Civic Intelligence

Jacobs Preyer Family Foundation

990PF • Fiscal year 2012 • EIN 56-6535541

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 14, 2013

C/O Piedmont Trust CO Box 2012427420
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$320,860

Up $3,272 (+1.0%) from 2011

Net Assets

Up

$320,860

Up $3,272 (+1.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,604

Down $25,114 (-67%) from 2011

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.

$3.0M$2.0M$1.0M$0Assets 2010: $331,711Liabilities 2010: $0Net Assets 2010: $331,7112010Assets 2011: $317,588Liabilities 2011: $0Net Assets 2011: $317,5882011Assets 2012: $320,860Liabilities 2012: $0Net Assets 2012: $320,8602012Assets 2013: $335,921Liabilities 2013: $0Net Assets 2013: $335,9212013Assets 2014: $875,498Liabilities 2014: $02014Assets 2015: $1,344,086Liabilities 2015: $0Net Assets 2015: $1,344,0862015Assets 2016: $1,310,886Liabilities 2016: $0Net Assets 2016: $1,310,8862016Assets 2017: $1,292,722Liabilities 2017: $0Net Assets 2017: $1,292,7222017Assets 2018: $1,922,177Liabilities 2018: $0Net Assets 2018: $1,922,1772018Assets 2019: $1,906,553Liabilities 2019: $0Net Assets 2019: $1,906,5532019Assets 2020: $2,859,994Liabilities 2020: $0Net Assets 2020: $2,859,9942020Assets 2021: $2,426,244Liabilities 2021: $0Net Assets 2021: $2,426,2442021Assets 2022: $2,412,780Liabilities 2022: $0Net Assets 2022: $2,412,7802022Assets 2023: $2,364,749Liabilities 2023: $0Net Assets 2023: $2,364,7492023Assets 2024: $2,537,655Liabilities 2024: $0Net Assets 2024: $2,537,6552024

Highlighted filing

2012

Assets$320,860
Liabilities$0
Net Assets$320,860

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $7,4882010Expenses 2011: $37,7182011Expenses 2012: $12,6042012Revenue 2013: $11,259Expenses 2013: $10,746Net Income 2013: $5132013Revenue 2014: $521,506Expenses 2014: $3,627Net Income 2014: $517,8792014Revenue 2015: $523,410Expenses 2015: $24,104Net Income 2015: $499,3062015Revenue 2016: $35,170Expenses 2016: $57,494Net Income 2016: -$22,3242016Revenue 2017: $45,030Expenses 2017: $90,788Net Income 2017: -$45,7582017Revenue 2018: $334,442Expenses 2018: $79,759Net Income 2018: $254,6832018Revenue 2019: $161,084Expenses 2019: $94,183Net Income 2019: $66,9012019Revenue 2020: $991,560Expenses 2020: $122,832Net Income 2020: $868,7282020Revenue 2021: $132,056Expenses 2021: $708,065Net Income 2021: -$576,0092021Revenue 2022: $80,601Expenses 2022: $58,234Net Income 2022: $22,3672022Revenue 2023: $83,488Expenses 2023: $84,527Net Income 2023: -$1,0392023Revenue 2024: $115,592Expenses 2024: $103,707Net Income 2024: $11,8852024

Highlighted filing

2012

Revenue-
Expenses$12,604
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 14, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn Jacobs PreyerDirector-$0--
Lunsford Richardson Preyer JrDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION509(a)(1)PRINCETON, NJ, US$10,000
Filing and Contact Details

Filer

EIN
56-6535541
Raw XML Appendix277 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/GeneralExplanation/Explanation0PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) 1. PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) (236.00) NET SHORT TERM SECTION 1256 (14.00) NET LONG TERM CAPITAL GAIN(LOSS) 9,282.00 NET LONG TERM SECTION 1256 (21.00) NET SECTION 1231 GAIN(LOSS) (204.00) 2. PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) 173.00 TOTAL LINE 2. NET CAPITAL GAIN (LOSS) 8,980.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Marilyn Jacobs Preyer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lunsford Richardson Preyer Jr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O PIEDMONT FIN TR BOX 20124
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Piedmont Trust Company
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03362745471
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10701 Green Valley Road
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Greensboro
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OtherAssetsSchedule/OtherAssets/Description0PIEDMONT SOUTHEASTERN INVT FUND LLC
OtherAssetsSchedule/OtherAssets/Description1PIEDMONT ASSOCIATES INVT FUND LLC
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OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT & ADVISOR FEES PSIF K-1
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OtherIncreasesSchedule/OtherIncreases/Description1PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS
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TaxesSchedule/Taxes/Amount0300
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome0160
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566535541
ReturnHeader/Filer/Name/BusinessNameLine10THE PREYER-JACOBS FOUNDATION
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ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-14
ReturnHeader/Officer/Name0LR Preyer Jr
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 20124
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027420
ReturnHeader/Preparer/Name0Laura Bennett
ReturnHeader/Preparer/Phone03365748669
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-14T07:01:28-07:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.12$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.08$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.13$0.71$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.99$0.12$0.87
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.33$0.08$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.52$0.02$0.50
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.52$0.00$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01