BETA

CAPE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201621339349101007
Schema version
2015v2.1
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)
Return2016-05-12T09:06:09-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN A BERGERPreparerPersonNm
PTINP00287311PTIN
Phone4102469300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,011,868FMVAssetsEOYAmt
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$17,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$769,980GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,458CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,606TotalRevAndExpnssAmt
Total Net Invst Incm$30,606TotalNetInvstIncmAmt
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
Taxes Rev And Expnss$3,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,094ExcessRevenueOverExpensesAmt
Net Investment Income$30,606NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$87,191SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$143,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$143,742SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$942,212OtherInvestmentsBOYAmt
Other Investments EOY$833,567OtherInvestmentsEOYAmt
Other Investments EOYFMV$868,126OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,029,403TotalAssetsBOYAmt
Total Assets EOY$977,309TotalAssetsEOYAmt
Total Assets EOYFMV$1,011,868TotalAssetsEOYFMVAmt
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$1,029,403RetainedEarningBOYAmt
Retained Earning EOY$977,309RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,029,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$977,309TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,029,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$977,309TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,029,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,094ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$977,309SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$977,309TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2015-01-012015-12-31$714,954$719,084-$4,130-$4,130
FIDELITY #2663- PUBLICLY TRADED SECURITIESP2013-02-062015-05-09$50,000$37,438$12,562$12,562
CAPITAL GAINS DIVIDENDSP$5,026$5,026$5,026
FieldValueIRS element (for citing)
Capital Gain Net Income$13,458CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,087,668NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052314DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$989,292NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036895DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$855,249NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030284DistributionYr3Rt
Adjusted Qlfy Distri Yr4$84,338AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$873,847NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.096513DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,612AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$816,237NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.027703DistributionYr5Rt
Total Distribution0.243709TotalDistributionRt
Average Distribution0.048742AverageDistributionRt
Net Vl Noncharitable Assets$1,018,996NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,668AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$306NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49,974AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,126EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,126TotalPaymentsAndCreditsAmt
Overpayment$2,820OverpaymentAmt
Applied To ES Tax$2,820AppliedToESTaxAmt
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$950,784AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,034,514TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,034,514AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,518CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,018,996NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$50,644DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,644DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,644DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$79,450QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$306PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$79,144AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,644DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$36,151ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$5,639ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,790TotalExcessDistributionCyovAmt
Qualifying Distributions$79,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,644AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,806RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$70,596TotalCorpusAmt
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$70,596ExcessDistriCyovToNextYrAmt
Excess From Year4$36,151ExcessFromYear4Amt
Excess From Year1$5,639ExcessFromYear1Amt
Excess From Current Year$28,806ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STBALTIMOREMD21201NONEPUBLICUNRESTRICTED$5,000
WASHINGTON COLLEGE
300 WASHINGTON AVECHESTERTOWNMD21620NONEPUBLICUNRESTRICTED$12,500
BALTIMORE GREEN MAP INC
PO BOX 16244BALTIMOREMD21210NONEPUBLICUNRESTRICTED$5,000
FRIENDS SCHOOL OF BALTIMORE
5114 NORTH CHARLES STREETBALTIMOREMD21210NONEPUBLICUNRESTRICTED$5,000
JOHNS HOPKINS UNIVERSITY (PEABODY CONSERVATORY SCHOLARSHIP FUND)
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$25,000
CENTER STAGE
700 N CALVERT STBALTIMOREMD21202NONEPUBLICUNRESTRICTED$15,000
JOHNS HOPKINS UNIVERSITY (FACULTYSTUDENT FUND - MANUEL BARRUECO STUDIO)
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,500TotalGrantOrContriPdDurYrAmt
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$17,148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,458ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,606ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,606TotalIncomeProducingActyAmt

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$833,567BookValueAmt
EOYFMV$868,126EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS PAYMENTSCategoryTxt
Amt$3,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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