EDWARD E & LILLIAN H BISHOP FDN 007087-000: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E & LILLIAN H BISHOP FDN 007087-000 (EIN 51-6017762)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349101320
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T08:00:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E CARY ST SUITE 201 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516017762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD E & LILLIAN H BISHOP FDN 007087-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3026511942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMINGTON TRUST | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 3026511942 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stewart | PersonFirstNm |
| Person Last | Pollak | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 8043446000 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,515,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,399,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,137,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,792,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,137,344 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,652,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,536,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $575,717 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $436,517 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $291,011 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $291,011 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $410,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $164,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $164,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,443,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $806,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $305,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,306,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,642,241 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,749,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $806,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,947,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,096,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,730,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,492,630 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,770,430 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $67,317,785 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $17,796,494 | CorporateBondsBOYAmt |
| Other Investments BOY | $3,495,392 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $92,872,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $92,820,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Retained Earning BOY | $51,984 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,872,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,872,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,872,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,096,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $256,938 | OtherIncreasesAmt |
| Subtotal | $33,087 | SubtotalAmt |
| Other Decreases | $33,087 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. AT&T INC 4.125% 2/17/26 | 2020-02-14 | 2022-05-11 | $25,649 | $26,613 | -$964 | -$964 | |
| 150669.643 AMERICAN BEACON SIM H/Y-INS | 2022-08-01 | $1,350,000 | $1,468,562 | -$118,562 | -$118,562 | ||
| 25000. AMERICAN EXPRESS CO 2.500% 8/01/22 | 2019-05-24 | 2022-07-01 | $25,000 | $25,000 | |||
| 6000. APPLE COMPUTER INC COMMON | 2007-06-01 | 2022-01-19 | $1,020,796 | $25,955 | $994,841 | $994,841 | |
| 1000. AUTOMATIC DATA PROCESSING INC | 2006-06-14 | 2022-04-25 | $223,143 | $35,029 | $188,114 | $188,114 | |
| 100000. BROWARD CNTY FL 5.000% 1/01/22 | 2017-10-31 | 2022-01-01 | $100,000 | $100,000 | |||
| 25000. CAPITAL ONE FINL CO 3.050% 3/09/22 | 2017-03-06 | 2022-02-09 | $25,000 | $24,984 | $16 | $16 | |
| 20000. CATERPILLER FINL MTN 0.950% 5/13/22 | 2020-05-12 | 2022-05-13 | $20,000 | $19,982 | $18 | $18 | |
| 1000. CHEVRONTEXACO CORP | 1962-11-06 | 2022-04-25 | $156,589 | $3,021 | $153,568 | $153,568 | |
| 35000. CHEVRON CORP 3.191% 6/24/23 | 2022-05-11 | $35,371 | $35,092 | $279 | $279 | ||
| 136. CORTEVA INC | 2013-02-04 | 2022-04-25 | $7,722 | $2,592 | $5,130 | $5,130 | |
| 145000. CYPRESS-FAIRBA TX 5.000% 2/15/22 | 2017-10-13 | 2022-02-15 | $145,000 | $145,000 | |||
| 125000. DRIPPING SPRINGS TX 5.000% 2/15/22 | 2017-12-28 | 2022-02-15 | $125,000 | $125,000 | |||
| 636. DUPONT DE NEMOURS INC | 2013-02-04 | 2022-04-25 | $42,191 | $33,410 | $8,781 | $8,781 | |
| 61. EMBECTA CORP | 2018-02-14 | 2022-04-25 | $1,892 | $1,541 | $351 | $351 | |
| 2000. EXXON MOBIL CORP COM | 1962-11-06 | 2022-04-25 | $162,814 | $2,456 | $160,358 | $160,358 | |
| 30000. FHLMC MTN 2.375% 1/13/22 | 2022-01-13 | $30,000 | $30,429 | -$429 | -$429 | ||
| 15000. FHLMC MTN 0.125% 7/25/22 | 2020-07-21 | 2022-07-25 | $15,000 | $14,966 | $34 | $34 | |
| 20000. FIFTH THIRD BANCORP 2.600% 6/15/22 | 2017-06-12 | 2022-05-16 | $20,000 | $19,994 | $6 | $6 | |
| 500. HERSHEY FOODS CORPORATION | 1993-06-25 | 2022-10-20 | $113,249 | $6,191 | $107,058 | $107,058 | |
| 5000. HONEYWELL INTERNAT 0.483% 8/19/22 | 2020-08-17 | 2022-08-19 | $5,000 | $5,000 | |||
| 2500. ISHARES RUSSELL MID-CAP ETF | 2013-11-14 | 2022-04-25 | $184,654 | $91,416 | $93,238 | $93,238 | |
| 6000. ISHARES RUSSELL 1000 GROWTH ETF | 2010-07-27 | 2022-01-19 | $1,696,953 | $297,425 | $1,399,528 | $1,399,528 | |
| 2000. ISHARES RUSSELL 2000 VALUE ETF | 2017-02-13 | 2022-04-25 | $305,485 | $241,003 | $64,482 | $64,482 | |
| 1000. JOHNSON & JOHNSON COMMON ~ | 1983-08-10 | 2022-01-19 | $166,863 | $2,728 | $164,135 | $164,135 | |
| 100000. MASSACHUSETTS ST 5.500% 7/01/22 | 2017-10-20 | 2022-07-01 | $100,000 | $100,000 | |||
| 25000. MCCORMICK & CO 2.700% 8/15/22 | 2020-02-27 | 2022-08-02 | $25,000 | $25,000 | |||
| 46860.357 METWEST TOTAL RETURN BOND FD CL I | 2020-10-23 | 2022-01-19 | $500,000 | $542,643 | -$42,643 | -$42,643 | |
