Lawrence & Alice Valenstein Family Fund
EIN 136183947 Private FoundationAbout
DURING 2024, THE BOARD OF THE FOUNDATION MOVED $348,933.50 IN ASSETS TO A DONOR-ADVISED-FUND, CAUSING A SUBSTANTIAL CONTRACTION IN ASSETS. ONE OF THE TWO PRINCIPAL OFFICERS ELECTED NOT TO CONTINUE THEIR INVOLVEMENT WITH THE FOUNDATION, WHILE THE OTHER CHOSE TO REMAIN ACTIVE. AS A RESULT, IT WAS AGREED THAT APPROXIMATELY 50% OF THE FOUNDATION'S ASSETS WOULD BE TRANSFERRED TO A DONOR-ADVISED FUND (DAF). THE REMAINING PRINCIPAL OFFICER WILL CONTINUE TO OVERSEE AND MANAGE THE FOUNDATION'S OPERATIONS. THERE IS NO CURRENT PLAN TO DISSOLVE THE FOUNDATION. THE LISTING OF ASSETS DISTRIBUTED TO THE DAF ARE AS FOLLOWS: 75 SHARES OF ACCENTURE PLC WITH COST BASIS OF $6,326.05 AND FAIR MARKET VALUE OF $27,352.50 150 SHARES OF AMAZON.COM INC WITH COST BASIS OF $16,419.00 AND FAIR MARKET VALUE OF $25.372.50 250 SHARES OF BLACKSTONE GROUP INC. WITH COST BASIS OF $12,233.83 AND FAIR MARKET VALUE OF $30,890.00 25 SHARES OF COSTCO WHOLESALE CORP WITH COST BASIS OF $10,318.71 AND FAIR MARKET VALUE OF $17,769.75 175 SHARES OF EATON CORP PLC WITH COST BASIS OF $24,576.76 AND FAIR MARKET VALUE OF $47,446.00 250 SHARES OF EMERSON ELECTRIC CO. WITH COST BASIS OF $17,551.50 AND FAIR MARKET VALUE OF $23,565.00 250 SHARES OF INTERNATIONAL BUSINESS MACHINES WITH COST BASIS OF $40,044.03 AND FAIR MARKET VALUE OF $45,852.50 150 SHARES OF JOHNSON & JOHNSON WITH COST BASIS OF $22,360.79 AND FAIR MARKET VALUE OF $23,709.00 75 SHARES OF MICROSOFT CORP WITH COST BASIS OF $19,491.75 AND FAIR MARKET VALUE OF $30.411.75 150 SHARES OF PEPSICO INC WITH COST BASIS OF $21,787.50 AND FAIR MARKET VALUE OF $25,713.00 175 SHARES OF PROLOGIS INC WITH COST BASIS OF $17,720.75 AND FAIR MARKET VALUE OF $22,837.50 50 SHARES OF THERMO FISHER SCIENTIFIC INC WITH COST BASIS OF $6,744 AND FAIR MARKET VALUE OF $28,014.00 TOTAL COST BASIS: $215,574.67 TOTAL FAIR MARKET VALUE DISTRIBUTED TO FIDELITY CHARITABLE GIFT FUND ON FEBRUARY 6, 2024: $348,933.50
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $36K | $688K | $10K | 23 |
| 2017 | $40K | $763K | $33K | 22 |
| 2018 | $40K | $654K | $31K | 17 |
| 2020 | $60K | $743K | $49K | 30 |
| 2021 | $28K | $939K | $25K | 19 |
| 2022 | $92K | $660K | $47K | 29 |
| 2023 | $60K | $681K | $28K | 26 |
| 2024 | $30K | $372K | $11K | 26 |
Grant Size Distribution
Based on 192 grants on record
Geographic Distribution
Texas Counties Served
Top 4 counties
- 1 Travis
- 2 Dallas
- 3 Harris
- 4 Mason
Officers & Directors
Grants Awarded (192 total)
| Purpose | ||||
|---|---|---|---|---|
| Earthjustice | San Francisco, CA | $14,000 | GENERAL SUPPORT | 2022 |
| Environmental Defense Fund | Washington, DC | $10,000 | GENERAL SUPPORT | 2022 |
| Natural Resources Defense Council | New York, NY | $10,000 | GENERAL SUPPORT | 2022 |
| Earthjustice | San Francisco, CA | $8,000 | GENERAL SUPPORT | 2023 |
| Earthjustice | San Francisco, CA | $8,000 | GENERAL SUPPORT | 2017 |
| Earthjustice | San Francisco, CA | $8,000 | GENERAL SUPPORT | 2018 |
| Earthjustice | San Francisco, CA | $6,000 | GENERAL SUPPORT | 2020 |
| Montana Environmental Information Center | Helena, MT | $6,000 | GENERAL SUPPORT | 2022 |
| Aclu Foundation of Northern California | San Francisco, CA | $5,500 | GENERAL SUPPORT | 2020 |
| The Aclu of Northern California | San Francisco, CA | $5,500 | GENERAL SUPPORT | 2022 |
| Environmental Defense Fund | New York, NY | $5,000 | GENERAL SUPPORT | 2020 |
| Natural Resources Defense Council | New York, NY | $5,000 | GENERAL SUPPORT | 2020 |
| Anti-Defamation League | New York, NY | $5,000 | GENERAL SUPPORT | 2023 |
| Environmental Defense Fund | Washington, DC | $5,000 | GENERAL SUPPORT | 2023 |
| Natural Resources Defense Council | New York, NY | $5,000 | GENERAL SUPPORT | 2023 |
| Earthjustice | San Francisco, CA | $5,000 | GENERAL SUPPORT | 2016 |
| Natural Resources Defense Council | New York, NY | $5,000 | GENERAL SUPPORT | 2016 |
| Natural Resources Defense Council | New York, NY | $5,000 | GENERAL SUPPORT | 2017 |
| Natural Resources Defense Council | New York, NY | $5,000 | GENERAL SUPPORT | 2018 |
| Community Foundation of Jackson Hole | Jackson, WY | $4,250 | GENERAL SUPPORT | 2018 |
| Capital Area Food Bank of Texas | Austin, TX | $4,000 | GENERAL SUPPORT | 2020 |
| Pursuit of Excellence | Palo Alto, CA | $4,000 | GENERAL SUPPORT | 2023 |
| Central Texas Food Bank | Austin, TX | $4,000 | GENERAL SUPPORT | 2022 |
| Pursuit of Excellence | Palo Alto, CA | $4,000 | GENERAL SUPPORT | 2022 |
| Union of Concerned Scientists | Cambridge, MA | $4,000 | GENERAL SUPPORT | 2022 |
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