Valley Fund Charitable Foundation
Valley Fund Charitable Foundation is a private grantmaking foundation based in Wilmington, Delaware. Established in 2013, it operates as a 501(c)(3) organization with tax-exempt status. The foundation functions as a corporate foundation under Cape Valley Charitable Trust LLC, which is based in Boston, Massachusetts.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$4.4M
+19.6% YoY
Grant Count
13
-48.0% YoY
Avg Grant Size
$335K
+129.9% YoY
Mission & Focus Areas
The foundation does not have a publicly stated mission statement. However, its grantmaking priorities focus on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- General and unrestricted programs
- Down Syndrome programs (Department of Genetics)
- Ukraine relief efforts
- Eastern Kentucky flood relief
Grantmaking
The foundation does not accept unsolicited applications. Grants are made by invitation only.
Grant Range
$3,000–$2,931,903
Average Grant
amount: $250–$2,931,903
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Massachusetts, Tennessee, and Pennsylvania.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (2024):
- Total assets: $88,172,293
- Total giving: $4,358,903
- Total revenues: $11,345,409
- Total expenses: $5,130,261
Assets & Giving (2023):
- Total assets: $82,000,000
- Total giving: $3,645,500
- Total revenues: $3,660,000
- Total expenses: $3,960,000
Giving Rate: Approximately 4.4% of assets annually
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include National Philanthropic Trust ($2,931,903), Lumind Idsc Foundation ($1,010,000), National Park Foundation ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BEST BUDDIES INTERNATIONAL INC MIAMI, FL | General & Unrestricted | $1,000 |
| CAPE MAY POINT SCIENCE CENTER CAPE MAY POINT, NJ | Expenditure Responsibility Grant | $50,000 |
| CINCINNATI COUNTRY DAY SCHOOL CINCINNATI, OH | General & Unrestricted | $25,000 |
| FRIENDS OF THE WELLESLEY FREE LIBRARIES INC WELLESLEY, MA | General & Unrestricted | $5,000 |
| LUMIND IDSC FOUNDATION WOBURN, MA | General & Unrestricted | $1,010,000 |
| MASSACHUSETTS GENERAL HOSPITAL BOSTON, MA | Work in the Down Syndrome Program in the department of genetics under the direction of Dr. Brian Skotko | $50,000 |
| NATIONAL PARK FOUNDATION WASHINGTON, DC | General & Unrestricted | $150,000 |
| NATIONAL PHILANTHROPIC TRUST JENKINTOWN, PA | Valley Fund Charitable Fund | $2,931,903 |
| NEW ENGLAND AQUARIUM CORPORATION BOSTON, MA | General & Unrestricted | $50,000 |
| PAN-MASSACHUSETTS CHALLENGE INC NEEDHAM, MA | Dana-Farber Cancer Research fund | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Christopher S Brooks | Dir, Pres, Sec, Treas | 1 | — |
Contact Information
- Location: 501 Silverside Road, Wilmington, DE 19809-1377
- Telephone: 800-839-1754
- EIN: 46-1211777
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Valley Fund Charitable Foundation fund?
The foundation does not have a publicly stated mission statement. However, its grantmaking priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • General and unrestricted programs • Down Syndrome programs (Department of Genetics) • Ukraine relief efforts • Eastern Kentucky flood relief
How do I apply for a grant from Valley Fund Charitable Foundation?
**Grant Activity:** • Annual giving: Approximately $3.6–$4.4 million • Number of grants: 22–24 grants annually • Grant range: $3,000–$2,931,903 • Median grant size: $23,000 • Average grant amount: $250–$2,931,903 **Recent Grants (2024):** • National Philanthropic Trust: $2,931,903 • LuMind IDSC Foundation: $1,010,000 • National Park Foundation: $150,000 **Application Policy:** The foundation does not accept unsolicited applications. Grants are made by invitation only.
Where does Valley Fund Charitable Foundation make grants?
The foundation primarily funds organizations in Massachusetts, Tennessee, and Pennsylvania.
What size grants does Valley Fund Charitable Foundation award?
In 2024, Valley Fund Charitable Foundation awarded 13 grants totaling $4.4M — an average of about $335K per grant, based on its IRS Form 990 filings.
What is Valley Fund Charitable Foundation's EIN?
Valley Fund Charitable Foundation's EIN (Employer Identification Number) is 46-1211777. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Valley Fund Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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