Heritage Valley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STANWOOD, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $128K in total assets. In 2024, it awarded 17 grants totaling $81K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$128K
-10.9% YoY
Annual Giving
$81K
+30.7% YoY
Grant Count
17
-10.5% YoY
Avg Grant Size
$5K
+46.0% YoY
About Heritage Valley Foundation
Based on IRS filings
Heritage Valley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STANWOOD, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $128K in total assets. In 2024, it awarded 17 grants totaling $81K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $128,491 | $144,226 | $437 |
| Revenue | $66,440 | $207,088 | $56,000 |
| Expenses | $82,175 | $63,299 | $56,053 |
| Qualifying Distributions | $81,400 | $62,300 | $55,150 |
| Net Investment Income | $7,298 | — | — |
| 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 2024
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Generation to Generation Network ($30,000), Warm Beach Christian Camp ($20,300), Latin American Mission ($7,400).
| Recipient | Purpose | Amount |
|---|---|---|
| WARM BEACH FREE METHODIST CHURCH STANWOOD, WA | CHRISTIAN MINSTRY | $3,400 |
| FAITH FREEDOM FOUNDATION BELLEVUE, WA | NON-PROFIT EDUCATION ORGANIZATION | $600 |
| WYCLIFF BIBLE TRANSLATORS ORLANDO, FL | MINSTRY SUPPORT | $1,400 |
| YOUTH DYNAMICS BURLINGTON, WA | CHILD SPONSORSHIP | $5,000 |
| SIM USA CHARLOTTE, NC | GURAGE TRAINING AND OUTREACH PROJECT | $1,200 |
| GLOBAL SCHOLARS OVERLAND PARK, KS | MINISTRY SUPPORT | $1,200 |
| LATIN AMERICAN MISSION MIAMI, FL | MISSIONARY SUPPORT | $7,400 |
| PEACE HAVEN MINISTRIES CAMANO ISLAND, WA | PASTOR MINISTRY | $600 |
| AMERICAN VALUES ARLINGTON, VA | SUPPORT OF FAMILY, FAITH,AND FREEDOM | $1,200 |
| WARM BEACH CHRISTIAN CAMP STANWOOD, WA | MINISTRY SUPPORT | $20,300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES E YOUNGSMAN | MANAGER | — | — |
| RUTH YOUNGSMAN | MANAGER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heritage Valley Foundation?
Heritage Valley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STANWOOD, WA. It holds $128K in total assets as of 2024.
How large is Heritage Valley Foundation?
As of 2024, Heritage Valley Foundation holds $128K in total assets with $66K in annual revenue. It awarded 17 grants totaling $81K in 2024.
Where does Heritage Valley Foundation operate?
Heritage Valley Foundation has awarded grants in Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Michigan, North Carolina, New Jersey, Oregon, Pennsylvania, Tennessee, Virginia, Washington, Wisconsin.
What size grants does Heritage Valley Foundation award?
In 2024, Heritage Valley Foundation awarded 17 grants totaling $81K — an average of about $5K per grant, based on its IRS Form 990 filings.
What is Heritage Valley Foundation's EIN?
Heritage Valley Foundation's EIN (Employer Identification Number) is 91-1784775. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heritage Valley Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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