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CAPE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-06
IRS object ID
202502799349101025
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-06T15:07:59-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522209173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY JUDGE & WARE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 447AddressLine1Txt
CityCHESTERTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP216200447ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Phone4102186101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113801 YORK ROAD APT E9AddressLine1Txt
CityCOCKEYSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTURNER B SMITHPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone4104356796PhoneNum
Signature2025-09-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A JUDGEPreparerPersonNm
PTINP00152234PTIN
Phone4107780164PhoneNum
Preparation2025-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$522,177FMVAssetsEOYAmt
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$23,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,788DividendsNetInvstIncmAmt
Dividends Adj Net Incm$23,788DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,522NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,350GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,522CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,310TotalRevAndExpnssAmt
Total Net Invst Incm$28,310TotalNetInvstIncmAmt
Total Adj Net Incm$23,788TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,220AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,210OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$302TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$79OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,561TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,251ExcessRevenueOverExpensesAmt
Net Investment Income$28,310NetInvestmentIncomeAmt
Adjusted Net Income$23,788AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$501,363CashBOYAmt
Cash EOY$415,249CashEOYAmt
Cash EOYFMV$415,241CashEOYFMVAmt
Corporate Stock BOY$77,955CorporateStockBOYAmt
Corporate Stock EOY$76,640CorporateStockEOYAmt
Corporate Stock EOYFMV$84,231CorporateStockEOYFMVAmt
Corporate Bonds BOY$21,537CorporateBondsBOYAmt
Corporate Bonds EOY$22,715CorporateBondsEOYAmt
Corporate Bonds EOYFMV$22,705CorporateBondsEOYFMVAmt
Total Assets BOY$600,855TotalAssetsBOYAmt
Total Assets EOY$514,604TotalAssetsEOYAmt
Total Assets EOYFMV$522,177TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$600,855RetainedEarningBOYAmt
Retained Earning EOY$514,604RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$600,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$514,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$600,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$514,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$600,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,251ExcessRevenueOverExpensesAmt
Subtotal$514,604SubtotalAmt
Tot Net Ast Or Fund Balances EOY$514,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NAT FIN SVCS ST COVEREDP2023-12-202024-03-20$113$113
NAT FIN SVCS LT COVEREDP2023-01-242024-03-20$6,739$6,715$24$24
FieldValueIRS element (for citing)
Capital Gain Net Income$4,522CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$394InvestmentIncomeExciseTaxAmt
Subtotal$394SubtotalAmt
Tax Based On Investment Income$394TaxBasedOnInvestmentIncomeAmt
Tax Due$394TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUDITH R SMITHIndividualWithBooksNm
Phone4102186101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113801 YORK RD APT E9AddressLine1Txt
CityCOCKEYSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
13801 YORK RD APT E9COCKEYSVILLEMD21030PRESIDENT/TR1.00$0$0$0
JUDITH R SMITH
13801 YORK RD APT E9COCKEYSVILLEMD21030VP / SECRETA1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501 (C)3 ORGANIZATIONSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$104,943AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$458,302AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$563,245TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$563,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$554,796NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,740MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,740MinimumInvestmentReturnAmt
