Civic Intelligence

Wayne & Gladys Foundation

Plan context: Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan

EIN 95-3203014 • Oakland, CA • 26 filings • 1 plans

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1939 Harrison St Ste 510Oakland, CA 94612-3535
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$8,718,548

2025 Contributions

$207,652

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,718,548$4,359,274$0200920172025YearValue
$8,718,548Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200920172025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$8,718,548$207,652$41,530iApproximate average salary by contribution assumption: employee only about $1,038,260 at 4% or $692,173 at 6%; with 50% employer match about $692,173 at 4% or $461,449 at 6%; with 100% employer match about $519,130 at 4% or $346,087 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$8,718,548$207,652$41,530iApproximate average salary by contribution assumption: employee only about $1,038,260 at 4% or $692,173 at 6%; with 50% employer match about $692,173 at 4% or $461,449 at 6%; with 100% employer match about $519,130 at 4% or $346,087 at 6%.
202415$7,736,442$205,875$41,175iApproximate average salary by contribution assumption: employee only about $1,029,375 at 4% or $686,250 at 6%; with 50% employer match about $686,250 at 4% or $457,500 at 6%; with 100% employer match about $514,688 at 4% or $343,125 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$7,736,442$205,875$41,175iApproximate average salary by contribution assumption: employee only about $1,029,375 at 4% or $686,250 at 6%; with 50% employer match about $686,250 at 4% or $457,500 at 6%; with 100% employer match about $514,688 at 4% or $343,125 at 6%.
202315$6,770,477$189,000$37,800iApproximate average salary by contribution assumption: employee only about $945,000 at 4% or $630,000 at 6%; with 50% employer match about $630,000 at 4% or $420,000 at 6%; with 100% employer match about $472,500 at 4% or $315,000 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$6,770,477$189,000$37,800iApproximate average salary by contribution assumption: employee only about $945,000 at 4% or $630,000 at 6%; with 50% employer match about $630,000 at 4% or $420,000 at 6%; with 100% employer match about $472,500 at 4% or $315,000 at 6%.
202215$6,058,796$186,750$37,350iApproximate average salary by contribution assumption: employee only about $933,750 at 4% or $622,500 at 6%; with 50% employer match about $622,500 at 4% or $415,000 at 6%; with 100% employer match about $466,875 at 4% or $311,250 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$6,058,796$186,750$37,350iApproximate average salary by contribution assumption: employee only about $933,750 at 4% or $622,500 at 6%; with 50% employer match about $622,500 at 4% or $415,000 at 6%; with 100% employer match about $466,875 at 4% or $311,250 at 6%.
202115$6,617,918$202,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$6,617,918$202,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
202015$5,851,759$202,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$5,851,759$202,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
201915$5,375,143$195,750$39,150iApproximate average salary by contribution assumption: employee only about $978,750 at 4% or $652,500 at 6%; with 50% employer match about $652,500 at 4% or $435,000 at 6%; with 100% employer match about $489,375 at 4% or $326,250 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$5,375,143$195,750$39,150iApproximate average salary by contribution assumption: employee only about $978,750 at 4% or $652,500 at 6%; with 50% employer match about $652,500 at 4% or $435,000 at 6%; with 100% employer match about $489,375 at 4% or $326,250 at 6%.
201815$4,752,177$192,375$38,475iApproximate average salary by contribution assumption: employee only about $961,875 at 4% or $641,250 at 6%; with 50% employer match about $641,250 at 4% or $427,500 at 6%; with 100% employer match about $480,938 at 4% or $320,625 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$4,752,177$192,375$38,475iApproximate average salary by contribution assumption: employee only about $961,875 at 4% or $641,250 at 6%; with 50% employer match about $641,250 at 4% or $427,500 at 6%; with 100% employer match about $480,938 at 4% or $320,625 at 6%.
201716$5,217,821$189,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-6$5,217,821$189,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
