CAPE COD 5 FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CAPE COD 5 FOUNDATION INC (EIN 84-3443360)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102373
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:48:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843443360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE COD 5 FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CAPE COD FIVE CENTS SAVINGS BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPE | BusinessNameControlTxt |
| Phone | 5082400555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 IYANNOUGH ROAD | AddressLine1Txt |
| City | HYANNIS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN FORESTA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5082400555 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN CUMMINGS | PreparerPersonNm |
| PTIN | P01510495 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,803,597 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,230 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,793,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $535,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,064,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,064,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,155,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,075,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$620,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,111 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $499,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $826,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $826,309 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $731,228 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $959,718 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $959,718 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,714,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,695,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,695,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $769,292 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $938,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $938,940 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,288,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,334,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,334,836 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $46,969 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,894 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,894 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,055,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,803,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,803,597 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $21,809 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,462 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,462 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,033,576 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,758,135 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,033,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,758,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,055,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,803,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,033,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$620,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,363,571 | OtherIncreasesAmt |
| Subtotal | $14,777,089 | SubtotalAmt |
| Other Decreases | $18,954 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,758,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,793,254 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,599,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $193,803 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $193,803 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,078 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,078 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,382 | OverpaymentAmt |
| Applied To ES Tax | $3,382 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CAPECODFIVE.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTEN FORESTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5082471813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 IYANNOUGH ROAD | AddressLine1Txt |
| City | HYANNIS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT A TALERMAN | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | CHAIR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW S BURKE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN H JOHANNESSEN | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT/ TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER E RICHARDS | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAUL E GROVER | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN J JUDGE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES A PETERSON | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL RUMUL | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL A WOLF | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE M CODERRE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C DAWLEY | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DARREN J DONOVAN | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA D PHILBRICK | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMMY A SABEN | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENISE M TOOMEY | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN L GARDNER | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VANESSA L GREENE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPE COD FIVE CENTS SAVINGS BANK | |||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | INVESTMENT MANAGEMENT | $63,020 |
