PECKHAM FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PECKHAM FAMILY FOUNDATION (EIN 14-1814765)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349101312
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:19:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 MAMARONECK AVENUE SUITE 250 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141814765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECKHAM FAMILY FOUNDATION CO JOHN R PECKHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PECK | BusinessNameControlTxt |
| Phone | 9149492000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 OLD ASPETONG ROAD | AddressLine1 |
| City | KATONAH | City |
| State | NY | State |
| ZIP Code | 10536 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PECKHAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149492000 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIGRACE AMATO | PreparerPersonNm |
| PTIN | P01278056 | PTIN |
| Phone | 9146842700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,489,745 | 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 | $240,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,558 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,344 | CashBOYAmt |
| Cash EOY | $6,009 | CashEOYAmt |
| Cash EOYFMV | $6,009 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,126,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,109,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,460,061 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $40,970 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,675 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,675 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,231,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,139,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,489,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,231,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,139,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,231,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,231,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,139,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,231,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,169,765 | SubtotalAmt |
| Other Decreases | $30,716 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| JPM INVEST BALANCED FD-SEL FUND | P | 2013-08-20 | $50,000 | $49,294 | $706 | $706 | |
| JPM INVEST BALANCED FD-SEL FUND | P | 2013-10-15 | $20,000 | $19,129 | $871 | $871 | |
| JPM EAFE BREN | P | 2013-02-27 | $22,205 | $20,000 | $2,205 | $2,205 | 2012-03-12 |
| BARC BREN COMMODITY BSKT | P | 2013-12-19 | $20,494 | $20,000 | $494 | $494 | 2012-03-12 |
| BARC 95% PPN FX BASKET | P | 2013-01-14 | $14,250 | $14,250 | $0 | $0 | 2011-07-07 |
| DELL INC | P | 2013-06-10 | $2 | $2 | $2 | ||
| DOLLAR GENERAL CORP | P | 2013-11-04 | $36 | $36 | $36 | ||
| CASH RECEIPTS SECURITIES | P | 2013-06-11 | $10 | $10 | $10 | ||
| CAPITAL GAINS DIVIDENDS | P | $7,234 | $7,234 | $7,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $396,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,211,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $304,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,972,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154549 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $344,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,689,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.204162 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,443,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.224182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $372,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,439,996 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.258862 | DistributionYr5Rt |
| Total Distribution | 1.021183 | TotalDistributionRt |