201616$4,772,479$402,518$67,086iApproximate average salary by contribution assumption: employee only about $1,677,158 at 4% or $1,118,106 at 6%; with 50% employer match about $1,118,106 at 4% or $745,404 at 6%; with 100% employer match about $838,579 at 4% or $559,053 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-6$4,772,479$402,518$67,086iApproximate average salary by contribution assumption: employee only about $1,677,158 at 4% or $1,118,106 at 6%; with 50% employer match about $1,118,106 at 4% or $745,404 at 6%; with 100% employer match about $838,579 at 4% or $559,053 at 6%.
201516$4,296,240$183,414$30,569iApproximate average salary by contribution assumption: employee only about $764,225 at 4% or $509,483 at 6%; with 50% employer match about $509,483 at 4% or $339,656 at 6%; with 100% employer match about $382,113 at 4% or $254,742 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-6$4,296,240$183,414$30,569iApproximate average salary by contribution assumption: employee only about $764,225 at 4% or $509,483 at 6%; with 50% employer match about $509,483 at 4% or $339,656 at 6%; with 100% employer match about $382,113 at 4% or $254,742 at 6%.
201415$4,092,612$190,350$38,070iApproximate average salary by contribution assumption: employee only about $951,750 at 4% or $634,500 at 6%; with 50% employer match about $634,500 at 4% or $423,000 at 6%; with 100% employer match about $475,875 at 4% or $317,250 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$4,092,612$190,350$38,070iApproximate average salary by contribution assumption: employee only about $951,750 at 4% or $634,500 at 6%; with 50% employer match about $634,500 at 4% or $423,000 at 6%; with 100% employer match about $475,875 at 4% or $317,250 at 6%.
201315$3,685,436$182,783$36,557iApproximate average salary by contribution assumption: employee only about $913,915 at 4% or $609,277 at 6%; with 50% employer match about $609,277 at 4% or $406,184 at 6%; with 100% employer match about $456,958 at 4% or $304,638 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$3,685,436$182,783$36,557iApproximate average salary by contribution assumption: employee only about $913,915 at 4% or $609,277 at 6%; with 50% employer match about $609,277 at 4% or $406,184 at 6%; with 100% employer match about $456,958 at 4% or $304,638 at 6%.
201215$3,083,480$189,141$37,828iApproximate average salary by contribution assumption: employee only about $945,705 at 4% or $630,470 at 6%; with 50% employer match about $630,470 at 4% or $420,313 at 6%; with 100% employer match about $472,852 at 4% or $315,235 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$3,083,480$189,141$37,828iApproximate average salary by contribution assumption: employee only about $945,705 at 4% or $630,470 at 6%; with 50% employer match about $630,470 at 4% or $420,313 at 6%; with 100% employer match about $472,852 at 4% or $315,235 at 6%.
201115$2,699,454$172,800$34,560iApproximate average salary by contribution assumption: employee only about $864,000 at 4% or $576,000 at 6%; with 50% employer match about $576,000 at 4% or $384,000 at 6%; with 100% employer match about $432,000 at 4% or $288,000 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$2,699,454$172,800$34,560iApproximate average salary by contribution assumption: employee only about $864,000 at 4% or $576,000 at 6%; with 50% employer match about $576,000 at 4% or $384,000 at 6%; with 100% employer match about $432,000 at 4% or $288,000 at 6%.
201015$2,521,763$160,425$32,085iApproximate average salary by contribution assumption: employee only about $802,125 at 4% or $534,750 at 6%; with 50% employer match about $534,750 at 4% or $356,500 at 6%; with 100% employer match about $401,063 at 4% or $267,375 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$2,521,763$160,425$32,085iApproximate average salary by contribution assumption: employee only about $802,125 at 4% or $534,750 at 6%; with 50% employer match about $534,750 at 4% or $356,500 at 6%; with 100% employer match about $401,063 at 4% or $267,375 at 6%.
200915$2,211,695$160,425$32,085iApproximate average salary by contribution assumption: employee only about $802,125 at 4% or $534,750 at 6%; with 50% employer match about $534,750 at 4% or $356,500 at 6%; with 100% employer match about $401,063 at 4% or $267,375 at 6%.
Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan-5$2,211,695$160,425$32,085iApproximate average salary by contribution assumption: employee only about $802,125 at 4% or $534,750 at 6%; with 50% employer match about $534,750 at 4% or $356,500 at 6%; with 100% employer match about $401,063 at 4% or $267,375 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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