Civic Intelligence

Valley Charitable Trust

990T • Fiscal year 2021 • EIN 20-7490417

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
7234 Lancaster pikeHockessin, DE 19707

(302) 234-5750

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,301,381Liabilities 2011: $02011Assets 2012: $1,783,067Liabilities 2012: $0Net Assets 2012: $1,783,0672012Assets 2013: $2,440,344Liabilities 2013: $02013Assets 2014: $3,252,429Liabilities 2014: $02014Assets 2015: $4,077,824Liabilities 2015: $02015Assets 2019: $6,022,378Liabilities 2019: $02019Assets 2020: $5,851,309Liabilities 2020: $0Net Assets 2020: $5,851,3092020Assets 2021: $6,311,155Liabilities 2021: $0Net Assets 2021: $6,311,1552021Assets 2022: $6,361,479Liabilities 2022: $0Net Assets 2022: $6,361,4792022Assets 2023: $6,512,366Liabilities 2023: $12023Assets 2024: $6,960,723Liabilities 2024: $0Net Assets 2024: $6,960,7232024

Latest loaded filing

2024

Assets$6,960,723
Liabilities$0
Net Assets$6,960,723
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $464,295Expenses 2011: $76,232Net Income 2011: $388,0632011Expenses 2012: $118,3742012Revenue 2013: $796,671Expenses 2013: $139,394Net Income 2013: $657,2772013Revenue 2014: $1,014,514Expenses 2014: $202,429Net Income 2014: $812,0852014Revenue 2015: $1,073,307Expenses 2015: $247,912Net Income 2015: $825,3952015Revenue 2019: $393,450Expenses 2019: $446,155Net Income 2019: -$52,7052019Revenue 2020: $302,302Expenses 2020: $473,871Net Income 2020: -$171,5692020Revenue 2021: $976,496Expenses 2021: $516,650Net Income 2021: $459,8462021Revenue 2022: $581,421Expenses 2022: $537,097Net Income 2022: $44,3242022Revenue 2023: $613,376Expenses 2023: $462,489Net Income 2023: $150,8872023Revenue 2024: $954,846Expenses 2024: $511,489Net Income 2024: $443,3572024

Latest loaded filing

2024

Revenue$954,846
Expenses$511,489
Net Income$443,357
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Valley Charitable Trust
EIN
20-7490417
In Care Of
% Brandywine Trust Company
Phone
3022345750
Address
7234 Lancaster pike, Hockessin, DE 19707

Signing Officer

Name
scott campbell
Title
Sr vice president
Phone
3022345750
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix104 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt00
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt08729
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt02989
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt011718
IRS1041ScheduleD/GainLessIncludedAmt08729
IRS1041ScheduleD/GainPlusDividendsAmt08729
IRS1041ScheduleD/NetIncomeMinusSmallerAmt08729
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt08729
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt02989
IRS1041ScheduleD/NetTimesPercentAmt00
IRS1041ScheduleD/SmallerGainAmt08729
IRS1041ScheduleD/SmallerOfCalcAmt00
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt00
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt00
IRS1041ScheduleD/SmallerTimesPercentAmt00
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt00
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt00
IRS1041ScheduleD/TaxAmt00
IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt08729
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt02989
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt011718
IRS1041ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt08729
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02989
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt08729
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt08729
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02989
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM Schedule K-1 (FORM 1065)
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt02989
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Brandywine Trust Company
IRS990T/BooksInCareOfDetail/PhoneNum03022345750
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt07234 Lancaster Pike Suite 300A
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Hockessin
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019707
IRS990T/BookValueAssetsEOYAmt06311155
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt012040
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt011718
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0322
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt012040
IRS990TScheduleA/TotUnrltTrdBusIncmAmt012040
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment Activity
IRS990TScheduleA/UBIBeforeNOLDedAmt012040
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012040
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt012040
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0scott campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sr vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum03022345750
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0207490417
ReturnHeader/Filer/InCareOfNm0% Brandywine Trust Company
ReturnHeader/Filer/PhoneNum03022345750
ReturnHeader/Filer/USAddress/AddressLine1Txt07234 Lancaster pike
ReturnHeader/Filer/USAddress/CityNm0Hockessin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-11-08T15:18:09-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0campbell
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.95$0.51$0.44
2023Summary only. Only limited summary data is available for this year.$6.51$0.00$0.61$0.46$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.58$0.54$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$0.98$0.52$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.30$0.47$0.17
2019Summary only. Only limited summary data is available for this year.$6.02$0.00$0.39$0.45$0.05
2015Summary only. Only limited summary data is available for this year.$4.08$0.00$1.07$0.25$0.83
2014Summary only. Only limited summary data is available for this year.$3.25$0.00$1.01$0.20$0.81
2013Summary only. Only limited summary data is available for this year.$2.44$0.00$0.80$0.14$0.66
2012Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.46$0.08$0.39