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The Valley Foundation

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Entity Number 000-814-328

Register Number000814328

Status Exists

NameThe Valley Foundation

Historical Names The Valley Foundation of The University of Alabama in Huntsville

CountyMadison

Date of registration 11 Dec 1973 (51 years ago)

Legal typeDomestic Non-Profit Corporation

Registered Office Mailing Address PO BOX 1247HUNTSVILLE, AL 35807

Registered Office Mailing Address ZIP code 35807

Activities EDUCATIONAL SCIENTIFIC & CHARITABLE PURPOSES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)

2022

237352886

2023-09-27

THE VALLEY FOUNDATION

44

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DRIVE SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 10017
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2023-09-27
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2022

237352886

2023-09-27

THE VALLEY FOUNDATION

51

View Page

Three-digit plan number (PN)001
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DR. SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 100173206
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2023-09-27
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)

2021

237352886

2022-10-05

THE VALLEY FOUNDATION

43

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DRIVE SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 10017
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2022-10-05
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2021

237352886

2022-10-05

THE VALLEY FOUNDATION

52

View Page

Three-digit plan number (PN)001
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DR. SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 100173206
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2022-10-05
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)

2020

237352886

2021-09-29

THE VALLEY FOUNDATION

41

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DRIVE SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 10017
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2021-09-29
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2020

237352886

2021-09-29

THE VALLEY FOUNDATION

50

View Page

Three-digit plan number (PN)001
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DR. SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 100173206
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2021-09-29
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2019

237352886

2020-10-12

THE VALLEY FOUNDATION

47

View Page

Three-digit plan number (PN)001
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DR. SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 100173206
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2020-10-12
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)

2019

237352886

2020-10-12

THE VALLEY FOUNDATION

38

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DRIVE SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 10017
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2020-10-12
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2018

237352886

2019-10-01

THE VALLEY FOUNDATION

45

View Page

Three-digit plan number (PN)001
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DR. SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 100173206
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2019-10-01
Name of individual signingW. SCOTT BENCE

THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)

2018

237352886

2019-10-01

THE VALLEY FOUNDATION

35

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code621111
Sponsor’s telephone number2565397757
Plan sponsor’s address301 GOVERNORS DRIVE SW, SUITE 313F, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN131624203
Plan administrator’s nameTIAA - TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
Plan administrator’s address730 THIRD AVENUE, NEW YORK, NY, 10017
Administrator’s telephone number8008422252

Signature of

RolePlan administrator
Date2019-10-01
Name of individual signingW. SCOTT BENCE

Agent

Name Role

GRAVES, BENJAMIN B

Agent

Incorporator

Name Role

GRAVES, BENJAMIN B

Incorporator

DOWDLE, JOSEPH C

Incorporator

CADDELL, JOHN A

Incorporator

Events

Event Date Event Type Old Value New Value

1995-11-15

Name Change

The Valley Foundation of The University of Alabama in Huntsville

The Valley Foundation

Date of last update: 16 Aug 2024

Sources: Alabama Secretary of State