Anderson Valley Foundation
Anderson Valley Foundation is a private foundation based in Hastings, Nebraska, established in 1994. The foundation operates as a non-operating foundation and is also known as Morrison Roberts Foundation. It functions as a private corporation that makes grants to preselected charitable organizations.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$2.6M
+0.2% YoY
Grant Count
18
-25.0% YoY
Avg Grant Size
$143K
+33.7% YoY
Mission & Focus Areas
The foundation's primary program area involves the refund of federal taxes paid in prior years. Based on recent grantmaking activity, the foundation demonstrates a strong focus on animal welfare and animal protection organizations.
Grantmaking
The foundation typically selects grantees rather than accepting unsolicited proposals. It makes contributions only to preselected charitable organizations.
Grant Range
range: $3,000 to $575,000
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Arizona and California, which account for a significant portion of grantmaking activity. Grantmaking reaches organizations across 14 states, with additional support in Washington and other regions.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending August 2024:
- Total Assets: $36.6–$38.6 million
- Total Revenues: $1.73 million
- Total Expenses: $2.88 million
- Annual Income: $16 million (reported in some filings)
Historical Growth: Total assets have grown significantly from $224,000 in 2011 to approximately $37.8 million in 2022.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Gretchen Roberts — President (as of January 2025)
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GRETCHEN ROBERTS | PRESIDENT, DIRECTOR | 10 | — |
| SUSAN M MORRISON ROBERTS | VICE-PRESIDENT, DIRECTOR | 2 | — |
| SCOTT KUMMER | TREASURER, DIRECTOR | 2 | — |
| SIDNEY A REITZ | SECRETARY, DIRECTOR | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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