Civic Intelligence

Walter I and Eva Grace Peak Foundation Co

990PF • Fiscal year 2012 • EIN 52-1171710

Oct 01, 2011 to Sep 30, 2012 • Filed on Jan 08, 2013

C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$25,146

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

27th percentile

-3.4%

Faster asset growth than 27% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,736,266

Down $95,210 (-3.4%) from 2011

Net Assets

$2,736,266

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$184,049

Up $4,423 (+2.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,886,821Liabilities 2010: $0Net Assets 2010: $2,886,8212010Assets 2011: $2,831,476Liabilities 2011: $02011Assets 2012: $2,736,266Liabilities 2012: $0Net Assets 2012: $2,736,2662012Assets 2013: $3,007,837Liabilities 2013: $0Net Assets 2013: $3,007,8372013Assets 2014: $2,947,936Liabilities 2014: $0Net Assets 2014: $2,947,9362014Assets 2015: $3,108,066Liabilities 2015: $0Net Assets 2015: $3,108,0662015Assets 2017: $2,989,339Liabilities 2017: $0Net Assets 2017: $2,989,3392017Assets 2018: $4,027,406Liabilities 2018: $0Net Assets 2018: $4,027,4062018Assets 2019: $3,937,682Liabilities 2019: $0Net Assets 2019: $3,937,6822019Assets 2020: $3,710,337Liabilities 2020: $0Net Assets 2020: $3,710,3372020Assets 2021: $3,741,714Liabilities 2021: $0Net Assets 2021: $3,741,7142021Assets 2022: $3,752,629Liabilities 2022: $0Net Assets 2022: $3,752,6292022Assets 2023: $3,541,841Liabilities 2023: $0Net Assets 2023: $3,541,8412023Assets 2024: $3,462,738Liabilities 2024: $0Net Assets 2024: $3,462,7382024Assets 2025: $3,590,060Liabilities 2025: $0Net Assets 2025: $3,590,0602025

Highlighted filing

2012

Assets$2,736,266
Liabilities$0
Net Assets$2,736,266

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $128,3322010Revenue 2011: $124,281Expenses 2011: $179,626Net Income 2011: -$55,3452011Expenses 2012: $184,0492012Expenses 2013: $199,1362013Revenue 2014: $139,145Expenses 2014: $199,046Net Income 2014: -$59,9012014Revenue 2015: $368,083Expenses 2015: $221,802Net Income 2015: $146,2812015Revenue 2017: $161,117Expenses 2017: $215,327Net Income 2017: -$54,2102017Revenue 2018: $1,213,141Expenses 2018: $238,153Net Income 2018: $974,9882018Revenue 2019: $203,396Expenses 2019: $293,123Net Income 2019: -$89,7272019Revenue 2020: $29,005Expenses 2020: $255,695Net Income 2020: -$226,6902020Revenue 2021: $262,645Expenses 2021: $229,224Net Income 2021: $33,4212021Revenue 2022: $270,665Expenses 2022: $262,143Net Income 2022: $8,5222022Revenue 2023: $26,639Expenses 2023: $238,439Net Income 2023: -$211,8002023Revenue 2024: $159,356Expenses 2024: $236,568Net Income 2024: -$77,2122024Revenue 2025: $348,057Expenses 2025: $221,287Net Income 2025: $126,7702025

Highlighted filing

2012

Revenue-
Expenses$184,049
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Jan 8, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$25,146-$25,146
MR JULIAN E MARKHAM ESQDistribution Committee Mem-$6,638-$6,638
MR F WILLIAM BURKEDistribution Committee Mem-$6,638-$6,638
GENERAL BENTON C TOLLEY JRDistribution Committee Mem-$6,638-$6,638
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWASHINGTON & LEE UNIVERSITYFUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAWPUBLIC CHARITYLEXINGTON, VA, US$100,000
Paid GrantMARSHALL-WYTHE SCHOOL OF LAWFUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAWPUBLIC CHARITYWILLIAMSBURG, VA, US$20,000
Paid GrantWASHINGTON & LEE UNIVERSITYFUNDING FOR PEAK-HOTCHKISS SCHOLARSHIP AT THE SCHOOL OF LAWPUBLIC CHARITYLEXINGTON, VA, US$8,503
Paid GrantWASHINGTON & LEE UNIVERSITYFUNDING FOR PEAK-PHILLIPS UNDERGRADUATE SCHOLARSHIPPUBLIC CHARITYLEXINGTON, VA, US$8,503
Filing and Contact Details

