Grace Richardson Fund Co Piedmont Trust Company

990PF • Fiscal year 2016 • EIN 56-6067849

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

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.

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-77%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-1.1%

Faster asset growth than 41% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-6.4%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,063,572

Down $11,307 (-1.1%) from 2015

Net Assets

Down

$1,063,572

Down $11,307 (-1.1%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin9th percentile

Revenue

Down

$35,051

Down $2,378 (-6.4%) from 2015

Expenses

Down

$61,975

Down $8,053 (-11%) from 2015

Net Income

-$26,924

Up $5,675 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2016

Assets$1,063,572

Liabilities$0

Net Assets$1,063,572

Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

Highlighted filing

2016

Revenue$35,051

Expenses$61,975

Net Income-$26,924

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Feb 15, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Roderic R Richardson	Trustee	-	$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: 2017-02-15
Discuss with paid preparer: Yes

Preparer

Firm: Piedmont Trust Company
Address: PO BOX 20124, GREENSBORO, NC 27420
Preparer: Laura Bennett
Phone: 3362745471

Raw XML Appendix317 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
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	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) (849) SECTION 1256 G/L - SHORT TERM (159) NET LONG TERM CAPITAL GAIN(LOSS) 40,123 SECTION 1256 G/L - LONG TERM (239) SECTION 1231 GAIN(LOSS) 223 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (28) NORTHERN TRUST LONG TERM CAPITAL GAIN DISTRIBUTIONS 1 TOTAL LINE 2 NET CAPITAL GAIN(LOSS) $39,072
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	18536
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Roderic R Richardson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	c/o Piedmont Fin PO Box 20124
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Public environmental education.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Living Room Conservations Project
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Clean Energy/Climate Change Solutions
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	The Jack Kemp Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	AREI Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	The American Spectator Foundation I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1228 1/2 31st NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	46 Kondazian Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1200 New Hampshire Ave NW 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 7784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	933 N Kenmore Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Watertown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	20036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	81612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	22201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	38333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1007
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	53878
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	60082
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	54885
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	59075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	53878
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	11733
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	13643
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1910
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	32280
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	2751
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DISTRIBUTIONS-PIEDMONT ASSOCIATES INVT FUND
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Article Expenses - Hillyer
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Article Expenses - MatchMap Media
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	CHARITABLE EXPENSES - PAIF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	NORTHERN TRUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	275
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1060
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	35031
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	47448
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	3200
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PIEDMONT ASSOCIATES INVESTMENT FUND K-1 ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	PIEDMONT SOUTHEASTERN INVT FUND K-1 ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PIEDMONT TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1635
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	11595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	4906
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	759
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Roderic R Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GRACE RICHARDSON FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO PIEDMONT TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt	0	GRAC
ReturnHeader/Filer/EIN	0	566067849
ReturnHeader/Filer/PhoneNum	0	3362745471
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 20124
ReturnHeader/Filer/USAddress/CityNm	0	GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	27420
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3362745471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Laura Bennett
ReturnHeader/ReturnTs	0	2017-02-15T07:34:08-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,063,572
Liabilities: $0
Net assets: $1,063,572
Revenue: $35,051
Expenses: $61,975
Net income: -$26,924

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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