Civic Intelligence

Walter S Carpenter Jr Trust FBO De

EIN 23-7337255 • 501(c)3 • Wilmington, DE

Profile

The charitable trust was established to financially assist the delaware academy of medicine, inc.

5701 Kennett Pike No 100Wilmington, DE 19807

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$2,785

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

0.9%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

7.0%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$495,541

Up $4,469 (+0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$495,541

Up $4,469 (+0.9%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$6,763

Up $444 (+7.0%) from 2022

Expenses

Down

$3,885

Down $11,891 (-75%) from 2022

Net Income

Up

$2,878

Up $12,335 (+130%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2011: $297,461Liabilities 2011: $0Net Assets 2011: $297,4612011Assets 2012: $298,665Liabilities 2012: $0Net Assets 2012: $298,6652012Assets 2014: $347,428Liabilities 2014: $0Net Assets 2014: $347,4282014Assets 2015: $350,754Liabilities 2015: $6,473Net Assets 2015: $344,2812015Assets 2016: $359,360Liabilities 2016: $0Net Assets 2016: $359,3602016Assets 2017: $375,931Liabilities 2017: $0Net Assets 2017: $375,9312017Assets 2018: $415,942Liabilities 2018: $0Net Assets 2018: $415,9422018Assets 2019: $397,135Liabilities 2019: $0Net Assets 2019: $397,1352019Assets 2020: $494,516Liabilities 2020: $0Net Assets 2020: $494,5162020Assets 2021: $502,975Liabilities 2021: $0Net Assets 2021: $502,9752021Assets 2022: $491,072Liabilities 2022: $0Net Assets 2022: $491,0722022Assets 2023: $495,541Liabilities 2023: $0Net Assets 2023: $495,5412023

Highlighted filing

2023

Assets$495,541
Liabilities$0
Net Assets$495,541
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2011: $7,196Expenses 2011: $27,905Net Income 2011: -$20,7092011Revenue 2012: $18,456Expenses 2012: $5,115Net Income 2012: $13,3412012Revenue 2014: $6Expenses 2014: $5,872Net Income 2014: -$5,8662014Revenue 2015: $9Expenses 2015: $3,156Net Income 2015: -$3,1472015Revenue 2016: $17,232Expenses 2016: $2,154Net Income 2016: $15,0782016Revenue 2017: $51,178Expenses 2017: $34,711Net Income 2017: $16,4672017Revenue 2018: $76,884Expenses 2018: $36,215Net Income 2018: $40,6692018Revenue 2019: $17,591Expenses 2019: $36,335Net Income 2019: -$18,7442019Revenue 2020: $7,613Expenses 2020: $15,249Net Income 2020: -$7,6362020Revenue 2021: $21,766Expenses 2021: $39,298Net Income 2021: -$17,5322021Revenue 2022: $6,319Expenses 2022: $15,776Net Income 2022: -$9,4572022Revenue 2023: $6,763Expenses 2023: $3,885Net Income 2023: $2,8782023

Highlighted filing

2023

Revenue$6,763
Expenses$3,885
Net Income$2,878
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,541
Liabilities
$0
Net assets
$495,541
Revenue
$6,763
Expenses
$3,885
Net income
$2,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.06$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.22$0.39$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.08$0.15$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.18$0.36$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.77$0.36$0.41
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.51$0.35$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.17$0.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.06$3.44$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.00$0.06$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$0.18$0.05$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.07$0.28$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.1
Gross Receipts
$6,763
Mission and Program Overview

Mission

The charitable trust was established to financially assist the delaware academy of medicine.

The charitable trust was established to financially assist the delaware academy of medicine, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$323,308$323,308→ $0
Investments in Publicly Traded Securities$91,469$93,061▲ $1,592
Cash and Non-Interest-Bearing Accounts$76,295$79,172▲ $2,877
Total Assets$491,072$495,541▲ $4,469
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$491,072$495,541▲ $4,469
Total Net Assets Fund Balance$491,072$495,541▲ $4,469
Total Liabilities and Net Assets / Fund Balance$491,072$495,541▲ $4,469

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$167,763-▲ $8,355-$172,233
2022$163,571-▲ $7,968-$167,763
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleBaseTotal
-Trustee$2,785$2,785
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,763
Other Revenue
$0
Change in Net Assets
$2,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,785
Other Expenses$1,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$2,785-$2,785
Fees for Services Accounting-$1,100-$1,100
Total Functional Expenses$0$3,885$0$3,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“N/A”

Form 990, Part VI, Section B, Line 11B

“The 990 will be provided to the trustee for review and signature before it is filed.”

Form 990, Part VI, Section C, Line 19

“The charitable trust was established by a trust document, therefore, no conflict of interest policy has been established. Financial statements are not required to be prepared by the governing document or the trust document. The trust documents are available to the delaware academy of medicine, inc.”

