Civic Intelligence

Apple Valley Foundation

990PF • Fiscal year 2023 • EIN 95-6047057

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

Organization Profile
PO Box 22759Santa Fe, NM 87502

(505) 577-8603

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$850,816

Flat from 2023

Net Assets

Flat

$850,816

Flat from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses

Revenue

Flat

$18,244

Flat from 2023

Expenses

Flat

$35,004

Flat from 2023

Net Income

Flat

-$16,760

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $679,374Liabilities 2010: $0Net Assets 2010: $679,3742010Assets 2011: $670,207Liabilities 2011: $0Net Assets 2011: $670,2072011Assets 2012: $679,132Liabilities 2012: $12012Assets 2013: $631,852Liabilities 2013: $1Net Assets 2013: $631,8522013Assets 2014: $602,610Liabilities 2014: $1Net Assets 2014: $602,6102014Assets 2015: $603,080Liabilities 2015: $1Net Assets 2015: $603,0802015Assets 2016: $578,208Liabilities 2016: $0Net Assets 2016: $578,2082016Assets 2017: $554,737Liabilities 2017: $0Net Assets 2017: $554,7372017Assets 2018: $552,063Liabilities 2018: $0Net Assets 2018: $552,0632018Assets 2019: $538,764Liabilities 2019: $1Net Assets 2019: $538,7642019Assets 2020: $533,462Liabilities 2020: $1Net Assets 2020: $533,4622020Assets 2021: $531,358Liabilities 2021: $1Net Assets 2021: $531,3582021Assets 2022: $959,002Liabilities 2022: $1Net Assets 2022: $959,0022022Assets 2023: $850,816Liabilities 2023: $0Net Assets 2023: $850,8162023Assets 2023: $850,816Liabilities 2023: $1Net Assets 2023: $850,8162023Assets 2024: $1,159,905Liabilities 2024: $0Net Assets 2024: $1,159,9052024

Highlighted filing

2023

Assets$850,816
Liabilities$0
Net Assets$850,816
Open 2023 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $37,4492010Expenses 2011: $31,1432011Revenue 2012: $24,154Expenses 2012: $15,229Net Income 2012: $8,9252012Revenue 2013: $19,027Expenses 2013: $65,987Net Income 2013: -$46,9602013Revenue 2014: $17,371Expenses 2014: $46,365Net Income 2014: -$28,9942014Revenue 2015: $17,015Expenses 2015: $16,314Net Income 2015: $7012015Revenue 2016: $16,936Expenses 2016: $41,647Net Income 2016: -$24,7112016Revenue 2017: $12,636Expenses 2017: $36,414Net Income 2017: -$23,7782017Revenue 2018: $11,267Expenses 2018: $14,040Net Income 2018: -$2,7732018Revenue 2019: $12,436Expenses 2019: $25,544Net Income 2019: -$13,1082019Revenue 2020: $13,142Expenses 2020: $19,409Net Income 2020: -$6,2672020Revenue 2021: $36,306Expenses 2021: $38,128Net Income 2021: -$1,8222021Revenue 2022: $361,990Expenses 2022: $15,668Net Income 2022: $346,3222022Revenue 2023: $18,244Expenses 2023: $35,004Net Income 2023: -$16,7602023Revenue 2023: $18,244Expenses 2023: $35,004Net Income 2023: -$16,7602023Revenue 2024: $148,547Expenses 2024: $21,578Net Income 2024: $126,9692024

Highlighted filing

2023

Revenue$18,244
Expenses$35,004
Net Income-$16,760
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES BASSDirector-$0--
BARBARA DAVISSONDirector-$0--
NEWTON A BASSDirector-$0--
ANGELYN BASSDirector-$0--
MARK ISHIMARUDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITYPCVICTORVILLE, CA, US$12,500
Paid GrantFAITH IN PRACTICECHARITYPCHOUSTON, TX, US$10,000
Paid Grant-CHARITYPCSAN BERNARDINO, CA, US$5,000
Paid GrantOUR LADY OF THE DESERT CHURCHCHARITYPCAPPLE VALLEY, CA, US$2,500
Filing and Contact Details

Filer

Filer Name
Apple Valley Foundation
EIN
95-6047057
Phone
5055778603
Address
PO BOX 22759, SANTA FE, NM 87502

Signing Officer

Name
Barbara Davisson
Title
Director
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Lynn Tracey CPA
Address
1424 LUISA STREET 2, SANTA FE, NM 87505
Preparer
Lynn Tracey
Phone
5059891800
Raw XML Appendix321 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION SUPPORTS ARTS ENDEAVORS THROUGHOUT THE UNITED STATES. THE SUPPORT INCLUDES GRANTS TO ART MUSEUMS AND CONCERT ASSOCIATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION SUPPORTS LOCAL SCHOOLS, LIBRARIES AND COMMUNITY CENTERS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THE FOUNDATION SUPPORTS CHURCHES WHICH SEEK TO IMPROVE CONDITIONS OF THE POOR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt027500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FAITH IN PRACTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OUR LADY OF THE DESERT CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VICTOR VALLEY COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SAN BERNARDINO COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118386 CORWIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt216692 MOJAVE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3268 W HOSPITALITY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1APPLE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN BERNARDINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392415
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0225
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030225
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0627
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt091426
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BALANCE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPT JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MORGAN STANLEY ANNUAL SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3175
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA DAVISSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0956047057
ReturnHeader/Filer/PhoneNum05055778603
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 22759
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273729338
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNN TRACEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01424 LUISA STREET 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059891800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN TRACEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T08:12:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$850,816
Liabilities
$0
Net assets
$850,816
Revenue
$18,244
Expenses
$35,004
Net income
-$16,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.02$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.36$0.02$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.07$0.05
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.02$0.02$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04