CAPE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAPE FOUNDATION INC (EIN 26-0692188)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-09
- IRS object ID
- 201111299349100501
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-09T07:38:52-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | 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 | 2010-01-01 | 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 | 2011-02-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BENJAMIN A BERGER | Name |
| Phone | 4102469300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 915146 | 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 | 5968 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5968 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 93266 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 996703 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 93266 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 18 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 18 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 99252 | TotalRevenueAndExpenses |
| Total Net Investment Income | 99252 | 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 | 83 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1983 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20712 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20712 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22695 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22612 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 76557 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 99252 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 48899 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 130368 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 130368 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 653188 | InvestmentsOtherBOY |
| Investments Other EOY | 648276 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 784778 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 702087 | TotalAssetsBOY |
| Total Assets EOY | 778644 | TotalAssetsEOY |
| Total Assets EOYFMV | 915146 | 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 | 702087 | RetainedEarningsBOY |
| Retained Earnings EOY | 778644 | RetainedEarningsEOY |
| Total Net Assets BOY | 702087 | TotalNetAssetsBOY |
| Total Net Assets EOY | 778644 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 702087 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 778644 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 702087 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 76557 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 778644 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 778644 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| TOTAL SHORT-TERM CAPITAL GAIN DIVIDENDS | 218 | 218 | 218 | ||
| 13978.123 SHS OF FIDELITY STRATEGIC INCOME | 151942 | -405 | -405 | 2010-01-28 | 152347 |
| 10563.38 SHS OF FMI LARGE CAP FUND | 140312 | -9688 | -9688 | 2010-07-07 | 150000 |
| 118.6450 SHS OF ARTISAN VALUE FUND | 961 | 124 | 124 | 2010-07-06 | 837 |
| 3275.467 SHS OF SPARTAN EXTENDED MARKET INDEX FD ADV CL | 119227 | 19227 | 19227 | 2010-11-12 | 100000 |
| 7570.023 SHS OF VANGUARD SMALL CAP VALUE INDEX | 116578 | 16503 | 16503 | 2010-11-12 | 100075 |
| 28368.794 SHS OF ARTISAN VALUE FUND | 229787 | 29609 | 29609 | 2010-07-06 | 200178 |
| 25806.452 SHS OF ARTISAN OPPORTUNISTIC GROWTH INVESTOR SHRS | 237678 | 37678 | 37678 | 2010-07-06 | 200000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 93266 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 54437 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 761127 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.071522 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30756 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 743697 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041356 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.112878 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056439 | AverageDistributionRatio |
| Net Noncharitable Assets | 816237 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 46068 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 993 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47061 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22612 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1985 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1985 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1985 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 1987 | 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 | 756647 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 72020 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 828667 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 828667 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12430 | CashDeemedCharitable |
| Net Noncharitable Assets | 816237 | NetNoncharitableAssets |
| Minimum Investment Return | 40812 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40812 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1985 | TaxBasedOnInvestmentIncome |
| Total Tax | 1985 | TotalTax |
| Distributable Amount Before Adj | 38827 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38827 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38827 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22612 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22612 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22612 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38827 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 18774 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 16547 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 35321 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22612 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22612 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 16215 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 16215 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19106 | 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 | 19106 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 2559 | ExcessFromYear2 |
| Excess From Year1 | 16547 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PEOBODY INSTITUTE | |||||||
| 1 EAST MT VERNON PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $6,000 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| 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 |
| TEACH FOR AMERICA | |||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| FUSION PARTNERSHIPS - BALTIMORE GREEN MAP | |||||||
| PO BOX 16244 | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $612 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BALTIMORE CHORAL ARTS SOCIETY | |||||||
| 1316 PARK AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $500 |
| PATRICK ALLISON HOUSE | |||||||
| 210 WEST MADISON STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20712 | 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 | $5,968 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $93,266 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $99,252 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 99252 | 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 | 648276 | BookValue |
| EOYFMV | 784778 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 18 | RevenueAndExpensesPerBooks |
| Net Investment Income | 18 | NetInvestmentIncome |
| Adjusted Net Income | 18 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $83 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments