The Valley Foundation
To gratefully treat all patients and staff with compassion, respect and understanding while providing the highest quality medical care and service available in North Alabama. We are dedicated to satisfying the individual needs of our patients through providing easy access to services in a safe and caring environment where everyone feels special. The school of medicine is dedicated to the education of physicians and scientists in all of the disciplines of medicine and biomedical investigation for careers in practice, teaching and research. Necessary to this educational mission is the provision of outstanding medical care and services and the enhancement of new knowledge through clinical and basic biomedical research.
The Valley Foundation at a glance
In short: The Valley Foundation gave $566K across 1 grant in 2025 (avg $566K), mostly in Alabama. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $565,675
- +33.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $565,675
- +33.3% vs 2024
- Median grant
- $565,675
- Total assets
- $26,516,003
- +11.3% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Valley Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Alabama School of Medicine ($566K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Valley Foundation gives
- Giving grew 92% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $120K (2020) to $566K (2025). In 2025 it made 1 grant totaling $566K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Alabama School of Medicine Birmingham, AL | SPRT Acad. Mission | $565,675 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $26,516,003 | $15,910,068 | $13,271,683 | $565,675 | 1 | $1,666,021 |
| 2024 | $23,817,639 | $15,184,108 | $12,545,708 | $424,400 | 1 | $925,997 |
| 2023 | $19,433,240 | $14,782,794 | $12,567,084 | $438,594 | 1 | $491,689 |
| 2022 | $16,428,294 | $13,863,490 | $11,635,881 | $295,071 | 1 | $457,713 |
| 2021 | $15,802,575 | $12,088,655 | $10,111,355 | $215,000 | 1 | $690,533 |
| 2020 | $14,705,356 | $10,177,445 | $9,549,838 | $120,000 | 1 | $184,561 |
| 2019 | $13,299,781 | $9,659,281 | $9,135,028 | $329,074 | 1 | $326,082 |
About The Valley Foundation
Based on IRS filings
The Valley Foundation is a public charity focused on Education, based in Huntsville, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $26.5M in total assets. In 2025, it awarded 1 grant totaling $566K. Net investment income was $1.7M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Valley Foundation is led by Roger Smalligan, President & CEO on every filing since 2019; 9 of 22 officers listed in 2025 are compensated.
Officers on the 2025 filing
Roger Smalligan
President & CEO
On filings since 2019
20 hrs/week
$288K (2019) → $360K (2025)
Anupam Agarwal
Chairman of Board
On filings since 2023
1 hr/week
No compensation reported
Alan Baggett
Physician
On filings since 2019
20 hrs/week
$201K (2019) → $277K (2025)
W. Scott Bence
Treasurer & Board Secretary
Treasurer → Secretary & Treasurer, 2021
Secretary & Treasurer → Treasurer & Board Secretary, 2023
On filings since 2019
40 hrs/week
$163K (2019) → $384K (2025)
John Fanning
Physician
Board Member → Physician, 2024
On filings since 2020
20 hrs/week
$182K (2020) → $205K (2025)
Jesse Faulk
Physician
On filings since 2022
20 hrs/week
$199K (2022) → $192K (2025)
Shivani Malhotra
Board Member
Physician → Board Member, 2025
On filings since 2023
20 hrs/week
$162K (2023) → $177K (2025)
Steffane Battle
Board Member
Physician → Board Member, 2024
On filings since 2023
25 hrs/week
$209K (2023) → $235K (2025)
Chelsea Palmer
Physician
On filings since 2024
20 hrs/week
$195K (2024) → $187K (2025)
Tanja Dudenbostel
Physician
New on the 2025 filing
20 hrs/week
$237K (2025)
Charles H. Jones
Board Member
On filings since 2019
2 hrs/week
No compensation reported
Dawn Bulgarella
Board Member
On filings since 2019
1 hr/week
No compensation reported
John Wynn
Board Member
On filings since 2019
2 hrs/week
No compensation reported
Lakshmi Nallamala
Board Member
On filings since 2019
1 hr/week
No compensation reported
Michael Ahearn
Board Member
On filings since 2019
1 hr/week
No compensation reported
Ronald W. Gray
Board Member
On filings since 2019
1 hr/week
No compensation reported
Schuyler Richardson
Board Member
On filings since 2019
2 hrs/week
No compensation reported
Thomas Young
Board Member
On filings since 2019
1 hr/week
No compensation reported
Tim Howard
Board Member
On filings since 2019
2 hrs/week
No compensation reported
Jeff Gronberg
Board Member
On filings since 2023
1 hr/week
No compensation reported
Theresa A. Terri Coomer
Board Member
On filings since 2023
1 hr/week
No compensation reported
Daniel Kasambria
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (17)
- Former: Dana Town (2019–2024) — Board Member
- Former: Nancy Blevins (2019–2024) — Board Member
- Former: Peter Lowe (2019–2024) — Board Member
- Former: Marsha Daniell (2019–2023) — Physician
- Former: Selwyn Vickers MD (2019–2023) — Former Chairman of Board
- Former: Clinton Martin (2021–2023) — Board Member
- Former: Don Lilly (2021–2023) — Board Member
- Former: Marcia Chesebro (2023) — Physician
- Former: Devyn Keith (2019–2022) — Board Member
- Former: Farrah Ibrahim (2019–2022) — Physician
- Former: Katherine Moody (2019–2022) — Physician
- Former: William Britt Sexton (2019–2022) — Board Member
- Former: Parekha Yedla (2019–2021) — Physician
- Former: Paula Wyre (2020–2021) — Secretary
- Former: Patrice Knight MD (2019–2020) — Board Member
- Former: Paula Cothren (2019) — Secretary
- Former: Tarak Vasavada (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $384K, to Mr W Scott Bence (Treasurer/Board Secretary). 9 officers or directors reported compensation on that filing.
Frequently asked questions about The Valley Foundation
How much does The Valley Foundation give each year?
The Valley Foundation gave $566K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $424K across 1 grant.
How large is The Valley Foundation?
The Valley Foundation reported $26.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $15.9M.
What is The Valley Foundation?
The Valley Foundation is a public charity focused on Education, based in Huntsville, AL. It holds $26.5M in total assets as of 2025.
Where does The Valley Foundation operate?
The Valley Foundation has awarded grants in Alabama.
What is The Valley Foundation's EIN?
The Valley Foundation's EIN (Employer Identification Number) is 23-7352886. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 16, 2024)
- Added Form 990 for fiscal year 2019 (received by the IRS August 14, 2020)
- Added Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2020–2023
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Figures come from The Valley Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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