| Average Distribution | 0.204237 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,338,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $477,571 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $549 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $478,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,587 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,124 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN R PECKHAM | IndividualWithBooksNm |
| Phone | 9149492000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 OLD ASPETING ROAD | AddressLine1 |
| City | KATONAH | City |
| State | NY | State |
| ZIP Code | 10536 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN R PECKHAM | ||||||||
| 29 OLD ASPETONG ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY PECKHAM | ||||||||
| 29 OLD ASPETONG ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,328,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,373,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,373,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,338,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,099 | TotalTaxAmt |
| Distributable Before Adj | $115,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,817 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $350,587 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $350,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $301,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $260,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $207,937 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,311,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,546,580 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $301,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,245,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,816 | ExcessFromYear4Amt |
| Excess From Year3 | $260,824 | ExcessFromYear3Amt |
| Excess From Year2 | $207,937 | ExcessFromYear2Amt |
| Excess From Year1 | $289,815 | ExcessFromYear1Amt |
| Excess From Current Year | $234,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JACOB BURNS FILM CENTER | ||||||
| 405 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | PC | ARTS | $2,500 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $5,000 |
| DORSET THEATER FESTIVAL | ||||||
| 104 CHENEY RD | DORSET | VT | 05251 | PC | ARTS | $1,000 |
| PUBLIC THEATER | ||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | PC | ARTS | $4,300 |
| SARATOGA PERFORMING ARTS CENTER | ||||||
| 108 AVENUE OF THE PINES SARATOGA | SPRINGS | NY | 12866 | PC | ARTS | $2,500 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $1,000 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $500 |
| BLUE HILL TROUPE | ||||||
| PO BOX 286800 YORKVILLE STATION | NEW YORK | NY | 10128 | PC | ARTS | $250 |
| ATHENS CULTURAL ARTS CENTER | ||||||
| 24 SECOND STREET | ATHENS | NY | 12015 | PC | ARTS | $1,000 |
| CHARLES WOOD THEATER FOUNDATION | ||||||
| 207 GLEN STREET | GLENS FALLS | NY | 12801 | PC | ARTS | $1,000 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $2,500 |
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | ARTS | $12,255 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | ARTS | $5,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||
| 1601 NEW YORK 9D | GARRISON | NY | 10524 | PC | ARTS | $2,500 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $10,000 |
| YORK THEATER | ||||||
| 69 LEXINGTON AVE | NEW YORK | NY | 10022 | PC | ARTS | $30,000 |
| YORK THEATER | ||||||
| 69 LEXINGTON AVE | NEW YORK | NY | 10022 | PC | ARTS | $20,000 |
| METROPOLITAN OPERA GUILD | ||||||
| 70 LINCOLN SQUARE | NEW YORK | NY | 10023 | PC | ARTS | $1,000 |
| WESTCHESTER ARTS COUNCIL | ||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | PC | ARTS | $7,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | ARTS | $2,300 |
| LINCOLN CENTER THEATER | ||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | ARTS | $1,280 |
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | ARTS | $2,700 |
| SARATOGA PERFORMING ARTS CENTER | ||||||
| 108 AVENUE OF THE PINES SARATOGA | SPRINGS | NY | 12866 | PC | ARTS | $2,500 |
| DOUBLE H RANCH | ||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | PC | CHILDREN | $2,500 |
