The Valley Heritage Foundation
The Valley Heritage Foundation is a private foundation, based in Scottsdale, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. Net investment income was $17K.
Key facts about The Valley Heritage Foundation
- EIN
- 68-0544545
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $1,310,401
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+8.1% YoY
Revenue
$22K
-97.8% YoY
Net Investment Income
$17K
-27.4% YoY
Expenses
$11K
-47.2% YoY
Under IRS private-foundation payout rules, The Valley Heritage Foundation reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
How The Valley Heritage Foundation gives
- Giving grew 317% from 2020 to 2023. Method
- In 2023 it paid out 18% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $2K (2021) to $16K (2022). In 2023 it made 2 grants totaling $9K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,310,401 | $1,211,772 | $218,067 |
| Revenue | $21,644 | $973,230 | $2,956 |
| Expenses | $11,356 | $21,514 | $21,582 |
| Qualifying Distributions | — | $8,750 | $15,500 |
| Net Investment Income | $17,071 | $23,527 | $2,956 |
| Distributable Amount | $62,246 | $47,768 | $11,772 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Valley Heritage Foundation is led by Matthew S. Dana, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Matthew S. Dana
President
On filings since 2020
No compensation reported
Kyndall D. Yates
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Valley Heritage Foundation
How large is The Valley Heritage Foundation?
The Valley Heritage Foundation reported $1.3M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $22K.
Where does The Valley Heritage Foundation operate?
The Valley Heritage Foundation has awarded grants in Arizona, District of Columbia.
How much is The Valley Heritage Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Valley Heritage Foundation reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Valley Heritage Foundation's EIN?
The Valley Heritage Foundation's EIN (Employer Identification Number) is 68-0544545. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Valley Heritage Foundation by hand.
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