Civic Intelligence

Daniel J Preston Charitable Tr 4347-2 Dtd 020554

990 • Fiscal year 2017 • EIN 51-6149923

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 14, 2018

Organization ProfileN/A
5701 Kennett Pike No 100Centerville, DE 19807

(302) 351-7602

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

9th percentile

-28%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$12,986

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

119%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,242,558

Up $774,067 (+17%) from 2016

Net Assets

Up

$5,242,558

Up $774,067 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin9th percentile

Revenue

Up

$175,543

Up $95,541 (+119%) from 2016

Expenses

Up

$224,940

Up $7,915 (+3.6%) from 2016

Net Income

Up

-$49,397

Up $87,626 (+64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,315,425Liabilities 2011: $0Net Assets 2011: $4,315,4252011Assets 2012: $4,225,806Liabilities 2012: $0Net Assets 2012: $4,225,8062012Assets 2013: $4,669,819Liabilities 2013: $0Net Assets 2013: $4,669,8192013Assets 2014: $4,624,901Liabilities 2014: $0Net Assets 2014: $4,624,9012014Assets 2015: $4,605,514Liabilities 2015: $0Net Assets 2015: $4,605,5142015Assets 2016: $4,468,491Liabilities 2016: $0Net Assets 2016: $4,468,4912016Assets 2017: $5,242,558Liabilities 2017: $0Net Assets 2017: $5,242,5582017Assets 2018: $4,662,401Liabilities 2018: $0Net Assets 2018: $4,662,4012018Assets 2019: $5,388,709Liabilities 2019: $0Net Assets 2019: $5,388,7092019Assets 2020: $5,828,284Liabilities 2020: $0Net Assets 2020: $5,828,2842020Assets 2021: $6,350,321Liabilities 2021: $0Net Assets 2021: $6,350,3212021Assets 2022: $5,481,182Liabilities 2022: $0Net Assets 2022: $5,481,1822022Assets 2023: $5,835,459Liabilities 2023: $0Net Assets 2023: $5,835,4592023

Highlighted filing

2017

Assets$5,242,558
Liabilities$0
Net Assets$5,242,558
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $422,899Expenses 2011: $264,482Net Income 2011: $158,4172011Revenue 2012: $196,270Expenses 2012: $245,025Net Income 2012: -$48,7552012Revenue 2013: $644,686Expenses 2013: $241,055Net Income 2013: $403,6312013Revenue 2014: $169,950Expenses 2014: $214,868Net Income 2014: -$44,9182014Revenue 2015: $210,951Expenses 2015: $230,338Net Income 2015: -$19,3872015Revenue 2016: $80,002Expenses 2016: $217,025Net Income 2016: -$137,0232016Revenue 2017: $175,543Expenses 2017: $224,940Net Income 2017: -$49,3972017Revenue 2018: $442,995Expenses 2018: $251,962Net Income 2018: $191,0332018Revenue 2019: $442,182Expenses 2019: $224,134Net Income 2019: $218,0482019Revenue 2020: $42,050Expenses 2020: $252,004Net Income 2020: -$209,9542020Revenue 2021: $514,815Expenses 2021: $272,621Net Income 2021: $242,1942021Revenue 2022: $183,138Expenses 2022: $300,459Net Income 2022: -$117,3212022Revenue 2023: $137,845Expenses 2023: $254,731Net Income 2023: -$116,8862023

Highlighted filing

2017

Revenue$175,543
Expenses$224,940
Net Income-$49,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$976,381
Mission and Program Overview

Mission

Provide monthly income to support the programs and mission of the delaware academy of medicine, inc., including funding for the medical student loan program.

Provides income to support the programs and mission of the delaware academy of medicine, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,468,491$5,242,558▲ $774,067
Investments in Publicly Traded Securities$4,358,917$5,177,014▲ $818,097
Cash and Non-Interest-Bearing Accounts$78,578$64,639▼ $13,939
Investments Other Securities$30,091--
Other Notes and Loans Receivable, Net$905$905→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,468,491$5,242,558▲ $774,067
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,468,491$5,242,558▲ $774,067
Total Liabilities and Net Assets / Fund Balance$4,468,491$5,242,558▲ $774,067

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,389,008$13,544▲ $985,463-$5,177,014
2016$4,528,494-▲ $75,847-$4,389,008
2015$4,547,881-▲ $212,998-$4,528,494
2014$4,575,661$17,137▲ $169,951-$4,547,881
2013$4,172,030-▲ $644,686-$4,575,661
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
-Trustee$12,986$12,986
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,544
Investment Income
$161,979
Other Revenue
$20
Change in Net Assets
$-49,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$209,895
Salaries, Compensation, and Employee Benefits$12,986
Other Expenses$2,059
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$209,895--$209,895
Current Officers, Directors, Trustees, and Key Employees-$12,986-$12,986
Other Expenses-$2,059-$2,059
Total Functional Expenses$209,895$15,045$0$224,940
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delaware Academy of Medicine IncNewark, DE501(c)(3)Programs and student loans$209,895
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
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 by the preparer.”

