Trust Ua with H C Green FBO Chesapeake

EIN 20-7058117 • 501(c)3 • Wilmington, DE

Profile

To provide grants to the chesapeake bay foundation, inc.

1100 North Market StreetWilmington, DE 19890-0001

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

$104,103

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

8.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

96%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets9th percentile

Assets

$7,265,405

Up $147,681 (+2.1%) from 2022

Liabilities

Flat

Flat from 2022

Net Assets

$7,265,405

Up $147,681 (+2.1%) from 2022

Operations

Liabilities / Revenue10th percentile Net Margin93rd percentile

Revenue

Down

$517,051

Down $471,214 (-48%) from 2022

Expenses

Down

$369,761

Down $39,325 (-9.6%) from 2022

Net Income

Down

$147,290

Down $431,889 (-75%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2023

Assets$7,265,405

Liabilities$0

Net Assets$7,265,405

Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2023

Revenue$517,051

Expenses$369,761

Net Income$147,290

Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing

Assets: $7,265,405
Liabilities: $0
Net assets: $7,265,405
Revenue: $517,051
Expenses: $369,761
Net income: $147,290

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$7.27	$0.00	$7.27	$0.52	$0.37	$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.12	$0.00	$7.12	$0.99	$0.41	$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.54	$0.00	$6.54	$0.53	$0.37	$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.38	$0.00	$6.38	$0.22	$0.35	$0.13
2019Summary only. Only limited summary data is available for this year.	$6.51	$0.00	$6.51	$0.30	$0.35	$0.06
2018Summary only. Only limited summary data is available for this year.	$6.57	$0.00	$6.57	$1.15	$0.33	$0.82
2017Summary only. Only limited summary data is available for this year.	$5.75	$0.00	$5.75	$0.36	$0.31	$0.06
2016Summary only. Only limited summary data is available for this year.	$5.70	$0.00	$5.70	$0.03	$0.31	$0.28
2015Summary only. Only limited summary data is available for this year.	$5.98	$0.00	$5.98	$0.17	$0.32	$0.15
2014Summary only. Only limited summary data is available for this year.	$6.12	$0.00	$6.12	$0.76	$0.30	$0.46
2013Summary only. Only limited summary data is available for this year.	$5.67	$0.00	$5.67	$0.37	$0.16	$0.21
2012Summary only. Only limited summary data is available for this year.	$5.47	$0.00	$5.47	$0.29	$0.15	$0.14
2011Summary only. Only limited summary data is available for this year.	$5.32	$0.00	$5.32	$0.13	$0.15	$0.02

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 5, 2023
Return Version: 2022v5.0
Gross Receipts: $6,014,807

Mission and Program Overview

Mission

Grants to chesapeake bay foundation inc

To provide grants to the chesapeake bay foundation, inc.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Rtn Earn Endowment Incm Other Fnds	$6,542,823	$7,117,724	▲ $574,901
Investments in Publicly Traded Securities	$6,451,349	$6,730,379	▲ $279,030
Savings and Temporary Cash Investments	$91,474	$387,345	▲ $295,871
Total Assets	$6,542,823	$7,117,724	▲ $574,901
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance	$6,542,823	$7,117,724	▲ $574,901
Total Liabilities and Net Assets / Fund Balance	$6,542,823	$7,117,724	▲ $574,901

Compensation and Service Providers

Top Officer Pay39th percentile

Employees

Name	Title	Base	Total
-	Trustee	$99,281	$99,281

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $0
Investment Income: $988,265
Other Revenue: $0
Change in Net Assets: $579,179

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$304,820
Salaries, Compensation, and Employee Benefits	$99,281
Other Expenses	$4,985
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$304,820	-	-	$304,820
Current Officers, Directors, Trustees, and Key Employees	$24,820	$74,461	-	$99,281
All Other Expenses	-	$3,985	-	$3,985
Fees for Services Accounting	-	$1,000	-	$1,000
Total Functional Expenses	$329,640	$79,446	$0	$409,086

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Business relationship with 35% controlled entity: No
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: No
Other officer compensation reviewed: No
Conflict-of-interest policy: Yes
Audited financial statements prepared: No
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

