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Bert L & Natalie K Vallee Foundation Inc. is a private corporation based in CAMBRIDGE, MA. The foundation received its IRS ruling in 1997. The principal officer is Alexa Mason. It holds total assets of $64.8M. Annual income is reported at $27.2M. Total assets have grown from $7.8M in 2010 to $61.4M in 2023. The foundation is governed by 13 officers and trustees. The vallee scholars program (see attached statement). According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in New York, California and Wisconsin. According to available records, Bert L & Natalie K Vallee Foundation Inc. has made 53 grants totaling $8.9M, with a median grant of $45K. Annual giving has grown from $1.8M in 2020 to $4.6M in 2022. Individual grants have ranged from $10K to $390K, with an average award of $167K. The foundation has supported 31 unique organizations. The foundation primarily supports organizations in California, Maryland, New York, which account for 42% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$18K
Median Grant
$300K
Average Grant
$230K
Largest Grant
$300K
Based on 8 grants from the most recent 990-PF filing.
The vallee scholars program (see attached statement)
Expenses: $2M
Vallee visiting professorship program (see attached statement)
Expenses: $100K
Vallee symposia program (see attached statement)
Expenses: $333K
Dei program (see attached statement)
Expenses: $60K
The vallee scholars program (see attached statement). Based on available records, the foundation has funded 53 grants. Its grantmaking reaches organizations primarily in CA, MD, NY.
Bert L & Natalie K Vallee Foundation Inc. has distributed a total of $8.9M across 53 grants. The median grant size is $45K, with an average of $167K. Individual grants have ranged from $10K to $390K.
Bert L & Natalie K Vallee Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Bert L & Natalie K Vallee Foundation Inc. is headquartered in CAMBRIDGE, MA. While based in MA, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Alexa M Mason | EXECUTIVE DIRECTOR/SECRETARY | $218K | $19K | $237K |
| Wade Harper | DIRECTOR (AS OF 6/9/2023) | $10K | $0 | $10K |
| Peter Campot | TREASURER/DIRECTOR | $8K | $0 | $8K |
| Lewis Cantley | VICE PRESIDENT/DIRECTOR | $8K | $0 | $8K |
| Ernst-Ludwig Winnacker | DIRECTOR | $8K | $0 | $8K |
| Dame Carol Robinson | DIRECTOR | $8K | $0 | $8K |
| Sheila Ohlund | DIRECTOR | $8K | $0 | $8K |
| Elizabeth Huidekoper | ASSISTANT TREASURER/DIRECTOR | $8K | $0 | $8K |
| Peter M Howley | PRESIDENT/DIRECTOR | $8K | $0 | $8K |
| Jesper Z Haeggstrom | DIRECTOR | $8K | $0 | $8K |
| Evangelina Nogales | DIRECTOR (AS OF 6/9/2023) | $6K | $0 | $6K |
| Michael F O'Connell | COUNSEL | $0 | $0 | N/A |
| Karen Vousden | DIRECTOR (AS OF 6/9/2023) | $0 | $0 | N/A |
Total Giving
$3.3M
Total Assets
$61.4M
Fair Market Value
$61.4M
Net Worth
$61.4M
Grants Paid
$2.2M
Contributions
N/A
Net Investment Income
$2.7M
Distribution Amount
$2.8M
Total: N/A
Total Grants
53
Total Giving
$8.9M
Average Grant
$167K
Median Grant
$45K
Unique Recipients
31
Most Common Grant
$340K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Universitaet WienVALLE SCHOLAR AWARD | — | $340K | 2022 |
| California Institute Of TechnologyVALLE SCHOLAR AWARD | Pasadena, CA | $340K | 2022 |
| The Johns Hopkins UniversityVALLE SCHOLAR AWARD | Baltimore, MD | $340K | 2022 |
| Epfl LausanneVALLE SCHOLAR AWARD | — | $340K | 2022 |
| Institute Of Science And Technology AustriaVALLE SCHOLAR AWARD | — | $340K | 2022 |
| Regent Of The University Of California BerkeleyVALLE SCHOLAR AWARD | Oakland, CA | $340K | 2022 |
| Foundation Lindau Nobel Laureate MeetingVALLE SCHOLAR AWARD | — | $100K | 2022 |
| Evangelina Nogales Howard Hughes MeVALLE SCHOLAR AWARD | Berkeley, CA | $45K | 2022 |
| Williams Franklin FoundationVALLE SCHOLAR AWARD | Washington, DC | $40K | 2022 |
| Hao Wu Harvard Medical SchoolVALLE SCHOLAR AWARD | Boston, MA | $25K | 2022 |
| Michael N Hall Biozentrum Of The UnVALLE SCHOLAR AWARD | — | $25K | 2022 |
| Susan L Ackerman University Of CaliVALLE SCHOLAR AWARD | La Jolla, CA | $20K | 2022 |
| AsbmbVALLE SCHOLAR AWARD | Rockville, MD | $10K | 2022 |
| The Regents Of The U Of CaliforniaVALLEE SCHOLAR AWARD | Oakland, CA | $390K | 2021 |
| The Trustees Of Princeton UniversityVALLEE SCHOLAR AWARD | Princeton, NJ | $360K | 2021 |
| President & Fellows Of Harvard CollegeVALLEE SCHOLAR AWARD | Cambridge, MA | $350K | 2021 |
| University Of IllinoisVALLEE SCHOLAR AWARD | Urbana, IL | $340K | 2021 |
| Staatsoberkasse Bayern Fur Die Ludwig Maximilians Universitat MunchenVALLEE SCHOLAR AWARD | — | $340K | 2021 |
| Ukri Medical Research CouncilVALLEE SCHOLAR AWARD | — | $340K | 2021 |
| Francis Crick Institute LtdVALLEE SCHOLAR AWARD | Somers Town London Nw | $30K | 2021 |
| Weill Medical College Of Cornell UniversityVALLEE SCHOLAR AWARD | New York, NY | $30K | 2021 |
| The Rockefeller UniversityVALLEE SCHOLAR AWARD | New York, NY | $30K | 2021 |
| University Of Wisconsin SystemVALLEE SCHOLAR AWARD | Madison, WI | $30K | 2021 |
| Stanford UniversityVALLEE SCHOLAR AWARD | Stanford, CA | $20K | 2021 |
| University Of JenaVALLEE SCHOLAR AWARD | — | $20K | 2021 |
| Yale UniversityVALLEE SCHOLAR AWARD | New Haven, CT | $10K | 2021 |
| Massachusetts Institute Of TechnologyVALLEE SCHOLAR AWARD | Cambridge, MA | $10K | 2021 |
| University Of OxfordVALLEE SCHOLAR AWARD | — | $10K | 2021 |
| The Board Of Regents Of The University Of Wisconsin SystemVALLEE SCHOLAR AWARD | Madison, WI | $300K | 2020 |
| Regent Of The University Of California Los AngelesVALLEE SCHOLAR AWARD | Oakland, CA | $300K | 2020 |