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 (the trust document). The trust documents are available to the delaware academy of medicine, inc.”

Filing and Contact Details

Filer

Filer Name
Daniel J Preston Charitable Trust
EIN
51-6149923
Phone
3023517602
Address
5701 Kennett Pike No 100, Centerville, DE 19807

Signing Officer

Name
Jeffrey D Cornelius
Title
Brown Advisory
Phone
3023517602
Signed
2018-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brown Advisory
Formed
1954
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cover & Rossiter PA
Address
2711 Centerville Road Suite 100, Wilmington, DE 19808
Preparer
Peter Kennedy
Phone
3026566632
Raw XML Appendix390 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
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IRS990/BooksInCareOfDetail/PhoneNum03023517602
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05701 Kennett Pike Suite 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Centerville
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConsolidatedAuditFinclStmtInd01
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IRS990/GrantsToIndividualsInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030091
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04358917
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05177014
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0800838
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0PROVIDES MONTHLY INCOME TO SUPPORT THE PROGRAMS AND MISSION OF THE DELAWARE ACADEMY OF MEDICINE, INC., INCLUDING FUNDING FOR THE MEDICAL STUDENT LOAN PROGRAM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04468491
IRS990/NetAssetsOrFundBalancesEOYAmt05242558
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0627617
IRS990/NondeductibleContributionsInd00
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0Foreign tax paid
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IRS990/OtherInd0X
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IRS990/OtherRevenueMiscGrp/Desc0Proceeds from dupont s
IRS990/OtherRevenueMiscGrp/ExclusionAmt020
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IRS990/OtherRevenueTotalAmt020
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0905
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0905
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Brown Advisory
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LOAN PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013544
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide loans to medical students through the Delaware Academy of Medicine, Inc. Student Loan Program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013544
IRS990/ProhibitedTaxShelterTransInd00
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0209895
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Programs and student loans
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0510075162
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04765 OGLETOWN ROAD L-10
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019713
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUNDS GRANTED ARE TO PROVIDE FUNDING FOR THE DELAWARE ACADEMY OF MEDICINE STUDENT LOAN PROGRAM. AS A TYPE I SUPPORTING ORGANIZATION, NO ADDITIONAL MONITORING IS NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE2:
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IRS990ScheduleI/TotalOtherOrgCnt00
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 BY THE PREPARER.
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 (THE TRUST DOCUMENT). THE TRUST DOCUMENTS ARE AVAILABLE TO THE DELAWARE ACADEMY OF MEDICINE, INC.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WALTER S CARPENTER JR TRUST FBO DE ACADEMY OF MEDICINE AMND 2013
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510075162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237337255
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 STE L-10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15701 KENNETT PIKE STE 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/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0209895
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04468491
IRS990/TotalAssetsEOYAmt05242558
IRS990/TotalAssetsGrp/BOYAmt04468491
IRS990/TotalAssetsGrp/EOYAmt05242558
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015045
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209895
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224940
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04468491
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05242558
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0209895
IRS990/TotalProgramServiceRevenueAmt013544
IRS990/TotalReportableCompFromOrgAmt012986
IRS990/TotalRevenueGrp/ExclusionAmt0161999
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175543
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04468491
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05242558
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05701 Kennett Pike No 100
IRS990/USAddress/CityNm0Centerville
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019807
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey D Cornelius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Brown Advisory
ReturnHeader/BusinessOfficerGrp/PhoneNum03023517602
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Daniel J Preston Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt04347-2 DTD 020554
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0516149923
ReturnHeader/Filer/PhoneNum03023517602
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 Kennett Pike No 100
ReturnHeader/Filer/USAddress/CityNm0Centerville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037627BD78389379E5E630075D1C865BD5E401F28
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A00EC810DCDE717191E71904A5BF225DCD335097
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.129.204.45
ReturnHeader/FilingSecurityInformation/IPDt02018-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:22:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510232475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cover & Rossiter PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02711 Centerville Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019808
ReturnHeader/PreparerPersonGrp/PhoneNum03026566632
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Kennedy
ReturnHeader/ReturnTs02018-09-14T12:39:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,242,558
Liabilities
$0
Net assets
$5,242,558
Revenue
$175,543
Expenses
$224,940
Net income
-$49,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.14$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.18$0.30$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.51$0.27$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.04$0.25$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.44$0.22$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.44$0.25$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.18$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.08$0.22$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.21$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.17$0.21$0.04
2013Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$0.64$0.24$0.40
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.20$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$4.32$0.00$4.32$0.42$0.26$0.16