THE GEORGE AND DALE CAVALLETTO CHARITIES
https://N/ATotal Given 2016–2023
$9.1M
21 grants · $1.1M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$250K
typical big bets · $200K–$850K
grant size
100%
deep partner · 3/3 multi-year
repeat
$34.4M
Assets · 2021
3
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8058799929
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.2M | $26.6M | $1.4M | 3 |
| 2017 | $1.4M | $29.6M | $1.9M | 3 |
| 2018 | $1.4M | $25.9M | $3.0M | 3 |
| 2019 | N/A | $29.4M | $3.6M | N/A |
| 2020 | $1.2M | $30.6M | $610K | 3 |
| 2021 | $1.3M | $34.4M | $1.3M | 3 |
| 2022 | $1.4M | $28.0M | $666K | 3 |
| 2023 | $1.2M | $31.0M | $914K | 3 |
Grant Size Distribution
Based on 21 grants on record
Minimum
$150K
25th Pctl
$200K
Median
$250K
Average
$435K
75th Pctl
$850K
Maximum
$990K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| DAVID V LARSON CPA | TRUSTEE | $40K |
| DANIEL R CAVALLETTO | TRUSTEE | $30K |
| VALERIE J FUETTE | TRUSTEE | $30K |
| DENNIS W REILLY | TRUSTEE | $30K |
| DAVID V LARSON | TRUSTEE | $30K |
| JOSEPH F GREEN | TRUSTEE | $30K |
| DENNIS W REILLY ESQ | TRUSTEE | $28K |
| JOSEPH F GREEN ESQ | TRUSTEE | $28K |
Grants Awarded (21 total)
| Purpose | ||||
|---|---|---|---|---|
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $990,000 | EDUCATION | 2022 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $920,000 | EDUCATION | 2018 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $920,000 | EDUCATION | 2017 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $900,000 | EDUCATION | 2020 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $900,000 | EDUCATION | 2021 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $850,000 | EDUCATION | 2023 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | SANTA BARBARA, CA | $800,000 | EDUCATION | 2016 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $280,000 | EDUCATION | 2018 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $260,000 | EDUCATION | 2017 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $250,000 | EDUCATION | 2021 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $250,000 | EDUCATION | 2022 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $220,000 | HEALTH CARE | 2017 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $200,000 | EDUCATION | 2023 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $200,000 | HEALTH CARE | 2018 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $200,000 | HEALTH CARE | 2016 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $200,000 | EDUCATION | 2016 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $200,000 | HEALTH CARE | 2022 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $150,000 | HEALTH CARE | 2021 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $150,000 | HEALTH CARE | 2020 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $150,000 | EDUCATION | 2020 |
| COTTAGE HEALTH SYSTEM | SANTA BARBARA, CA | $150,000 | HEALTH CARE | 2023 |