Valentine Charitable Trust
Valentine Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $607K in total assets. In 2024, it awarded 10 grants totaling $11K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$607K
+0.5% YoY
Annual Giving
$11K
+108.6% YoY
Grant Count
10
+150.0% YoY
Avg Grant Size
$1K
-16.6% YoY
Under IRS private-foundation payout rules, Valentine Charitable Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About Valentine Charitable Trust
Based on IRS filings
Valentine Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $607K in total assets. In 2024, it awarded 10 grants totaling $11K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $606,574 | $603,492 | $591,986 |
| Revenue | $36,042 | $29,401 | $25,837 |
| Expenses | $36,183 | $21,633 | $31,784 |
| Qualifying Distributions | $19,130 | $11,643 | $20,091 |
| Net Investment Income | $18,989 | $19,911 | $14,144 |
| Distributable Amount | $33,065 | $29,984 | $30,439 |
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
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Focus on Home ($3,500), Fields & Futures ($3,000), Infant Crisis Services ($1,200).
| Recipient | Purpose | Amount |
|---|---|---|
| BOY SCOUTS OF AMERICA OKLAHOMA CITY, OK | GENERAL FUND | $500 |
| FIELDS & FUTURES EDMOND, OK | GENERAL FUND | $3,000 |
| REMERGE OKLAHOMA CITY, OK | GENERAL FUND | $500 |
| WES WELKER FOUNDATION OKLAHOMA CITY, OK | GENERAL FUND | $500 |
| SUNBEAM FAMILY SERVICES OKLAHOMA CITY, OK | GENERAL FUND | $250 |
| THE HUMANE SOCIETY OF THE UNITED STATES WASHINGTON, DC | GENERAL FUND | $500 |
| FOCUS ON HOME OKLAHOMA CITY, OK | GENERAL FUND | $3,500 |
| INFANT CRISIS SERVICES OKLAHOMA CITY, OK | GENERAL FUND | $1,200 |
| GIRL SCOUTS FOR WESTERN OKLAHOMA OKLAHOMA CITY, OK | GENERAL FUND | $500 |
| MILLWOOD FOUNDATION OKLAHOMA CITY, OK | GENERAL FUND | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STACY MCDANIEL | TRUSTEE | 10 | $12,711 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Valentine Charitable Trust?
Valentine Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. It holds $607K in total assets as of 2024.
How large is Valentine Charitable Trust?
As of 2024, Valentine Charitable Trust holds $607K in total assets with $36K in annual revenue. It awarded 10 grants totaling $11K in 2024.
Where does Valentine Charitable Trust operate?
Valentine Charitable Trust has awarded grants in District of Columbia, Missouri, Oklahoma.
What size grants does Valentine Charitable Trust award?
In 2024, Valentine Charitable Trust awarded 10 grants totaling $11K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Valentine Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Valentine Charitable Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Valentine Charitable Trust's EIN?
Valentine Charitable Trust's EIN (Employer Identification Number) is 73-6292034. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Valentine Charitable Trust'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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