PECK FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-11
IRS object ID
201303189349101035
Schema version
2012v2.2
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)
Timestamp2013-11-11T09:39:16-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Adam Chavis and Company PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1
CityReisterstownCity
StateMDState
ZIP Code21136ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522169632EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Peck Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPECKNameControl
Phone4105260822Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1
CityReisterstownCity
StateMDState
ZIP Code21136ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameChristine PeckName
TitleSecretaryTreasTitle
Date Signed2013-11-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAdam ChavisName
Phone4105260822Phone
Date Prepared2013-11-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1099669FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss111751ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2880InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2880InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss17330DividendsRevAndExpnss
Dividends Net Invst Incm17330DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-48619NetGainSaleAssetsRevAndExpnss
Gross Sales Price201703GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses83342TotalRevenueAndExpenses
Total Net Investment Income20210TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1105AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1105AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm1105AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1105AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss278TaxesRevAndExpnss
Taxes Net Invst Incm278TaxesNetInvstIncm
Taxes Adj Net Incm278TaxesAdjNetIncm
Other Expenses Rev And Expnss3662OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm3662OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm3662OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps3662OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss5045TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5045TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm5045TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4767TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss50000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps50000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss55045TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5045TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm5045TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps54767TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses28297ExcessOfRevenueOverExpenses
Net Investment Income15165NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY72378CashBOY
Cash EOY134707CashEOY
Cash EOYFMV134707CashEOYFMV
Investments Corp Stock BOY656183InvestmentsCorpStockBOY
Investments Corp Stock EOY726919InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV924635InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY138522InvestmentsCorpBondsBOY
Investments Corp Bonds EOY32894InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV40327InvestmentsCorpBondsEOYFMV
Total Assets BOY867083TotalAssetsBOY
Total Assets EOY894520TotalAssetsEOY
Total Assets EOYFMV1099669TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Capital Stock BOY867083CapitalStockBOY
Capital Stock EOY894520CapitalStockEOY
Total Net Assets BOY867083TotalNetAssetsBOY
Total Net Assets EOY894520TotalNetAssetsEOY
Total Liabilities Net Assets BOY867083TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY894520TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY867083TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses28297ExcessOfRevenueOverExpenses
Subtotal895380Subtotal
Other Decreases860OtherDecreases
Total Net Assets Fund Balances EOY894520TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
StateStreet/Croft STCL attachedP2012-01-102012-12-21109006115921-6915-6915
State Street/Crift LTCLP2009-04-202012-12-1792697134401-41704-41704
FieldValueIRS element (for citing)
Capital Gain Net Income-48619CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-6915NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year145525QualifyingDistributionsYear1
Noncharitable Assets Year1933786NoncharitableAssetsYear1
Distribution Ratio Year1000.048753DistributionRatioYear1
Qualifying Distributions Year242029QualifyingDistributionsYear2
Noncharitable Assets Year2567442NoncharitableAssetsYear2
Distribution Ratio Year2000.074067DistributionRatioYear2
Qualifying Distributions Year3-77QualifyingDistributionsYear3
Noncharitable Assets Year3567442NoncharitableAssetsYear3
Qualifying Distributions Year4914QualifyingDistributionsYear4
Noncharitable Assets Year4520690NoncharitableAssetsYear4
Distribution Ratio Year4000.001755DistributionRatioYear4
Total Distribution Ratio000.124439TotalDistributionRatio
Average Distribution Ratio000.031110AverageDistributionRatio
Net Noncharitable Assets1059059NetNoncharitableAssets
Adjusted Noncharitable Assets32947AdjustedNoncharitableAssets
One Percent Net Investment Income152OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One33099AdjNonchrtblAssetsAndOnePct
Qualifying Distributions54767QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax152InvestmentIncomeExciseTax
Subtotal152Subtotal
Tax Based On Investment Income152TaxBasedOnInvestmentIncome
Tax Paid With Extension2000TaxPaidWithExtension
Total Credits And Payments2000TotalCreditsAndPayments
Tax Paid Original Return2000TaxPaidOriginalReturn
Overpayment1848Overpayment
Amount Credited To Next Year1848AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMDStatesFiledWith
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Phone Number4105260822BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1
CityReisterstownCity
StateMDState
ZIP Code21136ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
J Stevenson Peck Jr
3105 W Leigh StRichmondVA23230President000.000
Seska Ramberg Peck
1861 B Circle RoadRuxtonMD21204VP000.000
Christine Peck
250 Henley StreetBirminghamMI48009Sec/Treas000.000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1075187AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1075187TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1075187AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable16128CashDeemedCharitable
Net Noncharitable Assets1059059NetNoncharitableAssets
Minimum Investment Return52953MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return52953MinimumInvestmentReturn
Tax Based On Investment Income152TaxBasedOnInvestmentIncome
Total Tax152TotalTax
Distributable Amount Before Adj52801DistributableAmountBeforeAdj
Distributable Amount Before Ded52801DistributableAmountBeforeDed
Distributable Amount As Adjusted52801DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions54767ExpensesAndContributions
Qualifying Distributions54767QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm152OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions54615AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted52801DistributableAmountAsAdjusted
Excess Distri Carryover Year510000ExcessDistriCarryoverYear5
Excess Distri Carryover Year242500ExcessDistriCarryoverYear2
Total Excess Distri Carryover52500TotalExcessDistriCarryover
Qualifying Distributions54767QualifyingDistributions
Applied To Current Year2267AppliedToCurrentYear
Remaining Distri From Corpus52500RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus50534ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY50534ExcessDistriCyovAppliedCY
Total Corpus54466TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year54466ExcessDistriCyovToNextYear
Excess From Year21966ExcessFromYear2
Excess From Current Year52500ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
Stratford Shakespeare Festival
PO Box 520StratfordCAFullfil organizations charitable purpose$10,000
The Focusing Institute
Fullfil organizations charitable purpose$10,000PO Box 539Spring ValleyNY10977
Baltimore Tree Trust
Fullfil organizations charitable purpose$5,000PO Box 26202BaltimoreMD21210
Community Foundation for Southeast
Fullfil organizations charitable purpose$25,000333 WEst Fort Street Suite 2010DetroitMI48226
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year50000TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJ Stevenson Peck Inter Vivos CLTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1
CityReisterstownCity
StateMDState
ZIP Code21136ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions111751AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAdam Chavis Company PACategory
Amount$1,105Amount
Net Investment Income1105NetInvestmentIncome
Adjusted Net Income1105AdjustedNetIncome
Disbursements Charitable Prps1105DisbursementsCharitablePrps

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
State Street/Croft STCL attached2012-01P2012-12109006115921-6915
State Street/Croft LTCL attached2009-04P2012-1292697134401-41704

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
EOY Book Value32894EOYBookValue
EOYFMV40327EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value726919EOYBookValue
EOYFMV924635EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionRealized LossDescription
Amount$860Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Agency738738738738
Management2924292429242924

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryForeign TaxCategory
Amount$278Amount
Net Investment Income278NetInvestmentIncome
Adjusted Net Income278AdjustedNetIncome

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