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CAPE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CAPE FOUNDATION INC (EIN 26-0692188)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-17
IRS object ID
202602299349100650
Schema version
2025v4.0
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)
Return2026-08-17T10:46:36-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522209173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY JUDGE & WARE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 447AddressLine1Txt
CityCHESTERTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP216200447ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Phone4102186101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113801 YORK ROAD APT E9AddressLine1Txt
CityCOCKEYSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTURNER B SMITHPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone4104356796PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A JUDGEPreparerPersonNm
PTINP00152234PTIN
Phone4107780164PhoneNum
Preparation2026-06-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,279FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$64InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$64InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,226DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,226DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,226DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,519NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,254GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,519CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,809TotalRevAndExpnssAmt
Total Net Invst Incm$21,809TotalNetInvstIncmAmt
Total Adj Net Incm$13,290TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,305AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,239OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$414TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,008TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$263,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$263,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$245,199ExcessRevenueOverExpensesAmt
Net Investment Income$21,809NetInvestmentIncomeAmt
Adjusted Net Income$13,290AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$415,249CashBOYAmt
Cash EOY$158,394CashEOYAmt
Cash EOYFMV$158,392CashEOYFMVAmt
Corporate Stock BOY$76,640CorporateStockBOYAmt
Corporate Stock EOY$87,064CorporateStockEOYAmt
Corporate Stock EOYFMV$98,440CorporateStockEOYFMVAmt
Corporate Bonds BOY$22,715CorporateBondsBOYAmt
Corporate Bonds EOY$23,947CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,447CorporateBondsEOYFMVAmt
Total Assets BOY$514,604TotalAssetsBOYAmt
Total Assets EOY$269,405TotalAssetsEOYAmt
Total Assets EOYFMV$281,279TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$514,604RetainedEarningBOYAmt
Retained Earning EOY$269,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$514,604TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$269,405TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$514,604TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$269,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$514,604TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$245,199ExcessRevenueOverExpensesAmt
Subtotal$269,405SubtotalAmt
Tot Net Ast Or Fund Balances EOY$269,405TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNAT FINANCIAL SERVICES LT COVEREDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2023-01-24AcquiredDt
Sold2025-01-31SoldDt
Gross Sales Price$642GrossSalesPriceAmt
Cost Or Other Basis$735CostOrOtherBasisAmt
Gain Or Loss-$93GainOrLossAmt
Gains Minus Excess Or Losses-$93GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,519CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$303InvestmentIncomeExciseTaxAmt
Subtotal$303SubtotalAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Tax Due$303TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUDITH R SMITHIndividualWithBooksNm
Phone4102186101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113801 YORK RD APT E9AddressLine1Txt
CityCOCKEYSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
13801 YORK RD APT E9COCKEYSVILLEMD21030PRESIDENT/TR1.00$0$0$0
JUDITH R SMITH
13801 YORK RD APT E9COCKEYSVILLEMD21030VP / SECRETA1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501 (C)3 ORGANIZATIONSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$114,916AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$286,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$401,733TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$401,733AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,026CashDeemedCharitableAmt
Net Vl Noncharitable Assets$395,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,785MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,785MinimumInvestmentReturnAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Total Tax$303TotalTaxAmt
Distributable Before Adj$19,482DistributableBeforeAdjAmt
Distributable Before Ded$19,482DistributableBeforeDedAmt
Distributable As Adjusted$19,482DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,000ExpensesAndContributionsAmt
Qualifying Distributions$263,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,482DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$186,612ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$144,577ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$308,076ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$82,404ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$721,669TotalExcessDistributionCyovAmt
Qualifying Distributions$263,000QualifyingDistributionsAmt
Applied To Current Year$19,482AppliedToCurrentYearAmt
Remaining Distri From Corpus$243,518RemainingDistriFromCorpusAmt
Total Corpus$965,187TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$186,612ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$778,575ExcessDistriCyovToNextYrAmt
Excess From Year4$144,577ExcessFromYear4Amt
Excess From Year2$308,076ExcessFromYear2Amt
Excess From Year1$82,404ExcessFromYear1Amt
Excess From Current Year$243,518ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE CLASSICAL GUITAR SOCIETY
PO BOX 4466TIMONIUMMD21094NONEPCEDUCATIONAL$25,000
BOY SCOUTS OF AMERIA
PO BOX 152079IRVINGTX750152079NONEPCOPERATIONAL$2,000
ECHO HILL CAMP
13655 BLOOMINGNECK ROADWORTONMD21678NONEPCEDUCATIONAL$35,000
RADCLIFFE CREEK SCHOOL
201 TALBOT BLVDCHESTERTOWNMD21620NONEPCEDUCATIONAL$25,000
NATIONAL MUSIC FESTIVAL
PO BOX 284CHESTERTOWNMD21620NONEPCEDUCATIONAL$25,000
FRIENDS SCHOOL OF BALTIMORE INC
5114 N CHARLES STREETBALTIMOREMD21210NONEPCEDUCATIONAL$25,000
FIVE SMOOTH STONES FOUNDATION
2525 KIRK AVEBALTIMOREMD21218NONEPCEDUCATIONAL$25,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROAOWINGS MILLSMD21117NONEPCEDUCATIONAL$26,000
GREEN STREET ACADEMY
125 N HILTON STREETBALTIMOREMD21229NONEPCEDUCATIONAL$25,000
FLINT RIVER COUNCIL BSA
1361 ZEBULON ROADGRIFFINGA30224NONEPCEDUCATIONAL$25,000
ABILITIES NETWORK
8503 LASALLE RDTOWSONMD21286NONEPCEDUCATIONAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$263,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,226ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,519ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,809TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,305Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT SHORT DUR INCOME$15,696$15,785
LORD ABBETT CORE FIXED INCOME$2,278$2,243
LOOMIS SAYLES STR ALPHA$3,287$3,465
PIMCO EMERGING MKTS$2,686$2,954

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG YACKTMAN$16,551$16,843
EDGEWOOD GROWTH FUND$15,640$14,330
O'SHAUGHNESSY MARKET LEADERS$11,552$12,546
GQG PARTNERS$2,438$3,198
DRIEHAUS SMALL CAP GROWTH$3,447$5,671
EASTON VANCE ATLANTA SMID CAP$6,065$6,232
HARDMAN JOHNSTON INTL$18,326$26,234
MATTHEWS ASIA$3,880$4,631
UNDISCOVERED MGRS BEH VAL$6,995$6,876
VERSUS CAPITAL MULT MNGR RE
HARRISON STREET RE FUND$2,170$1,879

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INVESTMENT EXPENSES$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
ADVISOR FEES$2,119
TRANSACTION FEES$120

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$414Amt

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