Civic Intelligence

Daniel J Preston Charitable Tr 4347-2 Dtd 020554

990 • Fiscal year 2018 • EIN 51-6149923

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

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

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$10,467

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

152%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,662,401

Down $580,157 (-11%) from 2017

Net Assets

Down

$4,662,401

Down $580,157 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Up

$442,995

Up $267,452 (+152%) from 2017

Expenses

Up

$251,962

Up $27,022 (+12%) from 2017

Net Income

Up

$191,033

Up $240,430 (+487%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$4,662,401
Liabilities$0
Net Assets$4,662,401
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$442,995
Expenses$251,962
Net Income$191,033
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$1,109,001
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.

To provide 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$5,242,558$4,662,401▼ $580,157
Investments in Publicly Traded Securities$5,177,014$4,600,140▼ $576,874
Cash and Non-Interest-Bearing Accounts$64,639$61,356▼ $3,283
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$5,242,558$4,662,401▼ $580,157
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,242,558$4,662,401▼ $580,157
Total Liabilities and Net Assets / Fund Balance$5,242,558$4,662,401▼ $580,157

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,177,014$18,726▼ $349,218-$4,600,140
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
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$10,467$10,467
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,726
Investment Income
$424,269
Other Revenue
$0
Change in Net Assets
$191,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,915
Salaries, Compensation, and Employee Benefits$10,467
Other Expenses$5,580
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$235,915--$235,915
Current Officers, Directors, Trustees, and Key Employees-$10,467-$10,467
Other Expenses-$4,280-$4,280
Fees for Services Accounting-$1,300-$1,300
Total Functional Expenses$235,915$16,047$0$251,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delaware Academy of Medicine IncNewark, DE501(c)(3)Programs and student loans$235,915
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
2019-05-01
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 Appendix387 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
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019807
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0774268
IRS990/GrossReceiptsAmt01109001
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05177014
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04600140
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0666006
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05242558
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-771190
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0Foreign tax paid
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04280
IRS990/OtherExpensesGrp/TotalAmt04280
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0905
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Brown Advisory
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0Student Loan Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018726
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide loans to medical students through the Delaware Academy of Medicine, Inc. Student Loan Program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt018726
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYOtherExpensesAmt02059
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IRS990/PYSalariesCompEmpBnftPaidAmt012986
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0235915
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 Suite 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, Inc. Student Loan Program. As a Type I supporting organization, no additional monitoring is necessary.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
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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
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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 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/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0235915
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Delaware Academy of Medicine Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05242558
IRS990/TotalAssetsEOYAmt04662401
IRS990/TotalAssetsGrp/BOYAmt05242558
IRS990/TotalAssetsGrp/EOYAmt04662401
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235915
IRS990/TotalFunctionalExpensesGrp/TotalAmt0251962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05242558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04662401
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0235915
IRS990/TotalProgramServiceRevenueAmt018726
IRS990/TotalReportableCompFromOrgAmt010467
IRS990/TotalRevenueGrp/ExclusionAmt0424269
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018726
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0442995
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05242558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04662401
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey D Cornelius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Brown Advisory
ReturnHeader/BusinessOfficerGrp/PhoneNum03023517602
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/AtSubmissionCreationDeviceId00CA0F16ABD5887E6D1E8C6F2C753AE8911DDC3DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05720A08F1F5A97EB3E84050B759873CEA389B7D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.129.204.45
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:16:42
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/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Kennedy
ReturnHeader/ReturnTs02019-05-01T14:27:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,662,401
Liabilities
$0
Net assets
$4,662,401
Revenue
$442,995
Expenses
$251,962
Net income
$191,033
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