Nonprofit · EIN 36-3988367
ANDERSON VALLEY FOUNDATION
Tax-exempt · HASTINGS, NE 68901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $4,809,180 | $2,912,092 | $1,897,088 | $38,562,453 | $0 | $38,562,453 |
| August 31, 2024 | 990-PF | $1,730,631 | $2,876,581 | -$1,145,950 | $36,665,365 | $0 | $36,665,365 |
| August 31, 2023 | 990-PF | $1,298,087 | $2,741,530 | -$1,443,443 | $37,811,315 | $0 | $37,811,315 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $533,255
- Interest
- $751,637
- Net gain from sales of assets
- $3,524,288
Expenses
- Grants and similar amounts paid
- $2,571,045
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,689,301
- Excise tax on investment income
- $64,137
Balance sheet and other
- Total assets, start of year
- $36,665,365
- Total assets, end of year
- $38,562,453
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,562,453
- Fair market value of assets
- $45,652,282
- Qualifying distributions
- $2,689,301
- Net investment income
- $4,809,180
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRETCHEN ROBERTS PO BOX 609, HASTINGS, NE 68901 | PRESIDENT, DIRECTOR | 10 | $0 |
| SUSAN M MORRISON ROBERTS PO BOX 609, HASTINGS, NE 68901 | VICE-PRESIDENT, DIRECTOR | 2 | $0 |
| SCOTT KUMMER PO BOX 609, HASTINGS, NE 68901 | TREASURER, DIRECTOR | 2 | $0 |
| SIDNEY A REITZ PO BOX 1247, SALINA, KS 67401 | SECRETARY, DIRECTOR | 2 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN M MORRISON ROBERTS PO BOX 609, HASTINGS, NE 68901 | VICE-PRESIDENT, DIRECTOR | 2 | $0 |
| GRETCHEN ROBERTS PO BOX 609, HASTINGS, NE 68901 | PRESIDENT, DIRECTOR | 10 | $0 |
| SCOTT KUMMER PO BOX 609, HASTINGS, NE 68901 | TREASURER, DIRECTOR | 2 | $0 |
| SIDNEY A REITZ PO BOX 198, SALINA, KS 67401 | SECRETARY, DIRECTOR | 2 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN M MORRISON ROBERTS PO BOX 609, HASTINGS, NE 68901 | VICE-PRESIDENT, DIRECTOR | 2 | $0 |
| GRETCHEN ROBERTS PO BOX 609, HASTINGS, NE 68901 | PRESIDENT, DIRECTOR | 10 | $0 |
| SCOTT KUMMER PO BOX 609, HASTINGS, NE 68901 | TREASURER, DIRECTOR | 2 | $0 |
| SIDNEY A REITZ PO BOX 198, SALINA, KS 67401 | SECRETARY, DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 747 N BURLINGTON AVE STE 212, HASTINGS, NE 68901-4408
- Signed the 990-PF
- GRETCHEN ROBERTS, PRESIDENT
- Phone
- (402) 463-3191
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 36-3988367
- 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
- 1994
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $38,562,453
- Income (IRS master file)
- $16,039,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $4,809,180 | $2,912,092 | $38,562,453 | XML |
| 990-PF | August 2024 | $1,730,631 | $2,876,581 | $36,665,365 | XML |
| 990-PF | August 2023 | $1,298,087 | $2,741,530 | $37,811,315 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 36-3988367).
Questions about ANDERSON VALLEY FOUNDATION
- What is the EIN of ANDERSON VALLEY FOUNDATION?
- The employer identification number (EIN) of ANDERSON VALLEY FOUNDATION is 36-3988367.
- Is ANDERSON VALLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ANDERSON VALLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANDERSON VALLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDERSON VALLEY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDERSON VALLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ANDERSON VALLEY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ANDERSON VALLEY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $4,809,180, expenses of $2,912,092 and total assets of $38,562,453 at year end.
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