The Valentine Foundation
EIN 900527475Total Given 2016–2023
$4.8M
33 grants · $598K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$150K
typical big bets · $40K–$210K
grant size
50%
supporter · 7/14 multi-year
repeat
$8.3M
Assets (2023)
14
Distinct Recipients
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $400,000. This amount represents over 25% of the Foundation's net assets of $264,683 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(805) 258-1778
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $12K | $265K | $10K | 2 |
| 2017 | $400K | $11.7M | $11.3M | 4 |
| 2018 | $610K | $10.5M | $573K | 5 |
| 2019 | N/A | $11.1M | $490K | N/A |
| 2020 | $750K | $11.6M | $638K | 4 |
| 2021 | $1.1M | $11.4M | $1.1M | 7 |
| 2022 | $1.1M | $8.5M | $512K | 6 |
| 2023 | $850K | $8.3M | $410K | 5 |
Grant Size Distribution
Based on 33 grants on record
Minimum
$6K
25th Pctl
$40K
Median
$150K
Average
$145K
75th Pctl
$210K
Maximum
$450K
Geographic Distribution
Officers & Directors
MM
Malcom G Meador
President/Director
Leadership
FP
Frank Perna
8+ yrs
Treasurer/Director
Leadership
PP
Philip Panitz
5 yrs
Secretary/Director
Leadership
CH
Clint Howard
7 yrs
Director
FD
Francis Dawson
6 yrs
Director
MM
Malcolm G Meador
7 yrs
President/Director
Leadership
FP
Frank Perna
8+ yrs
Treasurer/Director
Leadership
PP
Philip Panitz
5 yrs
Secretary/Director
Leadership
FD
Francis Dawson
6 yrs
Director
CH
Clint Howard
7 yrs
Director
MM
Malcolm G Meador
7 yrs
President/Director
Leadership
FP
Frank Perna
8+ yrs
Treasurer/Director
Leadership
PP
Philip Panitz
5 yrs
Secretary/Director
Leadership
FD
Francis Dawson
6 yrs
Director
CH
Clint Howard
7 yrs
Director
MM
Malcolm G Meador
7 yrs
President/Director
Leadership
FP
Frank Perna
8+ yrs
Treasurer/Director
Leadership
PP
Philip Panitz
5 yrs
Secretary/Director
Leadership
FD
Francis Dawson
6 yrs
Director
CH
Clint Howard
7 yrs
Director
MM
Malcolm G Meador
7 yrs
President/Director
Leadership
FP
Frank Perna
8+ yrs
Treasurer/Director
Leadership
PP
Philip Panitz
5 yrs
Secretary/Director
Leadership
FD
Francis Dawson
6 yrs
Director
CH
Clint Howard
7 yrs
Director
MM
Malcolm G Meador
7 yrs
Dir, President
Leadership
FP
Frank Perna
8+ yrs
Dir, Treasurer
Leadership
PP
Philip Garrett Panitz
2 yrs
Sec, Dir
FD
Francis Dawson
6 yrs
Dir
CH
Clint Howard
7 yrs
Dir
MM
Malcolm G Meador
7 yrs
Dir, President, Sec*
Leadership
FP
Frank Perna
8+ yrs
Dir, Treasurer
Leadership
NV
N Rebecca Valentine
2 yrs
Dir, Treasurer
Leadership
FD
Frank Dawson
2 yrs
Dir
CH
Clint Howard
7 yrs
Dir
PP
Philip Garrett Panitz
2 yrs
Sec, Dir
MM
Malcolm G Meador
7 yrs
President / Dir / Sec
Leadership
NV
N Rebecca Valentine
2 yrs
Dir / Treasurer
Leadership
FD
Frank Dawson
2 yrs
Dir
FP
Frank Perna
8+ yrs
Dir
Grants Awarded (33 total)
| Purpose | ||||
|---|---|---|---|---|
| Young Mens Christian Association of Southeast Vent | Thousand Oaks, CA | $450,000 | GENERAL OPERATING SUPPORT | 2022 |
| Young Mens Christian Association of Southeast Vent | Thousand Oaks, CA | $310,000 | GENERAL OPERATING SUPPORT | 2021 |
| Young Mens Christian Association of Southeast Vent | Thousand Oaks, CA | $300,000 | GENERAL OPERATING SUPPORT | 2023 |
| University of Redlands | Redlands, CA | $260,000 | General & Unrestricted | 2018 |
| Wildlife Conservation Society | Bronx, NY | $250,000 | GENERAL OPERATING SUPPORT | 2020 |
| Young Mens Christian Association of Southeast Vent | Thousand Oaks, CA | $250,000 | GENERAL OPERATING SUPPORT | 2020 |
| Wildlife Conservation Society | Bronx, NY | $250,000 | GENERAL OPERATING SUPPORT | 2021 |
| Young Mens Christian Association of Southeast Vent | Thousand Oaks, CA | $250,000 | Triunfo YMCA Capital Campaign | 2017 |
| University of Miami | Coral Gables, FL | $210,000 | GENERAL OPERATING SUPPORT | 2021 |
| Kettering University | Flint, MI | $200,000 | GENERAL OPERATING SUPPORT | 2020 |
| Kettering University | Flint, MI | $200,000 | GENERAL OPERATING SUPPORT | 2023 |
| Kettering University | Flint, MI | $200,000 | GENERAL OPERATING SUPPORT | 2022 |
| Wildlife Conservation Society | Bronx, NY | $200,000 | GENERAL OPERATING SUPPORT | 2022 |
| Kettering University | Flint, MI | $200,000 | General & Unrestricted | 2018 |
| Kettering University | Flint, MI | $195,000 | GENERAL OPERATING SUPPORT | 2021 |
| University of Miami | Coral Gables, FL | $150,000 | GENERAL OPERATING SUPPORT | 2023 |
| Wildlife Conservation Society | Bronx, NY | $150,000 | GENERAL OPERATING SUPPORT | 2023 |
| University of Miami | Coral Gables, FL | $150,000 | GENERAL OPERATING SUPPORT | 2022 |
| University of Redlands | Redlands, CA | $100,000 | to establish a Valentine named fund | 2017 |
| Wildlife Conservation Society | Bronx, NY | $100,000 | General & Unrestricted | 2018 |
| Young America'S Foundation | Reston, VA | $55,000 | GENERAL OPERATING SUPPORT | 2021 |
| Alzheimer'S Disease & Related Disorders Assn Inc | Chicago, IL | $50,000 | GENERAL OPERATING SUPPORT | 2020 |
| Area Christians Taking Intitiative on Needs | Camarillo, CA | $50,000 | GENERAL SUPPORT | 2023 |
| Friends of Birdlife International Inc | New York, NY | $50,000 | GENERAL OPERATING SUPPORT | 2022 |
| Area Christians Taking Initiative on Needs | Camarillo, CA | $40,000 | GENERAL OPERATING SUPPORT | 2022 |