Valley Fund Charitable Foundation

WILMINGTON, DE EIN: 46-1211777

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

14states
+6 more states

Cities

ANCHORAGEARLINGTONATLANTABOSTONBURLINGTONCAPE MAY POINTCENTRAL CITYCINCINNATICOLD SPRING HARBORCape May PointDEDHAMFREDERICKHAVERFORDJENKINTOWNLAGUNA HILLSLAWRENCEVILLELEXINGTONMEMPHISMIAMIMONKTON

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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M3 grants20201 grants202122 grants202225 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NATIONAL PHILANTHROPIC T…$2.9MLUMIND IDSC FOUNDATION$1.0MNATIONAL PARK FOUNDATION$150KCAPE MAY POINT SCIENCE C…$50KMASSACHUSETTS GENERAL HO…$50KNEW ENGLAND AQUARIUM COR…$50KST JUDE CHILDRENS RESEAR…$50KCINCINNATI COUNTRY DAY S…$25KWELLESLEY FOOD PANTRY INC$25KPAN-MASSACHUSETTS CHALLE…$10K

Grant Size Distribution

64 grants across all recorded years

36<$50K7$50–100K12$100–250K1$250–500K2$500K–1M6$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Christopher S BrooksDir, Pres, Sec, Treas1

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

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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