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PECK FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-03
IRS object ID
202223079349102302
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-03T08:57:16-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521760919PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Adam Chavis & Company PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522169632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peck Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPECKBusinessNameControlTxt
Phone4105260822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristine PeckPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4105260822PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChristinePersonFirstNm
Person LastPeckPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam ChavisPreparerPersonNm
PTINP01326115PTIN
Phone4105260822PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,731,464FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$85InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$85InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$85InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,402DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,402DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,402DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,669NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,514GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,669CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,156TotalRevAndExpnssAmt
Total Net Invst Incm$6,156TotalNetInvstIncmAmt
Total Adj Net Incm$2,487TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,630AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,630AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,630AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$4,839OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,839OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$4,839OtherProfFeesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$349TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$349TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$349TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$112OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$112OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$112OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$7,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,930TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,930TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,730ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,730ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,930TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,930TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$100,730TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$102,504ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,734,563CashBOYAmt
Cash EOY$851,117CashEOYAmt
Cash EOYFMV$851,117CashEOYFMVAmt
Corporate Stock EOY$780,841CorporateStockEOYAmt
Corporate Stock EOYFMV$880,347CorporateStockEOYFMVAmt
Total Assets BOY$1,734,563TotalAssetsBOYAmt
Total Assets EOY$1,631,958TotalAssetsEOYAmt
Total Assets EOYFMV$1,731,464TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,734,563CapitalStockBOYAmt
Capital Stock EOY$1,631,958CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,734,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,631,958TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,734,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,631,958TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,734,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$102,504ExcessRevenueOverExpensesAmt
Subtotal$1,632,059SubtotalAmt
Other Decreases$101OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,631,958TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
American TowerP2021-03-162021-12-14$8,966$7,947$1,019$1,019
BrighthealthP2021-06-242021-06-24$14,871$15,966-$1,095-$1,095
CarmaxP2021-06-232021-08-11$6,571$5,930$641$641
DanaherP2021-06-262021-12-02$317$251$66$66
EnvestnetP2021-03-052021-07-07$4,772$4,541$231$231
MarkelP2021-06-232021-11-18$10,019$9,863$156$156
Pros HldsP2021-05-262021-06-14$4,156$3,459$697$697
VeriskP2021-07-012021-12-02$8,826$6,888$1,938$1,938
FieldValueIRS element (for citing)
Capital Gain Net Income$3,669CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,653NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$2,936EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,936TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,936OriginalReturnTaxPaidAmt
Overpayment$2,936OverpaymentAmt
Applied To ES Tax$2,936AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksChristine PeckIndividualWithBooksNm
Phone4105260822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
J Stevenson Peck Jr
2 Wildflower WaySanta FeNM87506President000.00$0
Annabella Dunne
c/o 11905 Whispering Oak CtReisterstownMD21136VP000.00$0
Christine Peck
c/o 11905 Whispering Oak CtReisterstownMD21136Sec/Treas000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,638,827AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,638,827TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,638,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,582CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,614,245NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,712MinimumInvestmentReturnAmt
Distributable Before Adj$80,712DistributableBeforeAdjAmt
Distributable Before Ded$80,712DistributableBeforeDedAmt
Distributable As Adjusted$80,712DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,730ExpensesAndContributionsAmt
Qualifying Distributions$100,730QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,712DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,226ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,270ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,073ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,928ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$151,497TotalExcessDistributionCyovAmt
Qualifying Distributions$100,730QualifyingDistributionsAmt
Applied To Current Year$80,712AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,018RemainingDistriFromCorpusAmt
Total Corpus$171,515TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,226ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$145,289ExcessDistriCyovToNextYrAmt
Excess From Year4$26,270ExcessFromYear4Amt
Excess From Year3$38,000ExcessFromYear3Amt
Excess From Year2$39,073ExcessFromYear2Amt
Excess From Year1$21,928ExcessFromYear1Amt
Excess From Current Year$20,018ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See attached scheduleBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14126 Third StreetAddressLine1Txt
CityDetroitCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48201ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFulfill Organization Charitable PurposeGrantOrContributionPurposeTxt
Amt$100,730Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,730TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAdam Chavis Company PACategoryTxt
Amt$2,630Amt
Net Investment Income$2,630NetInvestmentIncomeAmt
Adjusted Net Income$2,630AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MellonStockNm
EOY Book Value$780,841EOYBookValueAmt
EOYFMV$880,347EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescStatement DifferenceDesc
Amt$101Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOfficeDesc
Revenue And Expenses Per Books$112RevenueAndExpensesPerBooksAmt
Net Investment Income$112NetInvestmentIncomeAmt
Adjusted Net Income$112AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDF DentCategoryTxt
Amt$4,839Amt
Net Investment Income$4,839NetInvestmentIncomeAmt
Adjusted Net Income$4,839AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

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