BETA

THE VALOUR FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE VALOUR FOUNDATION (EIN 88-2310052)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349107324
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T16:19:08-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 EAST PUTNAM AVENUE SUITE 408AddressLine1Txt
CityOLD GREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06870ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882310052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VALOUR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVALOBusinessNameControlTxt
Phone3142592063PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 THE GREENAddressLine1Txt
CityDOVERCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER GODDARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3142592063PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH P TOCEPreparerPersonNm
PTINP00976442PTIN
Phone2039873660PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$47,207,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,532,134ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,717InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,717InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,543,851TotalRevAndExpnssAmt
Total Net Invst Incm$11,717TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$37,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$18,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$18,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$312,695OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$312,695OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$20,166TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$20,166TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$137,009OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,345OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$127,664OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$507,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,095TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$479,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,132,761ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,132,761ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,640,131TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,095TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,612,036TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,280ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5,831,229CashEOYAmt
Cash EOYFMV$5,831,229CashEOYFMVAmt
Pledges Rcvbl$40,855,634PledgesRcvblAmt
Pledges Rcvbl EOY$40,855,634PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$40,855,634PledgesRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$521,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$521,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$521,000OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$47,207,863TotalAssetsEOYAmt
Total Assets EOYFMV$47,207,863TotalAssetsEOYFMVAmt
Grants Payable EOY$47,196,146GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$47,196,146TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$11,717RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,717TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,207,863TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,280ExcessRevenueOverExpensesAmt
Other Increases$107,997OtherIncreasesAmt
Subtotal$11,717SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,717TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3142592063PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 THE GREENAddressLine1Txt
CityDOVERCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER GODDARD
8 THE GREENDOVERDE19901PRESIDENT AND SECRETARY1.50$0$0$0
DR STUART YUDOFSKY
8 THE GREENDOVERDE19901DIRECTOR1.50$0$0$0
DR BETH YUDOFSKY
8 THE GREENDOVERDE19901DIRECTOR1.50$0$0$0
JOHN ROBINS
8 THE GREENDOVERDE19901DIRECTOR1.50$0$0$0
STEVEN HAYDEN
8 THE GREENDOVERDE19901DIRECTOR1.50$0$0$0
DR MARC LOCKHART
8 THE GREENDOVERDE19901DIRECTOR1.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENWOOD PLACEBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1WEST WING SOMERSET HOUSE THE STRANDAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalWC2R 1LAForeignPostalCd
FieldValueIRS element (for citing)
Service TypePHILANTHROPY CONSULTING AND MANAGEMENT SERVICESServiceTypeTxt
Compensation$284,254CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$561,865AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$561,865TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$561,865AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$553,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,672MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$27,672DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,672DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,672DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,612,036ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,612,036QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,672DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,612,036QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,672AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,584,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,584,364TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,584,364ExcessDistriCyovToNextYrAmt
Excess From Current Year$10,584,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
SOS SILENCE OF SUICIDE
PORTOBELLO HOUSE PORTOBELLO WAYWARWICKUKCV34 5GJNCGENERAL SUPPORT FOR SUICIDE PREVENTION AND OPENING OF SOS HUB IN KENILWORTH$1,865,357
BIGMOOSE
4-5 FREDERICK STREETCARDIFFUKCF10 2DBNCGENERAL SUPPORT FOR MENTAL HEALTH AND THE EXPANSION OF BIGMOOSE'S VITAL SERVICES, PROVIDING THERAPY, INTERVENTION, AND TRAINING FOR BUSINESSES TO SUPPORT MENTAL HEALTH.$757,411
2WISH
GROUND FLOOR UNIT 7 MAGDEN PARKLLANTRISANTUKF72 8XTNCGENERAL SUPPORT FOR FAMILIES FACING THE SUDDEN LOSS OF A YOUNG PERSON.$1,410,516
CASE WESTERN UNIVERSITY
PCMEDICAL RESEARCH GRANT$1,599,47710900 EUCLID AVENUECLEVELANDOH44106
BAYLOR COLLEGE OF MEDICINE
PCCONVERSION OF 2ND FLOOR OF NEUROPSYCHIATRIC CENTER TO A DUAL DIAGNOSIS INPATIENT TREATMENT & STABILIZATION UNIT$1,000,0001 BAYLOR PLACEHOUSTONTX77030
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PCRESEARCH PROJECT TO DISCOVER THERAPEUTICS FOR PRIONS CAUSING NEURODEGENERATIVE DISEASES OVERSEEN BY DR. STANLEY PRUSINER AT THE INSTITUTE FOR NEURODEGENERATIVE DISEASES AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO$2,500,0002130 FULTON STREETSAN FRANCISCOCA94117
DEPELCHIN CHILDREN'S CENTER
PCTHE GRANT WILL BE USED TO EXPAND COUNSELING SERVICES IN GREATER HOUSTON, ESPECIALLY FOR UNDER-RESOURCED POPULATIONS.$1,000,0004950 MEMORIAL DRIVEHOUSTONTX77007
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,132,761TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,717ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,717TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T BROCKMAN CHARITABLE TRUSTBusinessNameLine1Txt

