Civic Intelligence

The Valley Foundation

990PF • Fiscal year 2023 • EIN 94-1584547

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 17, 2024

Organization Profile

View Organization Page

999 W Taylor St Suite ASan Jose, CA 95126

(408) 855-6770

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

747%

Higher net margin than 100% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$19,000

Higher top officer pay than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

49th percentile

4.8%

Faster asset growth than 49% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$64,359,918

Up $2,951,896 (+4.8%) from 2022

Net Assets

Up

$64,318,918

Up $3,496,319 (+5.7%) from 2022

Liabilities

Down

$41,000

Down $544,423 (-93%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$623,505

Down $5,553,752 (-113%) from 2022

Expenses

Down

$4,034,123

Down $402,101 (-9.1%) from 2022

Net Income

Down

-$4,657,628

Down $5,151,651 (-1043%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $50,076,170Liabilities 2011: $2,973,0002011Assets 2012: $57,220,429Liabilities 2012: $3,049,4452012Assets 2013: $61,414,106Liabilities 2013: $2,011,000Net Assets 2013: $59,403,1062013Assets 2014: $64,105,532Liabilities 2014: $1,000,000Net Assets 2014: $63,105,5322014Assets 2015: $59,255,926Liabilities 2015: $1,560Net Assets 2015: $59,254,3662015Assets 2016: $61,596,826Liabilities 2016: $98,720Net Assets 2016: $61,498,1062016Assets 2017: $64,654,280Liabilities 2017: $4,275Net Assets 2017: $64,650,0052017Assets 2018: $64,999,914Liabilities 2018: $17,800Net Assets 2018: $64,982,1142018Assets 2019: $65,710,326Liabilities 2019: $72,000Net Assets 2019: $65,638,3262019Assets 2020: $63,028,626Liabilities 2020: $67,485Net Assets 2020: $62,961,1412020Assets 2021: $75,319,298Liabilities 2021: $252,901Net Assets 2021: $75,066,3972021Assets 2022: $61,408,022Liabilities 2022: $585,423Net Assets 2022: $60,822,5992022Assets 2023: $64,359,918Liabilities 2023: $41,000Net Assets 2023: $64,318,9182023Assets 2024: $70,531,065Liabilities 2024: $145,000Net Assets 2024: $70,386,0652024

Highlighted filing

2023

Assets$64,359,918
Liabilities$41,000
Net Assets$64,318,918
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,629,590Expenses 2011: $1,517,542Net Income 2011: $2,112,0482011Revenue 2012: $10,225,022Expenses 2012: $598,696Net Income 2012: $9,626,3262012Expenses 2013: $626,9912013Revenue 2014: $5,117,324Expenses 2014: $584,283Net Income 2014: $4,533,0412014Revenue 2015: $3,445,512Expenses 2015: $1,308,718Net Income 2015: $2,136,7942015Revenue 2016: $3,628,345Expenses 2016: $4,157,582Net Income 2016: -$529,2372016Revenue 2017: $1,371,828Expenses 2017: $2,631,777Net Income 2017: -$1,259,9492017Revenue 2018: $3,316,856Expenses 2018: $2,454,492Net Income 2018: $862,3642018Revenue 2019: $3,685,772Expenses 2019: $2,862,211Net Income 2019: $823,5612019Revenue 2020: $778,052Expenses 2020: $3,418,682Net Income 2020: -$2,640,6302020Revenue 2021: $7,719,370Expenses 2021: $3,881,210Net Income 2021: $3,838,1602021Revenue 2022: $4,930,247Expenses 2022: $4,436,224Net Income 2022: $494,0232022Revenue 2023: -$623,505Expenses 2023: $4,034,123Net Income 2023: -$4,657,6282023Revenue 2024: $1,099,222Expenses 2024: $3,924,426Net Income 2024: -$2,825,2042024

Highlighted filing

2023

Revenue-$623,505
Expenses$4,034,123
Net Income-$4,657,628
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 17, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP R BOYCEChairman-$19,000-$19,000
DR RICHARD SIEVEVice Chairman And Treasurer-$19,000-$19,000
ROBERT A LEESecretary-$19,000-$19,000
Filing and Contact Details

