PECK FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PECK FOUNDATION INC (EIN 52-2169632)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349101201
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T03:07:43-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adam Chavis & Company PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522169632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peck Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PECK | BusinessNameControlTxt |
| Phone | 4105260822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christine Peck | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Chavis | PreparerPersonNm |
| Phone | 4105260822 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,403,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $126,034 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,863 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,863 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $489,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,324 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,125 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $516 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $516 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $516 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $187 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $187 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,002 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,002 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,002 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,002 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,294 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,124 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,124 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,785 | CashBOYAmt |
| Cash EOY | $39,001 | CashEOYAmt |
| Cash EOYFMV | $39,001 | CashEOYFMVAmt |
| Corporate Stock BOY | $870,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $930,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,141,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,224 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $224,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $222,984 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,031,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,193,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,403,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $1,031,304 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,193,627 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,031,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,031,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,193,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,031,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,589 | OtherIncreasesAmt |
| Subtotal | $1,193,627 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Croft BNY STCL | 2015-01-01 | 2015-12-31 | $83,030 | $88,420 | -$5,390 | -$5,390 |
| Croft BNY LTCG | 2005-03-29 | 2015-12-31 | $404,014 | $317,191 | $86,823 | $86,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,785 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,390 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,441,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.052218 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,243,370 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.081294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,059,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.051569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $933,786 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.048753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $567,442 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.074067 | DistributionYr5Rt |
| Total Distribution | 000.307901 | TotalDistributionRt |
| Average Distribution | 000.061580 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,397,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,071 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $982 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,921 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $982 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $982 | SubtotalAmt |
| Tax Based On Investment Income | $982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,146 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,146 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,146 | OriginalReturnTaxPaidAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Christine Peck | IndividualWithBooksNm |
| Phone | 4105260822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J Stevenson Peck Jr | ||||||
| 3105 W Leigh St | Richmond | VA | 23230 | President | 000.00 | $0 |
| Annabella Dunne | ||||||
| PO Box 1433 | New York | NY | 10013 | VP | 000.00 | $0 |
| Christine Peck | ||||||
| 250 Henley Street | Birmingham | MI | 48009 | Sec/Treas | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,377,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,418,992 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,418,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,397,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $982 | TotalTaxAmt |
| Distributable Before Adj | $68,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,921 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,921 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $982 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,939 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,903 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $27,691 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,107 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,921 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,018 | RemainingDistriFromCorpusAmt |
| Total Corpus | $93,125 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $93,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,691 | ExcessFromYear3Amt |
| Excess From Year2 | $39,752 | ExcessFromYear2Amt |
| Excess From Year1 | $4,664 | ExcessFromYear1Amt |
| Excess From Current Year | $21,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached list | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3134 Eastern Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Fullfil organization charitable purpose | GrantOrContributionPurposeTxt |
| Amt | $79,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,500 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J Stevenson Peck Inter Vivos CLT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $126,034 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Adam Chavis Company PA | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,125 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Croft BNY STCL | 2015-01 | 2015-12 | $83,030 | $88,420 | -$5,390 |
| Croft BNY LTCG | 2005-03 | 2015-12 | $404,014 | $317,191 | $86,823 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $224,587 | EOYBookValueAmt |
| EOYFMV | $222,984 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $930,039 | EOYBookValueAmt |
| EOYFMV | $1,141,438 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Agency | $743 | $743 | $743 | $743 |
| Management | $4,150 | $4,150 | $4,150 | $4,150 |
| Dues | $1,401 | $1,401 | $1,401 | $1,401 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Amt | $17,589 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $187 | Amt |
| Net Investment Income | $187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $187 | AdjustedNetIncomeAmt |
Comments