Nonprofit · EIN 95-6047057
APPLE VALLEY FOUNDATION
Tax-exempt · SANTA FE, NM 87502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $241,620 | $78,467 | $163,153 | $1,277,245 | $0 | $1,277,245 |
| December 31, 2024 | 990-PF | $148,547 | $21,578 | $126,969 | $1,159,905 | $0 | $1,159,905 |
| December 31, 2023 | 990-PF (amended) | $18,244 | $35,004 | -$16,760 | $850,816 | $0 | $850,816 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,258
- Interest
- $15,256
- Net gain from sales of assets
- $208,106
Expenses
- Grants and similar amounts paid
- $52,500
- Disbursements for charitable purposes
- $52,500
- Excise tax on investment income
- $3,359
Balance sheet and other
- Total assets, start of year
- $1,159,905
- Total assets, end of year
- $1,277,245
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,277,245
- Fair market value of assets
- $1,277,246
- Qualifying distributions
- $52,500
- Net investment income
- $241,620
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES BASS PO BOX 22759, SANTA FE, NM 875022759 | Director | 2 | $0 |
| KRISTIN WELCH 234 ANITA PL, SANTA FE, NM 87505 | Secretary | 2 | $0 |
| NEWTON A BASS 234 ANITA PL, SANTA FE, NM 875058908 | Director | 2 | $0 |
| ANGELYN BASS 510 CAMINO PINONES, SANTA FE, NM 875057520 | Director | 2 | $0 |
| MARK ISHIMARU 27901 VIA DEL COSTA, SAN JUAN CAPISTRANO, CA 92675 | Director | 2 | $0 |
| MILES BASS PO BOX 22759, SANTA FE, NM 87505 | Treasurer | 2 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES BASS 14924 CHAMBER LN, APPLE VALLEY, CA 923074912 | Director | 2 | $0 |
| BARBARA DAVISSON 14924 CHAMBER LN, APPLE VALLEY, CA 923074912 | Director | 2 | $0 |
| NEWTON A BASS 234 ANITA PL, SANTA FE, NM 875058908 | Director | 2 | $0 |
| ANGELYN BASS 510 CAMINO PINONES, SANTA FE, NM 875057520 | Director | 2 | $0 |
| MARK ISHIMARU 27901 VIA DEL COSTA, SAN JUAN CAPISTRANO, CA 92675 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES BASS 14924 CHAMBER LN, APPLE VALLEY, CA 923074912 | Director | 2 | $0 |
| BARBARA DAVISSON 14924 CHAMBER LN, APPLE VALLEY, CA 923074912 | Director | 2 | $0 |
| NEWTON A BASS 234 ANITA PL, SANTA FE, NM 875058908 | Director | 2 | $0 |
| ANGELYN BASS 510 CAMINO PINONES, SANTA FE, NM 875057520 | Director | 2 | $0 |
| MARK ISHIMARU 27901 VIA DEL COSTA, SAN JUAN CAPISTRANO, CA 92675 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22759, SANTA FE, NM 87502-2759
- Signed the 990-PF
- NEWTON A BASS, Director
- Phone
- (505) 577-8603
- Return prepared by
- LYNN TRACEY CPA
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 | 990-PF 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
- 95-6047057
- 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
- 1955
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,277,245
- Income (IRS master file)
- $460,762
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $241,620 | $78,467 | $1,277,245 | XML |
| 990-PF | December 2024 | $148,547 | $21,578 | $1,159,905 | XML |
| 990-PF | December 2023 | $18,244 | $35,004 | $850,816 | 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 95-6047057).
Questions about APPLE VALLEY FOUNDATION
- What is the EIN of APPLE VALLEY FOUNDATION?
- The employer identification number (EIN) of APPLE VALLEY FOUNDATION is 95-6047057.
- Is APPLE VALLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to APPLE VALLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does APPLE VALLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of APPLE VALLEY FOUNDATION 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 APPLE VALLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of APPLE VALLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does APPLE VALLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,620, expenses of $78,467 and total assets of $1,277,245 at year end.
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