PECK FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-07
IRS object ID
201703119349100005
Schema version
2016v3.0
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)
Return2017-11-07T12:57:43-00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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 TitleDirectorPersonTitleTxt
Signature2017-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam ChavisPreparerPersonNm
Phone4105260822PhoneNum
Preparation2017-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.243.106.43IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-07IPDt
IP Tm17:36:02IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04C8A8EA76ED199D0FB9DB63A93E7ADD3047B58DAtSubmissionCreationDeviceId
At Submission Filing Device Id04C8A8EA76ED199D0FB9DB63A93E7ADD3047B58DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,582,067FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$128,169ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,158InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,158InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,411DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,058NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$388,803GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,058CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$169,796TotalRevAndExpnssAmt
Total Net Invst Incm$41,627TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,290AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,290AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,290AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,290AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$6,897OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,897OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$6,897OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$6,897OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,187TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,187TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,187TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,187TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,687TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,187TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,187TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$100,687TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,109ExcessRevenueOverExpensesAmt
Net Investment Income$33,440NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,001CashBOYAmt
Cash EOY$21,260CashEOYAmt
Cash EOYFMV$21,260CashEOYFMVAmt
Corporate Stock BOY$930,039CorporateStockBOYAmt
Corporate Stock EOY$1,143,281CorporateStockEOYAmt
Corporate Stock EOYFMV$1,461,208CorporateStockEOYFMVAmt
Corporate Bonds BOY$224,587CorporateBondsBOYAmt
Corporate Bonds EOY$96,858CorporateBondsEOYAmt
Corporate Bonds EOYFMV$99,599CorporateBondsEOYFMVAmt
Total Assets BOY$1,193,627TotalAssetsBOYAmt
Total Assets EOY$1,261,399TotalAssetsEOYAmt
Total Assets EOYFMV$1,582,067TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$1,193,627CapitalStockBOYAmt
Capital Stock EOY$1,261,399CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,193,627TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,261,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,193,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,261,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,193,627TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,109ExcessRevenueOverExpensesAmt
Subtotal$1,262,736SubtotalAmt
Other Decreases$1,337OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,261,399TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY STCL attachedP2016-01-012016-12-31$106,213$121,651-$15,438-$15,438
BNY LTCG attachedP2009-03-182016-12-31$280,605$251,094$29,511$29,511
FieldValueIRS element (for citing)
Capital Gain Net Income$16,058CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,939AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,397,707NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.063632DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,294AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,441,924NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.052218DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,079AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,243,370NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.081294DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,615AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,059,059NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.051569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$933,786NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.048753DistributionYr5Rt
Total Distribution000.297466TotalDistributionRt
Average Distribution000.059493AverageDistributionRt
Net Vl Noncharitable Assets$1,495,901NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,996AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$334NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$89,330AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,687QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$334InvestmentIncomeExciseTaxAmt
Subtotal$334SubtotalAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,164EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$2,664TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,664OriginalReturnTaxPaidAmt
Overpayment$2,330OverpaymentAmt
Applied To ES Tax$2,330AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
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

