Cleo Foundation
EIN 943269201Total Given 2016–2024
$1.3M
98 grants · $140K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$14K
typical small grants · $10K–$15K
grant size
43%
supporter · 19/44 multi-year
repeat
$3.2M
Assets (2024)
44
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JENNIFER PEREZ BROWN
Phone
(415) 561-6540
Deadlines
SEE FORM AND CONTENT ABOVE
How to Apply
FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE hTTPS://www.cleofoundation.org
Restrictions
SEE FORM AND CONTENT ABOVE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $121K | $3.1M | $-40K | 10 |
| 2017 | $140K | $3.3M | $174K | 13 |
| 2018 | $152K | $2.9M | $82K | 12 |
| 2020 | $165K | $3.5M | $118K | 15 |
| 2021 | $170K | $3.7M | $150K | 13 |
| 2022 | $165K | $2.9M | $56K | 13 |
| 2023 | $165K | $3.1M | $127K | 11 |
| 2024 | $178K | $3.2M | $178K | 11 |
Grant Size Distribution
Based on 98 grants on record
Minimum
$500
25th Pctl
$10K
Median
$14K
Average
$13K
75th Pctl
$15K
Maximum
$30K
Geographic Distribution
Officers & Directors
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
CC
Carol W Casey
8+ yrs
President
Leadership
PH
Patrick Healy
8+ yrs
Treasurer/Secretary
Leadership
SH
Stephanie Holbrook
8+ yrs
Board Member
Grants Awarded (98 total)
| Purpose | ||||
|---|---|---|---|---|
| Ventana Wilderness Alliance | Monterey, CA | $30,000 | TO SUPPORT THE Youth in Wilderness PROGRAM | 2024 |
| Ct Apptd Spec Advocates of MonTEREY | Salinas, CA | $25,000 | General Operating Support | 2024 |
| Coastal Kids Home Care | Salinas, CA | $20,000 | TO SUPPORT Pediatric Palliative and End-of-Life Care in Monterey County | 2018 |
| Community Foundation of Mendocino C | Ukiah, CA | $20,000 | TO SUPPORT THE Community Resiliency and Preparedness Fund | 2018 |
| Community Partnership for Youth | Seaside, CA | $20,000 | TO SUPPORT THE High School Leadership Program | 2018 |
| Future Citizens Foundation | Salinas, CA | $20,000 | General Support for Academic Enrichment Components | 2018 |
| Montage Health Foundation | Monterey, CA | $20,000 | TO SUPPORT Hospice of the Central Coast | 2018 |
| Ventana Wilderness Alliance | Santa Cruz, CA | $20,000 | TO SUPPORT THE Youth in Wilderness | 2018 |
| Community Partnership for Youth | Seaside, CA | $20,000 | TO SUPPORT THE High School LIFE SKILLS/JOB PREP PROGRAM | 2020 |
| Ventana Wilderness Alliance | Santa Cruz, CA | $20,000 | TO SUPPORT THE Youth in Wilderness PROGRAM | 2020 |
| Rancho Cielo Inc | Salinas, CA | $20,000 | GENERAL SUPPORT | 2020 |
| Community Partnership for Youth | Monterey, CA | $20,000 | TO SUPPORT THE High School LEADERSHIP, LIFE SKILLS, JOB PREPARATION PROGRAM | 2021 |
| Ventana Wilderness Alliance | Santa Cruz, CA | $20,000 | TO SUPPORT THE Youth in Wilderness PROGRAM | 2021 |
| Community Partnership for Youth | Monterey, CA | $20,000 | TO SUPPORT THE High School Leadership / Life Skills /Job Preparation Program | 2023 |
| Ventana Wilderness Alliance | Santa Cruz, CA | $20,000 | TO SUPPORT THE Youth in Wilderness PROGRAM | 2023 |
| Ct Apptd Spec Advocates of MonTEREY | Salinas, CA | $20,000 | General Operating Support | 2023 |
| Community Partnership for Youth | Monterey, CA | $20,000 | TO SUPPORT THE High School Leadership, Life Skills & Job Preparation Program | 2024 |
| Jacobs Heart Childrens Cancer Suppo | Watsonville, CA | $20,000 | GENERAL OPERATING SUPPORT | 2016 |
| George Mark Childrens House | San Leandro, CA | $20,000 | SUPPORT THE PEDIATRIC PALLATIVE CARE PROGRAM | 2017 |
| Life Learning Academy | San Francisco, CA | $17,500 | GENERAL OPERATING SUPPORT | 2016 |
| Digital Nest | Watsonville, CA | $16,000 | GENERAL OPERATING SUPPORT | 2017 |
| Epicenter of Monterey | Salinas, CA | $15,000 | general operating support | 2021 |
| Anderson Valley Education Fndn | Boonville, CA | $15,000 | TO SUPPORT SECOND CHANCE SCHOLARSHIPS AND SUMMER INTERNSHIPS | 2021 |
| Central Coast VNA Hospice | Monterey, CA | $15,000 | TO SUPPORT THE Outreach to the Latinx Community in Southern Monterey County | 2021 |
| Ct Apptd Spec Advocates of MonTEREY | Salinas, CA | $15,000 | General Operating Support | 2021 |