Siviq Scores
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Balance Sheet
Assets
Flat$4,247,774
Flat from 2012
Net Assets
$4,247,774
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $1 (-100%) from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$79,635
Flat from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- Aug 14, 2013
- Return Version
- 2012v2.0
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CARY R PAYNTER | Director | - | $0 | - | - |
| ANN PAGE RICHARDSON | Director | - | $0 | - | - |
| H SMITH RICHARDSON III | Director | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | - | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | 509(a)(1) | Santa Barbara, CA, US | $35,000 |
| Paid Grant | - | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | 509(a)(1) | WILMINGTON, NC, US | $15,000 |
| Paid Grant | - | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | 509(a)(1) | CHARLOTTESVILLE, VA, US | $1,251 |
Filing and Contact Details
Filer
- EIN
- 56-6059951
Raw XML Appendix314 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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|---|---|---|
| GeneralExplanationAttachment/GeneralExplanation/Explanation | 0 | FORM 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 8,069.00 DIVIDENDS 0.00 54,945.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 40,129.00 TOTAL LINE 4 70.00 103,143.00 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) (2,133.00) NET SHORT TERM SECTION 1256 181.00 NET LONG TERM CAPITAL GAIN (LOSS) 94,819.00 NET LONG TERM SECTION 1256 272.00 NET SECTION 1231 GAIN(LOSS) (2,177.00) PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) 1,673.00 TOTAL 2011 NET CAPITAL GAIN (LOSS) $ 92,635.00 |
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| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 1 | 27420 |
| IRS990ScheduleB/ContributorInfo/ContributorNameIndividual | 0 | AG RICHARDSON CH LEAD ANN TR |
| IRS990ScheduleB/ContributorInfo/ContributorNameIndividual | 1 | HS RICHARDSON JR CH LEAD AN TR |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | 2 |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 1 | 1 |
| IRS990ScheduleB/ContributorInfo/PersonContributionType | 0 | X |
| IRS990ScheduleB/ContributorInfo/PersonContributionType | 1 | X |
| IRS990ScheduleB/GeneralRule | 0 | X |
| IRS990ScheduleB/Organization501c3ExemptPF | 0 | X |
| OtherAssetsSchedule/OtherAssets/BOYBookValue | 0 | 1021694 |
| OtherAssetsSchedule/OtherAssets/BOYBookValue | 1 | 2581372 |
| OtherAssetsSchedule/OtherAssets/Description | 0 | PIEDMONT SOUTHEASTERN INVT FUND LLC |
| OtherAssetsSchedule/OtherAssets/Description | 1 | PIEDMONT ASSOCIATES INVESTMENT FUND LLC |
| OtherAssetsSchedule/OtherAssets/EOYBookValue | 0 | 1078932 |
| OtherAssetsSchedule/OtherAssets/EOYBookValue | 1 | 2877731 |
| OtherAssetsSchedule/OtherAssets/EOYFMV | 0 | 1112396 |
| OtherAssetsSchedule/OtherAssets/EOYFMV | 1 | 3053829 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 0 | 27246 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 1 | 86480 |
| OtherDecreasesSchedule/OtherDecreases/Description | 0 | DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVESTMENT FUND |
| OtherDecreasesSchedule/OtherDecreases/Description | 1 | DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | MISCELLANEOUS NON DED EXPENSES |
| OtherExpensesSchedule/OtherExpenses/Description | 1 | INVESTMENT & ADVISOR FEES - PSIF |
| OtherExpensesSchedule/OtherExpenses/Description | 2 | INVESTMENT & ADVISOR FEES - PAIF |
| OtherExpensesSchedule/OtherExpenses/Description | 3 | ACCTG, CHARITABLE & GRANT ADMINISTRATION |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 0 | 5497 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 0 | 2319 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 1 | 33882 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 2 | 16495 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 16 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 1 | 21993 |
| OtherIncomeSchedule2/OtherIncome/Description | 0 | Other Investment Income |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 0 | 1602 |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 0 | 113725 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 39483 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 1 | 127839 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS |
| OtherIncreasesSchedule/OtherIncreases/Description | 1 | PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 0 | 275 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 0 | BANK FEES |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 0 | 275 |
| TaxesSchedule/Taxes/Amount | 0 | 6100 |
| TaxesSchedule/Taxes/Category | 0 | FOREIGN TAX PAID |
| TaxesSchedule/Taxes/Category | 1 | EXCISE TAXES PAID |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 1849 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 566059951 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | CHALLENGE FUND |
| ReturnHeader/Filer/NameControl | 0 | CHAL |
| ReturnHeader/Filer/Phone | 0 | 3362745471 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | C/O PIEDMONT TRUST CO BOX 20124 |
| ReturnHeader/Filer/USAddress/City | 0 | GREENSBORO |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 27420 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2013-08-14 |
| ReturnHeader/Officer/Name | 0 | H SMITH RICHARDSON III |
| ReturnHeader/Officer/Title | 0 | Director |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | PIEDMONT TRUST COMPANY |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | PO BOX 20124 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | GREENSBORO |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | NC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 27420 |
| ReturnHeader/Preparer/Name | 0 | Laura Bennett |
| ReturnHeader/Preparer/Phone | 0 | 3365748669 |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-08-14T06:59:39-07:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $4,247,774
- Liabilities
- $0
- Net assets
- $4,247,774
- Revenue
- -
- Expenses
- $79,635
- Net income
- -