BETA

CAPE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201701319349101650
Schema version
2016v3.0
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)
Return2017-05-11T10:42:07-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN A BERGERPreparerPersonNm
PTINP00287311PTIN
Phone4102469300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-10IPDt
IP Tm08:40:08IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD6CCF7B5C78206CD9BED35A84D7F223CA2D8C377AtSubmissionCreationDeviceId
At Submission Filing Device Id09BF40373B033410421A320583129E79FCC4CC05AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,017,852FMVAssetsEOYAmt
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$17,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,694DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,809NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$772,111GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,809CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,503TotalRevAndExpnssAmt
Total Net Invst Incm$39,503TotalNetInvstIncmAmt
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$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,950TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,447ExcessRevenueOverExpensesAmt
Net Investment Income$39,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$143,742SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,965SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,965SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$833,567OtherInvestmentsBOYAmt
Other Investments EOY$902,897OtherInvestmentsEOYAmt
Other Investments EOYFMV$978,887OtherInvestmentsEOYFMVAmt
Total Assets BOY$977,309TotalAssetsBOYAmt
Total Assets EOY$941,862TotalAssetsEOYAmt
Total Assets EOYFMV$1,017,852TotalAssetsEOYFMVAmt
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$977,309RetainedEarningBOYAmt
Retained Earning EOY$941,862RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$977,309TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$941,862TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$977,309TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$941,862TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$977,309TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,447ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$941,862SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$941,862TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #2663- PUBLICLY TRADED SECURITIESP2016-01-012016-12-31$727,356$733,726-$6,370-$6,370
FIDELITY #2663- PUBLICLY TRADED SECURITIESP2013-02-062016-12-31$40,000$16,576$23,424$23,424
CAPITAL GAINS DIVIDENDSP$4,755$4,755$4,755
FieldValueIRS element (for citing)
Capital Gain Net Income$21,809CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,144AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,018,996NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.077669DistributionYr1Rt
Adjusted Qlfy Distri Yr2$56,900AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,087,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052314DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$989,292NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036895DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$855,249NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030284DistributionYr4Rt
Adjusted Qlfy Distri Yr5$84,338AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$873,847NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.096513DistributionYr5Rt
Total Distribution0.293675TotalDistributionRt
Average Distribution0.058735AverageDistributionRt
Net Vl Noncharitable Assets$976,439NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,351AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$395NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,746AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$74,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$395InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$395SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$395TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,820EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,820TotalPaymentsAndCreditsAmt
Overpayment$2,425OverpaymentAmt
Applied To ES Tax$2,425AppliedToESTaxAmt
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

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$946,993AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$991,309TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$991,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$976,439NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$395TaxBasedOnInvestmentIncomeAmt
Total Tax$395TotalTaxAmt
Distributable Before Adj$48,427DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,427DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,427DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$74,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$395PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$74,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,427DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$36,151ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$5,639ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,806ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$70,596TotalExcessDistributionCyovAmt
Qualifying Distributions$74,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,523RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$97,119TotalCorpusAmt
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$36,151ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,968ExcessDistriCyovToNextYrAmt
Excess From Year2$5,639ExcessFromYear2Amt
Excess From Year1$28,806ExcessFromYear1Amt
Excess From Current Year$26,523ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE GREEN MAP INC
PO BOX 16244BALTIMOREMD21210NONEPUBLICUNRESTRICTED$2,000
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$5,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$3,000
ST MATTHIAS EPISCOPAL CHURCH
6400 BELAIR ROADBALTIMOREMD21206NONEPUBLICUNRESTRICTED$5,000
SHAREBABY
PO BOX 341BROOKLANDVILLEMD21022NONEPUBLICUNRESTRICTED$5,000
KENT COUNTY ARTS COUNCIL
PO BOX 330CHESTERTOWNMD21620NONEPUBLICUNRESTRICTED$500
WILLIAMS COLLEGE
880 MAIN STREETWILLIAMSTOWNMA01267NONEPUBLICUNRESTRICTED$40,000
WASHINGTON COLLEGE
300 WASHINGTON AVENUECHESTERTOWNMD21620NONEPUBLICUNRESTRICTED$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,000TotalGrantOrContriPdDurYrAmt
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$17,694ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,809ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,503ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,503TotalIncomeProducingActyAmt

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$1,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$902,897BookValueAmt
EOYFMV$978,887EOYFMVAmt

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