Contributor Foreign Address ContributorForeignAddress

FieldValueIRS element (for citing)
Address Line1ELGIN COURT FLOOR 1AddressLine1Txt
CityGEORGE TOWNCityNm
Province Or StateGRAND CAYMANProvinceOrStateNm
CountryCJCountryCd
Foreign PostalKY1-1002ForeignPostalCd
FieldValueIRS element (for citing)
Total Contributions$10,532,134TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$37,500Amt
Net Investment Income$18,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,750DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtExpended By GranteeExpendedByGranteeAmt
SOS SILENCE OF SUICIDE
PORTOBELLO HOUSE PORTOBELLO WAYWARWICKUKCV34 5GJ2023-03-21$631,422SOS SUICIDE IS A UK BASED CHARITY WITH A MISSION TO PREVENT SUICIDE. VALOUR FOUNDATION'S GRANT WILL HELP SOS SUICIDE IN ITS EFFORTS TO PREVENT SUICIDE INCLUDING THE OPENING OF THE VERY FIRST SOS HUB IN KENILWORTH, UNITED KINGDOM.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE08/1/2023, 08/1/2024
SOS SILENCE OF SUICIDE
PORTOBELLO HOUSE PORTOBELLO WAYWARWICKUKCV34 5GJ2023-07-18$1,233,935SOS SUICIDE IS A UK BASED CHARITY WITH A MISSION TO PREVENT SUICIDE. VALOUR FOUNDATION'S GRANT WILL HELP SOS SUICIDE IN ITS EFFORTS TO PREVENT SUICIDE INCLUDING THE OPENING OF THE VERY FIRST SOS HUB IN KENILWORTH, UNITED KINGDOM.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE08/1/2023, 08/1/2024
BIGMOOSE
4-5 FREDERICK STREETCARDIFFUKCF10 2DB2023-05-01$320,000BIGMOOSE IS A UK BASED CHARITY DEDICTED TO MENTAL HEALTH. VALOUR FOUNDATION'S GRANT WILL HELP BIGMOOSE EXPAND THEIR VITAL SERVICES, PROVIDING THERAPY, INTERVENTION, AND TRAINING FOR BUSINESSES TO SUPPORT MENTAL HEALTH AND OFFER HOPE IN A CHALLENGING MENTAL HEALTH LANDSCAPE.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE12/31/2023$84,316
BIGMOOSE
4-5 FREDERICK STREETCARDIFFUKCF10 2DB2023-08-24$437,411BIGMOOSE IS A UK BASED CHARITY DEDICTED TO MENTAL HEALTH. VALOUR FOUNDATION'S GRANT WILL HELP BIGMOOSE EXPAND THEIR VITAL SERVICES, PROVIDING THERAPY, INTERVENTION, AND TRAINING FOR BUSINESSES TO SUPPORT MENTAL HEALTH AND OFFER HOPE IN A CHALLENGING MENTAL HEALTH LANDSCAPE.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE12/31/2023
2WISH
GROUND FLOOR UNIT 7 MAGDEN PARKLLANTRISANTUKF72 8XT2023-05-01$630,0002WISH IS A UK CHARITY WITH A MISSION TO ENSURE THAT FAMILIES FACING THE SUDDEN LOSS OF A YOUNG PERSON RECEIVE THE VITAL SUPPORT THEY DESERVE. THE GRANT FROM THE VALOUR FOUNDATION WILL HELP 2WISH EXPAND ITS SERVICES FROM WALES TO ENGLAND.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE12/31/2023, 02/15/2024$200,391
2WISH
GROUND FLOOR UNIT 7 MAGDEN PARKLLANTRISANTUKF72 8XT2023-07-25$780,5162WISH IS A UK CHARITY WITH A MISSION TO ENSURE THAT FAMILIES FACING THE SUDDEN LOSS OF A YOUNG PERSON RECEIVE THE VITAL SUPPORT THEY DESERVE. THE GRANT FROM THE VALOUR FOUNDATION WILL HELP 2WISH EXPAND ITS SERVICES FROM WALES TO ENGLAND.THERE WAS NO KNOWN DIVERSION OF FUNDS BY GRANTEE12/31/23, 02/15/2024

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING FEES FOR CHARITABLE GRANT PROGRAMS AND WEBSITE$125,743$0$125,743
CUSTODIAN FEES$8,500$8,500$0
ASSORTED COMPLIANCE FEES AND REGISTRATION FEES$1,921$0$1,921
BANK FEES$845$845$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFOREIGN CURRENCY TRANSLATION ADJUSTMENTDesc
Amt$107,997Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHILANTHROPIC CONSULTING AND MANAGEMENT FEES$284,254$0$284,254
GRANTS MANAGEMENT$28,441$0$28,441

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T BROCKMAN CHARITABLE TRUSTBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1ELGIN COURT FLOOR 1AddressLine1Txt
CityGEORGE TOWNCityNm
Province Or StateGRAND CAYMANProvinceOrStateNm
CountryCJCountryCd
Foreign PostalKY1-1002ForeignPostalCd

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