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George & Dale Cavalletto Charities Trust is a private trust based in SANTA BARBARA, CA. The foundation received its IRS ruling in 2007. The principal officer is Mullen & Henzell Llp. It holds total assets of $25.7M. Annual income is reported at $6.1M. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. Grantmaking is concentrated in California. According to available records, George & Dale Cavalletto Charities Trust has made 15 grants totaling $6.6M, with a median grant of $250K. The foundation has distributed between $1.2M and $2.9M annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $2.9M distributed across 6 grants. Individual grants have ranged from $150K to $990K, with an average award of $439K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$150K
Median Grant
$150K
Average Grant
$400K
Largest Grant
$900K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
George & Dale Cavalletto Charities Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in CA.
George & Dale Cavalletto Charities Trust has distributed a total of $6.6M across 15 grants. The median grant size is $250K, with an average of $439K. Individual grants have ranged from $150K to $990K.
George & Dale Cavalletto Charities Trust typically selects its grantees rather than accepting unsolicited proposals.
George & Dale Cavalletto Charities Trust is headquartered in SANTA BARBARA, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Valerie J Fuette | TRUSTEE | $30K | $0 | $30K |
| Daniel R Cavalletto | TRUSTEE | $30K | $0 | $33K |
| Joseph F Green | TRUSTEE | $30K | $0 | $30K |
| David V Larson | TRUSTEE | $30K | $0 | $30K |
| Dennis W Reilly | TRUSTEE | $30K | $0 | $30K |
Total Giving
$1.5M
Total Assets
$26.1M
Fair Market Value
$31M
Net Worth
$26.1M
Grants Paid
$1.2M
Contributions
N/A
Net Investment Income
$822K
Distribution Amount
$1.4M
Total: $25.9M
Total Grants
15
Total Giving
$6.6M
Average Grant
$439K
Median Grant
$250K
Unique Recipients
3
Most Common Grant
$150K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Scholarship Foundation Of Santa BarbaraEDUCATION | Santa Barbara, CA | $850K | 2023 |
| Santa Barbara FoundationEDUCATION | Santa Barbara, CA | $200K | 2023 |
| Cottage Health SystemHEALTH CARE | Santa Barbara, CA | $150K | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA