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Valley Fund Charitable Foundation at a glance

· 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
11
States reached
$2.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

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.

01What it funds
01100% 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
02FY2023 · 25 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k5 grants · $18k
  • $10k–50k12 grants · $208k
  • $50k–250k6 grants · $550k
  • $250k+2 grants · $2.9M
$20,000
Median grant
11
States reached
$88M
Total assets
Largest grants
RecipientAmount
MASSACHUSETTS GENERAL HOSPITAL$2,000,000
LUMIND IDSC FOUNDATION$870,000
SIERRA CLUB FOUNDATION$100,000
WORLD WILDLIFE FUND$100,000
NATURE CONSERVANCY$100,000
THE DAVID SHELDRICK WILDLIFE TRUST USA$100,000
CORPORATION OF HAVERFORD COLLEGE$100,000
MASSACHUSETTS GENERAL HOSPITAL$50,000
NEW ENGLAND AQUARIUM CORPORATION$25,000
CINCINNATI COUNTRY DAY SCHOOL$25,000
CAPE MAY POINT SCIENCE CENTER$25,000
BRANCH SERVICES$25,000
NATIONAL PARK FOUNDATION$20,000
GLEAN KENTUCKY INC$15,000
WETLANDS INSTITUTE$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–23, $30k) land where the poverty rate runs at 8%, against an area that typically sits at 8%. 17% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 8%CAMP SUNRISE INC: $5k → 11%BRANCH SERVICES: $25k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

AK
NY
MA
OH
PA
NJ
CA
KY
VA
MD
TN
DC
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

84%of every dollar goes to organizations it has funded before.
$8.8M · 18 repeat orgs$1.7M to everyone else

18 repeat relationships: 16 still active in FY2023, 2 since wound down; 8 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

18
12

Total granted

$8.8M
$1.6M

Median revenue growth · since first grant

+9%
+78%

Still filing today

83%
100%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $56k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

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

’19’20’21’22’23’24
EnvironmentFood & NutritionEducationAnimalsHealthInternationalOther
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.

Backed again, and grew

  • CC
    CINCINNATI COUNTRY DAY SCHOOL
    5× · 2019–2024 · $1.1M · revenue +38%
  • TD
    THE DAVID SHELDRICK WILDLIFE TRUST USA INC
    2× · 2022–2023 · $200k · revenue +30%
  • NP
    NATIONAL PARK FOUNDATION
    2× · 2023–2024 · $170k · revenue +15%

Funded once

  • PARTNERS IN HEALTH A NONPROFIT CORPORATION
    one grant, 2022 · $1.0M · revenue -14%
  • DF
    Dian Fossey Gorilla Fund International Incgraduated
    one grant, 2022 · $250k · revenue +70%
  • UNITED STATES FUND FOR UNICEF
    one grant, 2022 · $100k · revenue -21%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
2
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
3
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
4
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
5
World Resources Institute

Wri is committed to creating change that improves people's lives and ensures the natural world can thrive. (see schedule o)wri's bold vision requires a formula for success we call "count it. change it. scale it.":- count it: our work is…

International
6
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
7
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
8
National Fish and Wildlife Foundation

To sustain, restore, and enhance the nation's fish, wildlife, plants, and habitats.

Animals
9
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
10
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
11
Aquarium of the Pacific Corporation

The aquarium of the pacific's mission is to instill a sense of wonder, respect, and stewardship for the pacific ocean, its inhabitants, and ecosystems.

Animals
12
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
How this is measured
The grantee most central to the portfolio’s shape is New England Aquarium Corporation; the most unlike its peers is Cape May Point Science Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

40 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 40 of the 43 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
39/40
Grantees still filing
25/40
Grew since first funded

Where the money sits, by cause and then by grantee

LuMind IDSC Foundation: $4,250,000 · OtherLuMind IDSC FoundationMASSACHUSETTS GENERAL HOSPITAL: $2,100,000 · OtherMASSACHUSETTS GENERAL HOSPITAL+18 more: $1,363,750 · Other+18 moreNATIONAL PHILANTHROPIC TRUST: $2,931,903 · PhilanthropyNATIONAL PHILANTHROPIC TRUSTTHE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC: $1,000,000 · PhilanthropyTHE COMMUNITY FOUNDATION OF …CINCINNATI COUNTRY DAY SCHOOL: $1,100,000 · EducationCINCINNATI COU…CORPORATION OF HAVERFORD COLLEGE: $806,000 · EducationCORPORATION OF…+2 more: $15,000 · EducationPARTNERS IN HEALTH A NONPROFIT CORPORATION: $1,000,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $50,000 · Health+1 more: $250 · HealthSIERRA CLUB FOUNDATION: $200,000 · EnvironmentTHE CONSERVATION FUND A NONPROFIT CORPORATION: $25,000 · EnvironmentCHARLES RIVER WATERSHED ASSOCIATION INC: $25,000 · EnvironmentOCEANA INC: $25,000 · EnvironmentFRIENDS OF THE EARTH: $25,000 · EnvironmentAMERICAN RIVERS INC: $25,000 · EnvironmentTHE TRUSTEES OF RESERVATIONS: $20,000 · EnvironmentTHE DAVID SHELDRICK WILDLIFE TRUST USA INC: $200,000 · AnimalsNEW ENGLAND AQUARIUM CORPORATION: $75,000 · AnimalsWILDLIFE CONSERVATION NETWORK INC: $25,000 · AnimalsUNITED STATES FUND FOR UNICEF: $100,000 · InternationalWORLD CENTRAL KITCHEN INC: $50,000 · InternationalANGELS OF EAST AFRICA: $20,000 · International+1 more: $1,000 · International
Other$7,713,750Philanthropy$3,931,903Education$1,921,000Health$1,050,250Environment$345,000Animals$300,000International$171,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetNATIONAL PHILANTHROPIC TRUST: $2,931,903 over 1y, 0.0% of budgetCINCINNATI COUNTRY DAY SCHOOL: $1,100,000 over 5y, 4.5% of budgetTHE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC: $1,000,000 over 1y, 0.7% of budgetPARTNERS IN HEALTH A NONPROFIT CORPORATION: $1,000,000 over 1y, 0.3% of budgetCORPORATION OF HAVERFORD COLLEGE: $806,000 over 3y, 0.4% of budgetDian Fossey Gorilla Fund International Inc: $250,000 over 1y, 3.0% of budgetTHE NATURE CONSERVANCY: $225,000 over 3y, 0.0% 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 budgetANGELS OF EAST AFRICA: $20,000 over 2y, 0.8% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 IncGe Aerospace Foundati…Raymond James Charita…The Pfizer Foundation…Morgan Stanley Global…Charities Aid Foundat…The Bank of America C…Natl Christian Charit…Vanguard Charitable E…National Philanthropi…Donor Advised Charita…American Online Givin…
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.

How much its grantees rely on government

Each dot is one organization Valley Fund Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Valley Fund Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 4%
  • New England Aquarium Corporation: 12% of income from government
  • Charles River Watershed Association Inc: 8% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Best Buddies International Inc: 4% of income from government
  • The Wetlands Institute: 2% of income from government
  • The Trustees of Reservations: 2% of income from government
  • Partners in Health a Nonprofit Corporation: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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

Play a game based on Valley’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home