The Valerio Charitable Foundation
GULF STREAM, FL EIN: 04-6903625
Financial Overview
From 2023 IRS Form 990-PF
Total Assets
$4.3M
+2.7% YoY
Annual Giving
$42K
-19.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$42K
-19.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,341,447 | $4,227,984 | $4,138,653 |
| Revenue | $197,677 | $146,711 | $138,994 |
| Expenses | $82,177 | $57,380 | $192,690 |
| Qualifying Distributions | $41,768 | $51,677 | — |
| Net Investment Income | $158,289 | $141,008 | $136,054 |
| Distributable Amount | $239,125 | $214,839 | $214,908 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Valerio Charitable Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURA MACKINNON | TRUSTEE | — | — |
| HELEN VALERIO | OFFICER | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $532K (100%)
States
Cities
Various
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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