Civic Intelligence

Challenge Fund

990PF • Fiscal year 2011 • EIN 56-6059951

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 26, 2012

Organization Profile
C/O Piedmont Trust CO Box 2012427420
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,011,313

Up $397,008 (+11%) from 2010

Net Assets

Up

$4,011,313

Up $397,008 (+11%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$92,576

Down $22,355 (-19%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,614,305Liabilities 2010: $0Net Assets 2010: $3,614,3052010Assets 2011: $4,011,313Liabilities 2011: $0Net Assets 2011: $4,011,3132011Assets 2012: $4,247,774Liabilities 2012: $12012Assets 2013: $4,548,489Liabilities 2013: $0Net Assets 2013: $4,548,4892013Assets 2014: $4,899,949Liabilities 2014: $0Net Assets 2014: $4,899,9492014Assets 2015: $4,817,231Liabilities 2015: $0Net Assets 2015: $4,817,2312015Assets 2016: $4,680,667Liabilities 2016: $0Net Assets 2016: $4,680,6672016Assets 2017: $4,662,902Liabilities 2017: $0Net Assets 2017: $4,662,9022017Assets 2018: $4,841,446Liabilities 2018: $0Net Assets 2018: $4,841,4462018Assets 2019: $4,820,230Liabilities 2019: $0Net Assets 2019: $4,820,2302019Assets 2020: $4,652,008Liabilities 2020: $0Net Assets 2020: $4,652,0082020Assets 2021: $4,804,239Liabilities 2021: $0Net Assets 2021: $4,804,2392021Assets 2022: $4,539,556Liabilities 2022: $0Net Assets 2022: $4,539,5562022Assets 2023: $4,178,599Liabilities 2023: $0Net Assets 2023: $4,178,5992023Assets 2024: $4,223,674Liabilities 2024: $0Net Assets 2024: $4,223,6742024

Highlighted filing

2011

Assets$4,011,313
Liabilities$0
Net Assets$4,011,313
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $114,9312010Expenses 2011: $92,5762011Revenue 2012: $262,500Expenses 2012: $79,635Net Income 2012: $182,8652012Revenue 2013: $370,437Expenses 2013: $223,107Net Income 2013: $147,3302013Revenue 2014: $366,838Expenses 2014: $255,762Net Income 2014: $111,0762014Revenue 2015: $167,649Expenses 2015: $278,185Net Income 2015: -$110,5362015Revenue 2016: $131,039Expenses 2016: $292,759Net Income 2016: -$161,7202016Revenue 2017: $137,747Expenses 2017: $263,996Net Income 2017: -$126,2492017Revenue 2018: $562,311Expenses 2018: $383,767Net Income 2018: $178,5442018Revenue 2019: $210,191Expenses 2019: $231,407Net Income 2019: -$21,2162019Revenue 2020: $105,988Expenses 2020: $274,210Net Income 2020: -$168,2222020Revenue 2021: $438,759Expenses 2021: $286,528Net Income 2021: $152,2312021Revenue 2022: $62,798Expenses 2022: $327,481Net Income 2022: -$264,6832022Revenue 2023: -$66,733Expenses 2023: $294,224Net Income 2023: -$360,9572023Revenue 2024: $334,058Expenses 2024: $288,983Net Income 2024: $45,0752024

Highlighted filing

2011

Revenue-
Expenses$92,576
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY R PAYNTERDirector-$0--
ANN PAGE RICHARDSONDirector-$0--
H SMITH RICHARDSON IIIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION509(a)(1)CHARLOTTESVILLE, VA, US$25,000
Paid Grant-TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION509(a)(1)GAHANNA, OH, US$25,000
Paid Grant-TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION509(a)(1)WILMINGTON, NC, US$20,000
Filing and Contact Details

