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Delaware · Private foundation

Valley Fund Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.6M
Granted FY2023
25
Grants FY2023
21
Organizations funded FY2023
43%
First-time grantees FY2023
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Read this first · the figures below need context

67% of Valley Fund Charitable Foundation’s FY2024 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Valley Fund Charitable Foundation named its own grantees at scale: 19 organizations, $4M. It is dated, not current.

Organizations named directly on the return

10
’19
1
’20
1
’21
17
’22
19
’23
10
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$20,000
Largest grant, FY2023
$2,000,000
Organizations funded a year
1 to 21
FY2019 to FY2023
States reached, FY2023
11
Total assets, FY2023
$88M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 43% of the organizations Valley Fund Charitable Foundation funded were first-time grantees, receiving 63% of its grant dollars.

New vs renewed · share of each year

In FY2023, 37% of grant dollars renewed an existing relationship; $2.1M went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
Food & NutritionAnimalsEnvironmentInternationalHuman ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202321$3.4M43%
FY202219$2.8M79%
FY20211$1.0M0%
FY20202$45k0%
FY201911$1.8Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Health$6.6MPhilanthropy$3.9MEducation$1.9MInternational$1.1MEnvironment$1.0MAnimals$550kFood & Nutrition$108kScience & Tech$100kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

AK
NY
MA
OH
PA
NJ
CA
KY
VA
MD
TN
DC
GA
FL

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 35 grantees

What it could do for these grantees

Plus 3 recipients with no EIN on record ($2.5M), not named here.

Where it is load-bearing

Valley Fund Charitable Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 34 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLuMind IDSC Foundation: $4,250,000 over 5y, 32% of budgetCincinnati Country Day School: $1,100,000 over 5y, 4.5% of budgetPartners in Health a Nonprofit Corporation: $1,000,000 over 1y, 0.3% of budgetDian Fossey Gorilla Fund International Inc: $250,000 over 1y, 3.0% of budgetThe David Sheldrick Wildlife Trust USA Inc: $200,000 over 2y, 0.6% of budgetSierra Club Foundation: $200,000 over 2y, 0.1% of budgetNational Park Foundation: $170,000 over 2y, 0.1% of budgetCape May Point Science Center: $100,000 over 3y, 7.5% of budgetUnited States Fund for Unicef: $100,000 over 1y, 0.0% of budgetNew England Aquarium Corporation: $75,000 over 2y, 0.1% of budgetEarthwatch Institute Inc: $50,000 over 2y, 0.5% of budgetWorld Central Kitchen Inc: $50,000 over 1y, 0.0% of budgetSt Jude Children's Research Hospital Inc: $50,000 over 1y, 0.0% of budgetGlean Kentucky Inc: $30,000 over 2y, 2.5% of budgetSeedleaf Inc: $30,000 over 2y, 4.7% of budgetThe Wetlands Institute: $30,000 over 2y, 0.8% of budgetWellesley Food Pantry Inc: $27,500 over 2y, 14% of budgetThe Conservation Fund a Nonprofit Corporation: $25,000 over 1y, 0.0% of budgetCharles River Watershed Association Inc: $25,000 over 1y, 1.6% of budgetPan-Massachusetts Challenge Inc: $25,000 over 3y, 0.0% of budgetWildlife Conservation Network Inc: $25,000 over 1y, 0.1% of budgetOceana Inc: $25,000 over 1y, 0.1% of budgetFriends of the Earth: $25,000 over 1y, 0.2% of budgetAmerican Rivers Inc: $25,000 over 1y, 0.1% of budgetThe Trustees of Reservations: $20,000 over 2y, 0.0% of budgetFoodchain Inc: $15,000 over 1y, 1.3% of budgetAmericans for Oxford Inc: $10,000 over 1y, 0.0% of budgetSpecial Olympics New Jersey Inc: $5,000 over 1y, 0.1% of budgetThree Squares New England Inc: $5,000 over 1y, 0.9% of budgetFriends of the Wellesley Free Libraries Inc: $5,000 over 1y, 6.6% of budgetCamp Sunrise Inc: $5,000 over 1y, 1.7% of budgetLifemoves: $1,250 over 2y, 0.0% of budgetBest Buddies International Inc: $1,000 over 1y, 0.0% of budgetDana-Farber Cancer Institute Inc: $250 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 34.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Baird Foundation IncWI10.9× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Baird Foundation Inc · Ge Aerospace Foundation · Raymond James Charitable Endowment Fund · The Pfizer Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Charities Aid Foundation America · The Bank of America Charitable Foundation Inc · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Valley Fund Charitable Foundation with peer funders

About Valley Fund Charitable Foundation

How much does Valley Fund Charitable Foundation give?
Valley Fund Charitable Foundation reported 25 grants totaling $3,645,750 in its FY2023 IRS filing. It funded between 1 and 21 organizations a year over FY2019 to FY2023.
What does Valley Fund Charitable Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Health (43%), Philanthropy (25%), Education (12%).
Who are Valley Fund Charitable Foundation's largest grantees?
By total granted over FY2019 to FY2024: LuMind IDSC Foundation ($4.3M), Cincinnati Country Day School ($1.1M), Partners in Health a Nonprofit Corporation ($1.0M).
Does Valley Fund Charitable Foundation fund new organizations?
In FY2023, 43% of the organizations it funded were first-time grantees.
Does Valley Fund Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Valley Fund Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include Baird Foundation Inc, Ge Aerospace Foundation, Raymond James Charitable Endowment Fund.
Where is Valley Fund Charitable Foundation based?
Valley Fund Charitable Foundation is based in DE.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 43 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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