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.
The Valley Heritage Foundation at a glance
- Total assets
- $1,310,401
- +8.1% vs 2023
- Revenue (2024)
- $21,644
- -97.8% vs 2023
- Net investment income (2024)
- $17,071
- -27.4% vs 2023
- Expenses (2024)
- $11,356
- -47.2% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Valley Heritage Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sun Devil Club Tempe, AZ | Scholarships | $8,250 |
| Evit Welding Center Mesa, AZ | Scholarships | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,310,401 | $21,644 | $11,356 | — | — | — | $17,071 | $62,246 |
| 2023 | $1,211,772 | $973,230 | $21,514 | $8,750 | 2 | $8,750 | $23,527 | $47,768 |
| 2022 | $218,067 | $2,956 | $21,582 | $15,500 | 4 | $15,500 | $2,956 | $11,772 |
| 2021 | $277,327 | $2,307 | $4,701 | $2,000 | 1 | $2,000 | $2,307 | $13,383 |
| 2020 | $264,200 | $-4,495 | $6,724 | $2,100 | 2 | — | — | $11,993 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Valley Heritage Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Valley Heritage Foundation's focus areas in our free grants database
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The Valley Heritage Foundation down — hundreds of funders to go?