| MARCUM LLP | |||||
| 53 STATE STREET 17TH FLOOR | BOSTON | MA | 02109 | ACCOUNTING | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,954,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,681 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,433,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,433,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,216,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $710,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $710,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,696 | TotalTaxAmt |
| Distributable Before Adj | $705,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $705,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $705,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,075,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,075,402 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,222 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $399,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,111 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $796,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,075,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $705,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370,268 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,166,703 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,222 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,158,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,309 | ExcessFromYear4Amt |
| Excess From Year3 | $399,663 | ExcessFromYear3Amt |
| Excess From Year2 | $133,111 | ExcessFromYear2Amt |
| Excess From Year1 | $155,130 | ExcessFromYear1Amt |
| Excess From Current Year | $370,268 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAPE COD 5 FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 IYANNOUGH ROAD | AddressLine1Txt |
| City | HYANNIS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5082400555 | RecipientPhoneNum |
| Form And Info And Materials | CAPE COD FIVE AND ITS NAMESAKE FOUNDATION HAVE AN ONLINE APPLICATION PROCESS WHICH CAN BE FOUND AT: HTTPS://WWW.CAPECODFIVE.COM/COMMUNITY-SUPPORT-APPLICATIONS. THIS PROCESS ALLOWS APPLICANTS TO SUBMIT A ROBUST APPLICATION,INCLUDING PICTURES AND VIDEO CONTENT, TO TELL THEIR STORY BEYOND THE WORDS ON THE PAGE." | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE OVER $250, MUST BE PUBLICLY SUPPORTED TYPE ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (194 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BABY CENTER | |||||||
| PO BOX 758 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $2,500 | |
| ACE MV INC | |||||||
| 455 STATE RD PMB 105 | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $3,000 | |
| AIDS SUPPORT GROUP OF CAPE COD | |||||||
| PO BOX 1522 | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $1,000 | |
| ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC | |||||||
| 3 FREEDOM SQUARE | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $1,225 | |
| ALZHEIMERS FAMILY CAREGIVERS SUPPORT CENTER INC | |||||||
| 2095 MAIN ST | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $2,500 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PUBLIC CHARITY | DONATION | $1,500 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION INC | |||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PUBLIC CHARITY | DONATION | $1,000 | |
| AMPLIFY POC CAPE COD | |||||||
| PO BOX 284 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $7,000 | |
| ANIMAL PROTECTION CENTER OF SE MASS INC | |||||||
| 1300 WEST ELM ST EXT | BROCKTON | MA | 02301 | PUBLIC CHARITY | DONATION | $5,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 3981 MAIN STREET | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $3,000 | |
| ASSOCIATION TO PRESERVE CAPE COD INC | |||||||
| 482 MAIN STREET | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $7,500 | |
| BARNSTABLE COMMUNITY INNOVATION SCHOOL | |||||||
| 165 BEARSES WAY | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $1,000 | |
| BARNSTABLE HIGH SCHOOL | |||||||
| 744 W MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $4,080 | |
| BARNSTABLE INTERMEDIATE SCHOOL | |||||||
| 895 FALMOUTH RD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $389 | |
| BARNSTABLE UNITED ELEMENTARY SCHOOL | |||||||
| 730 OSTERVILLE WEST BARNSTABLE RD | MARSTONS MILLS | MA | 02648 | PUBLIC CHARITY | DONATION | $3,902 | |
| BARNSTABLE WEST BARNSTABLE ELEMENTARY | |||||||
| 2463 MAIN STREET | WEST BARNSTABLE | MA | 02668 | PUBLIC CHARITY | DONATION | $253 | |
| BEHAVIORAL HEALTH INNOVATORS INC | |||||||
| PO BOX 583 | SOUTH CHATHAM | MA | 02659 | PUBLIC CHARITY | DONATION | $2,500 | |
| BELONGING TO EACH OTHER INC | |||||||
