Civic Intelligence

Valley Charitable Trust

990T • Fiscal year 2023 • EIN 20-7490417

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization Profile
Brandywine 7234 Lancaster Pke 300AHockessin, 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, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Valley Charitable Trust
EIN
20-7490417
In Care Of
% Brandywine Trust Company
Phone
3022345750
Address
BRANDYWINE 7234 LANCASTER PKE 300A, Hockessin, DE 19707

Signing Officer

Name
W Scott Campbell
Title
Trustee
Phone
3022345750
Signed
2024-11-06
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 Appendix105 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/DiffOfSmllrPlusSmllrOfCalcAmt01996
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01996
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt04924
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt06920
IRS1041ScheduleD/GainLessIncludedAmt01996
IRS1041ScheduleD/GainPlusDividendsAmt01996
IRS1041ScheduleD/NetGainsTaxAmt0414
IRS1041ScheduleD/NetIncomeMinusSmallerAmt01996
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt01996
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt01996
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt04924
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt04924
IRS1041ScheduleD/SmallerGainAmt01996
IRS1041ScheduleD/SmallerOfCalcAmt01996
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt01996
IRS1041ScheduleD/SmallerTimesPercentAmt0299
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt05411
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt03000
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt01996
IRS1041ScheduleD/TaxableIncomeAmt05411
IRS1041ScheduleD/TaxableIncomeLessGainAmt03415
IRS1041ScheduleD/TaxAmt0713
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0893
IRS1041ScheduleD/TaxPlusTimePercentAmt0713
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01996
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt04924
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt06920
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt03415
IRS990T/BalanceDueAmt0654
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Brandywine Trust Company
IRS990T/BooksInCareOfDetail/PhoneNum03022345750
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt055 WALLS DRIVE FL 3
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Fairfield
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd006824
IRS990T/BookValueAssetsEOYAmt06512366
IRS990T/CharitableContributionsDedAmt08117
IRS990T/ESPenaltyAmt041
IRS990T/ExtsnRequestIncomeTaxPaidAmt0100
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0509
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt06920
IRS990TScheduleA/NetOperatingLossDeductionAmt0509
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt08117
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt015037
IRS990TScheduleA/TotUnrltTrdBusIncmAmt015037
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc00
IRS990TScheduleA/UBIBeforeNOLDedAmt015037
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt014528
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt0713
IRS990T/TaxLessCreditsAmt0713
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0100
IRS990T/TotalTaxAmt0713
IRS990T/TotalTaxComputationAmt0713
IRS990T/TotalUBTIAmt05411
IRS990T/TotalUBTIBeforeNOLSpecificAmt06411
IRS990T/TotalUBTIBeforeSection199AAmt06411
IRS990T/TotalUBTIComputedAmt014528
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W Scott Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03022345750
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0207490417
ReturnHeader/Filer/InCareOfNm0% Brandywine Trust Company
ReturnHeader/Filer/PhoneNum03022345750
ReturnHeader/Filer/USAddress/AddressLine1Txt0BRANDYWINE 7234 LANCASTER PKE 300A
ReturnHeader/Filer/USAddress/CityNm0Hockessin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019707
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-08T13:02:08-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • 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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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