Form 990 Part VI Section B Line 11B

“The process is to have a knowledgable officer and of the trustee organization to review and analyze the subject tax return before it is filed”

Form 990 Part VI Section C Line 19

“Wilmington trust company acts as a trustee in executing these duties wtc is a wholly own subsidiary of mt bank corporation and conflicts of mt officers directors and key employees are disclosed in the annual report sent to all shareholders and made available on the mt website mt has a written code of business and ethics that is also available on its website at the investor relations link financial statements per se are not drafted for the organization but the form”

Form 990 Part VI Section B Line 12C

“This organization is a trust having as its trustee wilmington trust company wtc is a wholly owned subsidiary of mt bank corporation mt has a written code of business conduct and ethics to which all employees are subject wtc personnel are subject to that policy as well as a seperate wtc conflicts of interest policy all wtc personnel are required to take and sign off on completion of an online course on the mt code of business conduct and ethics annually”

Form 990 Part VII

“Contact addresses for officers directors etc wilmington trust company 1100 north market street wilmington de 19890”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The process is to have a knowledgable officer of the institutional trustee review and analyze the tax return before it is filed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Potential conflict of interests are monitored by the trustee using its well established corporate policies and procedures instituted under relevant state banking examiner regulations, federal reserve regulations and the sarbanes oxley act, with further information published in the annual corporate shareholders report”

Form 990, Page 6, Part VI, Line 19

“The trustee of the 990 filer is the wilmington trust company, which has this responsibility and publishes the relevant details of thosepolicies in its annual report to shareholders”

Filing and Contact Details

Filer

Filer Name: Trust Ua With H C Green Fbo Chesapeake
EIN: 20-7058117
Phone: 3026518979
Address: 1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name: Wilmington Trust
Title: Vice President
Phone: 3026518979
Signed: 2023-11-05
Discuss with paid preparer: Yes

Organization Details

Formed: 2006
Legal Domicile: De
Voting Board Members: 0
Independent Board Members: 0
Employees: 0

Preparer

Firm: Ernst & Young US Llp
Address: 2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer: Sandra Murphy
Phone: 8043446000

Supplemental Narrative

Additional Explanations

Form 990 Part XI, Line 9

“2021 Transaction Posted in 2022 - $2,088; 2022 Transaction Posted in 2023 - ($6,448); Cost Basis Adjustment - $1,139”

Explanation for Form 990, Part XI, Line 9

“SEE SCHEDULE O”

Raw XML Appendix353 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.

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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt	0	116538
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt	0	7652631
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt	0	267842
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt	0	7769169
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt	0	8841759
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt	0	267842
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt	0	304820
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	526065757
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	CHESAPEAKE BAY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990/ScheduleBRequiredInd	0	false
IRS990/ScheduleJRequiredInd	0	false
IRS990/ScheduleORequiredInd	0	true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	THE PROCESS IS TO HAVE A KNOWLEDGABLE OFFICER AND OF THE TRUSTEE ORGANIZATION TO REVIEW AND ANALYZE THE SUBJECT TAX RETURN BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	WILMINGTON TRUST COMPANY ACTS AS A TRUSTEE IN EXECUTING THESE DUTIES WTC IS A WHOLLY OWN SUBSIDIARY OF MT BANK CORPORATION AND CONFLICTS OF MT OFFICERS DIRECTORS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT SENT TO ALL SHAREHOLDERS AND MADE AVAILABLE ON THE MT WEBSITE MT HAS A WRITTEN CODE OF BUSINESS AND ETHICS THAT IS ALSO AVAILABLE ON ITS WEBSITE AT THE INVESTOR RELATIONS LINK FINANCIAL STATEMENTS PER SE ARE NOT DRAFTED FOR THE ORGANIZATION BUT THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THIS ORGANIZATION IS A TRUST HAVING AS ITS TRUSTEE WILMINGTON TRUST COMPANY WTC IS A WHOLLY OWNED SUBSIDIARY OF MT BANK CORPORATION MT HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS TO WHICH ALL EMPLOYEES ARE SUBJECT WTC PERSONNEL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPERATE WTC CONFLICTS OF INTEREST POLICY ALL WTC PERSONNEL ARE REQUIRED TO TAKE AND SIGN OFF ON COMPLETION OF AN ONLINE COURSE ON THE MT CODE OF BUSINESS CONDUCT AND ETHICS ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	CONTACT ADDRESSES FOR OFFICERS DIRECTORS ETC WILMINGTON TRUST COMPANY 1100 NORTH MARKET STREET WILMINGTON DE 19890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	2021 Transaction Posted in 2022 - $2,088; 2022 Transaction Posted in 2023 - ($6,448); Cost Basis Adjustment - $1,139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	THE PROCESS IS TO HAVE A KNOWLEDGABLE OFFICER OF THE INSTITUTIONAL TRUSTEE REVIEW AND ANALYZE THE TAX RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	POTENTIAL CONFLICT OF INTERESTS ARE MONITORED BY THE TRUSTEE USING ITS WELL ESTABLISHED CORPORATE POLICIES AND PROCEDURES INSTITUTED UNDER RELEVANT STATE BANKING EXAMINER REGULATIONS, FEDERAL RESERVE REGULATIONS AND THE SARBANES OXLEY ACT, WITH FURTHER INFORMATION PUBLISHED IN THE ANNUAL CORPORATE SHAREHOLDERS REPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	THE TRUSTEE OF THE 990 FILER IS THE WILMINGTON TRUST COMPANY, WHICH HAS THIS RESPONSIBILITY AND PUBLISHES THE RELEVANT DETAILS OF THOSEPOLICIES IN ITS ANNUAL REPORT TO SHAREHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990 PART VI SECTION B LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990 PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990 Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd	0	false
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IRS990/TotalAssetsEOYAmt	0	7117724
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IRS990/TotalAssetsGrp/EOYAmt	0	7117724
IRS990/TotalCompGreaterThan150KInd	0	false
IRS990/TotalEmployeeCnt	0	0
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt	0	79446
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt	0	329640
IRS990/TotalFunctionalExpensesGrp/TotalAmt	0	409086
IRS990/TotalGrossUBIAmt	0	0
IRS990/TotalLiabilitiesBOYAmt	0	0
IRS990/TotalLiabilitiesEOYAmt	0	0
IRS990/TotalLiabilitiesGrp/BOYAmt	0	0
IRS990/TotalLiabilitiesGrp/EOYAmt	0	0
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt	0	6542823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt	0	7117724
IRS990/TotalOtherCompensationAmt	0	0
IRS990/TotalProgramServiceExpensesAmt	0	409086
IRS990/TotalReportableCompFromOrgAmt	0	99281
IRS990/TotalRevenueGrp/ExclusionAmt	0	107497
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt	0	988265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt	0	6542823
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990/TypeOfOrganizationTrustInd	0	X
IRS990/UnrelatedBusIncmOverLimitInd	0	false
IRS990/UponRequestInd	0	X
IRS990/USAddress/AddressLine1Txt	0	1100 NORTH MARKET STREET
IRS990/USAddress/CityNm	0	WILMINGTON
IRS990/USAddress/StateAbbreviationCd	0	DE
IRS990/USAddress/ZIPCd	0	19890
IRS990/VotingMembersGoverningBodyCnt	0	0
IRS990/VotingMembersIndependentCnt	0	0
IRS990/WebsiteAddressTxt	0	N/A
IRS990/WhistleblowerPolicyInd	0	true
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILMINGTON TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3026518979
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TRUST UA WITH H C GREEN FBO CHESAPEAKE
ReturnHeader/Filer/BusinessNameControlTxt	0	GREE
ReturnHeader/Filer/EIN	0	207058117
ReturnHeader/Filer/PhoneNum	0	3026518979
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1100 NORTH MARKET STREET
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198900001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	23223
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8043446000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SANDRA MURPHY
ReturnHeader/ReturnTs	0	2023-11-10T11:00:46-06:00
ReturnHeader/ReturnTypeCd	0	990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Stewart
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Pollak
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

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