Valley Foundation Inc

Private foundation · Grantmaker Somerset, VA EIN: 13-6167197

Valley Foundation Inc is a private foundation, based in Somerset, VA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 9 grants totaling $659K. Net investment income was $487K.

Valley Foundation Inc at a glance

In short: Valley Foundation Inc gave $659K across 9 grants in 2025 (avg $73K), mostly in Delaware. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$658,502
+7057.6% vs 2024
Grants made (2025)
9
-35.7% vs 2024
Average grant
$73,167
+11034.1% vs 2024
Median grant
$2,000
Primary geography
Delaware (97% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Valley Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Valley Charitable Trust: $640KValley Charitable Trust$640KWTJU: $6KWTJU$6KHenry L Ferguson Museum: $5KHenry L Ferguson Museum$5KPhillips Academy Andover: $2KPhillips Academy Andover$2KSeven West Forty Third Street Foundation Inc: $2KSeven West Forty Third StreetFoundation Inc$2KSt James Episcopal Church: $2KSt James Episcopal Church$2K564 Park Avenue Preservation Foundation: $500564 Park Avenue PreservationFoundation$500Search and Care Inc: $500Search and Care Inc$500Children's Institute Inc: $400Children's Institute Inc$400

The largest 2025 recipient was Valley Charitable Trust ($640K). Together the top 9 received $659K.

Grant Size Distribution

79 grants across all recorded years

78<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 78 grants of 79 (99%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

New YorkFishers IslandCharlottesvilleMount DesertOrangeChicagoRichmondSeal HarborYonkersAndoverEast HamptonEllsworthHockessinIslesboroLos AngelesNew LondonPine GrovePoughkeepsieRochester

How Valley Foundation Inc gives

  • Giving grew 4637% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K15 grants2020 13 grants2021 26 grants2022 17 grants2023 14 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $7K (2021) to $659K (2025). In 2025 it made 9 grants totaling $659K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Valley Charitable Trust Hockessin, DEUnrestricted$640,302
WTJU Charlottesville, VAUnrestricted$5,900
Henry L Ferguson Museum Fishers Island, NYFor Fishers Island Land Purchase$5,000
Phillips Academy Andover Andover, MAUnrestricted$2,000
Seven West Forty Third Street Foundation Inc New York, NYUnrestricted$2,000
St James Episcopal Church New York, NYUnrestricted$1,900
564 Park Avenue Preservation Foundation New York, NYUnrestricted$500
Search and Care Inc New York, NYUnrestricted$500
Children's Institute Inc Los Angeles, CAUnrestricted$400
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$487,833$664,170$658,5029$662,854$486,608$22,186
2024$176,337$6,560$9,452$9,20014$9,367$6,560$26,754
2023$179,229$6,139$8,748$8,20017$8,261$6,139$21,631
2022$181,838$35,002$14,118$13,90026$14,040$35,002$19,392
2021$160,954$5,603$7,255$7,05013$7,180$5,603$20,449
2020$162,606$5,385$9,703$9,35015—$5,385$15,917

Under IRS private-foundation payout rules, Valley Foundation Inc reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Valley Foundation Inc is led by Carol C Malone, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carol C Malone

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • James Collins

    Secretary

    Vice Presedent & Secretary → Vice President Secretary, 2021

    Vice President Secretary → Secretary, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Bradley Collins (2020–2025) — Treasurer · Filing note: Deceased

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.

Frequently asked questions about Valley Foundation Inc

How much does Valley Foundation Inc give each year?

Valley Foundation Inc gave $659K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 14 grants.

What is Valley Foundation Inc's typical grant size?

Valley Foundation Inc's median grant in 2025 was $2,000, and its average grant was $73,167, across 9 grants on its 2025 IRS Form 990-PF.

Where does Valley Foundation Inc give grants?

Valley Foundation Inc gives mostly in Delaware: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (4 grants).

Does Valley Foundation Inc give general operating support?

Yes: 89% of Valley Foundation Inc's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Valley Foundation Inc's largest grantees?

Valley Foundation Inc's largest 2025 grantees include Valley Charitable Trust ($640,302), WTJU ($5,900) and Henry L Ferguson Museum ($5,000), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.

How much is Valley Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Valley Foundation Inc reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Valley Foundation Inc's EIN?

Valley Foundation Inc's EIN (Employer Identification Number) is 13-6167197. 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.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)

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Similar Funders

Funders with grantees in common, and similar funders in Virginia

Valley Charitable Trust

Hockessin, DE

Valley Charitable Trust supports a varied range of charitable organizations, including arts and cultural institutions, schools, environmental groups, and global health and development charities. In 2024, grants ranged from $281 to $75,000, with a median of $2,000; recipients were concentrated in New York and Virginia, with others in several states. The Trust funds only preselected organizations and does not accept unsolicited requests.

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The Frederic C Hamilton

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The Frederic C Hamilton funds medical research and health care, education, wildlife conservation, human services, and public safety, with the largest share of 2024 grants going to Colorado, followed by Florida, New York, Texas, and Maine. Its 2024 grants ranged from $1,000 to $500,000, with a median of $20,000. It does not accept unsolicited requests and gives only to preselected charitable organizations.

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The Achelis & Bodman Foundation

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The foundation funds arts and culture, education, employment, health, public policy, and youth and family programs, focusing mainly on New York City and northern New Jersey, especially Newark and Monmouth County. Grants are typically $25,000–$100,000. It accepts unsolicited requests from eligible 501(c)(3) nonprofits in New York City and northern New Jersey; start with an inquiry letter by email.

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W L Lyons Brown Jr Charitable Foundation

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The foundation supports charitable organizations in areas including arts, education, climate and environmental science, conservation, and animal medicine, with 2024 grants ranging from $790 to $1,466,836 and a median of $25,000. Its grants are concentrated in New York, with additional support in Wyoming, Georgia, Arizona, California, and other states. It funds only preselected organizations and does not accept unsolicited requests.

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Jack Kent Cooke Foundation

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The Jack Kent Cooke Foundation funds education programs that help exceptionally promising students with financial need, including college access, academic enrichment, and support for talented students. Its 2025 grants ranged from $6 to $515,000, with a median of $7,702; it funds across the United States, with most grant dollars going to Virginia. It does not restrict giving to preselected organizations and directs applicants to its website for current application instructions and eligibility.

Philanthropy, Voluntarism & Grantmaking

Assets

$940.1M

Grants

1,419

Total Given

$25.1M

More similar funders

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Valley Foundation Inc'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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