| PO BOX 343 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $12,500 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 529 MAIN STREET SUITE 202 | BOSTON | MA | 02129 | PUBLIC CHARITY | DONATION | $1,000 | |
| BETH ISRAEL DEACONESS HOSPITAL INC | |||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $16,667 | |
| BEYOND THE BOUNDS | |||||||
| PO BOX 2209 | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $1,000 | |
| BOSTON'S CHILDREN'S HOSPITAL | |||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | PUBLIC CHARITY | DONATION | $5,000 | |
| BOURNE SCHOOL DISTRICT | |||||||
| 36 SANDWICH RD | BOURNE | MA | 02532 | PUBLIC CHARITY | DONATION | $2,635 | |
| BOYS & GIRLS CLUB OF CAPE COD INC | |||||||
| PO BOX 895 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $5,000 | |
| BROCKTON AREA MULTI-SERVICES INC | |||||||
| 10 CHRISTYS DRIVE | BROCKTON | MA | 02301 | PUBLIC CHARITY | DONATION | $1,000 | |
| BROCKTON SYMPHONY ORCHESTRA | |||||||
| PO BOX 1407 | BROCKTON | MA | 02303 | PUBLIC CHARITY | DONATION | $3,000 | |
| BUZZARDS BAY AREA HABITAT FOR HUMANITY | |||||||
| 8 COUNTY RD STE 2 | MATTAPOISETT | MA | 02739 | PUBLIC CHARITY | DONATION | $1,000 | |
| BUZZARDS BAY COALITION INC | |||||||
| 114 FRONT ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | DONATION | $2,500 | |
| CALMER CHOICE INC | |||||||
| 23 WHITES PATH G2 | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $10,000 | |
| CAPE & ISLANDS VETERANS OUTREACH CENTER INC | |||||||
| 569 MAIN STREET SUITE 6 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $7,500 | |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN RD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $5,000 | |
| CAPE COD BLUE ECONOMY FOUNDATION INC | |||||||
| 5 PATTI PAGE WAY | CENTERVILLE | MA | 02632 | PUBLIC CHARITY | DONATION | $5,000 | |
| CAPE COD CAPE VERDEAN MUSEUM & CULTURAL CTR INC | |||||||
| 30 HIGHLAND ST | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $1,000 | |
| CAPE COD CENTER FOR THE ARTS INC | |||||||
| PO BOX 2001 | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $5,000 | |
| CAPE COD CHALLENGER CLUB | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PUBLIC CHARITY | DONATION | $2,500 | |
| CAPE COD CHAMBER ORCHESTRA INC | |||||||
| 533 RTE 28 | HARWICH PORT | MA | 02646 | PUBLIC CHARITY | DONATION | $1,500 | |
| CAPE COD CLIMATE CHANGE COLLABORATIVE INC | |||||||
| PO BOX 46 | YARMOUTHPORT | MA | 02675 | PUBLIC CHARITY | DONATION | $11,000 | |
| CAPE COD COLLABORATIVE | |||||||
| 418 BUMPUS RIVER RD | OSTERVILLE | MA | 02655 | PUBLIC CHARITY | DONATION | $358 | |
| CAPE COD COMMERCIAL FISHERMEN'S ALLIANCE INC | |||||||
| 1566 MAIN STREET | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $3,333 | |
| CAPE COD COUNCIL OF CHURCHES INC | |||||||
| 320 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $4,000 | |
| CAPE COD FOUNDATION INC | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $27,000 | |
| CAPE COD LIGHTHOUSE CHARTER SCHOOL | |||||||
| 195 ROUTE 137 | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $1,500 | |
| CAPE COD MILITARY MUSEUM | |||||||
| PO BOX 1783 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $2,500 | |
| CAPE COD MILITARY SUPPORT FOUNDATION INC | |||||||
| 3456 TURPENTINE RD | BUZZARDS BAY | MA | 02542 | PUBLIC CHARITY | DONATION | $2,500 | |
| CAPE COD MUSEUM OF ART | |||||||
| 60 HOPE LANE | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $2,500 | |
| CAPE COD REGIONAL TECHNICAL HIGH SCHOOL | |||||||
| 351 PLEASANT LAKE AVENUE | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $3,400 | |
| CAPE COD SHAKESPEARE FESTIVAL IN CHATHAM | |||||||
| PO BOX 314 | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $1,000 | |
| CAPE COD TIMES NEEDY FUND INC | |||||||
| PO BOX 804 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $20,000 | |
| CAPE COD VOICES INC | |||||||
| 27 CAPE WOODS DRIVE | EAST FALMOUTH | MA | 02536 | PUBLIC CHARITY | DONATION | $2,500 | |
| CAPE KID MEALS INC | |||||||
| 280B ROUTE 130 SUITE 2 159 | FORESTDALE | MA | 02644 | PUBLIC CHARITY | DONATION | $7,500 | |
| CAPE WELLNESS COLLABORATIVE INC | |||||||
| 11 POTTER AVENUE | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $7,500 | |
| CARE FOR THE CAPE & ISLANDS | |||||||
| PO BOX 638 | YARMOUTHPORT | MA | 02675 | PUBLIC CHARITY | DONATION | $1,000 | |
| CARVER ELEMENTARY | |||||||
| 85 MAIN ST | CARVER | MA | 02330 | PUBLIC CHARITY | DONATION | $490 | |
| CCCC EDUCATIONAL FOUNDATION INC | |||||||
| 2240 IYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | PUBLIC CHARITY | DONATION | $85,000 | |
| CENTERVILLE ELEMENTARY SCHOOL | |||||||
| 658 BAY LANE | CENTERVILLE | MA | 02632 | PUBLIC CHARITY | DONATION | $1,774 | |
| CENTERVILLE PUBLIC LIBRARY ASSOCIATION INC | |||||||
| 585 MAIN STREET | CENTERVILLE | MA | 02632 | PUBLIC CHARITY | DONATION | $1,000 | |
| CHAMP HOMES INC | |||||||
| 82 SCHOOL STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $6,250 | |
| CHATHAM CHORALE INC | |||||||
| PO BOX 1111 | WEST DENNIS | MA | 02670 | PUBLIC CHARITY | DONATION | $2,000 | |
| CHATHAM HISTORICAL SOCIETY INC | |||||||
| 347 STAGE HARBOR ROAD | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $2,500 | |
| CHILMARK TOWN AFFAIRS COUNCIL | |||||||
