Nonprofit · EIN 04-3333757
BERT L & NATALIE K VALLEE FOUNDATION INC
Tax-exempt · CAMBRIDGE, MA 02138
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,621,251 | $3,453,106 | $1,168,145 | $64,822,709 | $10,900 | $64,811,809 |
| December 31, 2023 | 990-PF | $2,516,961 | $3,290,610 | -$773,649 | $61,436,816 | $7,959 | $61,428,857 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,299,996
- Interest
- $169,639
- Net gain from sales of assets
- $3,151,034
- Other income
- $582
Expenses
- Grants and similar amounts paid
- $2,200,000
- Compensation of officers, directors and key employees
- $341,334
- Disbursements for charitable purposes
- $3,252,078
- Excise tax on investment income
- $92,506
Balance sheet and other
- Total assets, start of year
- $61,436,816
- Total assets, end of year
- $64,822,709
- Total liabilities, end of year
- $10,900
- Net assets, end of year
- $64,811,809
- Fair market value of assets
- $64,822,709
- Qualifying distributions
- $3,252,078
- Net investment income
- $6,818,629
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Alexa M Mason One Mifflin Place Suite 400, Cambridge, MA 02138 | executive director/secretary | 35 | $229,009 | $20,089 |
| PETER CAMPOT One Mifflin Place Suite 400, Cambridge, MA 02138 | TREAsurer/director | 1 | $9,300 | $0 |
| JESPer Z Haeggstrom One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| WADE HARPER One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| PETER M Howley One Mifflin Place Suite 400, Cambridge, MA 02138 | PRESIDENT/Director | 1 | $9,300 | $0 |
| ELIZABETH HUIDEKOPER One Mifflin Place Suite 400, Cambridge, MA 02138 | ASSISTANT TREASURER/DIRECTOR | 1 | $9,300 | $0 |
| EVANGELINA NOGALES One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| SHEILA OHLUND One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| DAME CAROL ROBINSON One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| ERNST-LUDWIG WINNACKER One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| LEWIS CANTLEY One Mifflin Place Suite 400, Cambridge, MA 02138 | VICE PRESIDENT/DIRECTOR | 1 | $9,300 | $0 |
| KAREN VOUSDEN One Mifflin Place Suite 400, Cambridge, MA 02138 | DIRECTOR | 1 | $9,300 | $0 |
| MICHAEL f o'cONNELL One Mifflin Place Suite 400, Cambridge, MA 02138 | COUNSEL | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXA M MASON ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | EXECUTIVE DIRECTOR/SECRETARY | 35 | $218,199 | $19,133 |
| WADE HARPER ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR (AS OF 6/9/2023) | 1 | $10,000 | $0 |
| PETER CAMPOT ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | TREASURER/DIRECTOR | 1 | $8,000 | $0 |
| JESPER Z HAEGGSTROM ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR | 1 | $8,000 | $0 |
| PETER M HOWLEY ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | PRESIDENT/DIRECTOR | 1 | $8,000 | $0 |
| ELIZABETH HUIDEKOPER ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | ASSISTANT TREASURER/DIRECTOR | 1 | $8,000 | $0 |
| SHEILA OHLUND ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR | 1 | $8,000 | $0 |
| DAME CAROL ROBINSON ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR | 1 | $8,000 | $0 |
| ERNST-LUDWIG WINNACKER ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR | 1 | $8,000 | $0 |
| LEWIS CANTLEY ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | VICE PRESIDENT/DIRECTOR | 1 | $8,000 | $0 |
| EVANGELINA NOGALES ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR (AS OF 6/9/2023) | 1 | $6,000 | $0 |
| MICHAEL F O'CONNELL ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | COUNSEL | 1 | $0 | $0 |
| KAREN VOUSDEN ONE MIFFLIN PLACE SUITE 400, CAMBRIDGE, MA 02138 | DIRECTOR (AS OF 6/9/2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 MIFFLIN PL STE 400, CAMBRIDGE, MA 02138-4947
- In care of
- % ALEXA MASON
- Signed the 990-PF
- Alexa Mason, Exec. Director
- Phone
- (415) 413-6710
- Website
- thevalleefoundation.org
- Return prepared by
- Wolf & Company PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3333757
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $80,984,490
- Income (IRS master file)
- $38,042,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,621,251 | $3,453,106 | $64,822,709 | XML |
| 990-PF | December 2023 | $2,516,961 | $3,290,610 | $61,436,816 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3333757).
Questions about BERT L & NATALIE K VALLEE FOUNDATION INC
- What is the EIN of BERT L & NATALIE K VALLEE FOUNDATION INC?
- The employer identification number (EIN) of BERT L & NATALIE K VALLEE FOUNDATION INC is 04-3333757.
- Is BERT L & NATALIE K VALLEE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BERT L & NATALIE K VALLEE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does BERT L & NATALIE K VALLEE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERT L & NATALIE K VALLEE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERT L & NATALIE K VALLEE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERT L & NATALIE K VALLEE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 12 received compensation from the organization, the highest $229,009 (Alexa M Mason, executive director/secretary).
- How much revenue does BERT L & NATALIE K VALLEE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,621,251, expenses of $3,453,106 and total assets of $64,822,709 at year end.
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