The George and Dale Cavalletto Charities
The George and Dale Cavalletto Charities is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $25.2M in total assets. In 2025, it awarded 3 grants totaling $1.4M. Net investment income was $1.1M.
Key facts about The George and Dale Cavalletto Charities
In short: The George and Dale Cavalletto Charities gave $1.4M across 3 grants in 2025 (avg $467K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 77-6192290
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,400,000
- Grants made (2025)
- 3
- Average grant
- $466,667
- Median grant
- $300,000
- Total assets
- $25,168,355
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$25.2M
-1.9% YoY
Annual Giving
$1.4M
+7.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$467K
+7.7% YoY
Under IRS private-foundation payout rules, The George and Dale Cavalletto Charities reported a distributable amount of $1.7M for 2025 — the minimum it must pay out in qualifying distributions.
How The George and Dale Cavalletto Charities gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.2M (2020) to $1.4M (2022). In 2025 it made 3 grants totaling $1.4M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Scholarship Foundation of Santa Barbara ($900K). Together the top 3 received $1.4M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 15 (40%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarship Foundation of Santa Barbara Santa Barbara, CA | Education | $900,000 |
| Santa Barbara Foundation Santa Barbara, CA | Education | $300,000 |
| Cottage Health System Santa Barbara, CA | Health Care | $200,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $25,168,355 | $25,654,321 | $26,063,582 |
| Revenue | $1,179,865 | $1,156,445 | $914,308 |
| Expenses | $1,665,831 | $1,565,706 | $1,450,191 |
| Qualifying Distributions | $1,549,790 | $1,454,469 | $1,356,486 |
| Net Investment Income | $1,082,197 | $1,060,370 | $821,845 |
| Distributable Amount | $1,699,308 | $1,556,093 | $1,439,926 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Leadership & Key People
Officers and directors from IRS filings
The George and Dale Cavalletto Charities's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Daniel R. Cavalletto
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
David V. Larson
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
Dennis W. Reilly
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
Joseph F. Green
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
Valerie J. Fuette
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $30K, to Valerie J Fuette (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The George and Dale Cavalletto Charities
How much does The George and Dale Cavalletto Charities give each year?
The George and Dale Cavalletto Charities gave $1.4M across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 3 grants.
What is The George and Dale Cavalletto Charities's typical grant size?
The George and Dale Cavalletto Charities's median grant in 2025 was $300,000, and its average grant was $466,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does The George and Dale Cavalletto Charities give grants?
The George and Dale Cavalletto Charities gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (3 grants).
Does The George and Dale Cavalletto Charities give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The George and Dale Cavalletto Charities's 2025 IRS Form 990-PF were described as general or operating support.
How large is The George and Dale Cavalletto Charities?
The George and Dale Cavalletto Charities reported $25.2M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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