Tax Based On Investment Income$394TaxBasedOnInvestmentIncomeAmt
Total Tax$394TotalTaxAmt
Distributable Before Adj$27,346DistributableBeforeAdjAmt
Distributable Before Ded$27,346DistributableBeforeDedAmt
Distributable As Adjusted$27,346DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,750ExpensesAndContributionsAmt
Qualifying Distributions$109,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,346DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,684ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$186,612ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$144,577ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$308,076ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$667,949TotalExcessDistributionCyovAmt
Qualifying Distributions$109,750QualifyingDistributionsAmt
Applied To Current Year$27,346AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,404RemainingDistriFromCorpusAmt
Total Corpus$750,353TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,684ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$721,669ExcessDistriCyovToNextYrAmt
Excess From Year4$186,612ExcessFromYear4Amt
Excess From Year3$144,577ExcessFromYear3Amt
Excess From Year1$308,076ExcessFromYear1Amt
Excess From Current Year$82,404ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BALTIMORE CLASSICAL GUITAR SOCIETY
PO BOX 4466TIMONIUMMD21094NONE501(C)(3)EDUCATIONAL$5,000
BOY SCOUTS OF AMERIA
PO BOX 152079IRVINGTX750152079NONE501(C)(3)OPERATIONAL$1,000
SHORE RIVERS
114 S WASHINGTON STEASTONMD21601NONE501(C)(3)EDUCATIONAL$500SUITE 301
BALTIMORE CIVIC FUND
8 MARKET PLBALTIMOREMD21202NONE501(C)(3)OPERATIONAL$10,000
WILLIAMS COLLEGE ALUMNI FUND
75 PARK STREETWILLIAMSTOWNMA01267NONE501(C)(3)EDUCATIONAL$500
ECHO HILL CAMP
13655 BLOOMINGNECK ROADWORTONMD21678NONE501(C)(3)EDUCATIONAL$5,000
HOMELAND COMMUNITY FOUNDATION
5603 N CHARLES STREETBALTIMOREMD21210NONE501(C)(3)OPERATIONAL$1,500
RADCLIFFE CREEK SCHOOL
201 TALBOT BLVDCHESTERTOWNMD21620NONE501(C)(3)EDUCATIONAL$50,000
NATIONAL MUSIC FESTIVAL
PO BOX 284CHESTERTOWNMD21620NONE501(C)(3)EDUCATIONAL$25,000
CHESTERTOWN VOLUNTEER FIRE CO
211 MAPLE AVECHESTERTOWNMD21620NONE501(C)(4)OPERATIONAL$500
ANIMAL CARE SHELTER FOR KENT CO
10168 WORTON RDCHESTERTOWNMD21620NONE501(C)(3)OPERATIONAL$500
CHESEAPEKE WILDLIFE HERITAGE
1201 PARSON ISLAND RDCHESTERMD21619NONE501(C)(3)OPERATIONAL$250
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA17325NONE501(C)(3)EDUCATIONAL$500
AMERICAN BATTLEFIELD TRUST
1030 15TH STREET NWWASHINGTONDC20005NONE501(C)(3)EDUCATIONAL$1,000SUITE 900 EAST
SULTANA EDUCATIONAL FOUNDATION
200 S CROSS STCHESTERTOWNMD21620NONE501(C)(3)EDUCATIONAL$2,500
FRIENDS SCHOOL OF BALTIMORE INC
5114 N CHARLES STREETBALTIMOREMD21210NONE501(C)(3)EDUCATIONAL$5,000
GUNPOWER RIVERKEEPER
PO BOX 156MONKTONMD21111NONE501(C)(3)EDUCATIONAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,788ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,522ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,310ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,310TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,220Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT SHORT DUR INCOME$14,896$14,867
LORD ABBETT CORE FIXED INCOME$2,175$2,090
LOOMIS SAYLES STR ALPHA$3,129$3,191
PIMCO EMERGING MKTS$2,515$2,557

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG YACKTMAN$14,022$14,056
EDGEWOOD GROWTH FUND$10,916$13,395
O'SHAUGHNESSY MARKET LEADERS$9,596$10,834
GQG PARTNERS$2,371$2,910
DRIEHAUS SMALL CAP GROWTH$3,422$4,849
EASTON VANCE ATLANTA SMID CAP$5,689$6,604
HARDMAN JOHNSTON INTL$17,558$18,649
MATTHEWS ASIA$3,756$3,645
WEISS ALT MULTI STRATEGY
UNDISCOVERED MGRS BEH VAL$6,393$6,760
VERSUS CAPITAL MULT MNGR RE$2,917$2,529

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INVESTMENT EXPENSES$79

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
ADVISOR FEES$3,197
TRANSACTION FEES$13

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$302Amt

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