Valley View Foundation Inc

Private foundation · Grantmaker Ada, OK EIN: 73-0630359

Valley View Foundation Inc is a private foundation based in Ada, Oklahoma. It supports health and wellness in Ada and surrounding areas, with an emphasis on Pontotoc County, including healthcare needs, infrastructure, prevention, and education.

Valley View Foundation Inc at a glance

In short: Valley View Foundation Inc gave $782K across 8 grants in 2025 (avg $98K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$782,433
-65.4% vs 2024
Grants made (2025)
8
-20.0% vs 2024
Average grant
$97,804
-56.7% vs 2024
Median grant
$45,000
Total assets
$49,534,792
+2.3% vs 2024
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Valley View Foundation Inc

How to Apply

The 2024 filing says applications are completed through an online portal. The foundation’s stated restrictions include no grants to individuals, endowments, direct scholarships, individual faith congregations for denominational purposes, or organizations that determine the grant’s purpose or ultimate recipient.

Review Cycle
The 2024 filing lists an LOI deadline of December 1 and a grant deadline of March 1.
Deadline
The 2024 filing lists an LOI deadline of December 1 and a grant deadline of March 1.
Contact

Application contact: Kari Blakley
Mailing address: PO Box 1405, Ada, OK 74821
Phone: (405) 755-5571
Email: kblakley@fmiokc.com

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Valley View Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Ada Community Cancer Center: $294KAda Community Cancer Center$294KPontotoc Technology Center: $250KPontotoc Technology Center$250KCompassion Outreach Center Inc: $80KCompassion Outreach Center Inc$80KMurray County EMS: $50KMurray County EMS$50KTeam Tyman Love Legacy Corp: $40KTeam Tyman Love Legacy Corp$40KAda Senior Care Center: $30KAda Senior Care Center$30KChickasaw Nation Foundation: $28KChickasaw Nation Foundation$28KInfant Crisis Services Inc: $10KInfant Crisis Services Inc$10K

The largest 2025 recipient was Ada Community Cancer Center ($294K). Together the top 8 received $782K.

Grant Size Distribution

52 grants across all recorded years

30<$50K5$50–100K7$100–250K6$250–500K$500K–1M3$1–5M1$5M+

The most common grant size was under $50K: 30 grants of 52 (58%).

Geographic Focus

Where this funder awards grants

All reported 2025 grant dollars went to recipients in Oklahoma. The foundation’s stated preference is for organizations promoting health and wellness in Ada and surrounding areas; its grant program description emphasizes Ada and Pontotoc County.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 8 itemized grants.

States

Cities

AdaOklahoma CityHoldenvilleArdmoreTulsaSulphur

How Valley View Foundation Inc gives

  • Giving fell 39% from 2022 to 2025. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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$2.5M$5M$7.5M$10M11 grants2019 9 grants2020 10 grants2021 12 grants2022 12 grants2023 10 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $782K (2025) to $8.8M (2023). In 2025 it made 8 grants totaling $782K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Ada Community Cancer Center Ada, OKFinacial Support$294,364
Pontotoc Technology Center Ada, OKFinacial Support$250,000
Compassion Outreach Center Inc Ada, OKFinacial Support$80,000
Murray County EMS Sulphur, OKFinacial Support$50,000
Team Tyman Love Legacy Corp Holdenville, OKFinacial Support$40,000
Ada Senior Care Center Ada, OKFinacial Support$30,000
Chickasaw Nation Foundation Ada, OKFinacial Support$28,069
Infant Crisis Services Inc Oklahoma City, OKFinacial Support$10,000
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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$49,534,792$2,241,771$1,116,009$782,4338$2,267,634$1,858,772$2,365,640
2024$48,433,987$2,086,043$2,543,600$2,259,20110$2,174,848$1,819,664$2,311,820
2023$47,311,963$2,906,725$9,074,935$8,770,81812$2,164,186$2,712,684$2,260,382
2022$23,363,467$3,103,080$2,201,176$1,278,00412$1,445,643$2,270,333$2,173,769
2021$25,298,749$2,935,455$2,889,828$1,581,82210—$1,527,830$2,098,407
2020$22,352,181$2,981,355$2,280,361$875,4479—$1,783,262$1,967,286
2019$22,601,909$2,556,537$3,377,279$1,727,66511—$1,077,900$1,951,032

Under IRS private-foundation payout rules, Valley View Foundation Inc reported a distributable amount of $2.4M for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation’s stated mission is to promote and improve the health and wellness of residents of the City of Ada and surrounding areas, with an emphasis in Pontotoc County. Its grant guidelines include hospital infrastructure and specific needs within its mission, prevention, immediate health needs, seed or matching funds for healthcare projects, and healthcare education. The foundation does not restrict giving to preselected organizations.

