Civic Intelligence

Lynn R & Karl E Prickett Fund Co Piedmont Trust Company

990T • Fiscal year 2023 • EIN 56-6064788

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

P O Box 20124Greensboro, NC 27420

(336) 274-5471

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $9,017,017Liabilities 2012: $0Net Assets 2012: $9,017,0172012Assets 2013: $8,076,314Liabilities 2013: $0Net Assets 2013: $8,076,3142013Assets 2014: $7,325,200Liabilities 2014: $12014Assets 2015: $6,794,296Liabilities 2015: $12015Assets 2016: $6,180,101Liabilities 2016: $0Net Assets 2016: $6,180,1012016Assets 2017: $5,430,063Liabilities 2017: $0Net Assets 2017: $5,430,0632017Assets 2018: $4,820,485Liabilities 2018: $0Net Assets 2018: $4,820,4852018Assets 2019: $4,196,113Liabilities 2019: $0Net Assets 2019: $4,196,1132019Assets 2020: $3,693,502Liabilities 2020: $0Net Assets 2020: $3,693,5022020Assets 2021: $4,473,740Liabilities 2021: $12021Assets 2022: $4,177,204Liabilities 2022: $0Net Assets 2022: $4,177,2042022Assets 2023: $3,708,012Liabilities 2023: $0Net Assets 2023: $3,708,0122023Assets 2025: $3,091,143Liabilities 2025: $0Net Assets 2025: $3,091,1432025

Latest loaded filing

2025

Assets$3,091,143
Liabilities$0
Net Assets$3,091,143

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $712,8572012Expenses 2013: $661,2862013Revenue 2014: $282,777Expenses 2014: $585,854Net Income 2014: -$303,0772014Revenue 2015: $238,439Expenses 2015: $586,685Net Income 2015: -$348,2462015Revenue 2016: $202,893Expenses 2016: $494,243Net Income 2016: -$291,3502016Revenue 2017: $190,011Expenses 2017: $501,540Net Income 2017: -$311,5292017Revenue 2018: $187,806Expenses 2018: $390,960Net Income 2018: -$203,1542018Revenue 2019: $162,171Expenses 2019: $403,487Net Income 2019: -$241,3162019Revenue 2020: $144,551Expenses 2020: $340,024Net Income 2020: -$195,4732020Revenue 2021: $120,672Expenses 2021: $328,053Net Income 2021: -$207,3812021Revenue 2022: $104,147Expenses 2022: $309,332Net Income 2022: -$205,1852022Revenue 2023: $101,581Expenses 2023: $284,506Net Income 2023: -$182,9252023Revenue 2025: $135,534Expenses 2025: $217,948Net Income 2025: -$82,4142025

Latest loaded filing

2025

Revenue$135,534
Expenses$217,948
Net Income-$82,414
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Lynn R & Karl E Prickett Fund
EIN
56-6064788
Phone
3362745471
Address
P O BOX 20124, GREENSBORO, NC 27420

Signing Officer

Name
Samuel Chapin
Title
Trustee
Phone
3362745471
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Eric Dutton
Phone
3362745471
Raw XML Appendix101 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
IRS1041ScheduleD/CapitalLossLimitationAmt03000
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt010023
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-13227
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-3204
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt010023
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt010023
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-13227
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-13227
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt010023
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-13227
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-3204
IRS990T/BooksInCareOfDetail/PersonNm0PIEDMONT TRUST CO
IRS990T/BooksInCareOfDetail/PhoneNum03362745471
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 GREEN VALLEY ROAD STE 203
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd027408
IRS990T/BookValueAssetsEOYAmt03708012
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0550
IRS990T/OverpaymentSection/RefundAmt0550
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0550
IRS990TScheduleA/CapitalLossLimitationAmt0-3000
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0541511
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0476
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-2524
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-2524
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI FROM PASSTHROUGH ENTITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2524
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2524
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0550
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL CHAPIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03362745471
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYNN R & KARL E PRICKETT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PIEDMONT TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0LYNN
ReturnHeader/Filer/EIN0566064788
ReturnHeader/Filer/PhoneNum03362745471
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 20124
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200404082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027420
ReturnHeader/PreparerPersonGrp/PhoneNum03362745471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC DUTTON
ReturnHeader/ReturnTs02023-11-08T09:29:48-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPIN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.14$0.22$0.08
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.10$0.28$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.10$0.31$0.21
2021Summary only. Only limited summary data is available for this year.$4.47$0.00$0.12$0.33$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.14$0.34$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.16$0.40$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.19$0.39$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$0.19$0.50$0.31
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.20$0.49$0.29
2015Summary only. Only limited summary data is available for this year.$6.79$0.00$0.24$0.59$0.35
2014Summary only. Only limited summary data is available for this year.$7.33$0.00$0.28$0.59$0.30
2013Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.66
2012Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.71