Valley Foundation in Tucson, Arizona (AZ)

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Valley Foundation
Employer Identification Number (EIN)931228513
Name of OrganizationValley Foundation
In Care of NameEastman & Smith Ltd
AddressPO BOX 40492, Tucson, AZ 85717-0492
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date02/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - 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


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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%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1Sylvester H Reed Memorial TrustPO BOX 1111, Pflugerville, TX 78691-1111TX1998-01$1,242,927
2The@white Foundation11009 E Distant Hills Dr, Scottsdale, AZ 85262-5212AZ1997-04$781,505
3Tuition Assistance For Police Survivors Taps Program, Taps1102 W Adams St, Phoenix, AZ 85007-2709AZ1995-03$106,654
4Vicki Romero FoundationPo Box 757, Scottsdale, AZ 85252-0757AZ1996-04$106,429
5Shepherds Foundation1500 W Maryland Ave, Phoenix, AZ 85015-1401AZ1982-03$99,217
6Vaquero Foundation Of Central Arizona College IncC/O 8470 N Overfield Rd, Coolidge, AZ 85128AZ1991-08$93,581
7Valley FoundationPO BOX 40492, Tucson, AZ 85717-0492AZ1998-02$59,645
8Vandenburgh Foundation7033 N Wilder Rd, Phoenix, AZ 85021-8756AZ1995-06$48,449
9Gfwc The Monday Club Inc, Mrs Lynn McdougalPo Box 2974, Prescott, AZ 86302AZ1950-03$28,363
10The Suzanne Ingersoll Foundation3118 E Lupine Ave, Phoenix, AZ 85028-1928AZ1995-12$5,397
11Scott E Patterson Diving Scholarship Fund Inc4316 W Cactus Crest Ct, Marana, AZ 85653-4380AZ1997-07$2,476
12Asian-American Student Scholarship Fund IncPO BOX 873404, Tempe, AZ 85287-3404AZ1992-10$0
13Better Aptitude & Community Involvement Foundation4409 N 62nd St, Scottsdale, AZ 85251AZ1996-03$0
14Black Womens Task Force Board Of DirectorsPO BOX 24571, Phoenix, AZ 85074-4571AZ1992-05$0
15Charles Cocoa Maxwell Jr Memorial Scholarship Fund Inc2104 N Calle De La Cienega, Tucson, AZ 85715AZ1991-08$0
16Copper Kings Inc705 W Vaughn St, Tempe, AZ 85283-3545AZ1998-04$0
17Grace Christian School Endowment Fund, Na NaNa Na, Na, AZ 85712AZ1997-10$0
18Mark Damon Tischler Foundation4638 East Berneil Drive, Phoenix, AZ 85028AZ1992-08$0
19Pioneer Auto Trails Historical Society PathsPo Box 513, Tombstone, AZ 85638AZ1998-09$0
20Southwestern Gestalt Foundation1855 E Northern Ave, Phoenix, AZ 85020-3963AZ1996-10$0
Number of organizations performing similar types of work
Alaska15
Alabama29
Arkansas27
Arizona42
California252
Colorado46
Connecticut69
District of Columbia36
Delaware10
Florida151
Georgia78
Hawaii18
Iowa52
Idaho15
Illinois193
Indiana80
Kansas57
Kentucky48
Louisiana26
Massachusetts102
Maryland74
Maine15
Michigan138
Minnesota61
Missouri93
Mississippi12
Montana14
North Carolina100
North Dakota5
Nebraska30
New Hampshire12
New Jersey147
New Mexico15
Nevada16
New York202
Ohio188
Oklahoma33
Oregon38
Pennsylvania160
Rhode Island22
South Carolina36
South Dakota7
Tennessee42
Texas251
Utah11
Virginia136
Vermont9
Washington68
Wisconsin96
West Virginia21
Wyoming9
International5
Total3,412

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