Recent grantees illustrate the range of supported work. Compassion Outreach Center Inc, which received $80,000 in 2025, says it provides free medical and dental care to uninsured people in Pontotoc and surrounding counties through volunteer clinics. Ada Senior Care Center Inc, which received $30,000, describes its mission as promoting the social welfare and general welfare of people in Ada and surrounding communities. Infant Crisis Services Inc, which received $10,000, says it provides formula, food, and diapers to babies and toddlers in crisis.

Grantmaking

In 2025, the foundation reported 8 grants totaling $782,433. Grant amounts ranged from $10,000 to $294,364, with a median of $45,000. The largest awards were $294,364 to Ada Community Cancer Center, $250,000 to Pontotoc Technology Center, $80,000 to Compassion Outreach Center Inc, $50,000 to Murray County EMS, and $40,000 to Team Tyman Love Legacy Corp. Each was reported with the purpose “financial support.”

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Susie Summers as president and Mark Weems as vice-president. Directors listed are Semira Charboneau, Angela Eppler, Bill Lance, Kyle Stuart, Doree Thompson, Audra Cook, Zack Broderick, and Yoli Vazquez.

Valley View Foundation Inc is led by Susie Summers, President since 2025 (on filings since 2020); none of the 13 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Susie Summers

    President

    Director → Secretary & Treasurer, 2023

    Secretary & Treasurer → President, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • Angela Eppler

    Director

    Trustee → Director, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • Bill Lance

    Director

    Trustee → Director, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • Doree Thompson

    Director

    Trustee → Director, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kyle Stuart

    Director

    Vice President, Secretary & Treasurer → President, 2023

    President → Director, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Semira Charboneau

    Director

    Trustee → Director, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • Audra Cook

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Yoli Vazquez

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Zack Broderick

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Bart McCortney

    Secretary & Treasurer

    President → Director, 2023

    Director → Secretary & Treasurer, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Mark Weems

    Vice President

    President → Director, 2020

    Director → Vice President, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kari Blakely

    Assistant Secretary

    Assistant Secretary & Treasurer → Assistant Secretary, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Nancy Gaden

    Assistant Treasurer

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (7)
  • Former: Dean Peterson (2019–2023) — Director
  • Former: Sherrie Schroeder (2019–2022) — Assistant Secretary
  • Former: Kari Blakley (2022) — Assistant Secretary
  • Former: Charles Mettry (2019–2021) — Director
  • Former: Tom Bolitho (2019–2021) — Chairman
  • Former: Will Merrick (2019–2021) — Assistant Secretary
  • Former: Susie Bolin-Summers (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 View Foundation Inc

How much does Valley View Foundation Inc give each year?

Valley View Foundation Inc gave $782K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.3M across 10 grants.

What is Valley View Foundation Inc's typical grant size?

Valley View Foundation Inc's median grant in 2025 was $45,000, and its average grant was $97,804, across 8 grants on its 2025 IRS Form 990-PF.

Where does Valley View Foundation Inc give grants?

Valley View Foundation Inc gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ada, OK (5 grants).

Does Valley View Foundation Inc give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Valley View Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Finacial Support" (8 grants).

Who are Valley View Foundation Inc's largest grantees?

Valley View Foundation Inc's largest 2025 grantees include Ada Community Cancer Center ($294,364), Pontotoc Technology Center ($250,000) and Compassion Outreach Center Inc ($80,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is Valley View Foundation Inc?

Valley View Foundation Inc reported $49.5M in total assets on its 2025 IRS Form 990-PF. It paid out $2.3M in qualifying distributions that year, against a required minimum of $2.4M (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 Valley View Foundation Inc fund?

The foundation’s stated mission is to promote and improve the health and wellness of residents of the City of Ada and surrounding areas, with an emphasis in Pontotoc County. See mission & focus areas ↑

How do I apply for a grant from Valley View Foundation Inc?

The 2024 filing says applications are completed through an online portal. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Valley View Foundation Inc's EIN?

Valley View Foundation Inc's EIN (Employer Identification Number) is 73-0630359. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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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 View 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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