| BEDFORD HILLS LITTLE LEAGUE | ||||||
| 110 HAINES RD | BEDFORD HILLS | NY | 10507 | PC | CHILDREN | $2,500 |
| FRIENDS OF KAREN | ||||||
| 118 TITICUS ROAD PO BOX 190 | PUDYS | NY | 10578 | PC | CHILDREN | $3,500 |
| GREEN CHIMNEYS | ||||||
| 400 DOANSBURG BOX 719 | BREWSER | NY | 10509 | PC | CHILDREN | $3,500 |
| MVP BASKETBALL CAMPS | ||||||
| 29 HOMESIDE LANE | WHITE PLAINS | NY | 10605 | PC | CHILDREN | $2,500 |
| CAPITAL DISTRICT YMCA | ||||||
| 465 NEW KARNER ROAD | ALBANY | NY | 12205 | PC | COMMUNITY | $30,000 |
| JOHN JAY BOOSTERS CLUB INC | ||||||
| PO BOX 305 | CROSS RIVER | NY | 10518 | PC | COMMUNITY | $5,000 |
| SALVATION ARMY COMMUNITY CHURCH | ||||||
| 16 STERLING AVE | WHITE PLAINS | NY | 10601 | SO I | COMMUNITY | $450 |
| MARK SKINNER LIBRARY | ||||||
| PO BOX 438 | MANCHESTER | VT | 05254 | PC | COMMUNITY | $300 |
| PARC | ||||||
| 31 INTERNATIONAL BLVD | BREWSER | NY | 10509 | PC | COMMUNITY | $2,500 |
| PEGASUS THERAPUTIC RIDING | ||||||
| 310 PEACH LAKE RD | BREWSER | NY | 10509 | PC | COMMUNITY | $3,500 |
| HISTORICAL SOCIETY OF THE TOWN OF CHESTER | ||||||
| 6307 STATE ROUTE 9 PO BOX 423 | CHESTERTOWN | NY | 12817 | POF | COMMUNITY | $100 |
| JOHN JAY BOOSTERS CLUB INC | ||||||
| PO BOX 305 | CROSS RIVER | NY | 10518 | PC | COMMUNITY | $5,000 |
| DOMINICAN COLLEGE | ||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | PC | COMMUNITY | $5,000 |
| TOWN OF BENNINGTON | ||||||
| 120 MCKINLEY ST | BENNINGTON | VT | 05201 | PC | COMMUNITY | $500 |
| FRIENDS OF THE HALF MOON INC | ||||||
| 153 S PEARL ST | ALBANY | NY | 12202 | POF | COMMUNITY | $5,000 |
| ANDRUS CHILDREN'S CENTER | ||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | PC | COMMUNITY | $3,500 |
| HISTORIC HUDSON VALLEY | ||||||
| 639 BEDFORD RD | POCANTICO HILLS | NY | 10591 | PC | COMMUNITY | $1,500 |
| FRIENDS OF THE HALF MOON INC | ||||||
| 153 S PEARL ST | ALBANY | NY | 12202 | POF | COMMUNITY | $20,000 |
| UNITED WAY OF NORTHERN WESTCHESTER | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10606 | PC | COMMUNITY | $10,000 |
| BEDFORD FIRE DEPARTMENT | ||||||
| 34 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | COMMUNITY | $500 |
| BOYS & GIRLS CLUB OF NORTHERN WESTCHEST | ||||||
| 351 E MAIN ST | MOUNT KISCO | NY | 10549 | PC | COMMUNITY | $2,500 |
| KATONAH AMBULANCE CORP | ||||||
| 160 BEDFORD RD | KATONAH | NY | 10536 | PC | COMMUNITY | $500 |
| KATONAH VILLAGE LIBRARY | ||||||
| 26 BEDFORD RD | KATONAH | NY | 10536 | PC | COMMUNITY | $500 |
| PURPLE PRIDE OF VERMONT | ||||||
| 1003 MAIN STREET | BENNINGTON | VT | 05201 | PC | COMMUNITY | $1,500 |
| DORSET LIBRARY | ||||||
| ROUTE 30 PO BOX 38 | DORSET | VT | 05251 | PC | COMMUNITY | $100 |
| SHELBURNE FARMS | ||||||
| 161 HARBOR RD | SHELBURNE | VT | 05482 | PC | COMMUNITY | $500 |
| ATHENS COMMUNITY FOUNDATION | ||||||
| 409 HOWARD HALL RD | CATSKILL | NY | 12414 | PC | COMMUNITY | $3,500 |
| HAMILTON COLLEGE | ||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | PC | EDUCATION | $2,500 |
| KENT STATE UNIVERSITY | ||||||
| 1061 FRATERNITY CIRCLE PO BOX 5190 | KENT | OH | 44242 | PC | EDUCATION | $1,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | PC | EDUCATION | $10,000 |
| NORTHEASTERN UNIVERSITYPFF | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 021159877 | PC | EDUCATION | $2,500 |
| TULANE EDUCATIONAL FUND | ||||||
| PO BOX 61075 | NEW ORLEANS | LA | 701619986 | PC | EDUCATION | $2,500 |
| THE MASTERS SCHOOL | ||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | PC | EDUCATION | $10,000 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | PC | EDUCATION | $5,000 |
| UNION COLLEGE | ||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | PC | EDUCATION | $5,000 |
| AUDUBON NEW YORK | ||||||
| 200 TRILLIUM LANE | ALBANY | NY | 12203 | PC | ENVIRONMENT | $1,000 |
| BEDFORD AUDUBON SOCIETY | ||||||
| 35 TODD RD | KATONAH | NY | 10536 | PC | ENVIRONMENT | $250 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | ENVIRONMENT | $2,319 |
| SAW MILL RIVER AUDUBON | ||||||
