William R Courtney and Valerie M
William R Courtney and Valerie M is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERBSURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 18 grants totaling $91K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-3.4% YoY
Annual Giving
$91K
+217.0% YoY
Grant Count
18
+157.1% YoY
Avg Grant Size
$5K
+23.3% YoY
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.
About William R Courtney and Valerie M
Based on IRS filings
William R Courtney and Valerie M is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERBSURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 18 grants totaling $91K. Net investment income was $54K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,732,308 | $1,792,975 | $1,903,744 |
| Revenue | $94,638 | $58,506 | $18,683 |
| Expenses | $157,221 | $99,684 | $180,544 |
| Qualifying Distributions | $115,746 | $63,229 | $145,958 |
| Net Investment Income | $53,693 | $22,933 | $7,582 |
| Distributable Amount | $109,819 | $103,000 | $110,839 |
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
67 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Homeless Empowerment Program ($10,000), Center For Contemporary Sciences ($8,290), Material Innovation Initiative ($8,239).
| Recipient | Purpose | Amount |
|---|---|---|
| A Well Fed World Orlando, FL | Funding to support A Well Fed World. | $1,039 |
| Center For Contemporary Sciences Boston, MA | Funding to support the Center for Contemporary Sciences. | $8,290 |
| White Coat Waste Project Washington, DC | Funding to support the White Coat Waste Project. | $7,700 |
| The Humane League Rockville, MD | Funding to support The Humane League. | $8,000 |
| Material Innovation Initiative Napa, CA | Funding to support the Material Innovation Initiative. | $8,239 |
| Homeless Empowerment Program Clearwater, FL | Funding to support the Homeless Empowerment Program. | $10,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Heather J Courtney | Director | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William R Courtney and Valerie M?
William R Courtney and Valerie M is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERBSURG, FL. It holds $1.7M in total assets as of 2024.
How large is William R Courtney and Valerie M?
As of 2024, William R Courtney and Valerie M holds $1.7M in total assets with $95K in annual revenue. It awarded 18 grants totaling $91K in 2024.
Where does William R Courtney and Valerie M operate?
William R Courtney and Valerie M has awarded grants in Arkansas, California, District of Columbia, Florida, Georgia, Hawaii, Idaho, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Tennessee, Texas.
What size grants does William R Courtney and Valerie M award?
In 2024, William R Courtney and Valerie M awarded 18 grants totaling $91K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is William R Courtney and Valerie M required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William R Courtney and Valerie M reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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