Valentine Charitable Trust

OKLAHOMA CITY, OK EIN: 73-6292034

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $40K (95%)

District of Columbia $1K (2%)

Missouri $1K (2%)

States

District of Columbia Missouri Oklahoma

Cities

EdmondKansas CityOklahoma CityWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.