Civic Intelligence

Trust UW Bayard Murray for Medical

EIN 51-6014974 • 501(c)3 • Wilmington, DE

Profile

Grants to non profit organizations

1100 North Market StreetWilmington, DE 19890-0001

none

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,663

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

59%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$241,697

Down $9,373 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$8,099

Down $13,031 (-62%) from 2022

Expenses

Down

$15,161

Down $1,357 (-8.2%) from 2022

Net Income

Down

-$7,062

Down $11,674 (-253%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $212,042Liabilities 2011: $02011Assets 2012: $210,719Liabilities 2012: $02012Assets 2013: $213,771Liabilities 2013: $02013Assets 2014: $218,776Liabilities 2014: $02014Assets 2015: $225,499Liabilities 2015: $02015Assets 2016: $221,854Liabilities 2016: $02016Assets 2017: $225,662Liabilities 2017: $02017Assets 2018: $229,408Liabilities 2018: $02018Assets 2019: $228,712Liabilities 2019: $02019Assets 2020: $232,521Liabilities 2020: $0Net Assets 2020: $232,5212020Assets 2021: $247,526Liabilities 2021: $02021Assets 2022: $251,070Liabilities 2022: $0Net Assets 2022: $251,0702022Assets 2023: $241,697Liabilities 2023: $02023

Highlighted filing

2023

Assets$241,697
Liabilities$0
Net Assets-

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $8,703Expenses 2011: $10,455Net Income 2011: -$1,7522011Revenue 2012: $10,538Expenses 2012: $9,854Net Income 2012: $6842012Revenue 2013: $9,302Expenses 2013: $9,912Net Income 2013: -$6102013Revenue 2014: $13,594Expenses 2014: $10,554Net Income 2014: $3,0402014Revenue 2015: $15,286Expenses 2015: $9,316Net Income 2015: $5,9702015Revenue 2016: $15,121Expenses 2016: $12,000Net Income 2016: $3,1212016Revenue 2017: $9,357Expenses 2017: $11,454Net Income 2017: -$2,0972017Revenue 2018: $13,406Expenses 2018: $11,929Net Income 2018: $1,4772018Revenue 2019: $15,334Expenses 2019: $12,132Net Income 2019: $3,2022019Revenue 2020: $13,601Expenses 2020: $12,744Net Income 2020: $8572020Revenue 2021: $26,341Expenses 2021: $12,470Net Income 2021: $13,8712021Revenue 2022: $21,130Expenses 2022: $16,518Net Income 2022: $4,6122022Revenue 2023: $8,099Expenses 2023: $15,161Net Income 2023: -$7,0622023

Highlighted filing

2023

Revenue$8,099
Expenses$15,161
Net Income-$7,062

Filings

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
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 9, 2023
Return Version
2021v4.1
Gross Receipts
$27,104
Mission and Program Overview

Mission

Grants to non profit organizations

Program Services

DescriptionGrantsExpenses
CHRISTIANA CARE HEALTH SERVICES INC, NEW CASTLE, DE FOR IMPROVEMENT OF MEDICAL EDUCATION OF NEW DOCTORS SERVING THE BROAD PUBLIC INTEREST.$6,343$6,343
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,416-$5,416
Filing and Contact Details

Filer

Filer Name
Trust Uw Bayard Murray for Medical
EIN
51-6014974
Phone
3026511343
Address
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name
Wilmington Trust
Title
Vice President
Phone
3026511343
Signed
2023-08-09
Discuss with paid preparer
Yes

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-ez, Part V

The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Part IV, Section D, Line 2

Wilmington trust company was appointed succesor trustee under the will of bayard murray whose date of death was june 5, 1933. The organization meets the sigificant voice test with the historic and continuing relarionship between the hospital officers and directors with wilmington trust as trustee. The supporting organization meet's at least annually to discuss and review investment policies along with the timing and payment of the grants. Per the terms of the

Part IV, Section D, Line 2

Organization is entitled to receive the net income of the trust.

Form 990-EZ, Part I, Line 8

OTHER INCOME 1

Form 990-EZ, Part I, Line 10

Christiana care health services inc 4000 nexus drive, suite w3-300 wilmington de 19803 6343 general purpose none

Form 990-EZ, Part I, Line 16

Nonallocable trustee fees-income 725 nonallocable trustee fees-principal 1346 foreign taxes 260 foreign tax - qual div 94 foreign taxes - nonqualified 85 other expense 2

Form 990-EZ, Part I, Line 20

2021 Transaction Posted in 2022 1071 Adjustment to Income 1

Form 990-EZ, Part I, Line 20

2022 Transaction Posted in 2023 1451 Cost Basis Adjustment 689

Form 990-EZ, Part II, Line 24

Xxx-xx-xxxx balanced income fund 247698

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILMINGTON TRUST COMPANY WAS APPOINTED SUCCESOR TRUSTEE UNDER THE WILL OF BAYARD MURRAY WHOSE DATE OF DEATH WAS JUNE 5, 1933. THE ORGANIZATION MEETS THE SIGIFICANT VOICE TEST WITH THE HISTORIC AND CONTINUING RELARIONSHIP BETWEEN THE HOSPITAL OFFICERS AND DIRECTORS WITH WILMINGTON TRUST AS TRUSTEE. THE SUPPORTING ORGANIZATION MEET'S AT LEAST ANNUALLY TO DISCUSS AND REVIEW INVESTMENT POLICIES ALONG WITH THE TIMING AND PAYMENT OF THE GRANTS. PER THE TERMS OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION IS ENTITLED TO RECEIVE THE NET INCOME OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER INCOME 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHRISTIANA CARE HEALTH SERVICES INC 4000 NEXUS DRIVE, SUITE W3-300 WILMINGTON DE 19803 6343 GENERAL PURPOSE NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NONALLOCABLE TRUSTEE FEES-INCOME 725 NONALLOCABLE TRUSTEE FEES-PRINCIPAL 1346 FOREIGN TAXES 260 FOREIGN TAX - QUAL DIV 94 FOREIGN TAXES - NONQUALIFIED 85 OTHER EXPENSE 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62021 Transaction Posted in 2022 1071 Adjustment to Income 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt72022 Transaction Posted in 2023 1451 Cost Basis Adjustment 689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8XXX-XX-XXXX BALANCED INCOME FUND 247698
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum03026511343
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-09
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ReturnHeader/ReturnTs02023-08-10T22:00:27-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pollak
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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