2026-06-25T21:22:10-07:00 2025-12-31 473172080 JBok CPA LLC 24600 Detroit Rd Ste 201 Westlake OH 44145 990PF 2025-01-01 822218894 Peck Family Foundation PECK 3122638600 4242 Broadway Street San Antonio TX 78209 James M Peck Director & President 3122638600 2026-05-13 true Jeremy Bok P00685207 2166500831 2026-06-26 2025 2025-03-06 01:10:19Z X 4979213 X 1128339 X 81025 81025 81025 42371 815356 42371 7445 0 26816 26816 26816 1278551 150212 115286 30000 30000 30000 609 609 609 0 0 0 8572 8573 8573 5507 5507 5507 0 60 60 60 44748 44749 44749 0 186500 186500 231248 44749 44749 186500 1047303 105463 70537 135477 130477 130477 0 0 1390650 2401000 2401000 0 2401832 2447736 2447736 0 0 0 0 3927959 4979213 4979213 0 0 0 0 0 X 3927959 4979213 3927959 4979213 3927959 4979213 3927959 1047303 3951 4979213 0 4979213 Public Traded Securities - NFS Net Long Term Sales P 2023-12-28 2025-03-10 232972 0 229246 3726 0 0 0 3726 Public Traded Securities - NFS Net Long Term Sales P 2024-12-16 2025-03-10 17545 0 17112 433 0 0 0 433 Public Traded Securities - Pershing Net Short Term Sales P 2024-07-01 2025-05-19 373904 0 366892 7012 0 0 0 7012 Public Traded Securities - Pershing Net Long Term Sales P 2022-07-01 2025-05-16 190935 0 159735 31200 0 0 0 31200 42371 7445 1466 0 1466 0 1466 5604 0 5604 -5604 4138 4138 false false false false false false false true true TX true false true false false true N/A Duggan Bertsch LLC 3122638600 303 W Madison St Suite 1000 Chicago IL 606063321 false false false false false false false false false false false false false false false false false false false false false false James M Peck 4242 Broadway Street Apt 304 San Antonio TX 78209 President - Director 1.00 0 0 0 Katherine E Peck 4242 Broadway Street Apt 304 San Antonio TX 78209 Treasurer - Director 1.00 0 0 0 Erin R Peck 4242 Broadway Street Apt 304 San Antonio TX 78209 Secretary - Director 1.00 0 0 0 Julia K Peck 4242 Broadway Street Apt 304 San Antonio TX 78209 Director 7.50 30000 0 0 James V N Peck 4242 Broadway Street Apt 304 San Antonio TX 78209 Director 1.00 0 0 0 NONE 0 NONE 0 None 0 3858656 132102 0 3990758 0 3990758 59861 3930897 196545 196545 1466 1466 195079 195079 195079 186500 186500 195079 2218 16437 0 0 14143 32798 186500 0 186500 0 32798 0 0 0 8579 8579 0 24219 10076 0 0 14143 0 None None X American Heart Association 1818 Patterson Street Nashville TN 37203 PF Contribution 10000 Concaree Foundation 1375 Enclave Parkway Houston TX 77077 PF Contribution 44500 Big Sister Association of Greater Boston 20 Park Plaza Ste 1420 Boston MA 02116 PF Contribution 0 North Coast Community Homes 14221 Broadway Ave Clevland OH 44125 PF Contribution 20000 Ronald McDonald House 341 Erkenbrecher Ave Cincinnati OH 45229 PF Contribution 0 Catholic Education Foundation 401 West Main Street Suite 806 Louisville KY 40202 PF Contribution 10000 Holy Family Catholic Church 9100 Crockett Rd Brentwood TN 37027 PF Contribution 1000 Camp Cocker Rescue 14320 Ventura Blvd Ste 236 Sherman Oaks CA 91423 PF Contribution 15000 Benedictine High School 2900 Martin Luther King Jr Drive Cleveland OH 44104 PF Contribution 20000 The Sanctuary For Senior Dogs PO Box 609054 Cleveland OH 44109 PF Contribution 8000 Trombone Shorty Foundation 5500 Prytania Street 338 New Orleans LA 70115 PF Contribution 20000 HEAL Trafficking healtraffickingorg Cleveland OH 44112 PF Contribution 0 Midwest Greyhound Adoption Memorial Fund 310 A Wilder Street Aurora IL 60506 PF Contribution 0 Nassau Humane Society 639 Airport Road Fernandina Beach FL 32034 PF Contribution 0 The Family Place PO Box 7999 Dallas TX 75209 PF Contribution 5000 Bluffton Self Help 39 Sheridan Park Cir Ste 10 Bluffton SC 29910 PF Contribution 0 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 PF Contribution 0 Friends of Baark Inc 3080 NE 47th Ct Unit 108 Ft Lauderdale FL 33308 PF Contribution 7500 Child Rescue Coalition 4530 Conference Way S Boca Raton FL 33431 PF Contribution 0 My Brother's Keeper 2510 Harrison Ave Cincinnati OH 45211 PF Contribution 0 The Breakthrough Board 3354 North Paulina St Ste 280 Chicago IL 60657 PF Contribution 0 Emerency Assistance Foundation 700 S Dixie Highway Unit 107 West Palm Beach FL 33401 PF Contribution 0 March of Dimes PO Box 3155 Harlan IA 51593 PF Contribution 0 United Way of The Lowcountry 1121 Boundary Street Beaufort SC 29902 PF Contribution 5000 East Lake Foundation 2606 Alston Drive SE Atlanta GA 30317 PF Contribution 20000 The Imperial Court System 155 Avenue of the Americas 13th Fl New York NY 10013 PF Contribution 0 Velosano Bike Race Sponsorship 9500 Euclid Ave HS1-15 Cleveland OH 44195 PF Contribution 500 186500 14 81025 14 0 Other Investment Income 14 0 Capital Gain Distributions 14 26816 NonDividend Dist 14 0 107841 107841 false false false false false false false false false false JBOK CPA, LLC Accounting/Tax 0 0 0 NFS (648): Transunion (TRU) Stock 28,000 shares 2401000 2401000 Summit Trail Investments - See Attached Schedule 1391046 1391046 NFS Cash Money Market 42608 42608 Summit Trail Investments - Money Market 100 100 National Financial Services - See Attached Schedule 1013982 1013982 Duggan Bertsch Legal Fees 609 609 609 Unrealized Investment Losses 0 Bank Fees 60 60 60 Margin Interest 0 0 0 Other Investment Income 0 0 0 Capital Gain Distributions 26816 26816 26816 NonDividend Distributions 0 0 0 Unrealized Investment Gains 3951 Summit Trail Custody/Manager Fees 8572 8573 8573 National Financial Services Advisory Fees 0 0 0 Foreign Taxes Paid 507 507 507 Taxes Paid 5000 5000 5000