| 275 MILLWOOD RD | CHAPPAQUA | NY | 10514 | PC | ENVIRONMENT | $250 |
| SCENIC HUDSON | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | SO I | ENVIRONMENT | $1,000 |
| HUDSON HEADWATERS HEALTH NETWORK | ||||||
| 9 CAREY ROAD | QUEENSBURY | NY | 12804 | PC | HEALTH | $2,500 |
| MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | PC | HEALTH | $500 |
| NORTHERN WESTCHESTER HOSPITAL CENTER | ||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | PC | HEALTH | $5,000 |
| WHITE PLAINS HOSPITAL CENTER | ||||||
| 41 EAST POST RD | WHITE PLAINS | NY | 10601 | PC | HEALTH | $2,500 |
| COMMUNITY CENTER | ||||||
| 61 E PUTNAM AVE | GREENWICH | CT | 06830 | PC | HUNGER | $5,000 |
| FOOD BANK OF WESTCHESTER | ||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | PC | HUNGER | $2,500 |
| AGC - CONSTRUCTION CAREER DAYS | ||||||
| 2300 WILSON BLVD | ARLINGTON | VA | 22201 | PC | INDUSTRY | $1,000 |
| L SUZIO FAMILY FOUNDATION | ||||||
| 975 WESTFIELD ROAD | MERIDEN | CT | 06450 | PF | INDUSTRY | $1,000 |
| HAMMOND MUSEUM | ||||||
| PO BOX 326 | NORTH SALEM | NY | 10560 | PC | MUSEUMS | $500 |
| NEW YORK BOTANICAL GARDENS | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | MUSEUMS | $1,740 |
| SOUTHERN VERMONT ARTS CENTER | ||||||
| 930 SOUTHERN VERMONT ARTS CENTER DR | MANCHESTER | VT | 05254 | PC | MUSEUMS | $500 |
| NEW YORK BOTANICAL GARDENS | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | MUSEUMS | $3,000 |
| WILD CENTER | ||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | PC | MUSEUMS | $2,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | MUSEUMS | $4,338 |
| MUSEUM OF MODERN ART | ||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | MUSEUMS | $1,155 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY STREET | KATONAH | NY | 10536 | PC | MUSEUMS | $2,500 |
| HYDE COLLECTION | ||||||
| 161 WARREN STREET | GLENS FALLS | NY | 12801 | PC | MUSEUMS | $1,000 |
| CARAMOOR CENTER FOR MUSIC | ||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | PC | MUSIC | $5,000 |
| COPLAND HOUSE | ||||||
| PO BOX 2177 | PEEKSILL | NY | 10566 | PC | MUSIC | $1,000 |
| DOWNTOWN MUSIC AT GRACE | ||||||
| 33 CHURCH STREET | WHITE PLAINS | NY | 10601 | PC | MUSIC | $1,000 |
| CARAMOOR CENTER FOR MUSIC | ||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | PC | MUSIC | $10,750 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | MUSIC | $5,000 |
| NEW WESTCHESTER SYMPHONY ORCHESTRA | ||||||
| PO BOX 708 | WHITE PLAINS | NY | 10602 | PC | MUSIC | $1,000 |
| CARAMOOR CENTER FOR MUSIC | ||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | PC | MUSIC | $3,500 |
| WESTCHESTER PHILAHARMONIC | ||||||
| 123 MAIN STREET | WHITE PLAINS | NY | 10601 | PC | MUSIC | $3,000 |
| SCARSDALE CONGREGATIONAL CHURCH | ||||||
| 1 HEATHCOTE RD | SCARSDALE | NY | 10583 | PC | REMEMBERANCE | $2,500 |
| MEMORIAL SLOANE-KETTERING CANCER3 | ||||||
| PO BOX 27461 | NEW YORK | NY | 100877461 | PC | REMEMBERANCE | $250 |
| BARDOVAN 1869 OPERA HOUSE | ||||||
| 35 MARKET STREET | POUGHKEEPSIE | NY | 12601 | PC | REMEMBERANCE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,587 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,185 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECKHAM INDUSTRIES INC | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HAARLEM AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $2,109,365 | EOYBookValueAmt |
| EOYFMV | $2,460,061 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $15,817 | $23,675 | $23,675 |
| MISC RECEIVABLE | $25,153 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER DECREASE | Description |
| Amount | $30,716 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,239 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $6,500 | $3,250 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECKHAM INDUSTRIES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HAARLEM AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10603 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $248 | $0 | $0 | $0 |
| TAXES | $1,772 | $0 | $0 | $0 |