Valentine Charitable Trust
Valentine Charitable Trust is a private foundation based in Oklahoma City, Oklahoma. Its 2024 filing lists grants to charitable organizations, primarily in Oklahoma, and states that it makes contributions only to preselected organizations.
Valentine Charitable Trust at a glance
In short: Valentine Charitable Trust gave $11K across 10 grants in 2024 (avg $1K), mostly in Oklahoma. 40% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $10,950
- +108.6% vs 2023
- Grants made (2024)
- 10
- +150.0% vs 2023
- Average grant
- $1,095
- -16.6% vs 2023
- Median grant
- $500
- Total assets
- $606,574
- +0.5% vs 2023
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2024; small sample)
- Primary geography
- Oklahoma (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Valentine Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 6608 N Western Avenue Box 408, Oklahoma City, OK 73116
Phone: (405) 239-0723
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Valentine Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Focus on Home ($4K). Together the top 10 received $11K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 95% of grant dollars went to recipients in Oklahoma and 5% to a recipient in Washington, DC. The listed grants show support for organizations in Oklahoma City and Edmond, Oklahoma, and Washington, DC.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
Cities
Is Valentine Charitable Trust open to new grantees?
40%
first-time grantees, 2024
In 2024, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $1K; repeat grants $1K. How we count
Medians: $500 first-time, $500 repeat.
- 40% of 2024 grantees were also funded in 2023. Method
- Giving grew 90% from 2021 to 2024. Method
- In 2024 it paid out 58% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2023) to $14K (2022). In 2024 it made 10 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Focus on Home Oklahoma City, OK | General Fund | $3,500 |
| Fields & Futures Edmond, OK | General Fund | $3,000 |
| Infant Crisis Services Oklahoma City, OK | General Fund | $1,200 |
| Boy Scouts of America Oklahoma City, OK | General Fund | $500 |
| Remerge Oklahoma City, OK | General Fund | $500 |
| Wes Welker Foundation Oklahoma City, OK | General Fund | $500 |
| The Humane Society of the United States Washington, DC | General Fund | $500 |
| Girl Scouts for Western Oklahoma Oklahoma City, OK | General Fund | $500 |
| Millwood Foundation Oklahoma City, OK | General Fund | $500 |
| Sunbeam Family Services Oklahoma City, OK | General Fund | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $606,574 | $36,042 | $36,183 | $10,950 | 10 | $19,130 | $18,989 | $33,065 |
| 2023 | $603,492 | $29,401 | $21,633 | $5,250 | 4 | $11,643 | $19,911 | $29,984 |
| 2022 | $591,986 | $25,837 | $31,784 | $13,500 | 4 | $20,091 | $14,144 | $30,439 |
| 2021 | $597,933 | $29,508 | $25,730 | $5,750 | 6 | $14,352 | $16,123 | $31,699 |
| 2020 | $594,155 | $29,163 | $17,902 | $6,500 | 5 | — | $22,572 | $27,727 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grantees include organizations whose stated missions span furnishing homes for families transitioning to independent living, providing food and diapers to babies and toddlers in crisis, youth development, support for mothers and families, and services for children and families. These are the grantees’ missions, not a stated mission of the trust.
Grantmaking
In 2024, the trust reported 10 grants totaling $10,950. Grants ranged from $250 to $3,500, with a median grant of $500. Its largest grants were $3,500 to Focus on Home and $3,000 to Fields & Futures, both for general fund purposes. Other grants included $1,200 to Infant Crisis Services and $500 each to the Boy Scouts of America, Remerge, Wes Welker Foundation, The Humane Society of the United States, Girl Scouts for Western Oklahoma, and Millwood Foundation. Sunbeam Family Services received $250.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Stacy McDaniel as trustee.
Valentine Charitable Trust is led by Stacy McDaniel, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Stacy McDaniel
Trustee
On filings since 2020
10 hrs/week
$9K (2020) → $13K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $13K, to Stacy McDaniel (Trustee).
Frequently asked questions about Valentine Charitable Trust
How much does Valentine Charitable Trust give each year?
Valentine Charitable Trust gave $11K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 4 grants.
What is Valentine Charitable Trust's typical grant size?
Valentine Charitable Trust's median grant in 2024 was $500, and its average grant was $1,095, across 10 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Valentine Charitable Trust that year got $1K on average.
Where does Valentine Charitable Trust give grants?
Valentine Charitable Trust gives mostly in Oklahoma: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oklahoma City, OK (8 grants).
Does Valentine Charitable Trust give general operating support?
Yes: 100% of Valentine Charitable Trust's 2024 grants with a stated purpose (10 of 10) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Valentine Charitable Trust's largest grantees?
Valentine Charitable Trust's largest 2024 grantees include Focus on Home ($3,500), Fields & Futures ($3,000) and Infant Crisis Services ($1,200), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Valentine Charitable Trust?
Valentine Charitable Trust reported $607K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $33K (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 does Valentine Charitable Trust fund?
No mission statement for the trust is provided. See mission & focus areas ↑
How do I apply for a grant from Valentine Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Valentine Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from Valentine Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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