Filer

EIN
56-6059951
Raw XML Appendix318 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanation/Explanation0FORM 990 - PFPART I. ANALSIS OF REVENUE & EXPENSES LINE 4. DIVIDENDS AND INTEREST FROM SECURITIES TAX EXEMPT INTEREST - NORTHERN TRUST 70.00 0.00 PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 INTEREST 0.00 7,745.00 DIVIDENDS 0.00 42,952.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 25,906.00 TOTAL LINE 4 70.00 76,603.00 PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) 34,402.00 NET SHORT TERM SECTION 1256 1,172.00 NET LONG TERM CAPITAL GAIN (LOSS) 141,196.00 NET LONG TERM SECTION 1256 1,757.00 NET SECTION 1231 GAIN(LOSS) 2,216.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (16.00) TOTAL 2011 NET CAPITAL GAIN (LOSS) $ 180,727.00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount070
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/BusinessCode0532000
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0120789
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/UnrelatedBusinessIncomeAmount01495
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0120859
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0-1495
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0119364
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome070
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0180727
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0272498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm076603
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0299286
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm05423
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0203946
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps04852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm046197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss019411
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0119294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps074852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm053910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss092576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0257856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0391862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm053910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss022576
IRS990PF/BalanceSheets/CapitalStockBOY03614305
IRS990PF/BalanceSheets/CapitalStockEOY04011313
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY03275344
IRS990PF/BalanceSheets/OtherAssetsEOY03603066
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0338961
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0408247
IRS990PF/BalanceSheets/TotalAssetsBOY03614305
IRS990PF/BalanceSheets/TotalAssetsEOY04011313
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03614305
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04011313
IRS990PF/BalanceSheets/TotalNetAssetsBOY03614305
IRS990PF/BalanceSheets/TotalNetAssetsEOY04011313
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0180727
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0299286
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0119294
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0217016
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04130607
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03614305
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04011313
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0186474
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0186474
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0186474
IRS990PF/DistributableAmount/MinimumInvestmentReturn0190553
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04079
IRS990PF/DistributableAmount/TotalTax04079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02539
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02539
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension04100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments06618
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03869106
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0147147
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03721959
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable058037
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0190553
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03811069
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03869106
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARY R PAYNTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANN PAGE RICHARDSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2H SMITH RICHARDSON III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O PIEDMONT FIN TR BOX 20124
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O PIEDMONT FIN TR BOX 20124
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O PIEMONT FIN TR BOX 20124
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Greensboro
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Greensboro
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Greensboro
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode027420
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode127420
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode227420
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0197570
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0195531
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.05131
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.02970
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05897
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05599
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.03743
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.07444
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03811069
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103332969
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202760943
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302981347
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403004666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502470836
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02039
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions074852
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1098997
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20162804
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30166912
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40112473
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50183935
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.25653
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions074852
IRS990PF/QualifyingDistributions/ExpensesAndContributions074852
IRS990PF/QualifyingDistributions/QualifyingDistributions074852
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Piedmont Trust Company
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03362745471
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10701 Green Valley Road
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Greensboro
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027408
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000true
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount225000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0AUDUBON COUNCIL OF NORTH CAROLINA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SOUTHERN ENVIRONMENTAL LAW CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2COLUMBUS ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10720 MARKET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11201 WEST MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 30745
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WILMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHARLOTTESVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GAHANNA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode122902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode243230
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear070000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear074852
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0186474
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2025455
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3018509
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5026646
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus070610
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY070610
IRS990PF/UndistributedIncome/QualifyingDistributions074852
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover070610
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY041012
IRS990ScheduleB/ContributorInfo/AggregateContributions0155577
IRS990ScheduleB/ContributorInfo/AggregateContributions1116921
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10P O BOX 20124
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11P O BOX 20124
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0GREENSBORO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1GREENSBORO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode027420
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode127420
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0AG RICHARDSON CH LEAD ANN TR
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1HS RICHARDSON JR CH LEAD AN TR
IRS990ScheduleB/ContributorInfo/ContributorNumber02
IRS990ScheduleB/ContributorInfo/ContributorNumber11
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue0751328
OtherAssetsSchedule/OtherAssets/BOYBookValue12524016
OtherAssetsSchedule/OtherAssets/Description0PIEDMONT SOUTHEASTERN INVT FUND LLC
OtherAssetsSchedule/OtherAssets/Description1PIEDMONT ASSOCIATES INVESTMENT FUND LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue01021694
OtherAssetsSchedule/OtherAssets/EOYBookValue12581372
OtherDecreasesSchedule/OtherDecreases/Amount038514
OtherDecreasesSchedule/OtherDecreases/Amount180780
OtherDecreasesSchedule/OtherDecreases/Description0DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVESTMENT FUND
OtherDecreasesSchedule/OtherDecreases/Description1DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT & ADVISOR FEES - PSIF
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT & ADVISOR FEES - PAIF
OtherExpensesSchedule/OtherExpenses/Description2ACCTG, CHARITABLE & GRANT ADMINISTRATION
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps04852
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02010
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome129628
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome214559
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks019411
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0526
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0119294
OtherIncreasesSchedule/OtherIncreases/Amount023880
OtherIncreasesSchedule/OtherIncreases/Amount1193136
OtherIncreasesSchedule/OtherIncreases/Description0PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreases/Description1PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0275
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0275
TaxesSchedule/Taxes/Amount0126
TaxesSchedule/Taxes/Amount12764
TaxesSchedule/Taxes/Category0NC TAXES PAID
TaxesSchedule/Taxes/Category1FOREIGN TAX PAID
TaxesSchedule/Taxes/Category2EXCISE TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome02015
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566059951
ReturnHeader/Filer/Name/BusinessNameLine10CHALLENGE FUND
ReturnHeader/Filer/NameControl0CHAL
ReturnHeader/Filer/Phone03362745471
ReturnHeader/Filer/USAddress/AddressLine10C/O PIEDMONT TRUST CO BOX 20124
ReturnHeader/Filer/USAddress/City0GREENSBORO
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027420
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-26
ReturnHeader/Officer/Name0H SMITH RICHARDSON III
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 20124
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027420
ReturnHeader/Preparer/Name0Kimberly Ruefenacht
ReturnHeader/Preparer/Phone03365748675
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-05T12:27:05-08:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,011,313
Liabilities
$0
Net assets
$4,011,313
Revenue
-
Expenses
$92,576
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.33$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.07$0.29$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.06$0.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.44$0.29$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.11$0.27$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.21$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.56$0.38$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.17$0.28$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.37$0.26$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.37$0.22$0.15
2012Summary only. Only limited summary data is available for this year.$4.25$0.00$0.26$0.08$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.09
2010Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.11