Civic Intelligence

Grace Richardson Fund Co Piedmont Trust Company

990PF • Fiscal year 2015 • EIN 56-6067849

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization Profile
P O Box 20124Greensboro, NC 27420

(336) 274-5471

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

4.6%

Faster asset growth than 66% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

1.1%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,074,879

Up $47,660 (+4.6%) from 2014

Net Assets

Up

$1,074,879

Up $47,660 (+4.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin7th percentile

Revenue

Up

$37,429

Up $425 (+1.1%) from 2014

Expenses

Up

$70,028

Up $6,320 (+9.9%) from 2014

Net Income

Down

-$32,599

Down $5,895 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,025,025Liabilities 2012: $0Net Assets 2012: $1,025,0252012Assets 2013: $1,004,448Liabilities 2013: $0Net Assets 2013: $1,004,4482013Assets 2014: $1,027,219Liabilities 2014: $0Net Assets 2014: $1,027,2192014Assets 2015: $1,074,879Liabilities 2015: $0Net Assets 2015: $1,074,8792015Assets 2016: $1,063,572Liabilities 2016: $0Net Assets 2016: $1,063,5722016Assets 2017: $1,044,058Liabilities 2017: $0Net Assets 2017: $1,044,0582017Assets 2019: $1,048,339Liabilities 2019: $0Net Assets 2019: $1,048,3392019Assets 2020: $1,079,585Liabilities 2020: $0Net Assets 2020: $1,079,5852020Assets 2021: $1,144,242Liabilities 2021: $0Net Assets 2021: $1,144,2422021Assets 2022: $1,224,661Liabilities 2022: $0Net Assets 2022: $1,224,6612022Assets 2023: $1,140,590Liabilities 2023: $0Net Assets 2023: $1,140,5902023Assets 2024: $1,074,817Liabilities 2024: $0Net Assets 2024: $1,074,8172024Assets 2025: $1,063,507Liabilities 2025: $0Net Assets 2025: $1,063,5072025

Highlighted filing

2015

Assets$1,074,879
Liabilities$0
Net Assets$1,074,879
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$200K$100K$0-$100KExpenses 2012: $64,2292012Expenses 2013: $73,2882013Revenue 2014: $37,004Expenses 2014: $63,708Net Income 2014: -$26,7042014Revenue 2015: $37,429Expenses 2015: $70,028Net Income 2015: -$32,5992015Revenue 2016: $35,051Expenses 2016: $61,975Net Income 2016: -$26,9242016Revenue 2017: $35,252Expenses 2017: $66,569Net Income 2017: -$31,3172017Revenue 2019: $37,529Expenses 2019: $72,725Net Income 2019: -$35,1962019Revenue 2020: $79,542Expenses 2020: $61,186Net Income 2020: $18,3562020Revenue 2021: $43,666Expenses 2021: $52,974Net Income 2021: -$9,3082021Revenue 2022: $44,146Expenses 2022: $76,496Net Income 2022: -$32,3502022Revenue 2023: $39,461Expenses 2023: $102,491Net Income 2023: -$63,0302023Revenue 2024: $43,973Expenses 2024: $73,665Net Income 2024: -$29,6922024Revenue 2025: $116,395Expenses 2025: $183,492Net Income 2025: -$67,0972025

Highlighted filing

2015

Revenue$37,429
Expenses$70,028
Net Income-$32,599
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roderic R RichardsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Grace Richardson Fund
EIN
56-6067849
Phone
3362745471
Address
P O BOX 20124, GREENSBORO, NC 27420

Signing Officer

Name
Roderic R Richardson
Title
Trustee
Signed
2016-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Laura Bennett
Phone
3362745471
Raw XML Appendix315 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/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART 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) 3,202 SECTION 1256 G/L - SHORT TERM (641) NET LONG TERM CAPITAL GAIN(LOSS) 98,747 SECTION 1256 G/L - LONG TERM (961) SECTION 1231 GAIN(LOSS) 384 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) 128 TOTAL LINE 2 NET CAPITAL GAIN(LOSS) $100,859
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Roderic R Richardson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Piedmont Fin PO Box 20124
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1733 Third Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2633 Third Avenue 28th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Park Avenue 17th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4424 Madison Avenue 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51201 L Street NW 2nd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050800
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010596
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064474
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061152
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt053878
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050556
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07379
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08581
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01202
OtherDecreasesSchedule/OtherDecreasesDetail/Amt034520
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12905
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTIONS-PIEDMONT ASSOCIATES INVT FUND
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE EXPENSES - PAIF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NORTHERN TRUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1275
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt037425
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0112590
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15094
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PIEDMONT ASSOCIATES INVESTMENT FUND K-1 ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PIEDMONT SOUTHEASTERN INVT FUND K-1 ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06932
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PIEDMONT TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012577
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15199
TaxesSchedule/TaxesDetail/Amt02200
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0613
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roderic R Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE RICHARDSON FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO PIEDMONT TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0566067849
ReturnHeader/Filer/PhoneNum03362745471
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 20124
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027420
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/PreparerPersonNm0Laura Bennett
ReturnHeader/ReturnTs02016-02-09T12:12:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,074,879
Liabilities
$0
Net assets
$1,074,879
Revenue
$37,429
Expenses
$70,028
Net income
-$32,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.18$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06