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Lenape Valley Trust

Tax-deductible

Doylestown, PA501(c)(3)Since 2007Human ServicesEIN 26-1391900

Charitable fundraising activities to benefit various nonprofit charities

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $14K a year · 15% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$22K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$93K
+438% vs prior year
Spent
$141K
To programs
73%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$93K
FY2024▲ +438%
Revenue by fiscal year
FY2020$180K
FY2021$51K
FY2022$11K
FY2023$241K
FY2024−$27K
FY2024$93K
Expenses
$141K
FY2024▲ +122%
Expenses by fiscal year
FY2020$97K
FY2021$130K
FY2022$52K
FY2023$45K
FY2024$63K
FY2024$141K
Net assets
$2.0M
FY2024▲ +7%
Net assets by fiscal year
FY2020$2.2M
FY2021$1.8M
FY2022$1.6M
FY2023$1.9M
FY2024$1.8M
FY2024$2.0M

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $103K Management & general 27% · $38K Fundraising 0% · $15

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Alan J Hartl
Treasurer
$0Pt VII · Sec A
Robin Bell
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Enid Corkran
Director
$0Pt VII · Sec A
Jeff Garton
Director
$0Pt VII · Sec A
David Herold
Director
$0Pt VII · Sec A
See Lenape Valley Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises money for other charities.

Provided by the organization

This section is blank until Lenape Valley Trust claims this page.

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1 program service account for $103K of program spending, described in the organization's own filed words · FY2024.
01

Support given to lenape valley foundation for their capital campaign.

$103Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Donor Advised Charitable Giving INCFY2020$5K
Total grants receivedfrom 1 funder$5K
Grants paid · 6 grants · $364K · 2019–2024
Lenape Valley FoundationPA · FY2024$103,038
Lenape Valley FoundationPA · FY2023$35,000
Lenape Valley FoundationPA · FY2022$25,000
Lenape Valley FoundationPA · FY2021$25,000
Lenape Valley FoundationPA · FY2020$101,000
Lenape Valley FoundationPA · FY2019$75,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$93K
Ln 12
Investment incomeLn 3$126K
Gifts and grantsLn 1h$111K
Money outPt IX
$141K
Ln 25
Programscol B$103K
Managementcol C$38K
Fundraisingcol D$15
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$52K
Total assetsLn 16$2.0M
LiabilitiesLn 26$22K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$111K
Noncash giftsLn 1g$35K
Investment incomeLn 3$126K
Gains on assetsLn 7$34K
Total revenueLn 12$93K
Assets in detailPt X, end of year
CashLn 1$52K
Cash and savings togetherLn 1–2$52K
InvestmentsLn 11–13$1.9M
Total assetsLn 16$2.0M
LiabilitiesLn 26$22K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$41K$52K
InvestmentsLn 11–13$1.8M$1.9M
Total assetsLn 16$1.9M$2.0M
LiabilitiesLn 26$20K$22K
Net assetsLn 32$1.8M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$103K$103K
Management feesLn 11a$19K$19K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$12K$12K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$15$15
Total functional expensesLn 25$141K$103K$38K$15

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 −$27K$63K−$91K$1.8M 990 PDF
FY2023 $241K$45K$197K$1.9M 990 PDF
FY2022 $11K$52K−$40K$1.6M 990 PDF
FY2021 $51K$130K−$79K$1.8M 990 PDF
FY2020 $180K$97K$83K$2.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $92,503 across 7 lines filed
VIII-1f All other contributions, gifts and grants$111,249
VIII-1g Noncash contributions (included above)$34,815
VIII-1h Total contributions, gifts and grants$111,249
VIII-3 Investment incomeRelated to mission $92,513$92,513
VIII-7 Net gain or loss on sales of assetsRelated to mission $33,815$33,815
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business −$145,074−$145,074
VIII-12 Total revenueRelated to mission $126,328 · Unrelated business −$145,074$92,503
Part IX · Statement of functional expenses $140,850 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $103,038$103,038
IX-11a Management feesManagement $18,999$18,999
IX-11c Accounting feesManagement $5,150$5,150
IX-11f Investment management feesManagement $11,679$11,679
IX-23 InsuranceManagement $1,969$1,969
IX-24 Other expenses (24a–d)Fundraising $15$15
IX-25 Total functional expensesPrograms $103,038 · Management $37,797 · Fundraising $15$140,850
Part X · Balance sheet $1,995,857 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $41,214$51,554
X-11 Publicly traded securitiesStart of year $1,810,458$1,944,303
X-16 Total assetsStart of year $1,860,484$1,995,857
X-17 Accounts payable and accrued expensesStart of year $20,028$21,979
X-26 Total liabilitiesStart of year $20,028$21,979
X-27 Net assets without donor restrictionsStart of year $1,840,456$1,973,878
X-32 Total net assets or fund balancesStart of year $1,840,456$1,973,878
X-33 Total liabilities and net assetsStart of year $1,860,484$1,995,857
Part XI · Reconciliation of net assets $1,973,878 net assets at year end
XI-1 Total revenue$92,503
XI-2 Total expenses$140,850
XI-3 Revenue less expenses−$48,347
XI-4 Net assets at start of year$1,840,456
XI-5 Net unrealized gains (losses) on investments$45,507
XI-9 Other changes in net assets$136,262
XI-10 Net assets at end of year$1,973,878

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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