Nonprofit · EIN 04-6903625
THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION
Also known as VALERIO MICHAEL A TTEE
Tax-exempt · GULF STREAM, FL 33483
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF (amended) | $252,922 | $349,399 | -$96,477 | $4,228,763 | $0 | $4,228,763 |
| September 30, 2023 | 990-PF | $197,677 | $82,177 | $115,500 | $4,341,447 | $0 | $4,341,447 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $114,553
- Interest
- $27
- Net gain from sales of assets
- $138,342
Expenses
- Grants and similar amounts paid
- $295,300
- Disbursements for charitable purposes
- $295,300
- Excise tax on investment income
- $2,764
Balance sheet and other
- Total assets, start of year
- $4,325,240
- Total assets, end of year
- $4,228,763
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,228,763
- Fair market value of assets
- $6,976,028
- Qualifying distributions
- $295,300
- Net investment income
- $252,922
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA MACKINNON 2526 AVENUE AU SOLEIL, GULF STREAM, FL 33483 | TRUSTEE | 8 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA MACKINNON 2526 AVENUE AU SOLEIL, GULF STREAM, FL 33483 | TRUSTEE | 0 | $0 |
| HELEN VALERIO 300 E COCONUT PALM ROAD, BOCA RATON, FL 33432 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2526 AVENUE AU SOLEIL, GULF STREAM, FL 33483-6102
- In care of
- % CHIUVE & COMPANY
- Signed the 990-PF
- LAURA MACKINNON, TRUSTEE
- Phone
- (978) 777-4500
- Return prepared by
- CHIUVE & 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 04-6903625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,315,241
- Income (IRS master file)
- $602,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $252,922 | $349,399 | $4,228,763 | XML |
| 990-PF | September 2023 | $197,677 | $82,177 | $4,341,447 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 04-6903625).
Questions about THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION
- What is the EIN of THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION is 04-6903625.
- Is THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE MICHAEL AND HELEN VALERIO CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $252,922, expenses of $349,399 and total assets of $4,228,763 at year end.
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