Filer

Filer Name
The Valley Foundation
EIN
94-1584547
Phone
4088556770
Address
999 W TAYLOR ST SUITE A, SAN JOSE, CA 95126

Signing Officer

Name
Robert Lee
Title
Secretary
Phone
4088556770
Signed
2024-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET STE A, SAN JOSE, CA 95126
Preparer
Scott R Smead
Phone
4088556770
Raw XML AppendixShowing 400 of 543 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H) (2) AND REG. 53.4942 (A)-3 (D) (2), THE VALLEY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6INDUSTRY VENTURES PARTNERSHIP HOLDINGS V, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INDUSTRY VENTURES SECONDARY IX, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PERFORMANCE DIRECT INVESTMENTS IV, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VIRTUS REAL ESTATE CAPITAL III, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MONTAUK TRIGUARD FUND IX LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0105234
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4657628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08153947
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064318918
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060822599
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064318918
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03374085
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03374085
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03374085
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03386835
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012750
IRS990PF/DistributableAmountGrp/TotalTaxAmt012750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048281
IRS990PF/FMVAssetsEOYAmt064359918
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0375423
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt012997
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt012570
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt012997
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt012997
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt060126
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt051999
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt051999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043689142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt042108313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt042108313
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt060822599
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt064318918
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt072000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017438808
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021949911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021949911
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0210000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt036000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0135376
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0236698
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0236698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt061408022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064359918
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064359918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0585423
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt041000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt061408022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064359918
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060822599
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064318918
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt068768232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052962
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046528661
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01031523
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt022186609
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03386835
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt067736709
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt068768232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SARATOGA RIM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0121832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt024 CORPORATE PLAZA STE 150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt019000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt119000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt219000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILLIP R BOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR RICHARD SIEVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT A LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMAN AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0999 W TAYLOR STREET SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1999 W TAYLOR STREET SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2999 W TAYLOR STREET SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03668075
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03668075
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0999 W TAYLOR STREET SUITE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095126
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083584545
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.VALLEY.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT TO PROMOTE THE ORGANIZATION'S CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT TO PROMOTE THE ORGANIZATION'S CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANT TO PROMOTE THE ORGANIZATION'S CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANT TO PROMOTE THE ORGANIZATION'S CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITYTEAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MONTALVO ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SANTA CLARA BOY SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SCHWAB CHARITABLE DONOR-ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02306 ZANKER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2970 W JULIAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARATOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03600000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,359,918
Liabilities
$41,000
Net assets
$64,318,918
Revenue
-$623,505
Expenses
$4,034,123
Net income
-$4,657,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.5$0.15$70.4$1.10$3.92$2.83
2023Detailed filing. Detailed filing data is available for this year.$64.4$0.04$64.3$0.62$4.03$4.66
2022Detailed filing. Detailed filing data is available for this year.$61.4$0.59$60.8$4.93$4.44$0.49
2021Detailed filing. Detailed filing data is available for this year.$75.3$0.25$75.1$7.72$3.88$3.84
2020Detailed filing. Detailed filing data is available for this year.$63.0$0.07$63.0$0.78$3.42$2.64
2019Detailed filing. Detailed filing data is available for this year.$65.7$0.07$65.6$3.69$2.86$0.82
2018Detailed filing. Detailed filing data is available for this year.$65.0$0.02$65.0$3.32$2.45$0.86
2017Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$1.37$2.63$1.26
2016Detailed filing. Detailed filing data is available for this year.$61.6$0.10$61.5$3.63$4.16$0.53
2015Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$3.45$1.31$2.14
2014Detailed filing. Detailed filing data is available for this year.$64.1$1.00$63.1$5.12$0.58$4.53
2013Detailed filing. Detailed filing data is available for this year.$61.4$2.01$59.4$0.63
2012Summary only. Only limited summary data is available for this year.$57.2$3.05$10.2$0.60$9.63
2011Summary only. Only limited summary data is available for this year.$50.1$2.97$3.63$1.52$2.11