Funder DirectoryThe Valley Rock Foundation
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Private foundation (trust)EIN 264742502Est. 2009-09

The Valley Rock Foundation

Yountville, CA 94599

Total Assets

$15.2M

FY 2023

Annual Giving

$1.9M

FY 2023

Grants Made

19

FY 2023

Avg Grant

$101K

FY 2023

Grant Range

$188–$1M

Typical

Deadlines

Applications

Programs & Activities

Program 1

$22K

Small events for program planning, development and for assistance to other local charities.

Focus Areas

Human Services

Financial Snapshot

2023 filing

Total Revenue

$1.2M

Total Expenses

$3.1M

Qualifying Distributions

$3.0M

Distributable Amount

$794K

Min. Investment Return

$810K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $188 through median $10K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $1.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

49 grants

Westmont College
$1M
1 grant
St Helena Community Church
$500K
1 grant
New Harvest Community Church
$100K
1 grant
Ole Health Foundation
$100K
1 grant
Maddie's Place
$100K
1 grant
St Helena Montessori
$92K
2 grants
Ag for Youth
$66K
3 grants
Salvation Army
$57K
4 grants

Grant Size Distribution

49 grants

<$10K
32
grants
$10–50K
11
grants
$50–250K
4
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

12 states

California
$2.1M
87% of total
Washington
$101K
4% of total
Colorado
$91K
4% of total
Virginia
$49K
2% of total
Michigan
$25K
1% of total
Nevada
$20K
1% of total
Arizona
$10K
0% of total
Florida
$1K
0% of total
New York
$449
0% of total
Tennessee
$188
0% of total

+2 more states

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The Valley Rock Foundation — Grants, Financials & Contact | Grantivo