Filer

EIN
52-1171710
Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01400
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01400
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0812011
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11914493
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0887401
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12419453
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount062019
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount026549
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0EXCISE TAX REFUND Y/E 9/30/2011
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0271
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount088839
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA088839
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01400
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm043087
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps022429
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm022631
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss045060
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0137006
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0137006
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm062019
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss062019
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-95210
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0110153
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss026549
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome082392
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0271
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0160835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm022714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0184049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0105106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses088839
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps023829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm022714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss047043
IRS990PF/BalanceSheets/CapitalStockBOY02835333
IRS990PF/BalanceSheets/CapitalStockEOY02731210
IRS990PF/BalanceSheets/InvestmentsOtherBOY02810108
IRS990PF/BalanceSheets/InvestmentsOtherEOY02726504
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV03306854
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-3857
IRS990PF/BalanceSheets/RetainedEarningsEOY05056
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY021368
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09762
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09762
IRS990PF/BalanceSheets/TotalAssetsBOY02831476
IRS990PF/BalanceSheets/TotalAssetsEOY02736266
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03316616
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02831476
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02736266
IRS990PF/BalanceSheets/TotalNetAssetsBOY02831476
IRS990PF/BalanceSheets/TotalNetAssetsEOY02736266
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome043087
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis067066
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss042934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses042934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0110000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-95210
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02736266
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02831476
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02736266
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0160180
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0160180
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0160180
IRS990PF/DistributableAmount/MinimumInvestmentReturn0161828
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01648
IRS990PF/DistributableAmount/TotalTax01648
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01648
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01648
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01648
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0648
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03316616
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03285855
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03285855
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable049288
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0161828
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03236567
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03285855
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation025146
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16638
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation26638
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation36638
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK N A
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MR JULIAN E MARKHAM ESQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MR F WILLIAM BURKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3GENERAL BENTON C TOLLEY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DISTRIBUTION COMMITTEE MEM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DISTRIBUTION COMMITTEE MEM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DISTRIBUTION COMMITTEE MEM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1111409 CEDAR RIDGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124910 MASSACHUSETTS AVENUE NW SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13106 MOORINGS PARK DRIVE UNIT C-101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20215
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PITTSBURGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1POTOMAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3NAPLES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2DC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode015222
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode120854
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode220016
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode324105
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0167866
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0167042
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051611
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046130
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.035128
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.074950
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060207
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.041639
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03236567
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103339242
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203059697
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302703147
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403783538
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503985281
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0824
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0160835
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10154038
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20107480
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30202602
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40227796
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50165944
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.258054
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0160835
IRS990PF/QualifyingDistributions/ExpensesAndContributions0160835
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0160835
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04127685898
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0152222705
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MD
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FUNDING FOR PEAK-HOTCHKISS SCHOLARSHIP AT THE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FUNDING FOR PEAK-PHILLIPS UNDERGRADUATE SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARSHALL-WYTHE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10COLLEGE OF WILLIAM AND MARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WILLIAMSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode023187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode124450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode224450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode324450
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0137006
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear023829
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10137006
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0160180
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0160835
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0136351
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0137006
OtherExpensesSchedule/OtherExpenses/Description0ACCOUNT MAINTENANCE FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome083
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks083
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0271
OtherIncomeSchedule2/OtherIncome/Description0EXCISE TAX REFUND Y/E 9/30/2011
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0271
TaxesSchedule/Taxes/Amount0500
TaxesSchedule/Taxes/Category0ESTIMATED EXCISE TAX PAID Y/E 9/30/2012
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0521171710
ReturnHeader/Filer/Name/BusinessNameLine10WALTER I AND EVA GRACE PEAK FOUNDATION
ReturnHeader/Filer/NameControl0WALT
ReturnHeader/Filer/Phone04127685898
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-01-08
ReturnHeader/Officer/Name0DALE W KOHSER
ReturnHeader/Officer/Phone04127685898
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-08T09:32:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.35$0.22$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.16$0.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.03$0.24$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.03$0.26$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.20$0.29$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.21$0.24$0.97
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.37$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.14$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.18
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.12$0.18$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.13