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Nonprofit · EIN 23-3031338

BROOK J LENFEST FOUNDATION INC

Tax-exempt · AUDUBON, PA 19403

Financials

$2.1M$661K2022$903K$768K2023$1.2M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of BROOK J LENFEST FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,231,887$1,804,673-$572,786$12,125,149$717,460$11,407,689
June 30, 2024990-PF$902,762$767,861$134,901$12,805,222$81,432$12,723,790
June 30, 2023990-PF$2,057,491$660,776$1,396,715$13,151,551$885,941$12,265,610
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$170,855
Interest
$82,266
Net gain from sales of assets
$935,658
Other income
$43,108

Expenses

Grants and similar amounts paid
$1,548,761
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,235,698
Excise tax on investment income
$15,937

Balance sheet and other

Total assets, start of year
$12,805,222
Total assets, end of year
$12,125,149
Total liabilities, end of year
$717,460
Net assets, end of year
$11,407,689
Fair market value of assets
$14,081,399
Qualifying distributions
$1,235,698
Net investment income
$1,238,863

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BROOK J LENFEST
939 JEFFERSON AVE, AUDUBON, PA 19403
PRESIDENT2$0
MARGUERITA B LENFEST
939 JEFFERSON AVE, AUDUBON, PA 19403
TREASURER1$0
TRACY COYLE
939 JEFFERSON AVE, AUDUBON, PA 19403
SECRETARY2$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
BROOK J LENFEST
939 JEFFERSON AVE, AUDUBON, PA 19403
PRESIDENT2$0
MARGUERITA B LENFEST
939 JEFFERSON AVE, AUDUBON, PA 19403
TREASURER1$0
TRACY COYLE
939 JEFFERSON AVE, AUDUBON, PA 19403
SECRETARY2$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
BROOK J LENFEST
555 S GODDARD BLVD, KING OF PRUSSIA, PA 19406
PRESIDENT2$0
MARGUERITA B LENFEST
555 S GODDARD BLVD, KING OF PRUSSIA, PA 19406
TREASURER1$0
TRACY COYLE
555 S GODDARD BLVD, KING OF PRUSSIA, PA 19406
SECRETARY2$0

Address and contacts

Address (IRS master file)
939 JEFFERSON AVE, AUDUBON, PA 19403-2303
In care of
% LGL PARTNERS
Signed the 990-PF
TRACY W COYLE, SECRETARY
Phone
(215) 527-1940
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
23-3031338
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$12,125,149
Income (IRS master file)
$3,305,868

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,231,887$1,804,673$12,125,149IRS
990-TJune 2025–––IRS
990-PFJune 2024$902,762$767,861$12,805,222IRS
990-TJune 2024–––IRS
990-PFJune 2023$2,057,491$660,776$13,151,551XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-3031338).

Questions about BROOK J LENFEST FOUNDATION INC

What is the EIN of BROOK J LENFEST FOUNDATION INC?
The employer identification number (EIN) of BROOK J LENFEST FOUNDATION INC is 23-3031338.
Is BROOK J LENFEST FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BROOK J LENFEST FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROOK J LENFEST FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BROOK J LENFEST FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BROOK J LENFEST FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of BROOK J LENFEST FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BROOK J LENFEST FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,231,887, expenses of $1,804,673 and total assets of $12,125,149 at year end.

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