PECK FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PECK FOUNDATION INC (EIN 52-2169632)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-14
- IRS object ID
- 201533199349100518
- Schema version
- 2014v5.0
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-14T01:05:45-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adam Chavis and 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 | 2014-01-01 | 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 | Director | PersonTitleTxt |
| Signature | 2015-11-14 | 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 | 2015-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,432,061 | 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 | $109,852 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,600 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,250 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $257 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,777 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,777 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,284 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,284 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,223 | CashBOYAmt |
| Cash EOY | $139,785 | CashEOYAmt |
| Cash EOYFMV | $139,785 | CashEOYFMVAmt |
| Corporate Stock BOY | $763,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $870,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,267,169 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $67,197 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,224 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,107 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $932,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,031,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,432,061 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $932,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,031,304 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $932,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $932,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,031,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $932,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,048,601 | SubtotalAmt |
| Other Decreases | $17,297 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Croft BNY STCL attached | P | 2014-01-01 | 2014-12-31 | $19,707 | $27,401 | -$7,694 | -$7,694 |
| Croft BNY LTCG attached | P | 2005-06-03 | 2014-12-31 | $277,990 | $212,290 | $65,700 | $65,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,006 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,694 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,079 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,243,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.081294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,059,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.051569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $933,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.048753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,029 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $567,442 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.074067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | -$77 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $567,442 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 000.255547 | TotalDistributionRt |
| Average Distribution | 000.051109 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,441,924 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,428 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,027 | 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 | $733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $733 | SubtotalAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,879 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,879 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,146 | OverpaymentAmt |
| Applied To ES Tax | $1,146 | 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 |
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 | $1,445,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,463,882 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,463,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,441,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $71,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,027 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $733 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,363 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $27,691 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,752 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,027 | QualifyingDistributionsAmt |
| Applied To Current Year | $71,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,664 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,107 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $72,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $27,691 | ExcessFromYear2Amt |
| Excess From Year1 | $39,752 | ExcessFromYear1Amt |
| Excess From Current Year | $4,664 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| National Center for Family Philanthropy | ||||||||
| 1101 Connecticut Ave NW | Washington | DC | 20036 | Fullfil organizations charitable purposes | $500 | |||
| Baltimore Tree Trust | ||||||||
| PO Box 26202 | Baltimore | MD | 21210 | Fullfil organizations charitable purposes | $15,000 | |||
| Boulevard Harambee | ||||||||
| 231 East Grand Blvd | Detroit | MI | 48214 | Fullfil organizations charitable purposes | $10,000 | |||
| Fractured Atlas | ||||||||
| 248 West 35th Street 10th Fl | New York | NY | 10001 | Fullfil organizations charitable purposes | $5,000 | |||
| Baltimore Performance Kitchen | ||||||||
| 1315 Northview Road | Baltimore | MD | 21218 | Fullfil organizations charitable purposes | $10,000 | |||
| FocusHOPE | ||||||||
| 1355 Oakman Blvd | Detroit | MI | 48238 | Fullfil organizations charitable purposes | $10,000 | |||
| Stratford Festival America | ||||||||
| Fullfil organizations charitable purposes | $10,000 | PO Box 520 | Stratford ON | CA | ||||
| Green Living Science | ||||||||
| 1331 Holden St | Detroit | MI | 48202 | Fullfil organizations charitable purposes | $1,000 | |||
| Creative Alliance | ||||||||
| 3134 Eastern Avenue | Baltimore | MD | 21224 | Fullfil organizations charitable purposes | $1,500 | |||
| Heidelberg Project | ||||||||
| 42 Watson | Detroit | MI | 48201 | Fullfil organizations charitable purposes | $2,500 | |||
| The Miami Foundation | ||||||||
| 200 South Biscayne Blvd Suite 505 | Miami | FL | 33131 | Fullfil organizations charitable purposes | $1,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,000 | 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 | $109,852 | 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 | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| Croft BNY STCL attached | 2014-01 | P | 2014-12 | $19,707 | $27,401 | -$7,694 |
| Croft BNY LTCG attached | 2005-06 | P | 2014-12 | $277,990 | $212,290 | $65,700 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $21,224 | EOYBookValueAmt |
| EOYFMV | $25,107 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $870,295 | EOYBookValueAmt |
| EOYFMV | $1,267,169 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Amt | $17,297 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Agency | $717 | $717 | $717 | $717 |
| Management | $2,972 | $2,972 | $2,972 | $2,972 |
| Dues | $1,635 | $1,635 | $1,635 | $1,635 |
| Bank Fees | $5 | $5 | $5 | $5 |
| Website | $1,448 | $1,448 | $1,448 | $1,448 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $257 | Amt |
| Net Investment Income | $257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $257 | AdjustedNetIncomeAmt |
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