BETA

CAPE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-06
IRS object ID
202211879349100006
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-06T10:32:30-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260692188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAPEBusinessNameControlTxt
Phone4104356796PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1117 TAPLOW ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTURNER B SMITHPersonNm
Person TitlePRESIDENT / TREASURERPersonTitleTxt
Phone4104356796PhoneNum
Signature2022-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTURNERPersonFirstNm
Person LastSMITHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469301PhoneNum
Preparation2022-06-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,270,495FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,047DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,047DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$110,822NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,562,435GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$110,822CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$142,869TotalRevAndExpnssAmt
Total Net Invst Incm$142,869TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,154TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$207,130ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$207,130ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,784TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$208,380TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,915ExcessRevenueOverExpensesAmt
Net Investment Income$141,619NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$335,459SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,499SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$967,866OtherInvestmentsBOYAmt
Other Investments EOY$1,107,911OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,150,996OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,303,325TotalAssetsBOYAmt
Total Assets EOY$1,227,410TotalAssetsEOYAmt
Total Assets EOYFMV$1,270,495TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,303,325RetainedEarningBOYAmt
Retained Earning EOY$1,227,410RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,303,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,227,410TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,303,325TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,227,410TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,303,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,915ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,227,410SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,227,410TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$1,488,804$1,451,613$37,191$37,191
CAPITAL GAINS DIVIDENDSP$73,631$73,631$73,631
FieldValueIRS element (for citing)
Capital Gain Net Income$110,822CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,969InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,969SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,560TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,591OverpaymentAmt
Applied To ES Tax$2,591AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUDITH R SMITHIndividualWithBooksNm
Phone4104356796PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1117 TAPLOW ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TURNER B SMITH
117 TAPLOW ROADBALTIMOREMD21212PRESIDENT/TREASURER - JOINED 08/071.00$0$0$0
JUDITH R SMITH
117 TAPLOW ROADBALTIMOREMD21212VP/SECRETARY - JOINED 08/070.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501(C)3 ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$948,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$387,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,335,464TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,335,464AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,315,432NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,772MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,772MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,969TaxBasedOnInvestmentIncomeAmt
Total Tax$1,969TotalTaxAmt
Distributable Before Adj$63,803DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,803DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,803DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,380ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$208,380QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,803DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$21,698ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,254ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$47,308ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$186,612ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$265,872TotalExcessDistributionCyovAmt
