Grace Richardson Fund Co Piedmont Trust Company

990PF • Fiscal year 2017 • EIN 56-6067849

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-89%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-1.8%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

0.6%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,044,058

Down $19,514 (-1.8%) from 2016

Net Assets

Down

$1,044,058

Down $19,514 (-1.8%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin5th percentile

Revenue

$35,252

Up $201 (+0.6%) from 2016

Expenses

$66,569

Up $4,594 (+7.4%) from 2016

Net Income

Down

-$31,317

Down $4,393 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2017

Assets$1,044,058

Liabilities$0

Net Assets$1,044,058

Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2017

Revenue$35,252

Expenses$66,569

Net Income-$31,317

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: May 15, 2018
Return Version: 2016v3.0

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: 2018-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Piedmont Trust Company
Address: PO BOX 20124, GREENSBORO, NC 27420
Preparer: Laura Bennett
Phone: 3365748696

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.

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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) (638) SECTION 1256 G/L - SHORT TERM (426) NET LONG TERM CAPITAL GAIN(LOSS) 44,181 SECTION 1256 G/L - LONG TERM (639) SECTION 1231 GAIN(LOSS) 466 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (257) TOTAL LINE 2 NET CAPITAL GAIN(LOSS) $42,687
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	18713
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1228817
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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
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	Media outreach for policy programs and intiatives on clean tax reform policies.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Arizona State University Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	81621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	81612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	85283
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	19000
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	1160
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	59075
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	61047
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	60235
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	59887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	59075
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	4396
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	4396
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	32889
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	2238
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DISTRIBUTIONS-PIEDMONT ASSOCIATES INVT FUND
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Article Expenses - MatchMap Media
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CHARITABLE EXPENSES - PAIF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	NORTHERN TRUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	275
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	State Income Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-1374
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	35127
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	45582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1348
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	6467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PIEDMONT TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	12209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	4850
TaxesSchedule/TaxesDetail/Amt	0	1200
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise taxes paid
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	2	State taxes paid - CA
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	654
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	10
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Roderic R Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-15
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	3365748696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Laura Bennett
ReturnHeader/ReturnTs	0	2018-05-15T09:12:06-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,044,058
Liabilities: $0
Net assets: $1,044,058
Revenue: $35,252
Expenses: $66,569
Net income: -$31,317

	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