Valiant Foundation

Indianapolis, IN
Tax-exempt since June 1987
EIN: 35-1727123

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$365k (2025)

Expenses

$279k (2025)

Total Assets

$3.34M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$365,200

Expenses

$278,876

Net Income

$86,324

Net Assets

$3,341,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100,545	27.5%
Dividends	$0
Sales of Assets	$264,655	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,463	87.7%
Compensation of Officers*	$36,071	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,341,045
Total Liabilities	$0
Net Assets	$3,341,045

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$36,071	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

990-PF

Filed on Dec. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2024

Revenue

$149,546

Expenses

$129,883

Net Income

$19,663

Net Assets

$3,212,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$104,414	69.8%
Dividends	$0
Sales of Assets	$45,132	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,715	81.4%
Compensation of Officers*	$23,887	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,212,932
Total Liabilities	$0
Net Assets	$3,212,932

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$23,887	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Jan. 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2023

Revenue

$159,473

Expenses

$121,861

Net Income

$37,612

Net Assets

$3,193,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,138	28.3%
Sales of Assets	$114,335	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,948	89.4%
Compensation of Officers*	$9,833	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,193,269
Total Liabilities	$0
Net Assets	$3,193,269

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$9,833	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Dec. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$73,943

Expenses

$110,789

Net Income

-$36,846

Net Assets

$1,345,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,954	48.6%
Sales of Assets	$37,989	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,662	90.0%
Compensation of Officers*	$8,666	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,345,907
Total Liabilities	$0
Net Assets	$1,345,907

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,666	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Feb. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$95,843

Expenses

$117,734

Net Income

-$21,891

Net Assets

$1,380,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,029	29.2%
Sales of Assets	$67,814	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,215	89.4%
Compensation of Officers*	$8,792	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,380,729
Total Liabilities	$0
Net Assets	$1,380,729

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,792	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Jan. 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2020

Revenue

$110,928

Expenses

$116,491

Net Income

-$5,563

Net Assets

$1,402,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,439	30.1%
Sales of Assets	$77,489	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,919	90.1%
Compensation of Officers*	$8,316	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,402,620
Total Liabilities	$1
Net Assets	$1,402,619

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,316	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Dec. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2019

Revenue

$60,942

Expenses

$109,834

Net Income

-$48,892

Net Assets

$1,408,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,764	60.3%
Sales of Assets	$24,178	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,161	90.3%
Compensation of Officers*	$8,514	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,408,183
Total Liabilities	$1
Net Assets	$1,408,182

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,514	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Jan. 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$97,444

Expenses

$108,906

Net Income

-$11,462

Net Assets

$1,457,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,501	33.4%
Sales of Assets	$64,943	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,895	90.8%
Compensation of Officers*	$8,685	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,457,994
Total Liabilities	$0
Net Assets	$1,457,994

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,685	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Dec. 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$47,131

Expenses

$109,282

Net Income

-$62,151

Net Assets

$1,469,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$32,272	68.5%
Sales of Assets	$14,843	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,045	92.5%
Compensation of Officers*	$8,498	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,469,660
Total Liabilities	$0
Net Assets	$1,469,660

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,498	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Attorney/Partner)	$0	$0

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990-PF

Filed on Dec. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

-$159

Expenses

$110,764

Net Income

-$110,923

Net Assets

$1,531,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16
Dividends	$33,623
Sales of Assets	-$34,798
Other Income	$1,000

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,414	93.4%
Compensation of Officers*	$8,065	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,531,811
Total Liabilities	$0
Net Assets	$1,531,811

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,065	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Board Member)	$0	$0

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990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$127,203

Expenses

$114,333

Net Income

$12,870

Net Assets

$1,642,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$34,091	26.8%
Sales of Assets	$93,110	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,888	89.1%
Compensation of Officers*	$8,492	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,642,734
Total Liabilities	$0
Net Assets	$1,642,734

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,492	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Board Member)	$0	$0

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990-PF

Filed on Dec. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$156,957

Expenses

$113,165

Net Income

$43,792

Net Assets

$1,629,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$24,239	15.4%
Sales of Assets	$132,716	84.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,841	90.0%
Compensation of Officers*	$8,849	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,629,864
Total Liabilities	$0
Net Assets	$1,629,864

Compensation

Key Employees and Officers	Compensation	Other
Trust Company Of Oxford (Trustee)	$8,849	$0
Audrey D Gerson (Board Member)	$0	$0
Chad Gerson (Board Member)	$0	$0
Brant Gardner (Board Member)	$0	$0

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990-PF

Filed on Dec. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$80,010

Expenses

$102,513

Net Income

-$22,503

Net Assets

$1,573,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$39,365	49.2%
Sales of Assets	$40,644	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,313	91.0%
Compensation of Officers*	$7,546	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,573,289
Total Liabilities	$0
Net Assets	$1,573,289

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$61,879

Expenses

$106,395

Net Income

-$44,516

Net Assets

$1,595,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$46,719	75.5%
Sales of Assets	$15,159	24.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,182	91.3%
Compensation of Officers*	$7,245	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,595,792
Total Liabilities	$0
Net Assets	$1,595,792

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$62,528

Expenses

$99,501

Net Income

-$36,973

Net Assets

$1,640,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,996	86.4%
Sales of Assets	$8,338	13.3%
Other Income	$194	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,510	91.0%
Compensation of Officers*	$7,315	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,640,308
Total Liabilities	$0
Net Assets	$1,640,308

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Valiant Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $365k (2025)

Expenses $279k (2025)

Total Assets $3.34M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$365k (2025)

Expenses

$279k (2025)

Total Assets

$3.34M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001