Grantmakers › California

Healthy Petaluma Foundation

Petaluma, CA · EIN 88-0631005. Reported 26 grants totalling $1,006,800 to 23 organizations across tax years 2023-2024, on Form 990 Schedule I.

23organizations funded
$20,000median reported grant
$1,006,800granted, 2023-2024
12%of grantees funded again the next year
32%of dollars to its largest recipient

Does this grantmaker accept applications?

Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.

Three things in the filing do bear on it:

  1. What kind of organization it is. For Healthy Petaluma Foundation, by its IRS classification it raises and distributes funds for health care (NTEE E12).
  2. How spread out its giving is. 23 distinct organizations, with 32% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
  3. How much its list changes. 12% of one year's grantees are funded again the next, across 1 year-to-year transition. That is below the 56% median for grantmaking charities, and well below the 67% median for private foundations. It describes the organizations it already funds, not whether it would consider a new one.

How big are its grants?

The median reported grant is $20,000. Half of what it reported fell between $15,000 and $40,000; the smallest was $8,300 and the largest $320,000. If you are asking for materially more than the top of that range, you are asking the wrong organization.

Schedule I only reports grants over $5,000. Form 990 requires a charity to list recipients it paid more than that and lets it omit the rest, so every grant-size figure on this page describes the grants it reported, not all of them. Its real median is lower and its real recipient count is higher. This is also why these numbers cannot be compared with the private-foundation figures elsewhere on this site -- Form 990-PF has no reporting floor, so the two are different populations rather than two samples of one.
$5,000 - $10,000
1 grant
$10,000 - $25,000
17 grants
$25,000 - $50,000
3 grants
$50,000 - $100,000
4 grants
$250,000 Or More
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.

OrganizationLocationTotal receivedGrantsYears fundedLast
Bluezones LLCEdina, MN$320,000112023
Petaluma People Service CenterPetaluma, CA$95,000222024
Friends of the Petaluma RiverPetaluma, CA$75,000112024
On the Margins IncPetaluma, CA$70,000112024
Cinnabar Arts CorporationPetaluma, CA$62,000112024
Pediatric Dental Initiative of the North CoastWindsor, CA$50,000222024
Lime FoundationSanta Rosa, CA$47,250112024
Cafe PuentePetaluma, CA$40,000112024
Village Network of PetalumaPetaluma, CA$30,000212023
California Parenting InstituteSanta Rosa, CA$20,000112023
Committee on the ShelterlessPetaluma, CA$20,000112023
North Bay Childrens Center IncNovato, CA$20,000112023
Redwood Empire Food BankSanta Rosa, CA$20,000112023
Support Our StudentsSanta Rosa, CA$20,000112023
Community InitiativesOakland, CA$18,000112023
Latino Service ProvidersSanta Rosa, CA$18,000112023
Community Child Care Council of Sonoma County IncSanta Rosa, CA$16,000112023
Homefirst Services of Santa Clara CountySan Jose, CA$15,000112023
Sonoma County Alano ClubPetaluma, CA$11,500112023
Petaluma River Park Foundation IncPetaluma, CA$10,750112024
Buckelew ProgramsNovato, CA$10,000112023
Petaluma Blacks for Community DevelopmentPetaluma, CA$10,000112023
PTA California Congress of Parents Teachers & Students IncPetaluma, CA$8,300112023

2 of 23 (9%) received money in more than one year over the 2 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.

What the money was for

Taken verbatim from the purpose column of its filings, largest first. This is the closest thing to a statement of what it funds, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 18 of 23 recipients we could match to a registered organization. The categories are the IRS's, not ours -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.

Human Services
7 orgs
Arts & Culture
3 orgs
Mental Health
2 orgs
Environment
1 org
Civil Rights
1 org
Community Improvement
1 org
Food & Nutrition
1 org
Philanthropy & Grantmaking
1 org

Giving by year

Tax yearGrants reportedTotalMedian grant
202318$596,800$19,000
20248$410,000$54,625

Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.

Where its money goes

68% of its giving went to organizations in California. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.

California
$687K
Minnesota
$320K

Down to the city

Petaluma, CA
$433K
Edina, MN
$320K
Santa Rosa, CA
$141K
Windsor, CA
$50K
Novato, CA
$30K
Oakland, CA
$18K

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Funders that support the same organizations

These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Sonoma County Community Foundation15 shared recipientsDonor Advised Charitable Giving Inc14 shared recipientsMarin Community Foundation10 shared recipientsFidelity Investments Charitable Gift Fund9 shared recipientsKaiser Foundation Hospitals8 shared recipientsAmerican Online Giving Foundation Inc8 shared recipients

How to approach this grantmaker

  1. Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
  2. Check you are its size. The median reported grant is $20,000 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
  3. Check you are in its geography. Its giving concentrates in California.
  4. Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.

Related guides

Foundations funding human services in CaliforniaEvery funder in this groupFoundations funding arts & culture in CaliforniaEvery funder in this groupFoundations funding environment in CaliforniaEvery funder in this group

Where these numbers come from

Everything above is taken from Healthy Petaluma Foundation's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 2 returns (tax years 2023-2024). Grant figures are from its returns. Recipient classifications, the concentration and retention figures and the funders that support the same organizations are our own calculations from them, described in how we build this.

On its most recent return it told the IRS it made grants to 8 section 501(c)(3) organizations and 0 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.

Address of record on the latest return: 5401 Old Redwood Hwy 105, Petaluma, CA, 94594.

EIN 88-0631005 · See the original filings on ProPublica · How we build this

This is history, not an open call. Form 990 is published about a year after the tax year it covers. Nothing on this page is a deadline. It is a record of who this organization has actually funded.

Is something here wrong about your organization? Email [email protected] and we will correct it.