CAPE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAPE FOUNDATION INC (EIN 26-0692188)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349100717
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T09:10:29-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260692188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAPE | NameControl |
| Phone | 4104356796 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 TAPLOW ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TURNER B SMITH | Name |
| Title | PRESIDENT / TREASURER | Title |
| Phone | 4104356796 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BENJAMIN A BERGER | Name |
| PTIN | P00287311 | PTIN |
| Phone | 4102469300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 804750 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 7820 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7820 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 33334 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 807293 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 33334 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41154 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41154 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1900 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1987 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3887 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 82850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 82850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 86737 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 84750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45583 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41154 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 130368 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15109 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15109 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 648276 | InvestmentsOtherBOY |
| Investments Other EOY | 717952 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 789641 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 778644 | TotalAssetsBOY |
| Total Assets EOY | 733061 | TotalAssetsEOY |
| Total Assets EOYFMV | 804750 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 778644 | RetainedEarningsBOY |
| Retained Earnings EOY | 733061 | RetainedEarningsEOY |
| Total Net Assets BOY | 778644 | TotalNetAssetsBOY |
| Total Net Assets EOY | 733061 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 778644 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 733061 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 778644 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45583 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 733061 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 733061 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAIN DIVIDENDS | P | 179 | 179 | 179 | ||
| LONG-TERM CAPITAL GAIN DIVIDENDS | P | 6073 | 6073 | 6073 | ||
| 1200 SHS OF ISHARES TR S&P | P | 129629 | 34659 | 34659 | 2011-02-18 | 94970 |
| 1500 SHS OF ISHARE TR S&P | P | 127725 | 28960 | 28960 | 2011-02-18 | 98765 |
| 1300 SHS OF VANGUARD SECTOR | P | 145757 | -2464 | -2464 | 2011-03-14 | 148221 |
| 2200 SHS OF VANGUARD INDEX TR | P | 123744 | -1128 | -1128 | 2011-03-28 | 124872 |
| 500 SHS OF ISHARES TR S&P | P | 49614 | -5303 | -5303 | 2011-09-22 | 54917 |
| 400 SHS OF ISHARES TR S&P | P | 39688 | -4247 | -4247 | 2011-09-22 | 43935 |
| 100 SHS OF ISHARES TR S&P | P | 9922 | -1062 | -1062 | 2011-09-22 | 10984 |
| 1800 SHS OF ISHARES TR S&P | P | 130120 | -21998 | -21998 | 2011-09-22 | 152118 |
| 200 SHS OF VANGUARD SECTOR-WASH SALE | P | 22424 | 0 | 0 | 2011-03-14 | 22424 |
| 200 SHS OF VANGUARD SECTOR | P | 22418 | -335 | -335 | 2011-03-14 | 22753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 33334 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22612 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 816237 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.027703 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54437 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 761127 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071522 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30756 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 743697 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041356 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.140581 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046860 | AverageDistributionRatio |
| Net Noncharitable Assets | 873847 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40948 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 412 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41360 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 84750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 412 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 412 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 412 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 412 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JUDITH R SMITH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4104356796 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 TAPLOW ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| TURNER B SMITH | ||||||||
| 117 TAPLOW ROAD | BALTIMORE | MD | 21212 | PRESIDENT/TREASURER | 2.00 | 0 | 0 | 0 |
| JUDITH R SMITH | ||||||||
| 117 TAPLOW ROAD | BALTIMORE | MD | 21212 | VP/SECRETARY | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501(C)3 ORGANIZATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 795546 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 91608 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 887154 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 887154 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13307 | CashDeemedCharitable |
| Net Noncharitable Assets | 873847 | NetNoncharitableAssets |
| Minimum Investment Return | 43692 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 43692 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 412 | TaxBasedOnInvestmentIncome |
| Total Tax | 412 | TotalTax |
| Distributable Amount Before Adj | 43280 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 43280 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 43280 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 84750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 84750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 412 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 84338 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 43280 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 2559 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16547 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 19106 | TotalExcessDistriCarryover |
| Qualifying Distributions | 84750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43280 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 41470 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 60576 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 60576 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 2559 | ExcessFromYear3 |
| Excess From Year2 | 16547 | ExcessFromYear2 |
| Excess From Current Year | 41470 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| QUEEN ANNE'S CONSERVATION ASSOCIATION | |||||||
| PO BOX 156 | CENTREVILLE | MD | 21617 | NONE | PUBLIC | UNRESTRICTED | $500 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| BALTIMORE WOMEN'S GIVING CIRCLE - BALITMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST REED STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $1,100 |
| FUSION PARTNERSHIPS - BALTIMORE GREEN MAP | |||||||
| PO BOX 16244 | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PATRICK ALLISON HOUSE | |||||||
| 210 WEST MADISON STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $500 |
| PEOBODY INSTITUTE | |||||||
| 1 EAST MT VERNON PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| TEACH FOR AMERICA | |||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| SING FOR HOPE | |||||||
| 575 EIGHT AVENUE SUITE 1812 | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| SULTANA PROJECTS | |||||||
| 105 SOUTH CROSS STREET PO BOX 524 | CHESTERTOWN | MD | 21620 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE DAVID L HOLDER FOUNDATION CO WEST COSTELLO | |||||||
| 409 WASHINGTON AVENUE SUITE 1010 | BALTIMORE | MD | 21204 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| 1000 FRIENDS OF MARYLAND | |||||||
| 1209 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $250 |
| PARKS & PEOPLE FOUNDATION | |||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $500 |
| FRIENDS SCHOOL ANNUAL FUND | |||||||
| 5114 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 82850 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,820 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $33,334 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $41,154 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41154 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1900 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 717952 | BookValue |
| EOYFMV | 789641 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $1,987 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments