Valley Foundation in Tucson, Arizona (AZ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Valley Foundation | |
| Employer Identification Number (EIN) | 931228513 |
| Name of Organization | Valley Foundation |
| In Care of Name | Eastman & Smith Ltd |
| Address | PO BOX 40492, Tucson, AZ 85717-0492 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $754,021 |
| Amount of Income | $59,645 |
| Form 990 Revenue Amount | $38,036 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $59,645 (it was $83,534 in 2012)
| This organization: | $59,645 |
| Other organizations performing similar types of work: | $72,336 |
Assets in 2013: $754,021 (it was $711,913 in 2012)
| This organization: | $754,021 |
| Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $108,489
| Valley Foundation: | $108,489 |
| Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 0.5
| This organization: | 0.5 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 61.9%
| Valley Foundation: | 61.9% |
| Other organizations performing similar types of work: | 0.1% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $83,534 | $44,392 | $44,920 | |
| Contributions, gifts, grants, etc., received | $51,685 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $31,946 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-97 | |||
| Total expenses and disbursements | $108,489 | $11,989 | $11,989 | $108,489 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,989 | $11,989 | $11,989 | |
| Contributions, gifts, grants paid | $96,500 | |||
| Excess of revenue over expenses and disbursements | $-24,955 | |||
| Net investment income | $32,403 | |||
| Adjusted net income | $32,931 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $711,913 | $1,047,457 |
| Cash - non-interest-bearing | $69,963 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $641,950 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $711,913 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $324 |
| Total credits and payments | $1,668 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $668 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,344 |
| Amount to be credited to 2013 estimated tax | $1,344 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $941,160 |
| Net value of noncharitable-use assets | $927,040 |
| Minimum investment return | $46,352 |
| Distributable Amount (for 2012) | |
| Distributable amount | $46,028 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $46,028 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $46,028 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
| 2 | The@white Foundation | 11009 E Distant Hills Dr, Scottsdale, AZ 85262-5212 | AZ | 1997-04 | $781,505 |
| 3 | Tuition Assistance For Police Survivors Taps Program, Taps | 1102 W Adams St, Phoenix, AZ 85007-2709 | AZ | 1995-03 | $106,654 |
| 4 | Vicki Romero Foundation | Po Box 757, Scottsdale, AZ 85252-0757 | AZ | 1996-04 | $106,429 |
| 5 | Shepherds Foundation | 1500 W Maryland Ave, Phoenix, AZ 85015-1401 | AZ | 1982-03 | $99,217 |
| 6 | Vaquero Foundation Of Central Arizona College Inc | C/O 8470 N Overfield Rd, Coolidge, AZ 85128 | AZ | 1991-08 | $93,581 |
| 7 | Valley Foundation | PO BOX 40492, Tucson, AZ 85717-0492 | AZ | 1998-02 | $59,645 |
| 8 | Vandenburgh Foundation | 7033 N Wilder Rd, Phoenix, AZ 85021-8756 | AZ | 1995-06 | $48,449 |
| 9 | Gfwc The Monday Club Inc, Mrs Lynn Mcdougal | Po Box 2974, Prescott, AZ 86302 | AZ | 1950-03 | $28,363 |
| 10 | The Suzanne Ingersoll Foundation | 3118 E Lupine Ave, Phoenix, AZ 85028-1928 | AZ | 1995-12 | $5,397 |
| 11 | Scott E Patterson Diving Scholarship Fund Inc | 4316 W Cactus Crest Ct, Marana, AZ 85653-4380 | AZ | 1997-07 | $2,476 |
| 12 | Asian-American Student Scholarship Fund Inc | PO BOX 873404, Tempe, AZ 85287-3404 | AZ | 1992-10 | $0 |
| 13 | Better Aptitude & Community Involvement Foundation | 4409 N 62nd St, Scottsdale, AZ 85251 | AZ | 1996-03 | $0 |
| 14 | Black Womens Task Force Board Of Directors | PO BOX 24571, Phoenix, AZ 85074-4571 | AZ | 1992-05 | $0 |
| 15 | Charles Cocoa Maxwell Jr Memorial Scholarship Fund Inc | 2104 N Calle De La Cienega, Tucson, AZ 85715 | AZ | 1991-08 | $0 |
| 16 | Copper Kings Inc | 705 W Vaughn St, Tempe, AZ 85283-3545 | AZ | 1998-04 | $0 |
| 17 | Grace Christian School Endowment Fund, Na Na | Na Na, Na, AZ 85712 | AZ | 1997-10 | $0 |
| 18 | Mark Damon Tischler Foundation | 4638 East Berneil Drive, Phoenix, AZ 85028 | AZ | 1992-08 | $0 |
| 19 | Pioneer Auto Trails Historical Society Paths | Po Box 513, Tombstone, AZ 85638 | AZ | 1998-09 | $0 |
| 20 | Southwestern Gestalt Foundation | 1855 E Northern Ave, Phoenix, AZ 85020-3963 | AZ | 1996-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,412 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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