William R Courtney and Valerie M
William R Courtney and Valerie M is a private foundation based in St. Petersburg, Florida. Its 2024 filing reports 18 grants totaling $90,623 to charitable organizations.
William R Courtney and Valerie M at a glance
In short: William R Courtney and Valerie M gave $91K across 18 grants in 2024 (avg $5K), top state New York. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $90,623
- +217.0% vs 2023
- Grants made (2024)
- 18
- +157.1% vs 2023
- Average grant
- $5,035
- +23.3% vs 2023
- Median grant
- $5,000
- Total assets
- $1,732,308
- -3.4% vs 2023
- New grantees (estimate)
- 33% first-time grantees (6 of 18, 2024; small sample)
- Primary geography
- New York (24% 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 William R Courtney and Valerie M
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 134 Dr Mlk Jr Street North, St Peterbsurg, FL 33705
Phone: (727) 586-6667
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William R Courtney and Valerie M funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Homeless Empowerment Program ($10K). Together the top 10 received $69K.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 67 grants of 67 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 grant dollars went to recipients in multiple states. The largest shares went to New York (24%), Florida (23%), Massachusetts (16%), Washington, DC (12%), and California (9%).
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
States
Cities
Is William R Courtney and Valerie M open to new grantees?
33%
first-time grantees, 2024
In 2024, 6 of 18 grantees (33%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $5K repeat.
- 6% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−13%). Method
- In 2024 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 $29K (2023) to $127K (2022). In 2024 it made 18 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Homeless Empowerment Program Clearwater, FL | Funding to support the Homeless Empowerment Program. | $10,000 |
| Center For Contemporary Sciences Boston, MA | Funding to support the Center for Contemporary Sciences. | $8,290 |
| Material Innovation Initiative Napa, CA | Funding to support the Material Innovation Initiative. | $8,239 |
| The Humane League Rockville, MD | Funding to support The Humane League. | $8,000 |
| White Coat Waste Project Washington, DC | Funding to support the White Coat Waste Project. | $7,700 |
| Flatbush Cats Brooklyn, NY | Funding to support Flatbush Cats. | $6,350 |
| Rise for Animals Boston, MA | Funding to support the Rise for Animals. | $5,181 |
| Woodstock Farm Sanctuary High Falls, NY | Funding to support the Woodstock Farm Sanctuary. | $5,000 |
| Mercy Ships Garden Valley, TX | Funding to support Mercy Ships. | $5,000 |
| Tunnel to Towers Foundation Staten Island, NY | Funding to support the Tunnel to Towers Foundation. | $5,000 |
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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 | $1,732,308 | $94,638 | $157,221 | $90,623 | 18 | $115,746 | $53,693 | $109,819 |
| 2023 | $1,792,975 | $58,506 | $99,684 | $28,590 | 7 | $63,229 | $22,933 | $103,000 |
| 2022 | $1,903,744 | $18,683 | $180,544 | $126,654 | 18 | $145,958 | $7,582 | $110,839 |
| 2021 | $2,045,848 | $132,529 | $149,451 | $103,653 | 13 | $110,994 | $96,652 | $122,848 |
| 2020 | $2,020,769 | $2,102,996 | $116,911 | $80,050 | 11 | — | $73,007 | $101,819 |
Under IRS private-foundation payout rules, William R Courtney and Valerie M reported a distributable amount of $110K 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 foundation is provided. Its 2024 grants included support for organizations working on animal welfare and rescue, homelessness, veterans’ services, contemporary sciences, material innovation, and other causes.
The grantees’ own statements describe their work: The Humane League says it seeks to end abuse of animals raised for food; Flatbush Cats says it develops sustainable solutions to prevent overcrowded animal shelters; and Friends of Strays says it provides shelter and humane care for homeless animals and promotes adoption and responsible pet guardianship. Wounded Warrior Project describes its work as supporting the well-being of post-9/11 veterans, active-duty service members, and their families.
Grantmaking
In 2024, the foundation made 18 grants totaling $90,623. Grants ranged from $1,000 to $10,000, with a median grant of $5,000.
Among its largest 2024 grants were $10,000 to the Homeless Empowerment Program; $8,290 to the Center for Contemporary Sciences; $8,239 to the Material Innovation Initiative; $8,000 to The Humane League; and $7,700 to the White Coat Waste Project. Other recipients included Flatbush Cats ($6,350), Rise for Animals ($5,181), Woodstock Farm Sanctuary ($5,000), Mercy Ships ($5,000), Tunnel to Towers Foundation ($5,000), Friends of Strays ($5,000), and Wounded Warrior Project ($5,000).
Leadership & Key People
Leadership team and compensation from IRS filings
Heather J Courtney is listed as a director on the 2024 filing.
William R Courtney and Valerie M is led by Heather J Courtney, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Heather J Courtney
Director
On filings since 2020
5 hrs/week
No compensation reported
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.
Frequently asked questions about William R Courtney and Valerie M
How much does William R Courtney and Valerie M give each year?
William R Courtney and Valerie M gave $91K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $29K across 7 grants.
What is William R Courtney and Valerie M's typical grant size?
William R Courtney and Valerie M's median grant in 2024 was $5,000, and its average grant was $5,035, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from William R Courtney and Valerie M that year got $3K on average.
Where does William R Courtney and Valerie M give grants?
William R Courtney and Valerie M's top state is New York, with 24% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (23%) and Massachusetts (16%). The most frequent recipient cities were Boston, MA (3 grants) and Washington, DC (2 grants).
Does William R Courtney and Valerie M give general operating support?
Not in 2024: none of the 18 grants with a stated purpose on William R Courtney and Valerie M's 2024 IRS Form 990-PF were described as general or operating support.
Who are William R Courtney and Valerie M's largest grantees?
William R Courtney and Valerie M's largest 2024 grantees include Homeless Empowerment Program ($10,000), Center For Contemporary Sciences ($8,290) and Material Innovation Initiative ($8,239), according to its 2024 IRS Form 990-PF. Together they received 29% of its itemized 2024 grant dollars.
How large is William R Courtney and Valerie M?
William R Courtney and Valerie M reported $1.7M in total assets on its 2024 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
What does William R Courtney and Valerie M fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations working on animal welfare and rescue, homelessness, veterans’ services, contemporary sciences, material innovation, and other causes. See mission & focus areas ↑
How do I apply for a grant from William R Courtney and Valerie M?
The foundation 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 William R Courtney and Valerie M's EIN?
William R Courtney and Valerie M's EIN (Employer Identification Number) is 84-4016285. IRS Form 990 filing data is available on this page for 2020–2024.
Does William R Courtney and Valerie M 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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Cite this profile
Grantable. (2026). William R Courtney and Valerie M funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/william-r-courtney-and-valerie-m-morg_6708deba7298403bbe3503f4b87b3b8e
BibTeX
@misc{grantable_844016285_2026,
author = {{Grantable}},
title = {{William R Courtney and Valerie M funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-r-courtney-and-valerie-m-morg_6708deba7298403bbe3503f4b87b3b8e},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William R Courtney and Valerie M'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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