.09	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$0.08	$0.00	$0.08	$0.54	$0.44	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.20	$0.20	$0.01