Qualifying Distributions$208,380QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$63,803AppliedToCurrentYearAmt
Remaining Distri From Corpus$144,577RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$410,449TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$21,698ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$388,751ExcessDistriCyovToNextYrAmt
Excess From Year4$10,254ExcessFromYear4Amt
Excess From Year2$47,308ExcessFromYear2Amt
Excess From Year1$186,612ExcessFromYear1Amt
Excess From Current Year$144,577ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE CENTER STAGE
700 N CALVERT STBALTIMOREMD21202NONEPCBALTIMORE CENTER STAGE ACTS AS A CULTURAL CATALYST FOR ALL COMMUNITIES TO ACCESS THEATER IN EVERY FORM AND ENGAGE IN COMPELLING CONVERSATIONS$2,000
BALTIMORE CLASSICAL GUITAR SOCIETY
PO BOX 4466TIMONIUMMD21094NONEPCDEDICATED TO FOSTERING THE AWARENESS AND APPRECIATION OF THE CLASSICAL GUITAR$5,000
BALTIMORE GREEN MAP
PO BOX 16244BALTIMOREMD21210NONEPCBUILDS ENVIRONMENTAL AWARENESS AND ENGAGEMENT THROUGH MAPMAKING AND PLACE-BASED EDUCATION ACTIVITIES THAT INSPIRE ALL AGES TO EXPLORE THE DIVERSITY OF ASSETS WITHIN THEIR ENVIRONMENT, THEN TAKE ACTION TO ENSURE A HEALTHIER, MORE SUSTAINABLE FUTURE$5,000
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPCTO PROVIDE FINANCIAL ASSISTANCE TO THE BALTIMORE SCHOOL FOR THE ARTS, A 4 YEAR PUBLIC HIGH SCHOOL$10,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STBALTIMOREMD21201NONEPCTO ATTRACT A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND THROUGH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES$7,500
CHESAPEAKE BAY MARITIME MUSEUM
213 NORTH TALBOT STREETST MICHAELSMD21663NONEPCDEDICATED TO PRESERVING AND EXPLORING THE HISTORY, ENVIRONMENT, AND PEOPLE OF THE ENTIRE CHESAPEAKE BAY, WITH THE VALUES OF RELEVANCY, AUTHENTICITY, AND STEWARDSHIP GUIDING ITS MISSION$500
CHESTERTOWN VOLUNTEER FIRE COMPANY
PO BOX 296CHESTERTOWNMD21620NONEPCFIRE FIGHTING AND FIRE PREVENTION ACTIVITIES$250
FRIENDS SCHOOL OF BALTIMORE INC
5114 N CHARLES STBALTIMOREMD21210NONEPCTO PROVIDE A COEDUCATIONAL, COLLEGE PREPARATORY PROGRAM GUIDED BY THE QUAKER VALUES OF TRUTH, EQUALITY, SIMPLICITY, COMMUNITY, AND PEACEFUL RESOLUTION OF CONFLICT$1,000
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA17325NONEPCTO ENHANCE PRESERVATION AND UNDERSTANDING OF THE HERITAGE AND SIGNIFICANCE OF GETTYSBURG$500
GREEN STREET ACADEMY INC
125 N HILTON STBALTIMOREMD21229NONEPCTO PROVIDE DYNAMIC, RIGOROUS, LIFE-LONG LEARNING IN CLASSROOMS THAT INSPIRE SUCCESS AND PRODUCE SKILL-SETS THAT REFLECT THE NEEDS AND ARE IN HIGH DEMAND FOR THE GREEN WORKFORCE, COLLEGE ADMISSION, AND OTHER ECONOMIC SECTORS$10,000
GUNPOWDER RIVERKEEPER INC
107 MOUNT CARMEL RD STE 106PARKTONMD21120NONEPCPROTECTION, CONSERVATION AND RESTORATION OF THE GUNPOWDER RIVER$1,000
JOHNS HOPKINS UNIVERSITY (PEABODY INSTITUTE)
3400 NORTH CHARLES STBALTIMOREMD21218NONEPCTO EDUCATE AND TO ENRICH LIVES BY CONNECTING INDIVIDUALS TO SOMETHING LARGER. WHETHER YOU ARE HERE TO PLAY, PERFORM, DANCE, OR LISTEN, YOU'RE PART OF AN ARTISTIC COMMUNITY THAT'S SHAPING THE FUTURE OF MUSIC$125,000
KENT ATTAINABLE HOUSING INC
PO BOX 501CHESTERTOWNMD21620NONEPCBREAKING THE GENERATIONAL CYCLE OF POVERTY BY BUILDING OR RENOVATING AFFORDABLE HOUSES AND PARTNERING WITH LOW INCOME, WORKING FAMILIES TO PREPARE FOR AND BUY A HOME$10,000
OUTERARTS MARYLAND AKA NATIONAL MUSIC FESTIVAL
PO BOX 284CHESTERTOWNMD21620NONEPCADVANCES THE LIVES AND CAREERS OF PROMISING MUSICIANS BY PROVIDING ACCESS TO WORLD-CLASS EDUCATION AND PERFORMANCE OPPORTUNITIES$25,380
SOUTHWEST BALTIMORE CHARTER SCHOOL
1300 HERKIMER STREETBALTIMOREMD21223NONEPCTO CREATE EXTRAORDINARY LEARNING EXPERIENCES THAT INSPIRE THE THOUGHTFUL, COURAGEOUS, COMPASSIONATE CITIZEN IN EVERY CHILD$1,000
SULTANA EDUCATION FOUNDATION INC
200 S CROSS STCHESTERTOWNMD21620NONEPCTO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT INVESTIGATE THE NATURAL AND HUMAN HISTORY OF THE CHESAPEAKE BAY$1,000
UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION
PO BOX 7263CHARLOTTESVILLEVA22906NONEPCIMPROVES THE WORLD BY INSPIRING RESPONSIBLE LEADERS THROUGH UNPARALLELED TRANSFORMATIONAL LEARNING EXPERIENCES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$207,130TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,047ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$110,822ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$142,869ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,869TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BARON OPPORTUNITY FUNDAT COST$388,657$412,668
FIDELITY PURITANAT COST$342,141$349,485
FIDELITY BLUE CHIP GROWTHAT COST$377,113$388,843

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CURRENT YEAR ESTIMATED EXCISE TAX$2,129$0$0
PRIOR YEAR EXCISE TAX$7,025$0$0

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