| 2000. MICROSOFT CORP COMMON | 2022-01-19 | $619,621 | $127,480 | $492,141 | $492,141 | ||
| 5000. MONDELEZ INTERNATL 0.625% 7/01/22 | 2020-06-30 | 2022-03-18 | $5,001 | $4,999 | $2 | $2 | |
| 145000. NEW YORK ST URBAN 5.000% 3/15/22 | 2017-10-13 | 2022-03-15 | $145,000 | $145,000 | |||
| 5000. PFIZER INCORPORATED | 1973-09-20 | 2022-01-19 | $267,893 | $4,274 | $263,619 | $263,619 | |
| 5000. PFIZER INCORPORATED | 1973-09-20 | 2022-08-01 | $252,633 | $4,274 | $248,359 | $248,359 | |
| 1000. PROCTER & GAMBLE CO COM | 2006-06-14 | 2022-01-19 | $162,960 | $54,912 | $108,048 | $108,048 | |
| 25000. TD AMERITRADE 2.950% 4/01/22 | 2022-04-01 | $25,000 | $25,000 | ||||
| 5000. U.S. TREASURY NOTES 1.625% 8/15/22 | 2015-06-29 | 2022-08-15 | $5,000 | $5,000 | |||
| 25000. U.S. TREASURY NOTES 1.625% 11/15/22 | 2022-11-15 | $25,000 | $25,000 | ||||
| 30000. U.S. TREASURY NOTES 1.500% 9/15/22 | 2019-10-04 | 2022-09-15 | $30,000 | $30,000 | |||
| 3900. VANGUARD INT-TRM BOND ETF | 2021-01-19 | 2022-01-19 | $333,963 | $359,454 | -$25,491 | -$25,491 | |
| 1900. VANGUARD INT-TRM BOND ETF | 2022-01-19 | $162,700 | $175,148 | -$12,448 | -$12,448 | ||
| 141277.641 VIRTUS SEIX FLT RT HI INC-I | 2022-04-25 | 2022-10-20 | $1,087,838 | $1,150,000 | -$62,162 | -$62,162 | |
| .087 WARNER BROS DISCOVERY INC CL A | 2016-12-01 | 2022-04-25 | $2 | $3 | -$1 | -$1 | |
| 2661. WARNER BROS DISCOVERY INC CL A | 2022-08-01 | $39,863 | $93,107 | -$53,244 | -$53,244 | ||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,182 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,137,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,554 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,554 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $182,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $88,646 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $88,646 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | ATTN CARLO LOMBORDI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026511942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST DE3-C070 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT G BLALOCK | ||||||
| 802 11TH STREET W | BRANDENTON | FL | 34209 | CO-TRUSTEE | 10 | $52,200 |
| WILMINGTON TRUST COMPANY | ||||||
| 1100 N MARKET STREET | WILMINGTON | DE | 198900001 | CO-TRUSTEE | 10 | $436,517 |
| BURDETTE R PARENT | ||||||
| 1301 6TH AVENUE W SUITE 600 | BRANDENTON | FL | 34205 | CO-TRUSTEE | 1 | $43,500 |
| MARY E JARRELL | ||||||
| 4000 RIVERVIEW BLVD | BRANDENTON | FL | 34209 | CO-TRUSTEE | 1 | $43,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $142,059,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,140,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $146,199,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $146,199,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,192,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,006,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,200,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,200,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,554 | TotalTaxAmt |
| Distributable Before Adj | $7,106,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,106,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,106,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,947,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,947,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,106,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,437,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,947,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,437,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $509,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,597,136 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILMINGTON TRUST CO ATTN CARLO LOM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026511942 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO TRUSTEE INDICATING AMOUNT REQUESTED AND CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30TH EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE AS SELECTED BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | |||||||
| 1100 MARKET STREET | WILMINGTON | DE | 198900001 | NONE | PC | GENERAL SUPPORT | $4,642,241 |
| THE MARY PARKER FOUNDATION | |||||||
| 1100 MARKET STREET | WILMINGTON | DE | 19890 | NONE | PF | GENERAL SUPPORT | $94,664,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,306,537 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,515,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,137,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,652,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,652,986 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & LILLIAN BISHOP 004327-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOUNDATION | OrganizationTypeDesc |
| Relationship Description | COMMON TRUSTEES AND CHECKING ACCOUNT | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A COMPLETE DISTRIBUTION OF ASSETS ON 12/31/2022 TOTALING $94,440,880. DURING 2022, THE EDWARD E. & LILLIAN H. BISHOP FDN TRUST MADE THE DISTRIBUTIONS LISTED ATTACHED. THESE DISTRIBUTIONS REPRESENT THE NET ASSETS TRUST IN THEIR ENTIRETY. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2023 | $32,878 |
| BASIS ADJUSTMENT | $209 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSES PAID FROM CHECKING AC | Desc |
| Revenue And Expenses Per Books | $164,316 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $164,316 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTION POSTED IN 2022 | $30,566 |
| CASH TRANSFER FROM CHECKING TO PARKER | $226,372 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES - INCOME (NON-DED | $101,854 | $101,854 |
| TRUSTEE FEES-PRIN (NON-DEDUCTI | $189,157 | $189,157 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $149,399 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $182,200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $48,392 | $48,392 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30,496 | $30,496 | $0 |
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