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Bert L & Natalie K Vallee Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.22M (2022)

Expenses
$3.39M (2022)

Total Assets
$55.7M (2022)

Total Liabilities
$13.1k (2022)

Years with missing data
Years with multiple filings
Source: Form 990 tax filings from 2011 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,217,253
Expenses
$3,394,444
Net Income
-$2,177,191
Net Assets
$55,645,661
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $117
0.0%
Dividends $1,190,066
97.8%
Sales of Assets $25,985
2.1%
Other Income $1,085
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,128,191
92.2%
Compensation of Officers* $299,710
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $55,658,787
Total Liabilities $13,126
Net Assets $55,645,661
Compensation
Key Employees and Officers Compensation Other
Alexa M Mason (Executive Director/Secretary) $207,710 $18,222
Carol Robinson (Director) $8,000 $0
Elizabeth Huidekoper (Asst. Treasurer/Director) $8,000 $0
Ernst Ludwig Winnacker (Director) $8,000 $0
Gordon Hammes Resigned 111222 (Director) $8,000 $0
Jesper Z Haeggstrom (Director) $8,000 $0
Lewis C Cantley (Vp/Director) $8,000 $0
Peter M Howley (President/Director) $8,000 $0
S James Adelstein (Past President/Director) $8,000 $0
Sheila Ohlund (Director) $8,000 $0
Louise Gross (Director) $4,000 $0
Peter Campot (Treasurer/Director) $4,000 $0
Michael F O'connell (Counsel) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,784,324
Expenses
$3,296,278
Net Income
$1,488,046
Net Assets
$69,813,706
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $321
0.0%
Dividends $1,330,210
27.8%
Sales of Assets $3,453,793
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,018,089
91.6%
Compensation of Officers* $293,220
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $69,815,798
Total Liabilities $2,092
Net Assets $69,813,706
Compensation
Key Employees and Officers Compensation Other
Alexa M Mason (Executive Director) $194,220 $17,354
Carol Robinson (Director) $8,000 $0
Elizabeth Huidekoper (Asst. Treasurer/Director) $8,000 $0
Gordon Hammes (Vp/Director) $8,000 $0
Jesper Z Haeggstrom (Secretary/Director) $8,000 $0
Lewis C Cantley (Director) $8,000 $0
Louise Gross (Director) $8,000 $0
Peter Campot (Treasurer/Director) $8,000 $0
Peter M Howley (President/Director) $8,000 $0
S James Adelstein (Past President/Director) $8,000 $0
Sheila Ohlund (Director) $8,000 $0
Ernst Ludwig Winnacker (Director) $4,000 $0
Michael F O'connell (Counsel) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,241,955
Expenses
$2,485,850
Net Income
-$243,895
Net Assets
$62,626,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,582
0.2%
Dividends $922,769
41.2%
Sales of Assets $1,313,577
58.6%
Other Income $27
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,362,150
95.0%
Compensation of Officers* $285,913
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $62,627,683
Total Liabilities $1,669
Net Assets $62,626,014
Compensation
Key Employees and Officers Compensation Other
Alexa M Mason (Executive Director) $184,971 $16,527
Carol Robinson (Director) $8,000 $0
Elizabeth Huidekoper (Asst. Treasurer/Director) $8,000 $0
Ernst Ludwig Winnacker (Director) $8,000 $0
Gordon Hammes (Vp/Director) $8,000 $0
Jesper Z Haeggstrom (Secretary/Director) $8,000 $0
Lewis C Cantley (Director) $8,000 $0
Louise Gross (Director) $8,000 $0
Peter Campot (Treasurer/Director) $8,000 $0
Peter M Howley (President/Director) $8,000 $0
S James Adelstein (Past President/Director) $8,000 $0
Sheila Ohlund (Director) $8,000 $0
Michael F O'connell (Counsel) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,512,747
Expenses
$2,545,617
Net Income
-$1,032,870
Net Assets
$57,219,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $603
0.0%
Interest Revenue $33,292
2.2%
Dividends $1,022,002
67.6%
Sales of Assets $456,804
30.2%
Other Income $46
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,416,461
94.9%
Compensation of Officers* $261,661
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $57,219,848
Total Liabilities $0
Net Assets $57,219,848

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,065,794
Expenses
$177,883
Net Income
$887,911
Net Assets
$46,467,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,146
0.1%
Dividends $664,584
62.4%
Sales of Assets $400,064
37.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,480
89.1%
Compensation of Officers* $52,086
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,467,922
Total Liabilities $0
Net Assets $46,467,922

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,327,155
Expenses
$1,600,594
Net Income
-$273,439
Net Assets
$45,580,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,865
0.9%
Dividends $1,309,299
98.7%
Sales of Assets $5,991
0.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,524,222
95.2%
Compensation of Officers* $147,000
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,580,011
Total Liabilities $0
Net Assets $45,580,011

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,586,064
Expenses
$2,815,373
Net Income
$24,770,691
Net Assets
$45,853,450
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,396,549
52.2%
Interest Revenue $1,114
0.0%
Dividends $728,392
2.6%
Sales of Assets $12,455,004
45.1%
Other Income $5,005
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,657,610
94.4%
Compensation of Officers* $100,312
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,853,450
Total Liabilities $0
Net Assets $45,853,450

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,478,715
Expenses
$468,641
Net Income
$14,010,074
Net Assets
$24,115,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,402,743
85.7%
Interest Revenue $2,865
0.0%
Dividends $531,078
3.7%
Sales of Assets $1,542,029
10.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,939
77.0%
Compensation of Officers* $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 $24,115,287
Total Liabilities $0
Net Assets $24,115,287

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$444,787
Expenses
$407,196
Net Income
$37,591
Net Assets
$7,889,615
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $240,965
54.2%
Sales of Assets $202,820
45.6%
Other Income $1,000
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $348,446
85.6%
Compensation of Officers* $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 $7,889,615
Total Liabilities $0
Net Assets $7,889,615

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$636,224
Expenses
$278,137
Net Income
$358,087
Net Assets
$7,837,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $125,000
19.6%
Interest Revenue $0
Dividends $239,576
37.7%
Sales of Assets $271,390
42.7%
Other Income $258
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $226,625
81.5%
Compensation of Officers* $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 $7,837,631
Total Liabilities $0
Net Assets $7,837,631

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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