Brook J Lenfest Foundation Inc

Audubon, PA
Tax-exempt since May 2000
EIN: 23-3031338

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$903k (2024)

Expenses

$768k (2024)

Total Assets

$12.8M (2024)

Total Liabilities

$81.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$902,762

Expenses

$767,861

Net Income

$134,901

Net Assets

$12,723,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$275,000	30.5%
Interest Revenue	$109,635	12.1%
Dividends	$168,488	18.7%
Sales of Assets	$347,356	38.5%
Other Income	$2,283	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$572,426	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,805,222
Total Liabilities	$81,432
Net Assets	$12,723,790

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President)	$0	$0
Marguerita B Lenfest (Treasurer)	$0	$0
Tracy Coyle (Secretary)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$2,057,491

Expenses

$660,776

Net Income

$1,396,715

Net Assets

$12,265,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,111	1.6%
Dividends	$168,973	8.2%
Sales of Assets	$1,828,922	88.9%
Other Income	$27,485	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,082	75.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,151,551
Total Liabilities	$885,941
Net Assets	$12,265,610

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President)	$0	$0
Marguerita B Lenfest (Treasurer)	$0	$0
Tracy Coyle (Secretary)	$0	$0

990-PF

Filed on May 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$1,236,439

Expenses

$1,181,935

Net Income

$54,504

Net Assets

$11,643,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$306,503	24.8%
Sales of Assets	$929,936	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,285,439	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,117,845
Total Liabilities	$2,474,723
Net Assets	$11,643,122

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President)	$0	$0
Marguerite B Lenfest (Treasurer)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0

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990-PF

Filed on May 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2021

Revenue

$2,767,450

Expenses

$1,950,806

Net Income

$816,644

Net Assets

$15,035,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$720,855	26.0%
Sales of Assets	$2,046,595	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,360,000	69.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,797,563
Total Liabilities	$2,761,790
Net Assets	$15,035,773

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0
Bruce Melgary (Executive Director & Asst.)	$0	$0

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990-PF

Filed on Oct. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2020

Revenue

$1,729,254

Expenses

$2,120,897

Net Income

-$391,643

Net Assets

$12,703,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$305,985	17.7%
Sales of Assets	$1,423,269	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,638,500	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,001,339
Total Liabilities	$3,298,305
Net Assets	$12,703,034

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0
Bruce Melgary (Executive Director & Asst.)	$0	$0

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990-PF

Filed on Oct. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$1,936,797

Expenses

$9,059,730

Net Income

-$7,122,933

Net Assets

$14,475,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,241	0.7%
Dividends	$455,260	23.5%
Sales of Assets	$1,468,296	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,231,782	13.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,356,667
Total Liabilities	$7,880,805
Net Assets	$14,475,862

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0
Bruce Melgary (Executive Director & Asst.)	$0	$0

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990-PF

Filed on Nov. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2018

Revenue

$4,509,422

Expenses

$12,694,126

Net Income

-$8,184,704

Net Assets

$15,095,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,250	0.0%
Interest Revenue	$0
Dividends	$482,854	10.7%
Sales of Assets	$4,025,318	89.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,690,600	60.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,450,145
Total Liabilities	$7,354,964
Net Assets	$15,095,181

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0
Bruce Melgary (Executive Director & Asst.)	$0	$0

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990-PF

Filed on May 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$521,362

Expenses

$538,177

Net Income

-$16,815

Net Assets

$19,669,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$521,362	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,983,084	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,778,003
Total Liabilities	$8,108,053
Net Assets	$19,669,950

Compensation

Key Employees and Officers	Compensation	Other
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0
Bruce Melgary (Executive Director & Asst.)	$0	$0

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990-PF

Filed on May 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,126,271

Expenses

$1,121,835

Net Income

$4,436

Net Assets

$17,768,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$601,335	53.4%
Sales of Assets	$524,936	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,301,288	> 100%
Compensation of Officers*	$30,000	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,353,242
Total Liabilities	$9,584,956
Net Assets	$17,768,286

Compensation

Key Employees and Officers	Compensation	Other
Bruce Melgary (Executive Director & Asst.)	$30,000	$0
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0

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990-PF

Filed on Feb. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$1,029,496

Expenses

$1,111,936

Net Income

-$82,440

Net Assets

$18,882,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$608,544	59.1%
Sales of Assets	$420,952	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,936,028	> 100%
Compensation of Officers*	$15,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,601,175
Total Liabilities	$10,718,563
Net Assets	$18,882,612

Compensation

Key Employees and Officers	Compensation	Other
Bruce Melgary (Executive Director & Asst. Secretary)	$15,000	$0
Brook J Lenfest (President, Director)	$0	$0
Marguerite B Lenfest (Treasurer, Director)	$0	$0
Anna Lenfest (Director)	$0	$0
Tracy Coyle (Secretary)	$0	$0
William Luterman (Chief Investment Officer)	$0	$0

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990-PF

Filed on May 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$2,012,190

Expenses

$7,202,033

Net Income

-$5,189,843

Net Assets

$19,133,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$525,171	26.1%
Sales of Assets	$1,488,651	74.0%
Other Income	-$1,632

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,322,737	46.1%
Compensation of Officers*	$25,730	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,753,087
Total Liabilities	$11,619,120
Net Assets	$19,133,967

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$1,592,926

Expenses

$1,384,895

Net Income

$208,031

Net Assets

$21,658,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$664,408	41.7%
Sales of Assets	$987,938	62.0%
Other Income	-$59,420

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,702,383	> 100%
Compensation of Officers*	$30,911	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,480,787
Total Liabilities	$7,822,508
Net Assets	$21,658,279

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Revenue

$896,610

Expenses

$1,211,033

Net Income

-$314,423

Net Assets

$19,953,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$561,333	62.6%
Sales of Assets	$293,295	32.7%
Other Income	$41,982	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,554,624	> 100%
Compensation of Officers*	$29,556	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,145,479
Total Liabilities	$8,192,108
Net Assets	$19,953,371

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$1,053,133

Expenses

$3,316,774

Net Income

-$2,263,641

Net Assets

$20,700,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$542,135	51.5%
Sales of Assets	$471,057	44.7%
Other Income	$39,941	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,564,378	> 100%
Compensation of Officers*	$28,917	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,284,750
Total Liabilities	$8,583,767
Net Assets	$20,700,983

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Brook J Lenfest Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $903k (2024)

Expenses $768k (2024)

Total Assets $12.8M (2024)

Total Liabilities $81.4k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$903k (2024)

Expenses

$768k (2024)

Total Assets

$12.8M (2024)

Total Liabilities

$81.4k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001