philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Lenape Valley Trust FY2024 filing

Tax-deductible

Doylestown, PA501(c)(3)Since 2007Human Services EIN 26-1391900Revenue −$27K in FY2024

On file with the IRS621 N Shady Retreat Rd, 18901-2514 · Doylestown, PATax-exempt since Jul 2010Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Charitable fundraising activities to benefit various nonprofit charities

501(c)(3) charity; gifts are tax-deductible.
55¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $3K a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
55%
of spending
Worth a look: 55% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Plus $1.8M in investments, Pt X · Ln 11–13
Looks good: 7.8 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
$20K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$27K
-111% vs prior year
Spent
$63K
To programs
55%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
−$27K
FY2024▼ -111%
Tap a bar for its year
Revenue by fiscal year
FY2020$180K
FY2021$51K
FY2022$11K
FY2023$241K
FY2024−$27K
FY2025$93K
Expenses
$63K
FY2024▲ +41%
Tap a bar for its year
Expenses by fiscal year
FY2020$97K
FY2021$130K
FY2022$52K
FY2023$45K
FY2024$63K
FY2025$141K
Net assets
$1.8M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.2M
FY2021$1.8M
FY2022$1.6M
FY2023$1.9M
FY2024$1.8M
FY2025$2.0M

From the FY2024 Form 990 (year ending June 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2010.

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

Where the money goes

55 cents of each dollar spent went to programs.

Program services 55% · $35K Management & general 45% · $28K Fundraising 0% · $150

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

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
$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
$0Pt VII · Sec A
See Lenape Valley Trust executive salaries →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Lenape Valley Trust

Tap to ask. Lenape Valley Trust sees how many people are interested.

Your first name shows with your question. Lenape Valley Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $35K · in their own filed words · FY2023
01

Support given to lenape valley foundation for their capital campaign.

$35Kprogram expense

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
−$27K
Ln 12
Investment incomeLn 3$85K
Gifts and grantsLn 1h$11K
Money outPt IX
$63K
Ln 25
Programscol B$35K
Managementcol C$28K
Fundraisingcol D$150
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$41K
Total assetsLn 16$1.9M
LiabilitiesLn 26$20K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11K
Investment incomeLn 3$85K
Gains on assetsLn 7$23K
Total revenueLn 12−$27K
Assets in detailPt X, end of year
CashLn 1$41K
Cash and savings togetherLn 1–2$41K
InvestmentsLn 11–13$1.8M
Total assetsLn 16$1.9M
LiabilitiesLn 26$20K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderJune
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$38K$41K
InvestmentsLn 11–13$1.9M$1.8M
Total assetsLn 16$1.9M$1.9M
LiabilitiesLn 26$34K$20K
Net assetsLn 32$1.9M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$35K$35K
Management feesLn 11a$10K$10K
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$11K$11K
Office expensesLn 13$101$101
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$150$150
Total functional expensesLn 25$63K$35K$28K$150

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $93K$141K−$48K$2.0M 990 PDF
FY2024 Viewing −$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

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary −$27,377 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $66,838$10,603
I-9 Program service revenue$0
I-10 Investment incomePrior year $72,103$108,797
I-11 Other revenuePrior year $102,461−$146,777
I-12 Total revenuePrior year $241,402−$27,377
I-13 Grants and similar amounts paidPrior year $25,000$35,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $19,893$28,479
I-18 Total expensesPrior year $44,893$63,479
I-19 Revenue less expensesPrior year $196,509−$90,856
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue −$27,377 across 6 lines filed
VIII-1f All other contributions, gifts and grants$10,603
VIII-1h Total contributions, gifts and grants$10,603
VIII-3 Investment incomeRelated to mission $85,425$85,425
VIII-7 Net gain or loss on sales of assetsExcluded from tax $23,372$23,372
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business −$151,726 · Excluded from tax $4,949−$146,777
VIII-12 Total revenueRelated to mission $85,425 · Unrelated business −$151,726 · Excluded from tax $28,321−$27,377
Part IX · Statement of functional expenses $63,479 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $35,000$35,000
IX-11a Management feesManagement $9,999$9,999
IX-11c Accounting feesManagement $5,500$5,500
IX-11f Investment management feesManagement $10,760$10,760
IX-13 Office expensesManagement $101$101
IX-23 InsuranceManagement $1,969$1,969
IX-24 Other expenses (24a–d)Fundraising $150$150
IX-25 Total functional expensesPrograms $35,000 · Management $28,329 · Fundraising $150$63,479
Part X · Balance sheet $1,860,484 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $37,540$41,214
X-11 Publicly traded securitiesStart of year $1,719,297$1,810,458
X-12 Other securitiesStart of year $155,589$8,812
X-16 Total assetsStart of year $1,912,426$1,860,484
X-17 Accounts payable and accrued expensesStart of year $34,279$20,028
X-26 Total liabilitiesStart of year $34,279$20,028
X-27 Net assets without donor restrictionsStart of year $1,878,147$1,840,456
X-32 Total net assets or fund balancesStart of year $1,878,147$1,840,456
X-33 Total liabilities and net assetsStart of year $1,912,426$1,860,484
Part XI · Reconciliation of net assets $1,840,456 net assets at year end
XI-1 Total revenue−$27,377
XI-2 Total expenses$63,479
XI-3 Revenue less expenses−$90,856
XI-4 Net assets at start of year$1,878,147
XI-5 Net unrealized gains (losses) on investments$53,165
XI-10 Net assets at end of year$1,840,456

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.