Cleo Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 11 grants totaling $179K. Net investment income was $168K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
+3.6% YoY
Annual Giving
$179K
+8.2% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$16K
+8.2% YoY
Under IRS private-foundation payout rules, Cleo Foundation reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.
About Cleo Foundation
Based on IRS filings
Cleo Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 11 grants totaling $179K. Net investment income was $168K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,216,339 | $3,105,057 | $2,881,066 |
| Revenue | $178,358 | $127,104 | $55,604 |
| Expenses | $222,102 | $224,257 | $198,222 |
| Qualifying Distributions | $211,599 | $202,754 | $193,137 |
| Net Investment Income | $168,151 | $117,333 | $55,675 |
| Distributable Amount | $159,282 | $147,877 | $157,105 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ventana Wilderness Alliance ($30,000), Ct Apptd Spec Advocates of MonTEREY ($25,000), Community Partnership for Youth ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Community Partnership for Youth Monterey, CA | TO SUPPORT THE High School Leadership, Life Skills & Job Preparation Program | $20,000 |
| Epicenter of Monterey SALINAS, CA | to support SOCIAL EMOTIONAL LEARNING | $15,000 |
| Ventana Wilderness Alliance MONTEREY, CA | TO SUPPORT THE Youth in Wilderness PROGRAM | $30,000 |
| ANDERSON VALLEY EDUCATION FNDN BOONVILLE, CA | GENERAL OPERATING SUPPORT | $15,000 |
| BIG SUR LAND TRUST MONTEREY, CA | TO SUPPORT YOUTH OUTDOOR PROGRAMS | $10,000 |
| JACOBS HEART CHILDRENS CANCER SUPPO WATSONVILLE, CA | TO SUPPORT MONTEREY COUNTY PROGRAMS | $10,000 |
| O'Neill Sea Odyssey Santa Cruz, CA | SUPPORT FOR SOUTH MONTEREY COUNTY EXPANSION | $13,500 |
| Ct Apptd Spec Advocates of MonTEREY SALINAS, CA | General Operating Support | $25,000 |
| Olinga Learning Gonzales, CA | TO SUPPORT Wings of Knowledge STEM PROGRAM | $15,000 |
| Palenke Arts SEASIDE, CA | General Operating Support | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROL W CASEY | President | 1 | — |
| PATRICK HEALY | TREAS/SECY | 1 | — |
| STEPHANIE HOLBROOK | BOARD MEMBER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Cleo Foundation?
Cleo Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $3.2M in total assets as of 2024.
How large is Cleo Foundation?
As of 2024, Cleo Foundation holds $3.2M in total assets with $178K in annual revenue. It awarded 11 grants totaling $179K in 2024.
Where does Cleo Foundation operate?
Cleo Foundation has awarded grants in California.
What size grants does Cleo Foundation award?
In 2024, Cleo Foundation awarded 11 grants totaling $179K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Cleo Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cleo Foundation reported a distributable amount of $159K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cleo Foundation's EIN?
Cleo Foundation's EIN (Employer Identification Number) is 94-3269201. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Cleo Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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