Nonprofit · EIN 68-0544545
VALLEY HERITAGE FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,644 | $11,356 | $10,288 | $1,310,401 | $139,510 | $1,170,891 |
| December 31, 2023 | 990-PF | $973,230 | $21,514 | $951,716 | $1,211,772 | $51,169 | $1,160,603 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $26,927
- Net gain from sales of assets
- -$5,283
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $237
Balance sheet and other
- Total assets, start of year
- $1,211,772
- Total assets, end of year
- $1,310,401
- Total liabilities, end of year
- $139,510
- Net assets, end of year
- $1,170,891
- Fair market value of assets
- $1,310,401
- Net investment income
- $26,927
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 |
|---|---|---|---|
| MATTHEW S DANA 8817 E BELL RD SUITE 201, SCOTTSDALE, AZ 85260 | PRESIDENT | 0 | $0 |
| KYNDALL D YATES 8817 E BELL RD SUITE 201, SCOTTSDALE, AZ 85260 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW S DANA 8817 E BELL RD SUITE 201, SCOTTSDALE, AZ 85260 | PRESIDENT | 0 | $0 |
| KYNDALL D YATES 8817 E BELL RD SUITE 201, SCOTTSDALE, AZ 85260 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8817 E BELL RD STE 201, SCOTTSDALE, AZ 85260-1590
- In care of
- % MATTHEW S DANA
- Signed the 990-PF
- MATTHEW S DANA, PRESIDENT
- Phone
- (480) 515-3716
- Return prepared by
- GALLACHER BOSEN & GOODMAN PLLC
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 | Not on file |
| 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
- 68-0544545
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,310,401
- Income (IRS master file)
- $47,398
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,644 | $11,356 | $1,310,401 | XML |
| 990-PF | December 2023 | $973,230 | $21,514 | $1,211,772 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 68-0544545).
Questions about VALLEY HERITAGE FOUNDATION
- What is the EIN of VALLEY HERITAGE FOUNDATION?
- The employer identification number (EIN) of VALLEY HERITAGE FOUNDATION is 68-0544545.
- Is VALLEY HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to VALLEY HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VALLEY HERITAGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VALLEY HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEY HERITAGE FOUNDATION 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 VALLEY HERITAGE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does VALLEY HERITAGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,644, expenses of $11,356 and total assets of $1,310,401 at year end.
Other nonprofits in SCOTTSDALE
- DIANE AND BRUCE HALLE FOUNDATION EIN 46-0469787 · last filed 990-PF for 2024
- BOB AND RENEE PARSONS FOUNDATION EIN 45-2713666 · last filed 990-PF for 2024
- PEOPLE-PEOPLE-PEOPLE FOUNDATION DATED 4-19-2018 EIN 82-7093549 · last filed 990-PF for 2024
- DORRANCE FOUNDATION FOR EDUCATION EIN 82-3330439 · last filed 990-PF for 2024
- JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX EIN 47-0874376 · last filed 990 for 2025
- SIMONE CHARITABLE FOUNDATION INC EIN 82-3971316 · last filed 990-PF for 2024
- SANGHI FAMILY FOUNDATION EIN 20-8338277 · last filed 990-PF for 2025
- JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX EIN 45-3910992 · last filed 990 for 2025
All nonprofits in SCOTTSDALE · Arizona · Philanthropy, voluntarism and grantmaking foundations