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Nonprofit · EIN 38-3385006

VALLIERE FOUNDATION

Tax-exempt · GARDEN CITY, NY 11530

Financials

$92K$127K2023$176K$157K2024$262K$133K2025
Revenue Expenses · by fiscal year end
Financials of VALLIERE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$262,236$133,427$128,809$1,845,904$0$1,845,904
December 31, 2024990-PF$175,680$156,641$19,039$1,717,095$0$1,717,095
December 31, 2023990-PF$91,600$127,131-$35,531$1,698,056$0$1,698,056
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$43,973
Net gain from sales of assets
$218,263

Expenses

Grants and similar amounts paid
$120,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$124,600
Excise tax on investment income
$3,573

Balance sheet and other

Total assets, start of year
$1,717,095
Total assets, end of year
$1,845,904
Total liabilities, end of year
$0
Net assets, end of year
$1,845,904
Fair market value of assets
$2,567,840
Qualifying distributions
$124,600
Net investment income
$262,236

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD E VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
PRESIDENT,TREASURER1$0
JUDITH ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
VICE PRESIDENT,SECRETARY1$0
JENNIFER ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0
ELIZABETH NICHOLSON
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
RICHARD E VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
PRESIDENT,TREASURER1$0
JUDITH ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
VICE PRESIDENT,SECRETARY1$0
JENNIFER ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0
ELIZABETH NICHOLSON
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD E VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
PRESIDENT,TREASURER1$0
JUDITH ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
VICE PRESIDENT,SECRETARY1$0
JENNIFER ANN VALLIERE
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0
ELIZABETH NICHOLSON
BESSEMER TRUST1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1325 FRANKLIN AVE STE 560, GARDEN CITY, NY 11530-1638
In care of
% BESSEMER TRUST
Signed the 990-PF
RICHARD E VALLIERE, PRESIDENT
Phone
(516) 508-9623
Return prepared by
BESSEMER TRUST COMPANY NA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3385006
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,845,904
Income (IRS master file)
$458,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$262,236$133,427$1,845,904IRS
990-PFDecember 2024$175,680$156,641$1,717,095IRS
990-PFDecember 2023$91,600$127,131$1,698,056XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 38-3385006).

Questions about VALLIERE FOUNDATION

What is the EIN of VALLIERE FOUNDATION?
The employer identification number (EIN) of VALLIERE FOUNDATION is 38-3385006.
Is VALLIERE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to VALLIERE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VALLIERE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of VALLIERE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VALLIERE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of VALLIERE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does VALLIERE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,236, expenses of $133,427 and total assets of $1,845,904 at year end.

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