The California State Capitol

Form 990-PFTax year 2024EIN 94-1584547

The Valley Foundation

A private foundation in San Jose, CA. Its return for tax year 2024 lists 1 grant and $3.5 million paid in grants.

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $3,450,000

    Grants listed
    1
    Assets, end of year
    $73,106,974
  • Tax year 2023

    $3,450,000

    Grants listed
    1
    Assets, end of year
    $70,531,065
  • Tax year 2022

    $3,600,000

    Grants listed
    4
    Assets, end of year
    $64,359,918
  • Tax year 2021

    $4,000,000

    Grants listed
    2
    Assets, end of year
    $61,408,022
  • Tax year 2020

    $3,300,008

    Grants listed
    4
    Assets, end of year
    $75,319,298
  • Tax year 2019

    $3,045,800

    Grants listed
    31
    Assets, end of year
    $63,028,626
  • Tax year 2018

    $2,505,500

    Grants listed
    25
    Assets, end of year
    $65,710,326
  • Tax year 2017

    $2,098,620

    Grants listed
    37
    Assets, end of year
    $64,999,914

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. Schwab Charitable Donor-Advised FundOrlando, FL

    Grant to promote the organization's charitable activities

    $3,450,000

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Florida1 grant $3,450,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Phillip R BoyceCHAIRMAN Hours 4Pay $20,000
  • Dr Richard SieveVICE CHAIRMAN AND TREASURER Hours 4Pay $20,000
  • Robert A LeeSECRETARY Hours 4Pay $20,000

The return

More foundations

Other foundations in California

  1. Peter A & Vernice H Gasser FoundationNapa, CA 78 grants Accepts applications $3,450,600 giving
  2. Jeff T Green Family FoundationEL Segundo, CA 11 grants Preselected only $3,446,467 giving
  3. Helmstetter Family FoundationLos Angeles, CA 4 grants Preselected only $3,456,604 giving
  4. Bryan Cameron Education FoundationSan Jose, CA 144 grants Accepts applications $3,464,353 giving
  5. Ray and Dagmar Dolby Family FundSan Francisco, CA 3 grants Accepts applications $3,466,745 giving