BETA

CAPE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-02
IRS object ID
201902759349100505
Schema version
2018v3.1
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)
Return2019-10-02T13:51:28-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN BERGERPreparerPersonNm
PTINP00287311PTIN
Phone4102469301PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-23IPDt
IP Tm10:02:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id4EE6A31F760B3C5EA0809148B0E883CC4242B14CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,197,332FMVAssetsEOYAmt
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$12,571DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,571DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$217,657NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,316,399GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$217,657CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,228TotalRevAndExpnssAmt
Total Net Invst Incm$230,228TotalNetInvstIncmAmt
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$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$211,153ExcessRevenueOverExpensesAmt
Net Investment Income$230,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,477SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$411,718SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$411,718SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,009,984OtherInvestmentsBOYAmt
Other Investments EOY$834,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$785,614OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,035,461TotalAssetsBOYAmt
Total Assets EOY$1,246,614TotalAssetsEOYAmt
Total Assets EOYFMV$1,197,332TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,035,461RetainedEarningBOYAmt
Retained Earning EOY$1,246,614RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,035,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,246,614TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,035,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,246,614TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,035,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$211,153ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,246,614SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,246,614TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITYPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,316,399GrossSalesPriceAmt
Cost Or Other Basis$1,098,742CostOrOtherBasisAmt
Gain Or Loss$217,657GainOrLossAmt
Gains Minus Excess Or Losses$217,657GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$217,657CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,929AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,096,346NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056487DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,555AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$976,439NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076354DistributionYr2Rt
Adjusted Qlfy Distri Yr3$79,144AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,018,996NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077669DistributionYr3Rt
Adjusted Qlfy Distri Yr4$56,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,087,668NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052314DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$989,292NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036895DistributionYr5Rt
Total Distribution0.299719TotalDistributionRt
Average Distribution0.059944AverageDistributionRt
Net Vl Noncharitable Assets$1,242,461NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$74,478AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,302NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$76,780AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,604EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,604TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,999TaxDueAmt

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/TREASURER2.00$0$0$0
JUDITH R SMITH
117 TAPLOW ROADBALTIMOREMD21212VP/SECRETARY2.00$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$918,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$342,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,261,382TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,261,382AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,921CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,242,461NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,123MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,123MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,603TaxBasedOnInvestmentIncomeAmt
Total Tax$4,603TotalTaxAmt
Distributable Before Adj$57,520DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,520DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,520DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,520DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$5,639ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,806ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,523ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,222TotalExcessDistributionCyovAmt
Qualifying Distributions$18,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,250AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$39,270ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$39,270ExcessDistributionCyovAppCYAmt
Total Corpus$31,952TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,952ExcessDistriCyovToNextYrAmt
Excess From Year2$21,698ExcessFromYear2Amt
Excess From Year1$10,254ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPCUNRESTRICTED$5,000
BALTIMORE CLASSICAL GUITAR SOCIETY
PO BOX 4466TIMONIUMMD21094NONEPCUNRESTRICTED$5,000
WASHINGTON COLLEGE
300 WASHINGTON AVENUECHESTERTOWNMD21620NONEPCUNRESTRICTED$5,000
OUTERARTS MARYLAND AKA NATIONAL MUSIC FESTIVAL
PO BOX 284CHESTERTOWNMD21620NONEPCUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,571ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$217,657ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$230,228ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$230,228TotalIncomeProducingActyAmt

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$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUNDAT COST$304,218$260,445
FIDELITY PURITANAT COST$309,358$260,136
T ROWE PRICE BLUE CHIP GROWTH INCAT COST$221,320$265,033

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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