Civic Intelligence

Poor Richard'S Charitable Trust

EIN 23-7909451 • Chesterbrook, PA

1200 Liberty Ridge 320Chesterbrook, PA 19087
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

52nd percentile

6.8%

Higher net margin than 52% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

22nd percentile

-1.3%

Faster asset growth than 22% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

97th percentile

342%

Faster revenue growth than 97% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$51,020,253

Up $407,608 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$51,020,253

Up $407,608 (+0.8%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin52nd percentile

Revenue

Up

$3,432,923

Up $1,216,359 (+55%) from 2023

Expenses

Down

$3,199,562

Down $131,036 (-3.9%) from 2023

Net Income

Up

$233,361

Up $1,347,395 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2020: $55,876,745Liabilities 2020: $0Net Assets 2020: $55,876,7452020Assets 2021: $56,049,424Liabilities 2021: $0Net Assets 2021: $56,049,4242021Assets 2022: $52,404,114Liabilities 2022: $0Net Assets 2022: $52,404,1142022Assets 2023: $50,612,645Liabilities 2023: $0Net Assets 2023: $50,612,6452023Assets 2024: $51,020,253Liabilities 2024: $0Net Assets 2024: $51,020,2532024

Highlighted filing

2024

Assets$51,020,253
Liabilities$0
Net Assets$51,020,253
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $1,942,505Expenses 2020: $2,919,522Net Income 2020: -$977,0172020Revenue 2021: $3,857,408Expenses 2021: $3,577,625Net Income 2021: $279,7832021Revenue 2022: $175,992Expenses 2022: $3,519,571Net Income 2022: -$3,343,5792022Revenue 2023: $2,216,564Expenses 2023: $3,330,598Net Income 2023: -$1,114,0342023Revenue 2024: $3,432,923Expenses 2024: $3,199,562Net Income 2024: $233,3612024

Highlighted filing

2024

Revenue$3,432,923
Expenses$3,199,562
Net Income$233,361
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,020,253
Liabilities
$0
Net assets
$51,020,253
Revenue
$3,432,923
Expenses
$3,199,562
Net income
$233,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$3.43$3.20$0.23
2023Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$2.22$3.33$1.11
2022Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$0.18$3.52$3.34
2021Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$3.86$3.58$0.28
2020Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$1.94$2.92$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA S ROBERTSTrustee-$0--
DAVID SELTZERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
POOR RICHARD'S CHARITABLE TRUST
EIN
23-7909451
Phone
6108897300
Address
1200 LIBERTY RIDGE 320, CHESTERBROOK, PA 19087

Signing Officer

Name
Lisa S Roberts
Title
Officer
Phone
6108897300
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Fairman Group Family Office Llp
Address
1200 LIBERTY RIDGE DRIVE SUITE 320, CHESTERBROOK, PA 19087
Preparer
Lee a Profy
Phone
6108897300
Raw XML AppendixShowing 400 of 678 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABORTION ACCESS FOR ALL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CENTER FOR ARCHITECTURE DESIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COOPER HEWITT SMITHSONIAN DESIGN MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CRAFTNOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DREXEL UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GREATER PHILADELPHIA CULTURAL ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HEIGHTS PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HOPEPHL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MOTHER BETHEL AFRICAN METHODIST EPISCOPAL (AME) CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15NEIGHBORHOOD GARDEN'S TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PHILADELPHIA CHILDREN'S ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17PHILADELPHIA MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18PHILADELPHIA SOCCER 2026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19PHILADELPHIA UNION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PHILADELPHIA VISITOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21PHILADELPHIA YOUTH SPORTS COLLABORATIVE (PYSC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22PHILADELPHIA250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23PRESERVATION ALLIANCE OF GREATER PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24RODEPH SHALOM CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25SCHUYLKILL RIVER DEVELOPMENT CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SHARE FOOD PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27SOCIETY HILL PRESERVATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28SPOTLIGHT PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29STARFINDER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30THE ATHENAEUM OF PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31THE PHILADELPHIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32TINY WPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
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