Nonprofit · EIN 93-1228513
VALLEY FOUNDATION
Tax-exempt · TUCSON, AZ 85718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $19,000 | $127,662 | -$108,662 | $1,023,210 | $0 | $1,023,210 |
| December 31, 2023 | 990-PF | $41,880 | $92,744 | -$50,864 | $1,131,872 | $0 | $1,131,872 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $24,179
- Interest
- $39
- Net gain from sales of assets
- -$11,218
- Other income
- $6,000
Expenses
- Grants and similar amounts paid
- $89,000
- Salaries, compensation and benefits (total)
- $11,752
- Disbursements for charitable purposes
- $89,000
- Excise tax on investment income
- $101
Balance sheet and other
- Total assets, start of year
- $1,131,872
- Total assets, end of year
- $1,023,210
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,023,210
- Fair market value of assets
- $1,638,800
- Qualifying distributions
- $89,000
- Net investment income
- $24,218
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 |
|---|---|---|---|
| ANN LOVELL 6701 N ST ANDREWS DR, TUCSON, AZ 85718 | PRESIDENT/TR | 2 | $0 |
| THOMAS WARNE 6701 N ST ANDREWS DR, TUCSON, AZ 85718 | VICE PRESIDE | 1 | $0 |
| AMY HARP 4637 W BUCKSKIN TRL, PHOENIX, AZ 85083 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN LOVELL 4729 E SUNRISE DR SUITE 307, TUCSON, AZ 85718 | TRUSTEE | 5 | $0 |
| JODEE ROBERTSON 4729 E SUNRISE DR SUITE 307, TUCSON, AZ 85716 | TRUSTEE | 1 | $0 |
| KENNETH MOUSHEY 900 EAST LODGEPOLE DRIVE, GILBERT, AZ 85298 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4729 E SUNRISE DRIVE 307, TUCSON, AZ 85718-4534
- In care of
- % EASTMAN & SMITH LTD
- Signed the 990-PF
- ANN LOVELL, PRESIDENT/TREASURER
- Phone
- (520) 603-4657
- Website
- VALLEYFOUNDATIONAZ.ORG
- Return prepared by
- LUDWIG KLEWER & RUDNER 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
- 93-1228513
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,023,210
- Income (IRS master file)
- $208,927
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $19,000 | $127,662 | $1,023,210 | IRS |
| 990-PF | December 2023 | $41,880 | $92,744 | $1,131,872 | 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 93-1228513).
Questions about VALLEY FOUNDATION
- What is the EIN of VALLEY FOUNDATION?
- The employer identification number (EIN) of VALLEY FOUNDATION is 93-1228513.
- Is VALLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to VALLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VALLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VALLEY 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 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 FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does VALLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $19,000, expenses of $127,662 and total assets of $1,023,210 at year end.
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