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
3105 W Leigh StRichmondVA23230President000.00$0
Annabella Dunne
19 8th Avenue Apt 2New YorkNY10014VP000.00$0
Christine Peck
250 Henley StreetBirminghamMI48009Sec/Treas000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,376,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$142,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,518,681TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,518,681AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,495,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Total Tax$334TotalTaxAmt
Distributable Before Adj$74,461DistributableBeforeAdjAmt
Distributable Before Ded$74,461DistributableBeforeDedAmt
Distributable As Adjusted$74,461DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,687ExpensesAndContributionsAmt
Qualifying Distributions$100,687QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$334PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,353AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,461DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$27,691ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,752ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,664ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,018ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,125TotalExcessDistributionCyovAmt
Qualifying Distributions$100,687QualifyingDistributionsAmt
Applied To Current Year$74,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,226RemainingDistriFromCorpusAmt
Total Corpus$119,351TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$119,351ExcessDistriCyovToNextYrAmt
Excess From Year4$27,691ExcessFromYear4Amt
Excess From Year3$39,752ExcessFromYear3Amt
Excess From Year2$4,664ExcessFromYear2Amt
Excess From Year1$21,018ExcessFromYear1Amt
Excess From Current Year$26,226ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FilmAid
234 Fifth AvenueNew YorkNY10001NoneFullfill Organization Chaitable purpose$7,500
Baltimore Choral Arts
1316 ParK AveBaltimoreMD21217NoneFullFill Organization Chaitable Purpose$10,000
Allied Media
4126 Third StreetDetroitMI48201NoneFullfill Organization Charitable Purpose$8,500
NAMI Metro Balto
6600 York RoadBaltimoreMD21212NoneFullfill Organization Charitable Purpose$1,500
MICA
1300 West Mt Royal AveBaltimoreMD21217NoneFullfill Organization Charitable Purpose$10,000
Mosaic Youth Theatre
2251 Antietam AvenueDetroitMI48207NoneFullfill Organization Charitable Purpose$5,000
Creative Alliance
3134 Eastern AveBaltimoreMD21224NoneFullFill organiztion Charitable Purpose$7,500
DCWS
24901 Northwestern HwySouthfieldMI48075NoneFullfill Organization Charitable Purpose$5,000
The Miami Fnd
40 NW 3rd StMiamiFL33218NoneFullfill Organization Charitable Purpose$7,500
Greening of Detroit
1418 Michigan AveDetroitMI48216NoneFullfill Organization Charitable Purpose$7,500
Planned Parenthood
123 William StNew YorkNY10038NoneFullfill Organization Charitable Purpose$5,000
Strong City Balto
3503 N Charles StBaltimoreMD21218NoneFullfill Organization Charitable Purpose$2,000
Art 180
114 W Marshal StreetRichmondVA23220NoneFullfill Organization Charitable Purpose$1,000
Venture Richmond
200 S 3rd StreetRichmondVA23219NoneFullfill Organiztion Charitable Purpose$5,000
Carrie Morris Arts Production
2221 Carpenter AveDetroitMI48212NoneFullfill Organization Charitable Purpose$1,500
Northend Christian Comm Development
9354 Oakland AveDetroitMI48212NoneFullfill Organization Charitable Purpose$1,000
The Tricycle Collective
4444 2nd AveDetroitMI48202NoneFullfill Organization Charitable Purpose$1,000
Allied Media Project
4126 Third StreetDetroitMI48201NoneFullfill Organization Charitable Purpose$1,000
The Contemporary
PO Box 1572BaltimoreMD21203NoneFullfill Organization Charitable Purpose$1,500
Young Audiences of MD
2600 N Howard StBaltimoreMD21218NoneFullfill Organization Charitable Purpose$1,500
Wide Angle Youth Media
2601 N Howard StBaltimoreMD21218NoneFullfill Organization Charitable Purpose$1,000
Neighbors Building Brightmoor
22739 Fenkell StDetroitMI48223NoneFullfill Organization Charitable Purpose$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,500TotalGrantOrContriPdDurYrAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ Stevenson Peck Inter Vivos CLTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$128,169TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAdam Chavis Company PACategoryTxt
Amt$1,290Amt
Net Investment Income$1,290NetInvestmentIncomeAmt
Adjusted Net Income$1,290AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,290DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BNY STCL attached2016-01P2016-12$106,213$121,651-$15,438
BNY LTCG attached2009-03P2016-12$280,605$251,094$29,511

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$96,858EOYBookValueAmt
EOYFMV$99,599EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$1,143,281EOYBookValueAmt
EOYFMV$1,461,208EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOtherDesc
Amt$1,337Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Agency$627$627$627$627
Management$5,090$5,090$5,090$5,090
Dues$1,180$1,180$1,180$1,180

Taxes Schedule TaxesSchedule

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.