Totals
- Total revenue
- $23,963
- Total expenses
- $23,257
- Contributions and grants received
- $0
- Grants paid
- $10,740
- Program service revenue
- $0
- Investment income
- $23,963
- Other revenue
- $0
- Total assets, end of year
- $450,843
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $450,843
- Program services expenses (Part IX)
- $10,740
- Management and general expenses
- $12,517
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,757
Program services were 46.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $14,124 · excluded $14,124
-
7a · Gross sales of assets other than inventory
securities $18,683
-
7b · Less cost or other basis and sales expenses
securities $8,844
-
7c · Gain or loss
securities $9,839
-
7d · Net gain or loss
total $9,839
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,740 · program services $10,740
-
5 · Compensation of officers, directors and key employees
total $9,670 · management and general $9,670
-
11c · Fees: accounting
total $2,522 · management and general $2,522
-
11g · Fees: other
total $15 · management and general $15
-
24e · All other expenses
total $310 · management and general $310
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $6,578 · end of year $9,433
-
15 · Other assets
beginning of year $443,039 · end of year $441,410
-
31 · Retained earnings, endowment or other funds
beginning of year $449,617 · end of year $450,843
Mission and programs · 2023
Mission
PERPETUAL BENEFIT OF 8 CHARITABLE GROUPS NAMED IN THE WILL OF JAMES DAVIS
-
GRANTS TO 8 CHARITIES SPECIFIED IN THE WILL OF JAMES DAVIS
Expenses $21,757 · Grants $10,740
As filed on the 2023 return.
Listed in Part VII
-
Wilmington Trust CoWILMINGTON TRUST CO
TRUSTEE
- Total calculated
- $9,670
- From this org
- $9,670
- From related orgs
- $0
- Other
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHARITIES · DE
-
BAYHEATH MEDICAL CENTER
501(C)(3) · CHARITIES · DE
-
CHRIST EPISCOPAL CHURCH
501(C)(3) · CHARITIES · DE
-
501(C)(3) · CHARITIES · DE
-
MILFORD HIGH SCHOOL ALUMNI
501(C)(3) · CHARITIES · DE
-
501(C)(3) · CHARITIES · DE
-
501(C)(3) · CHARITIES · DE
-
501(C)(3) · CHARITIES · DE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411319349302881
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