Apple Valley Foundation

Santa Fe, NM
Tax-exempt since June 1955
EIN: 95-6047057

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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

$149k (2024)

Expenses

$21.6k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$148,547

Expenses

$21,578

Net Income

$126,969

Net Assets

$1,159,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,742	16.7%
Dividends	$9,732	6.6%
Sales of Assets	$114,073	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	69.5%
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	$1,159,905
Total Liabilities	$0
Net Assets	$1,159,905

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (Director)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru (Director)	$0	$0

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990-PF

Filed on July 30, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$18,244

Expenses

$35,004

Net Income

-$16,760

Net Assets

$850,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,355	> 100%
Dividends	$8,659	47.5%
Sales of Assets	-$10,770
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	85.7%
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	$850,816
Total Liabilities	$0
Net Assets	$850,816

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (Director)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru (Director)	$0	$0

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990-PF

Filed on July 30, 2025

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

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XML

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Fiscal Year Ending Dec.
2022

Revenue

$361,990

Expenses

$15,668

Net Income

$346,322

Net Assets

$959,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$660	0.2%
Dividends	$11,116	3.1%
Sales of Assets	$350,214	96.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	76.6%
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	$959,002
Total Liabilities	$0
Net Assets	$959,002

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (Director)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru (Director)	$0	$0

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990-PF

Filed on Sept. 18, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$36,306

Expenses

$38,128

Net Income

-$1,822

Net Assets

$531,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,629	7.2%
Dividends	$8,950	24.7%
Sales of Assets	$24,727	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,209	92.3%
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	$531,358
Total Liabilities	$0
Net Assets	$531,358

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on May 13, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$13,142

Expenses

$19,409

Net Income

-$6,267

Net Assets

$533,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,841	36.8%
Dividends	$8,556	65.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,328	89.3%
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	$533,462
Total Liabilities	$1
Net Assets	$533,461

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$12,436

Expenses

$25,544

Net Income

-$13,108

Net Assets

$538,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,958	64.0%
Dividends	$4,332	34.8%
Sales of Assets	$94	0.8%
Other Income	$52	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,230	83.1%
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	$538,764
Total Liabilities	$1
Net Assets	$538,763

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on May 11, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$11,267

Expenses

$14,040

Net Income

-$2,773

Net Assets

$552,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,524	66.8%
Dividends	$4,191	37.2%
Sales of Assets	-$448
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,560	75.2%
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	$552,063
Total Liabilities	$0
Net Assets	$552,063

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on May 9, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$12,636

Expenses

$36,414

Net Income

-$23,778

Net Assets

$554,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,572	67.8%
Dividends	$4,064	32.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	89.3%
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	$554,737
Total Liabilities	$0
Net Assets	$554,737

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$16,936

Expenses

$41,647

Net Income

-$24,711

Net Assets

$578,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,152	71.8%
Dividends	$3,508	20.7%
Sales of Assets	$1,276	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,953	91.1%
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	$578,208
Total Liabilities	$0
Net Assets	$578,208

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0
Newton A Bass (Director)	$0	$0
Angelyn Bass (Director)	$0	$0
Mark Ishimaru Md (Director)	$0	$0

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990-PF

Filed on June 8, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$17,015

Expenses

$16,314

Net Income

$701

Net Assets

$603,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,890	81.6%
Dividends	$3,002	17.6%
Sales of Assets	$123	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,800	78.5%
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	$603,080
Total Liabilities	$0
Net Assets	$603,080

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$17,371

Expenses

$46,365

Net Income

-$28,994

Net Assets

$602,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,764	90.7%
Dividends	$1,607	9.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	92.7%
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	$602,610
Total Liabilities	$0
Net Assets	$602,610

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$19,027

Expenses

$65,987

Net Income

-$46,960

Net Assets

$631,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,898	94.1%
Dividends	$1,485	7.8%
Sales of Assets	-$356
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,541	94.8%
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	$631,852
Total Liabilities	$0
Net Assets	$631,852

Compensation

Key Employees and Officers	Compensation	Other
Frances Bass (President)	$0	$0
Barbara Davisson (Director)	$0	$0

990-PF

Filed on May 10, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$24,154

Expenses

$15,229

Net Income

$8,925

Net Assets

$679,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,101	83.2%
Dividends	$803	3.3%
Sales of Assets	$3,250	13.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,700	70.3%
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	$679,132
Total Liabilities	$1
Net Assets	$679,131

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,963

Expenses

$31,143

Net Income

-$9,180

Net Assets

$670,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,842	99.4%
Dividends	$121	0.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,200	80.9%
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	$670,207
Total Liabilities	$1
Net Assets	$670,206

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

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Apple Valley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $149k (2024)

Expenses $21.6k (2024)

Total Assets $1.16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$149k (2024)

Expenses

$21.6k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001