PECK FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-16
IRS object ID
201123209349100302
Schema version
2010v3.4
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)
Timestamp2011-11-16T11:12:29-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Line11651 Belfast RoadAddressLine1
CitySparksCity
StateMDState
ZIP Code21152ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameChristine PeckName
TitleTreasurerTitle
Date Signed2011-11-16DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAdam ChavisName
Phone4105260822Phone
Date Prepared2011-11-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY850525FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss79925ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss3930InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3930InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss19813DividendsRevAndExpnss
Dividends Net Invst Incm19813DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm26974CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss297OtherIncomeRevAndExpnss
Other Income Net Invst Incm297OtherIncomeNetInvstIncm
Other Income Adj Net Incm297OtherIncomeAdjNetIncm
Total Revenue And Expenses103965TotalRevenueAndExpenses
Total Net Investment Income51014TotalNetInvestmentIncome
Total Adjusted Net Income297TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1125AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1125AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm1125AccountingFeesAdjNetIncm
Taxes Rev And Expnss173TaxesRevAndExpnss
Taxes Net Invst Incm173TaxesNetInvstIncm
Taxes Adj Net Incm173TaxesAdjNetIncm
Other Expenses Rev And Expnss2616OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2616OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm2616OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss3914TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3914TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm3914TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss42500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps42500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss46414TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3914TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm3914TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps42500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses57551ExcessOfRevenueOverExpenses
Net Investment Income47100NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY56852CashBOY
Cash EOY38540CashEOY
Cash EOYFMV38540CashEOYFMV
Investments Corp Stock BOY519924InvestmentsCorpStockBOY
Investments Corp Stock EOY566665InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV696221InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY54948InvestmentsCorpBondsBOY
Investments Corp Bonds EOY109135InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV115764InvestmentsCorpBondsEOYFMV
Total Assets BOY631724TotalAssetsBOY
Total Assets EOY714340TotalAssetsEOY
Total Assets EOYFMV850525TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Capital Stock BOY631724CapitalStockBOY
Capital Stock EOY714340CapitalStockEOY
Total Net Assets BOY631724TotalNetAssetsBOY
Total Net Assets EOY714340TotalNetAssetsEOY
Total Liabilities Net Assets BOY631724TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY714340TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY631724TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses57551ExcessOfRevenueOverExpenses
Other Increases25065OtherIncreases
Subtotal714340Subtotal
Total Net Assets Fund Balances EOY714340TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
State Street attachedP2005-01-012010-12-31108786827612602526025
BJ ServicesP2009-09-112010-04-2936303630
State Street LTCGP2009-10-012010-12-31949949949
FieldValueIRS element (for citing)
Capital Gain Net Income26974CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1-77QualifyingDistributionsYear1
Noncharitable Assets Year1567442NoncharitableAssetsYear1
Qualifying Distributions Year2914QualifyingDistributionsYear2
Noncharitable Assets Year2520690NoncharitableAssetsYear2
Distribution Ratio Year2000.001755DistributionRatioYear2
Total Distribution Ratio000.001619TotalDistributionRatio
Average Distribution Ratio000.000810AverageDistributionRatio
Net Noncharitable Assets567442NetNoncharitableAssets
Adjusted Noncharitable Assets460AdjustedNoncharitableAssets
One Percent Net Investment Income471OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One931AdjNonchrtblAssetsAndOnePct
Qualifying Distributions42500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax471InvestmentIncomeExciseTax
Subtotal471Subtotal
Tax Based On Investment Income471TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment927EstTaxPaymentsAndOverpayment
Total Credits And Payments927TotalCreditsAndPayments
Tax Paid Original Return927TaxPaidOriginalReturn
Overpayment456Overpayment
Amount Credited To Next Year456AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
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 Line11651 Belfast RoadAddressLine1
CitySparksCity
StateMDState
ZIP Code21152ZIPCode
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
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

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
1651 Belfast RdSparksMD21152VP000.000
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 Securities576083AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets576083TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets576083AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable8641CashDeemedCharitable
Net Noncharitable Assets567442NetNoncharitableAssets
Minimum Investment Return28372MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return28372MinimumInvestmentReturn
Tax Based On Investment Income471TaxBasedOnInvestmentIncome
Total Tax471TotalTax
Distributable Amount Before Adj27901DistributableAmountBeforeAdj
Distributable Amount Before Ded27901DistributableAmountBeforeDed
Distributable Amount As Adjusted27901DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions42500ExpensesAndContributions
Qualifying Distributions42500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm471OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions42029AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted27901DistributableAmountAsAdjusted
Excess Distri Carryover Year520000ExcessDistriCarryoverYear5
Excess Distri Carryover Year420000ExcessDistriCarryoverYear4
Excess Distri Carryover Year310000ExcessDistriCarryoverYear3
Total Excess Distri Carryover50000TotalExcessDistriCarryover
Qualifying Distributions42500QualifyingDistributions
Remaining Distri From Corpus42500RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus27901ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY27901ExcessDistriCyovAppliedCY
Total Corpus64599TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year64599ExcessDistriCyovToNextYear
Excess From Year412099ExcessFromYear4
Excess From Year310000ExcessFromYear3
Excess From Current Year42500ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Flora Virginia Project
PO Box 512RichmondVA23218Fulfill organizations charitable purpose$10,000
Baltimore Choral Arts Society
1316 Park AveBaltimoreMD21217Fulfill organizations charitable purpose$10,000
The Focusing Institute
PO Box 539Spring ValleyNY10977Fulfill organizations charitable purpose$10,000
Many Voices One Song
45500 Moonlight DrPlymouthMI48170Fulfill organizations charitable purpose$2,500
Matrix Theatre Company
2730 BagleyDetroitMI48216Fulfill organizations charitable purpose$5,000
Insideout
5143 Cass Ave Rm 225DetroitMI48202Fulfill organizations charitable purpose$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year42500TotGrantOrContriPaidDuringYear

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 Number0001ContributorNumber
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 Contributions79925AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAdam Chavis Company PACategory
Amount$1,125Amount
Net Investment Income1125NetInvestmentIncome
Adjusted Net Income1125AdjustedNetIncome

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
EOY Book Value109135EOYBookValue
EOYFMV115764EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value566665EOYBookValue
EOYFMV696221EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
Agency529529529
Management208720872087

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionAccrued DiscountDescription
Revenue And Expenses Per Books297RevenueAndExpensesPerBooks
Net Investment Income297NetInvestmentIncome
Adjusted Net Income297AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUnrealized gainDescription
Amount$25,065Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryForeign TaxCategory
Amount$173Amount
Net Investment Income173NetInvestmentIncome
Adjusted Net Income173AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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