Filing and Contact Details

Filer

Filer Name
Walter S Carpenter Jr Trust Fbo De
EIN
23-7337255
Phone
3023517602
Address
5701 KENNETT PIKE NO 100, WILMINGTON, DE 19807

Signing Officer

Name
Brown Advisory
Title
Trustee
Phone
3023517602
Signed
2024-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brown Advisory
Formed
1962
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Belfint Lyons & Shuman Pa
Address
1011 CENTRE RD STE 310, WILMINGTON, DE 19805
Preparer
Christina K Bell CPA
Phone
3022250600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in student loan receivable 10,990.”

FORM 990, PART XII, LINE 2C:

“The trust is consolidated with its supported organization, the delaware academy of medicine, inc., for purposes of the financial statement audit. The board of directors of the delaware academy of medicine, inc., the supported organization, assumes responsibility for the selection of auditors, as well as oversight of the consolidated audited financial statements. Draft consolidated audited financial statements are presented to the board of directors and are not finalized until approved by the board.”

Raw XML Appendix331 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CHARITABLE TRUST WAS ESTABLISHED TO FINANCIALLY ASSIST THE DELAWARE ACADEMY OF MEDICINE, INC.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BROWN ADVISORY
IRS990/BooksInCareOfDetail/PhoneNum03023517602
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05701 KENNETT PIKE NO 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019807
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt079172
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02785
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02785
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06763
IRS990/CYOtherExpensesAmt01100
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02878
IRS990/CYSalariesCompEmpBnftPaidAmt02785
IRS990/CYTotalExpensesAmt03885
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06763
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO FINANCIALLY SUPPORT THE PROGRAMS, INCLUDING THE STUDENT LOAN PROGRAM, OF THE DELAWARE ACADEMY OF MEDICINE, INC. STUDENT LOAN INTEREST EARNED IS USED TO FURTHER THE STUDENT LOAN PROGRAM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0491072
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0495541
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01100
IRS990/FeesForServicesAccountingGrp/TotalAmt01100
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BROWN ADVISORY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06763
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06763
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt091469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt093061
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHARITABLE TRUST WAS ESTABLISHED TO FINANCIALLY ASSIST THE DELAWARE ACADEMY OF MEDICINE, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0491072
IRS990/NetAssetsOrFundBalancesEOYAmt0495541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01591
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt010990
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0323308
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0323308
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BROWN ADVISORY
IRS990/PriorPeriodAdjustmentsAmt0-10990
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012000
IRS990/PYInvestmentIncomeAmt02996
IRS990/PYOtherExpensesAmt01050
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03323
IRS990/PYRevenuesLessExpensesAmt0-9457
IRS990/PYSalariesCompEmpBnftPaidAmt02726
IRS990/PYTotalExpensesAmt015776
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06319
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02878
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0510075162
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03885
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0172233
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03776
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0163571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0167763
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WILL BE PROVIDED TO THE TRUSTEE FOR REVIEW AND SIGNATURE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHARITABLE TRUST WAS ESTABLISHED BY A TRUST DOCUMENT, THEREFORE, NO CONFLICT OF INTEREST POLICY HAS BEEN ESTABLISHED. FINANCIAL STATEMENTS ARE NOT REQUIRED TO BE PREPARED BY THE GOVERNING DOCUMENT OR THE TRUST DOCUMENT. THE TRUST DOCUMENTS ARE AVAILABLE TO THE DELAWARE ACADEMY OF MEDICINE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN STUDENT LOAN RECEIVABLE 10,990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST IS CONSOLIDATED WITH ITS SUPPORTED ORGANIZATION, THE DELAWARE ACADEMY OF MEDICINE, INC., FOR PURPOSES OF THE FINANCIAL STATEMENT AUDIT. THE BOARD OF DIRECTORS OF THE DELAWARE ACADEMY OF MEDICINE, INC., THE SUPPORTED ORGANIZATION, ASSUMES RESPONSIBILITY FOR THE SELECTION OF AUDITORS, AS WELL AS OVERSIGHT OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. DRAFT CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD OF DIRECTORS AND ARE NOT FINALIZED UNTIL APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DANIEL J PRESTON CHARITABLE TRUST 4347-2 DTD 020554
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510075162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1516149923
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND PROMOTION OF PUBLIC HEALTH.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION AND PROMOTION OF PUBLIC HEALTH.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04765 OGLETOWN ROAD SUITE L-10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15701 KENNETT PIKE SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019713
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0323308
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0NET BOOK VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0491072
IRS990/TotalAssetsEOYAmt0495541
IRS990/TotalAssetsGrp/BOYAmt0491072
IRS990/TotalAssetsGrp/EOYAmt0495541
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491072
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0495541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt02785
IRS990/TotalRevenueGrp/ExclusionAmt06763
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06763
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0491072
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0495541
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05701 KENNETT PIKE NO 100
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019807
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BROWN ADVISORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03023517602
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER S CARPENTER JR TRUST FBO DE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACADEMY OF MEDICINE AMENDED 2013
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0237337255
ReturnHeader/Filer/PhoneNum03023517602
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 KENNETT PIKE NO 100
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510232399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELFINT LYONS & SHUMAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 CENTRE RD STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019805
ReturnHeader/PreparerPersonGrp/PhoneNum03022250600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA K BELL CPA
ReturnHeader/ReturnTs02024-10-29T15:56:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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