PECK FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: PECK FOUNDATION INC (EIN 52-2169632)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-14
IRS object ID: 201223199349101557
Schema version: 2011v1.2
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
Form 990-PF
Schedule B
Accounting Fees Schedule
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)
Timestamp	2012-11-14T21:46:31-00:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Adam Chavis and Company PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11905 Whispering Oak Ct	AddressLine1
City	Reisterstown	City
State	MD	State
ZIP Code	21136	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	522169632	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Peck Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PECK	NameControl
Phone	4105260822	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11905 Whispering Oak Ct	AddressLine1
City	Reisterstown	City
State	MD	State
ZIP Code	21136	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Christine Peck	Name
Title	SecretaryTreas	Title
Date Signed	2012-11-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Adam Chavis	Name
Phone	4105260822	Phone
Date Prepared	2012-11-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	912482	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	99697	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	2960	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	2960	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	24223	DividendsRevAndExpnss
Dividends Net Invst Incm	24223	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	35521	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	126880	TotalRevenueAndExpenses
Total Net Investment Income	62704	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1105	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1105	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	1105	AccountingFeesAdjNetIncm
Taxes Rev And Expnss	210	TaxesRevAndExpnss
Taxes Net Invst Incm	210	TaxesNetInvstIncm
Taxes Adj Net Incm	210	TaxesAdjNetIncm
Other Expenses Rev And Expnss	3238	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	3238	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	3238	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	4553	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	4553	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	4553	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	10000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	10000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	14553	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	4553	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	4553	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	10000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	112327	ExcessOfRevenueOverExpenses
Net Investment Income	58151	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	38540	CashBOY
Cash EOY	72378	CashEOY
Cash EOYFMV	72378	CashEOYFMV
Investments Corp Stock BOY	566665	InvestmentsCorpStockBOY
Investments Corp Stock EOY	656183	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	694717	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	109135	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	138522	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	145387	InvestmentsCorpBondsEOYFMV
Total Assets BOY	714340	TotalAssetsBOY
Total Assets EOY	867083	TotalAssetsEOY
Total Assets EOYFMV	912482	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Capital Stock BOY	714340	CapitalStockBOY
Capital Stock EOY	867083	CapitalStockEOY
Total Net Assets BOY	714340	TotalNetAssetsBOY
Total Net Assets EOY	867083	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	714340	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	867083	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	714340	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	112327	ExcessOfRevenueOverExpenses
Other Increases	40416	OtherIncreases
Subtotal	867083	Subtotal
Total Net Assets Fund Balances EOY	867083	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
State Street Bank Trust attached	P	2005-01-01	2011-12-31	231230	196888	34342	34342
State Street LTCG	P	2010-12-20	2011-12-31	1179		1179	1179

Field	Value	IRS element (for citing)
Capital Gain Net Income	35521	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	42029	QualifyingDistributionsYear1
Noncharitable Assets Year1	567442	NoncharitableAssetsYear1
Distribution Ratio Year1	000.074067	DistributionRatioYear1
Qualifying Distributions Year2	-77	QualifyingDistributionsYear2
Noncharitable Assets Year2	567442	NoncharitableAssetsYear2
Qualifying Distributions Year3	914	QualifyingDistributionsYear3
Noncharitable Assets Year3	520690	NoncharitableAssetsYear3
Distribution Ratio Year3	000.001755	DistributionRatioYear3
Total Distribution Ratio	000.075686	TotalDistributionRatio
Average Distribution Ratio	000.025229	AverageDistributionRatio
Net Noncharitable Assets	933786	NetNoncharitableAssets
Adjusted Noncharitable Assets	23558	AdjustedNoncharitableAssets
One Percent Net Investment Income	582	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	24140	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	46107	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	582	InvestmentIncomeExciseTax
Subtotal	582	Subtotal
Tax Based On Investment Income	582	TaxBasedOnInvestmentIncome
Penalty For Underpayment	10	PenaltyForUnderpayment
Tax Due	592	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MD	StatesFiledWith
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Phone Number	4105260822	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	11905 Whispering Oak Ct	AddressLine1
City	Reisterstown	City
State	MD	State
ZIP Code	21136	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
J Stevenson Peck Jr
3105 W Leigh St	Richmond	VA	23230	President	000.00	0
Seska Ramberg Peck
1861 B Circle Road	Ruxton	MD	21204	VP	000.00	0
Christine Peck
250 Henley Street	Birmingham	MI	48009	Sec/Treas	000.00	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	948006	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	948006	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	948006	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	14220	CashDeemedCharitable
Net Noncharitable Assets	933786	NetNoncharitableAssets
Minimum Investment Return	46689	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	46689	MinimumInvestmentReturn
Tax Based On Investment Income	582	TaxBasedOnInvestmentIncome
Total Tax	582	TotalTax
Distributable Amount Before Adj	46107	DistributableAmountBeforeAdj
Distributable Amount Before Ded	46107	DistributableAmountBeforeDed
Distributable Amount As Adjusted	46107	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10000	ExpensesAndContributions
Amounts Paid Acq Charitable Assets	36107	AmountsPaidAcqCharitableAssets
Qualifying Distributions	46107	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	582	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	45525	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	46107	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	12099	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	10000	ExcessDistriCarryoverYear4
Excess Distri Carryover Year1	42500	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	64599	TotalExcessDistriCarryover
Qualifying Distributions	46107	QualifyingDistributions
Applied To Current Year	46107	AppliedToCurrentYear
Total Corpus	64599	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	12099	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	52500	ExcessDistriCyovToNextYear
Excess From Year4	10000	ExcessFromYear4
Excess From Year1	42500	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Focusing Institute	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 539	AddressLine1
City	pring Alley	City
State	NY	State
ZIP Code	10977	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationship
Purpose Of Grant Or Contribution	Fullfill organizations charitable purpose	PurposeOfGrantOrContribution
Amount	$10,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	10000	TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	0001	ContributorNumber
Contributor Name Individual	J Stevenson Peck Inter Vivos CLT	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	11905 Whispering Oak Ct	AddressLine1
City	Reisterstown	City
State	MD	State
ZIP Code	21136	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	99697	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Adam Chavis Company PA	Category
Amount	$1,105	Amount
Net Investment Income	1105	NetInvestmentIncome
Adjusted Net Income	1105	AdjustedNetIncome

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
EOY Book Value	138522	EOYBookValue
EOYFMV	145387	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
EOY Book Value	656183	EOYBookValue
EOYFMV	694717	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
Agency	659	659	659
Management	2579	2579	2579

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Realized gain	Description
Amount	$40,416	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Foreign Tax	Category
Amount	$210	Amount
Net Investment Income	210	NetInvestmentIncome
Adjusted Net Income	210	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

PECK FOUNDATION INC: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments