The Valley Foundation logo

The Valley Foundation

SAN JOSE, CA EIN: 94-1584547 Website

The Valley Foundation is a private foundation established in 1984 in California and based in San Jose, CA. The foundation was formed from the proceeds of the sale of the Community Hospital of Los Gatos and Saratoga, Inc. It holds 501(c)(3) tax-exempt status and has been designated as tax-exempt since June 1989.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70.5M

+9.6% YoY

Annual Giving

$3.5M

-4.2% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$3.5M

+283.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The primary goal of the foundation is to improve health care and medical services for lower-income households within Santa Clara County, CA. More than 50 percent of all grants are authorized for this purpose.

The foundation's core competency and interest is providing grants to the medical field, with focus areas including:

  • Medical research
  • Medical education
  • Health awareness
  • Direct health services
  • Critical diseases

The foundation will also consider social services requests that relate to the health of its community.

Grantmaking

Applicants must be qualified 501(c)(3) charitable organizations. Grant applications are submitted through The Valley Foundation's Grant Application Portal available on their website.

How to Apply

**

Ready to take the next step with The Valley Foundation?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations and initiatives within Santa Clara County, California.

Grant Distribution by State

5states

Cities

CampbellCastle RockCupertinoGilroyLaguna NiguelLos GatosMountain ViewOaklandOrlandoPalo AltoPhoenixSan JoseSan LeandroSanta ClaraSaratogaWashington

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending September 2024:

Metric Amount
Total Assets $70,531,065
Total Revenue $1,099,222
Total Expenses $3,924,426
Net Income -$2,825,204
Total Liabilities $145,000

Revenue Breakdown (FY 2024):

  • Investment income and dividends: $1,580,599
  • Net gain from sale of non-inventory assets: $924,021
  • Miscellaneous revenues: -$1,405,398

Employees: 0 (as of 2024)

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$7M$9M20202021202220232024
Metric202420232022
Total Assets$70,531,065$64,359,918$61,408,022
Revenue$1,099,222$-623,505$4,930,247
Expenses$3,924,426$4,034,123$4,436,224
Qualifying Distributions$3,523,413$3,668,075$4,063,741
Net Investment Income$2,282,057$917,302$5,146,496
Distributable Amount$3,387,107$3,374,085$3,545,944

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M31 grants20204 grants20212 grants20224 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SCHWAB CHARITABLE DONOR-…$3.5M

Grant Size Distribution

42 grants across all recorded years

15<$50K5$50–100K9$100–250K4$250–500K4$500K–1M5$1–5M$5M+

Open Grants

1 open opportunity from The Valley Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PHILLIP R BOYCECHAIRMAN$20KDR RICHARD SIEVEVICE CHAIRMAN AND TREASURER$20KROBERT A LEESECRETARY$20K

From 2024 filing

NameTitleHoursCompensation
PHILLIP R BOYCECHAIRMAN4$20,000
DR RICHARD SIEVEVICE CHAIRMAN AND TREASURER4$20,000
ROBERT A LEESECRETARY4$20,000

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with The Valley Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities