2024-05-10T12:01:20-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990 2023-01-01 516502626 UW JAMES L DAVIS-PERPETUAL CHAR TR A JAME 3026511942 1100 NORTH MARKET STREET WILMINGTON DE 198900001 WILMINGTON TRUST SVP 3026511942 2024-05-10 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-05-10 2023 2023-04-26 12:10:37Z WILMINGTON TRUST CO 1100 NORTH MARKET ST WILMINGTON DE 19890 32807 false X N/A X 1995 DE PERPETUAL BENEFIT OF 8 CHARITABLE GROUPS NAMED IN THE WILL OF JAMES DAVIS 0 0 0 0 0 0 0 15487 23963 0 15487 23963 27463 10740 0 10160 9670 0 0 1826 2847 39449 23257 -23962 706 449617 450843 0 0 449617 450843 PERPETUAL BENEFIT OF 8 CHARITABLE GROUPS NAMED IN THE WILL OF JAMES DAVIS false false 21757 10740 GRANTS TO 8 CHARITIES SPECIFIED IN THE WILL OF JAMES DAVIS 21757 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true false false false true true true true true true true false DE X X WILMINGTON TRUST COMPANY 3026511942 1100 NORTH MARKET STREET WILMINGTON DE 198900900 WILMINGTON TRUST CO TRUSTEE X 9670 0 0 9670 0 0 false false false 14124 14124 18683 8844 9839 9839 23963 14124 10740 10740 9670 9670 2522 2522 15 15 310 310 23257 10740 12517 0 6578 9433 443039 441410 449617 450843 0 0 X 449617 450843 449617 450843 449617 450843 X 706 520 X false false false X X X 8 CARLISLE FIRE COMPANY 510063613 7 true 2148 0 BAYHEALTH MEDICAL CENTER INC 510065740 7 true 2148 0 CHRIST EPISCOPAL CHURCH 510066722 7 true 805 0 MILFORD DIST FREE PUBLIC LIBRARY 510099181 7 true 1074 0 MILFORD H S ALUMNI ASSOCIATION 510282925 7 true 2148 0 MILFORD LIONS CLUB SERVICE FOUNDATION INC 510365044 7 true 1074 0 FIRST PRESBYTERIAN CHURCH 516001269 7 true 805 0 MILFORD HISTORICAL SOCIETY 516018039 7 true 537 0 8 10739 0 true false false false false false false false false false false false false false false true true false 0 1580 0 14820 14124 14820 15704 0 10160 9670 1826 2847 2834 3187 477536 490353 6578 8306 0 484114 498659 0 0 484114 498659 7262 7480 476852 491179 16690 17191 0 16690 17191 2834 2409 16690 16690 0 16690 10740 0 0 0 0 0 10740 0 16690 0 16690 0 0 0 0 0 0 0 0 0 0 0 10740 0 10740 0 0 5950 0 0 0 0 0 0 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a This Organization is a trust having as its trustee Wilmington Trust Company. WTC is a wholly owned subsidiary of M&T Bank Corporation. M&T has a written code of business conduct and ethics to which all employees are subject. WTC Personnel are subject to that policy as well as a separate WTC conflicts of interest policy. All WTC Personnel are required to take and sign off on completion of an online course on the M&T Code of Business Conduct and Ethics Annually. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b Due to Regulation 9 governance this trust is to be reviewed at the very least annually to ensure its compliance with the regulation and all meetings are documented. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE FORM 990 IS PREPARED BY THE TRUSTEE'S TAX DEPARTMENT AFER CONSULTATION WITH THE TRUST OFFICER. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THIS ORGANIZATION IS A TRUST HAVING AS ITS TRUSTEE THE WILMINGTON TRUST COMPANY(WTC). WTC IS A WHOLLY OWNED SUBSIDIARY OF THE M&T BANK CORPORATION (M&T). M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS TO WHICH ALL EMPLOYEES ARE SUBJECT TO. WTC PERSONNEL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPERATE WTC CONLFICTS OF INTEREST POLICY. ALL WTC PERSONNEL ARE REQURED TO TAKE AND SIGN OFF ON THE COMPLETION OF AN ONLINE COURSE ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15a (WTC) ACTS AS TRUSTEE IN EXECUTING THESE DUTIES. WTC IS A WHOLLY OWNED SUBSIDIARY OF THE M&T BANK CORP., AND ANY CONFLICTS OF M&T OFFICERS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT THAT IS SENT TO ALL SHAREHOLDERS. THIS REPORT IS MADE AVAILABLE ON THE M&T WEBSITE. M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS THAT IS AVAILABLE ON ITS WEBSITE(INVESTORS RELATIONS LINK) GOVERNING DOC IS AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 15b (WTC) ACTS AS TRUSTEE IN EXECUTING THESE DUTIES. WTC IS A WHOLLY OWNED SUBSIDIARY OF THE M&T BANK CORP., AND ANY CONFLICTS OF M&T OFFICERS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT THAT IS SENT TO ALL SHAREHOLDERS. THIS REPORT IS MADE AVAILABLE ON THE M&T WEBSITE. M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS THAT IS AVAILABLE ON ITS WEBSITE(INVESTORS RELATIONS LINK) GOVERNING DOC IS AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 18 WWW.GUIDESTAR.ORG CONTAINS A COMPLETE DISCLOSURE OF THE INFORMATION. FORM 990, PAGE 6, PART VI, LINE 19 These documents can be located on the Investor Relations link. Financial statements, per se, are not drafted for the organization, but the form 990 itself conveys that information and is widely disseminated on the world wide web. The Governing Document of the Organization is available upon Request. FORM 990, PAGE 7, PART VII, SECTION A Wilmington Trust Company hours as needed EXPLANATION FOR FORM 990, PART XI, LINE 9 COMMON TRUST FUND VARIANCE 520.00/ INCOME POSTED IN 2022 AND REPORTED IN 2023 27.00/ INCOME POSTED IN 2023 AND REPORTED IN 2024 -47.00/ ADJUSTMENT TO INCOME 25.00/ ROUNDING ADJUSTMENT 4.00 /TOTAL TO FORM 990 PART XI LINE 9 $529.00 CARLISLE FIRE COMPANY PO BOX 292 MILFORD DE 19963 510063613 CHARITIES DE 501(C)(3) LINE 12A, i N/A false BAYHEATH MEDICAL CENTER 640 S STATE STREET DOVER DE 19901 510065740 CHARITIES DE 501(C)(3) LINE 3 N/A false CHRIST EPISCOPAL CHURCH PO BOX 191 MILFORD DE 19963 510066722 CHARITIES DE 501(C)(3) LINE 1 N/A false MILFORD DIST FREE LIBRARY 11 SE FRONT STREET MILFORD DE 19963 510099181 CHARITIES DE 501(C)(3) LINE 7 N/A false MILFORD HIGH SCHOOL ALUMNI PO BOX 1636 WILMINGTON DE 19899 510282925 CHARITIES DE 501(C)(3) LINE 2 N/A false MILFORD LIONS CLUB PO BOX 25 MILFORD DE 19963 510063613 CHARITIES DE 501(C)(3) LINE 12A, I N/A false MILFORD HISTORICAL SOCIETY PO BOX 352 MILFORD DE 19963 516018039 CHARITIES DE 501(C)(3) LINE 12A, I N/A false FIRST PREBYTERIAN CHURCH PO BOX 172 MILFORD DE 19963 516001269 CHARITIES DE 501(C)(3) LINE 1 N/A false false false false false false false false false false false false false false false false false false false false