Civic Intelligence

Grace Richardson Fund Co Piedmont Trust Company

990PF • Fiscal year 2020 • EIN 56-6067849

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

3.0%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,079,585

Up $31,246 (+3.0%) from 2019

Net Assets

Up

$1,079,585

Up $31,246 (+3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

Up

$79,542

Up $42,013 (+112%) from 2019

Expenses

Down

$61,186

Down $11,539 (-16%) from 2019

Net Income

Up

$18,356

Up $53,552 (+152%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$1,079,585
Liabilities$0
Net Assets$1,079,585
Open 2020 Filing

Operations Trend

Revenue Growth92nd 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

2020

Revenue$79,542
Expenses$61,186
Net Income$18,356
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th 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 Richardson
Title
Trustee
Phone
3362745471
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Eric Dutton
Phone
3362745471
Raw XML Appendix364 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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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031182
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031182
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SEM CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/AddressLine1Txt025 BLACKSTONE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CityNm0LONDON
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CountryCd0UK
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/ForeignPostalCd0NW2 6DA
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/ProvinceOrStateNm0ENGLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01302
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01302
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0894751
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1110418
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PIEDMONT ASSOCIATES INVESTMENT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0906506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1111553
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01144808
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1112778
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031281
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12238
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PAIF LLC DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PSIF LLC DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PIEDMONT TRUST COMPANY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTODY BASIS POINT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE EXPENSES - PAIF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAIF LLC-OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PSIF LLC-OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01735
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05206
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt311774
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4303
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06941
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt031281
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12238
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PAIF LLC INCOME DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PSIF LLC INCOME DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PAIF LLC OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21460
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031281
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12238
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043036
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13373
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PAIF LLC K-1 ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PSIF LLC K-1 ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt21153
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES PAID - CA
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01051
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RODERIC RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03362745471
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE RICHARDSON FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O 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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041FF41AF5F9A64C99B8FB3C4AFBB6A76D4661997
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.177.78.227
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:01:36
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/ReturnTs02020-11-16T13:01:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,079,585
Liabilities
$0
Net assets
$1,079,585
Revenue
$79,542
Expenses
$61,186
Net income
$18,356
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