Civic Intelligence

The Charles Pinckney Jones Charitable Trust

EIN 82-7090734 • Richmond, VA

901 E Cary St Suite 1900Richmond, VA 23219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$35,600

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,828,689

Down $123,433 (-4.2%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Down

$2,828,689

Down $123,433 (-4.2%) from 2024

Revenue

Down

$127,953

Down $198,275 (-61%) from 2024

Expenses

Up

$251,386

Up $115,966 (+86%) from 2024

Net Income

Down

-$123,433

Down $314,241 (-165%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $489,710Liabilities 2018: $0Net Assets 2018: $489,7102018Assets 2019: $2,703,173Liabilities 2019: $02019Assets 2020: $2,574,969Liabilities 2020: $1Net Assets 2020: $2,574,9692020Assets 2021: $2,450,625Liabilities 2021: $1Net Assets 2021: $2,450,6252021Assets 2022: $2,661,219Liabilities 2022: $1Net Assets 2022: $2,661,2192022Assets 2023: $2,761,314Liabilities 2023: $1Net Assets 2023: $2,761,3142023Assets 2024: $2,952,122Liabilities 2024: $1Net Assets 2024: $2,952,1222024Assets 2025: $2,828,689Liabilities 2025: $0Net Assets 2025: $2,828,6892025

Highlighted filing

2025

Assets$2,828,689
Liabilities$0
Net Assets$2,828,689

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $524,633Expenses 2018: $34,923Net Income 2018: $489,7102018Revenue 2019: $2,283,433Expenses 2019: $69,970Net Income 2019: $2,213,4632019Revenue 2020: $62,241Expenses 2020: $190,445Net Income 2020: -$128,2042020Revenue 2021: $114,342Expenses 2021: $238,686Net Income 2021: -$124,3442021Revenue 2022: $373,746Expenses 2022: $163,152Net Income 2022: $210,5942022Revenue 2023: $290,284Expenses 2023: $190,189Net Income 2023: $100,0952023Revenue 2024: $326,228Expenses 2024: $135,420Net Income 2024: $190,8082024Revenue 2025: $127,953Expenses 2025: $251,386Net Income 2025: -$123,4332025

Highlighted filing

2025

Revenue$127,953
Expenses$251,386
Net Income-$123,433

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$35,600-$35,600
Filing and Contact Details

Filer

Filer Name
The Charles Pinckney Jones Charitable Trust
EIN
82-7090734
Phone
8046975128
Address
901 E Cary St Suite 1900, Richmond, VA 23219

Signing Officer

Name
Hamill D Jones
Title
Trustee
Phone
8046975128
Signed
2025-12-09

Preparer

Firm
Billingsley & Billingsley CPAs
Address
PO Box 523, Monterey, VA 24465
Preparer
Kim W Billingsley CPA
Phone
5404681150
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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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Highland Children's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Monterey United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Virginia Cooperative Extension
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The 3rd Space
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Po Box 556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 63
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510 East Maint St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Po Box 528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7132 West Maint St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3McDowell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd424465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd624465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd724465
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180950
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0178535
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030612
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209147
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030612
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04941
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12351
LandEtcSchedule2/LandEtcGrp/BookValueAmt0170059
LandEtcSchedule2/LandEtcGrp/BookValueAmt157649
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Historic building, Monterey VA
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1rental building, Monterey VA
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0175000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt160000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough loss K-1 rental
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-12936
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-12936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016370
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Frontier Investment Group-RJ investment advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016370
TaxesSchedule/TaxesDetail/Amt04395
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/Amt22836
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt2REIT K-1 pass through
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02836
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Hamill D Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08046975128
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charles Pinckney Jones Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0827090734
ReturnHeader/Filer/PhoneNum08046975128
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 E Cary St Suite 1900
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010561495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Billingsley & Billingsley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 523
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024465
ReturnHeader/PreparerPersonGrp/PhoneNum05404681150
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-10T10:17:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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