Civic Intelligence

The Oak Hill Fund

990PF • Fiscal year 2019 • EIN 31-1810011

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

Organization Profile

View Organization Page

PO Box 1624Charlottesville, VA 22902

(434) 220-0083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.05x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.62x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$352,735

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$91,444,135

No earlier filing loaded for comparison.

Net Assets

$87,294,517

No earlier filing loaded for comparison.

Liabilities

$4,149,618

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin15th percentile

Revenue

$6,688,049

No earlier filing loaded for comparison.

Expenses

$7,743,830

No earlier filing loaded for comparison.

Net Income

-$1,055,781

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2019: $91,444,135Liabilities 2019: $4,149,618Net Assets 2019: $87,294,5172019Assets 2020: $96,579,300Liabilities 2020: $4,086,965Net Assets 2020: $92,492,3352020Assets 2021: $99,384,131Liabilities 2021: $2,774,114Net Assets 2021: $96,610,0172021Assets 2022: $79,012,609Liabilities 2022: $2,761,489Net Assets 2022: $76,251,1202022Assets 2023: $81,520,569Liabilities 2023: $2,450,364Net Assets 2023: $79,070,2052023Assets 2024: $83,598,521Liabilities 2024: $2,439,956Net Assets 2024: $81,158,5652024

Highlighted filing

2019

Assets$91,444,135
Liabilities$4,149,618
Net Assets$87,294,517
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2019: $6,688,049Expenses 2019: $7,743,830Net Income 2019: -$1,055,7812019Revenue 2020: $4,715,196Expenses 2020: $7,184,634Net Income 2020: -$2,469,4382020Revenue 2021: $7,166,197Expenses 2021: $7,057,197Net Income 2021: $109,0002021Revenue 2022: $3,930,239Expenses 2022: $6,468,543Net Income 2022: -$2,538,3042022Revenue 2023: $3,944,257Expenses 2023: $6,043,044Net Income 2023: -$2,098,7872023Revenue 2024: $18,200,917Expenses 2024: $4,698,981Net Income 2024: $13,501,9362024

Highlighted filing

2019

Revenue$6,688,049
Expenses$7,743,830
Net Income-$1,055,781
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A EDGERTONPres/Treas/SFT$310,953$41,782$352,735
LIZA T EDGERTONVice Pres.PT$0--
Filing and Contact Details

Filer

Filer Name
The Oak Hill Fund
EIN
31-1810011
Phone
4342200083
Address
PO BOX 1624, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
William a Edgerton
Title
President
Phone
4342200083
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
P Frank Berry
Phone
4342962156
Raw XML AppendixShowing 400 of 1,938 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FURNITURES AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER HARDWARE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE TO THE KNOWLEDGE OF THE OAK HILL FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ND PONICS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0NARRATIVE AND FINANCIAL REPORT 12/31/19, RCVD 2/26/20
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt080000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02018-08-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO PURCHASE AND RESTORE THE PROPERTY LISTED IN THE PROPOSAL, AND IN THE SALE CONTRACT DATED MARCH 30, 2019, AS ROCKBRIDGE COUNTY, VIRGINIA TAX PARCEL #66-A-18 IN CASE NO. CL07000271-00 (77.446 ACRES OWNED BY RANDALL W. AND MARGARET N. CLARK) ADJOINING 40 ACRES OF ANCESTRAL MONACAN FOREST. THE ENTIRE PROPERTY WILL BE PLANTED WITH AMERICAN CHESTNUT SEEDS OBTAINED FROM THE AMERICAN CHESTNUT COOPERATORS' FOUNDATION BASED AT VIRGINIA TECH.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE OAK HILL FUND PRE-GRANT INQUIRY CONSISTED OF AN EMAIL DISCUSSION 5/18/2018 THROUGH A SITE VISIT TO THE PROPERTY 6/5/2018. AFTER THE AWARD, DISCUSSION CONTINUED ON THE PHONE AND THROUGH EMAIL (98 TOTAL) REGARDING ER STATUS. AN ADDITIONAL AWARD WAS APPROVED 6/24/19 FOR $50,000 TO HELP FACILITATE PURCHASE OF THE LAND. THE OAK FILL FUND STAFF CONDUCTED ANOTHER SITE VISIT 10/15/2019.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DARUMA ASSET MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COHO PARTNERS LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COHO ESG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PARNASSUS EQUITY INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TCW TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD ST INS GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-15
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt087294517
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04351371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04351371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04351371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04410534
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt059163
IRS990PF/DistributableAmountGrp/TotalTaxAmt059163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt041764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0100927
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt059163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt041764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt059163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt059163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100927
IRS990PF/FMVAssetsEOYAmt091444135
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt073824
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt027167
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt035732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt035732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt035732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt035732
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02327987
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02914107
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02914107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt054298547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt060775253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt060775253
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02302973
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02431819
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0214483
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0232822
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011606
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt018339
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018339
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt079823235
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt087294517
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0683222
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0755452
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0755452
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022055922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025334378
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025334378
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01522225
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01690632
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt024470
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt012789
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt012789
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04284771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01598085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01598085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt083722257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt091444135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt091444135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03899022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04149618
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt083722257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt091444135
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt079823235
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt087294517
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt089553988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01598818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt087754336
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01343310
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0200834
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04410534
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt088210678
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt089553988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0155483
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt194398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt277840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt366724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt051505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt138256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt224818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt332792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt02646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt11620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt22646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt32646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JASON E HALBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1TODD EDGERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2JULIA P SCHAFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ANNE K O'BRIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DEPUTY DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SR PROGRAM OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2ASST TO PR/FN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROG & GRANTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd022902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd122902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd222902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd322902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0COHO PARTNERS LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1PARNASSUS FUNDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2HARDING LOEVNER FUNDS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt090225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt184795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt280449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0801 CASSATT RD SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11 MARKET ST STE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2801 S CANAL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BERWYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd260607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0310953
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt040876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM A EDGERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LIZA T EDGERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd122902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05862658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05921821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06994333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05610303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05548426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06781314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05382447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.075955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.073296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt059163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt088210678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt092085739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt089294432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt084487429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt092520124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt098654099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06904193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.332311
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06845030
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06904193
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt059163

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,444,135
Liabilities
$4,149,618
Net assets
$87,294,517
Revenue
$6,688,049
Expenses
$7,743,830
Net income
-$1,055,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.6$2.44$81.2$18.2$4.70$13.5
2023Detailed filing. Detailed filing data is available for this year.$81.5$2.45$79.1$3.94$6.04$2.10
2022Detailed filing. Detailed filing data is available for this year.$79.0$2.76$76.3$3.93$6.47$2.54
2021Detailed filing. Detailed filing data is available for this year.$99.4$2.77$96.6$7.17$7.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$96.6$4.09$92.5$4.72$7.18$2.47
2019Detailed filing. Detailed filing data is available for this year.$91.4$4.15$87.3$6.69$7.74$1.06