ROBERT AND CORA PEEPLES FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND CORA PEEPLES FOUNDATION (EIN 58-2433751)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-16
IRS object ID
201711369349100516
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)
Return2017-05-16T13:56:56-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204046229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNE & ASSOCIATES CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line122 BOW CIRCLE SUITE EAddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582433751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCROBERT & CORA PEEPLES FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JASON B BUSH-SYNOVUS TRUST COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEEPBusinessNameControlTxt
Phone8439374614PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17402 HODGSON MEMORIAL DRIVE RM 110AddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSYNOVUS TRUST COMPANYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9122353722PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK N JUNE CPAPreparerPersonNm
PTINP00630869PTIN
Phone8438426500PhoneNum
Preparation2017-05-16PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdFD35D3361013BECD5074789C6704DD616CC57F25AtSubmissionCreationDeviceId
At Submission Filing Device IdCB000F37CE8FAE44B7EB97F79A89D7004651EC5FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$372,294FMVAssetsEOYAmt
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$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,419DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,419DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,816NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,335CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,251TotalRevAndExpnssAmt
Total Net Invst Incm$10,770TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$663AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$663AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,728TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$663TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,593TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,528TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,342ExcessRevenueOverExpensesAmt
Net Investment Income$4,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,421CashBOYAmt
Cash EOY$3,813CashEOYAmt
Cash EOYFMV$3,813CashEOYFMVAmt
Corporate Stock BOY$370,808CorporateStockBOYAmt
Corporate Stock EOY$362,008CorporateStockEOYAmt
Corporate Stock EOYFMV$368,481CorporateStockEOYFMVAmt
Total Assets BOY$377,229TotalAssetsBOYAmt
Total Assets EOY$365,821TotalAssetsEOYAmt
Total Assets EOYFMV$372,294TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$377,229RetainedEarningBOYAmt
Retained Earning EOY$365,821RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$377,229TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$365,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$377,229TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$365,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$377,229TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,342ExcessRevenueOverExpensesAmt
Subtotal$365,887SubtotalAmt
Other Decreases$66OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$365,821TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,335CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,649AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$358,605NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052004DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,551AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$364,857NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048104DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,294AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$341,066NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050706DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,733AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$336,294NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052731DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,216AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$344,436NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049983DistributionYr5Rt
Total Distribution0.253528TotalDistributionRt
Average Distribution0.050706AverageDistributionRt
Net Vl Noncharitable Assets$357,837NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,144AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$48NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,192AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,528QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$48InvestmentIncomeExciseTaxAmt
Subtotal$48SubtotalAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Tax Due$48TaxDueAmt

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 StateSCOrgReportOrRegisterStateCd
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 BooksSYNOVUS TRUST COMPANYIndividualWithBooksNm
Phone9122353722PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17402 HODGSON MEMORIAL DRIVEAddressLine1Txt
Address Line2SUITE 110AddressLine2Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Business Name Line2BusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SYNOVUS TRUST COMPANY
SYNOVUS TRUST COMPANY7402 HODGSON MEMORIAL DRIVESUITE 110SAVANNAHGA31406TRUSTEE40.00$6,000$0$0
ROBERT E H PEEPLES
8 MOONSHELL ROADHILTON HEAD ISLANDSC29928BOARD OF DIR1.00$0$0$0
CORA MCKENZIE PEEPLES
8 MOONSHELL ROADHILTON HEAD ISLANDSC29928BOARD OF DIR1.00$0$0$0
DERBIANA PEEPLES BOWERS
8 MOONSHELL ROADHILTON HEAD ISLANDSC29928BOARD OF DIR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$358,169AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,117AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$363,286TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$363,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$357,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Total Tax$48TotalTaxAmt
Distributable Before Adj$17,844DistributableBeforeAdjAmt
Distributable Before Ded$17,844DistributableBeforeDedAmt
Distributable As Adjusted$17,844DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,528ExpensesAndContributionsAmt
Qualifying Distributions$18,528QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$48PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,844DistributableAsAdjustedAmt
Undistributed Income PY$14,688UndistributedIncomePYAmt
Qualifying Distributions$18,528QualifyingDistributionsAmt
Applied To Year1$14,688AppliedToYear1Amt
Applied To Current Year$3,840AppliedToCurrentYearAmt
Undistributed Income CY$14,004UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HERITAGE LIBRARY
FOUNDATION32 OFFICE PARK RD STE 3HIILTON HEAD ISLANDSC29928NONEPUBLIC EXMPTGENERAL PROGRAM SUPPORT$8,933
ANGLICAN CHURCH OF THE
REDEEMER920 CALDWELL LANENASHVILLETN37204NONEPUBLIC EXMPTGENERAL PROGRAM SUPPORT$8,932
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,865TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,419ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,335ExclusionAmt
Related Or Exempt Function Incm$2,481RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,770ExclusionAmt
Related Or Exempt Function Incm$2,481RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,251TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$663Amt
Disbursements Charitable Prps$663DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN EUROPACIFIC GROWTH FD2010-04PURCHASE2016-10$1,000$818$182
FIDELITY 500 INDEX FD2014-09PURCHASE2016-10$5,000$4,733$267
HARBOR FUND INTL FD2010-04PURCHASE2016-10$5,000$4,501$499
OPPENHEIMER DEVELOPING MKTS FD2013-06PURCHASE2016-03$3,001$3,174-$173
TEMPLETON GLOBAL BOND FD2013-10PURCHASE2016-03$13,139$15,000-$1,861
VICTORY MUNDER MIDCAP CORE GRWTH FDPURCHASE2016-03$12,542$8,975$3,567

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLUMBIA DIVIDEND OPPORTUNITY CL Z$16,258$16,290
AMERICAN EUROPACIFIC GROWTH FUND$6,611$7,812
FIRST CITIZENS BANCORP SC$6,750$25,560
JP MORGAN MID CAP VALUE FUND$9,047$14,821
HARBOR INTERNATIONAL FUND$2,689$2,860
SOUTHEASTERN BKG DARIEN GA$64,575$40,744
SYNOVUS FINANCIAL CORP$9,214$5,833
FEDERATED INST HIGH YIELD BOND FD$13,931$14,405
FEDERATED TOTAL RETURN BOND FD$45,309$44,280
ALLIANCEBERNSTEIN SMALL CAP GROWTH$3,400$3,417
FIDELITY SMALL CAPVALUE FD$4,400$4,388
OPPENHEIMER DEVELOPING MARKETS
TEMPLETON GLOBAL BOND FD
VANGUARD SHORT TERM INVEST GRADE$20,000$19,851
FIDELITY SPARTAN 500 INDEX FD$82,448$90,346
T ROWE PRICE INSTITUTIONAL LARGE CAP$18,104$18,355
VICTORY MUNDER MIDCAP CORE GROWTH
DODGE & COX INCOME FD$46,772$45,847
JANUS ENTERPRISE FUND CLASSI$12,500$13,672

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK VALUE > TAX COST ON SECURITIES SOLDDesc
Amt$66Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$65Amt

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