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Nonprofit · EIN 20-0478828

VALHALLA FOUNDATION

Tax-exempt · WOODSIDE, CA 94062

Financials

$16.1M$133.1M2023$14.1M$123.3M2024
Revenue Expenses · by fiscal year end
Financials of VALHALLA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$14,125,198$123,257,382-$109,132,184$527,054,705$134,751,949$392,302,756
December 31, 2023990-PF$16,134,902$133,120,208-$116,985,306$602,326,886$148,117,329$454,209,557
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$14,083,787
Net gain from sales of assets
$37,892
Other income
$3,519

Expenses

Grants and similar amounts paid
$118,315,601
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$134,007,572
Excise tax on investment income
$164,590

Balance sheet and other

Total assets, start of year
$602,326,886
Total assets, end of year
$527,054,705
Total liabilities, end of year
$134,751,949
Net assets, end of year
$392,302,756
Fair market value of assets
$527,054,705
Qualifying distributions
$134,007,572
Net investment income
$14,205,408

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
H SIGNE OSTBY
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
BOARD CHAIR4$0
SCOTT D COOK
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
TREASURER2$0
ALEX TERMAN
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
SECRETARY2$0
AMY RODDE
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
INTERIM PRESIDENT (THRU 1/2024)40$0
SARA ALLAN
2995 WOODSIDE ROAD, WOODSIDE, CA 64062
PRESIDENT40$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
H SIGNE OSTBY
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
BOARD CHAIR4$0
SCOTT D COOK
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
TREASURER2$0
ALEX TERMAN
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
SECRETARY2$0
AMY RODDE
2995 WOODSIDE ROAD, WOODSIDE, CA 94062
INTERIM PRESIDENT40$0
SARA ALLAN
2995 WOODSIDE ROAD, WOODSIDE, CA 64062
PRESIDENT - AS OF DECEMBER 202340$0

Address and contacts

Address (IRS master file)
2995 WOODSIDE ROAD 400-560, WOODSIDE, CA 94062-2443
In care of
% SCOTT COOK
Signed the 990-PF
H SIGNE OSTBY, BOARD CHAIR
Phone
(650) 529-9207
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 20-0478828 or by the name VALHALLA FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0478828
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$527,054,705
Income (IRS master file)
$343,262,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$14,125,198$123,257,382$527,054,705XML
990-TDecember 2024–––IRS
990-PFDecember 2023$16,134,902$133,120,208$602,326,886XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0478828).

Questions about VALHALLA FOUNDATION

What is the EIN of VALHALLA FOUNDATION?
The employer identification number (EIN) of VALHALLA FOUNDATION is 20-0478828.
Is VALHALLA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to VALHALLA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VALHALLA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of VALHALLA FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VALHALLA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of VALHALLA FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does VALHALLA FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,125,198, expenses of $123,257,382 and total assets of $527,054,705 at year end.

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