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Valley Charitable Trust EIN 20-7490417

Valley Charitable Trust

EIN  20-7490417 Private foundation / grantmaker Hockessin, DE
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Size
$100K–1M
What they do
A private foundation based in Hockessin, DE. It reported about $955K in revenue for 2024.
Leadership
Brandywine Trust Company · Trustee · $41K
Money in and out
$955K revenue, $511K expenses
Bottom line
+46% surplus margin

A private foundation based in Hockessin, DE. It reported about $955K in revenue for 2024. For fiscal year 2024 it reported $955K in revenue, $511K in expenses, and $7.0M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$955K
Pt VIII · Ln 12
Total expenses
$511K
Pt IX · Ln 25
Net assets
$7.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $443K
Surplus margin
+46%
revenue over expenses, this year▲ +89% vs prior filing year
Revenue trend
+33%
avg. annual growth over 5 years

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$955K
FY2024▲ +56%
Expenses
$511K
FY2024▲ +11%
Total assets
$7.0M
FY2024▲ +7%
Total liabilities
$0
FY2024
Total revenue
$955K
Pt VIII · Ln 12
Total expenses
$511K
Pt IX · Ln 25
Net assets
$7.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$443K
Total assetsPt X · Ln 16$7.0M
Program-expense ratioPt IX · col B—
Voting members of governing bodyPt I · Ln 3pending
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CValley Charitable Trust
EINHdr · item D20-7490417
Principal addressHdr · item CHockessin, DE
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MDE
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFDec 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2024 filing did not itemize Part VII
$40,657Pt VII · Sec A
See Valley Charitable Trust executive salaries →

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Statement of Revenue

Part VIII
Other revenue100%$955K
Total revenueLn 12$955K

Balance Sheet

Part X · end of year
CashLn 1—
Total assetsLn 16$7.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$7.0M

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $7.0M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $955K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $955K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $955K · Prior year $613K
+56%
Revenue CAGR
FY2020 $302K · FY2024 $955K
+33%
Net-asset trend (YoY)
End of year $7.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $955K · Expenses $511K
+46%
Liabilities-to-Assets
Total liabilities — · Total assets $7.0M
—
Net-asset ratio
Net assets $7.0M · Total assets $7.0M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $511K
No individual compensation reported on this filing
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 56%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 224 grants · $1.4M · 2020–2023
The Trustees of the New York Society LibraryFY2023$50,000
The Metropolitan Museum of ArtNY · FY2023$50,000
The Piedmont Environmental CouncilVA · FY2023$25,000
Henry L Ferguson MuseumNY · FY2023$25,000
Grymes Memorial School INCVA · FY2023$25,000
The Trustees of the New York Society LibraryFY2023$15,000
The Metropolitan Museum of ArtNY · FY2023$12,000
Orange Free Clinic INCVA · FY2023$10,000
Boys & Girls Clubs of Central VirginiaVA · FY2023$10,000
St Jude Childrens Research Hospital INCFY2023$6,500
The Clear FundCA · FY2023$6,000
The Frick CollectionNY · FY2023$6,000
Tabula Rasa Dance Theater INCNY · FY2023$5,000
Mount Desert Nursing AssociationME · FY2023$5,000
Montpelier FoundationFY2023$5,000
Chances for ChildrenAZ · FY2023$5,000
Animal Rescue Fund of the Hamptons INCNY · FY2023$5,000
African Environmental Film FoundationCA · FY2023$5,000
See all 224 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$955K revenue · viewing · ⤓ 990 PDF
FY2023$613K revenue · ⤓ 990 PDF
FY2022$581K revenue · ⤓ 990 PDF
FY2021$976K revenue · ⤓ 990 PDF
FY2020$302K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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