The George and Dale Cavalletto Charities
The George and Dale Cavalletto Charities is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.7M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $1.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$25.7M
-1.6% YoY
Annual Giving
$1.3M
+8.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$433K
+8.3% YoY
Under IRS private-foundation payout rules, The George and Dale Cavalletto Charities reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
About The George and Dale Cavalletto Charities
Based on IRS filings
The George and Dale Cavalletto Charities is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.7M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $1.1M.
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 | $25,654,321 | $26,063,582 | $26,599,465 |
| Revenue | $1,156,445 | $914,308 | $666,148 |
| Expenses | $1,565,706 | $1,450,191 | $1,715,669 |
| Qualifying Distributions | $1,454,469 | $1,356,486 | $1,595,301 |
| Net Investment Income | $1,060,370 | $821,845 | $570,980 |
| Distributable Amount | $1,556,093 | $1,439,926 | $1,473,216 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Scholarship Foundation of Santa Barbara ($850,000), Santa Barbara Foundation ($300,000), Cottage Health System ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COTTAGE HEALTH SYSTEM SANTA BARBARA, CA | HEALTH CARE | $150,000 |
| SANTA BARBARA FOUNDATION SANTA BARBARA, CA | EDUCATION | $300,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA SANTA BARBARA, CA | EDUCATION | $850,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| VALERIE J FUETTE | TRUSTEE | 1 | $30,000 |
| DANIEL R CAVALLETTO | TRUSTEE | 1 | $30,000 |
| JOSEPH F GREEN | TRUSTEE | 1 | $30,000 |
| DAVID V LARSON | TRUSTEE | 1 | $30,000 |
| DENNIS W REILLY | TRUSTEE | 1 | $30,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The George and Dale Cavalletto Charities?
The George and Dale Cavalletto Charities is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $25.7M in total assets as of 2024.
How large is The George and Dale Cavalletto Charities?
As of 2024, The George and Dale Cavalletto Charities holds $25.7M in total assets with $1.2M in annual revenue. It awarded 3 grants totaling $1.3M in 2024.
Where does The George and Dale Cavalletto Charities operate?
The George and Dale Cavalletto Charities has awarded grants in California.
What size grants does The George and Dale Cavalletto Charities award?
In 2024, The George and Dale Cavalletto Charities awarded 3 grants totaling $1.3M — an average of about $433K per grant, based on its IRS Form 990 filings.
How much is The George and Dale Cavalletto Charities required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The George and Dale Cavalletto Charities reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The George and Dale Cavalletto Charities's EIN?
The George and Dale Cavalletto Charities's EIN (Employer Identification Number) is 77-6192290. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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