| 415 G STREET SE | WASHINGTON | MA | 20003 | PUBLIC CHARITY | DONATION | $2,000 | |
| CHRIST THE KING PARISH | |||||||
| PO BOX 1800 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $1,500 | |
| CIRCUIT ARTS INC | |||||||
| 9 STATE RD | AQUINNAH | MA | 02535 | PUBLIC CHARITY | DONATION | $2,500 | |
| COMMUNITY DEVELOPMENT PARTNERSHIP | |||||||
| LOWER CAPE COD COMMUNITY DEVELOPMEN | EASTHAM | MA | 02642 | PUBLIC CHARITY | DONATION | $20,000 | CORP |
| COMPACT OF CAPE COD CONSERVATION TRUSTS INC | |||||||
| PO BOX 443 | BARNSTABLE | MA | 02630 | PUBLIC CHARITY | DONATION | $5,000 | |
| CREATIVE ARTS CENTER IN CHATHAM INC | |||||||
| 154 CROWELL RD | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $1,500 | |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | DONATION | $2,500 | |
| CULTURAL CENTER OF CAPE COD INC | |||||||
| 307 OLD MAIN ST | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $2,500 | |
| CYRUS PIERCE MIDDLE SCHOOL | |||||||
| 10 SURFSIDE RD | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $970 | |
| DBA CAPE MEDIATION | |||||||
| PO BOX 193 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $2,500 | |
| DENNIS-YARMOUTH REGIONAL SCHOOL DISTRICT | |||||||
| 296 STATION AVE | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $9,719 | |
| DUFFY HEALTH CENTER INC | |||||||
| 94 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $5,000 | |
| ENOCH COBB EARLY LEARNING CENTER | |||||||
| 50 OLD CRAIGVILLE ROAD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $422 | |
| EVENTIDE ARTS INC | |||||||
| 713 MAIN ST | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $1,479 | |
| FALMOUTH EDUCATION FOUNDATION | |||||||
| PO BOX 1061 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $1,500 | |
| FALMOUTH HIGH SCHOOL | |||||||
| 874 GIFFORD STREET | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $1,968 | |
| FALMOUTH HISTORICAL SOCIETY | |||||||
| PO BOX 174 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $2,000 | |
| FALMOUTH HOUSING CORP | |||||||
| 704 MAIN ST STE D | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $1,500 | |
| FALMOUTH HOUSING TRUST INC | |||||||
| PO BOX 465 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $10,000 | |
| FALMOUTH PUBLIC SCHOOLS | |||||||
| 340 TEATICKET HWY | EAST FALMOUTH | MA | 02536 | PUBLIC CHARITY | DONATION | $500 | |
| FALMOUTH SERVICE CENTER INC | |||||||
| PO BOX 208 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $4,000 | |
| FALMOUTH TRACK CLUB | |||||||
| PO BOX 699 | WEST FALMOUTH | MA | 02574 | PUBLIC CHARITY | DONATION | $2,000 | |
| FAMILY EQUALITY COUNCIL | |||||||
| 27 ALPINE STREET 11 | MALDEN | MA | 02148 | PUBLIC CHARITY | DONATION | $3,000 | |
| FAMILY TABLE COLLABORATIVE INC | |||||||
| 1338 MA-28 | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $2,500 | |
| FARMHOUSE RETREAT INC | |||||||
| 296 CENTER HILL ROAD | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $1,000 | |
| FINE ARTS WORK CENTER IN PROVINCETOWN INC | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $2,000 | |
| FIRST NIGHT CHATHAM INC | |||||||
| PO BOX 80 | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $2,000 | |
| FITMONEY INC | |||||||
| 1188 CENTRE ST FL 3 | NEWTON | MA | 02519 | PUBLIC CHARITY | DONATION | $15,000 | |
| FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING INC | |||||||
| C/O FUEL | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $2,500 | |
| FRIENDS OF BOURNE COUNCIL ON AGING INC | |||||||
| PO BOX 144 | BUZZARDS BAY | MA | 02532 | PUBLIC CHARITY | DONATION | $1,500 | |
| FRIENDS OF THE CAPE COD VET CENTER INC | |||||||
| 474 WEST MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $1,000 | |
| HABITAT FOR HUMANITY NANTUCKET INC | |||||||
| PO BOX 1022 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $10,000 | |
| HABITAT FOR HUMANITY OF CAPE COD | |||||||
| 411 MAIN ST | YARMOUTHPORT | MA | 02675 | PUBLIC CHARITY | DONATION | $5,000 | |
| HARBOR HOMES OF MARTHA'S VINEYARD INC | |||||||
| 4 STRAWBERRY LANE | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $5,000 | |
| HARWICH CONSERVATION TRUST | |||||||
| PO BOX 101 | SOUTH HARWICH | MA | 02661 | PUBLIC CHARITY | DONATION | $5,000 | |
| HARWICH ECUMENICAL COUNCIL FOR HOMELESS INC | |||||||
| PO BOX 638 | WEST HARWICH | MA | 02671 | PUBLIC CHARITY | DONATION | $5,500 | |
| HEALTH IMPERATIVES INC | |||||||
| 942 WEST CHESTNUT STREET | BROCKTON | MA | 02301 | PUBLIC CHARITY | DONATION | $5,000 | |
| HEALTH MINISTRY INC | |||||||
| 70 CENTER ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $2,500 | |
| HEART OF THE DELTA FOUNDATION | |||||||
| PO BOX 145 | BELZONI | MS | 39038 | PUBLIC CHARITY | DONATION | $1,000 | |
| HELPING OUR WOMEN INC | |||||||
| 34 CONWELL STREET | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $4,000 | |
| HERITAGE PLANTATION OF SANDWICH INC | |||||||
| HERITAGE MUSEUMS AND GARDENS | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $50,000 | |
| HEROES IN TRANSITION INC | |||||||
| 22 BATES RD STE 135 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $15,000 | |
| HINGHAM HIGH SCHOOL | |||||||
| 17 UNION ST | HINGHAM | MA | 02043 | PUBLIC CHARITY | DONATION | $2,613 | |
| HINGHAM MIDDLE SCHOOL | |||||||
| 1103 MAIN ST | HINGHAM | MA | 02043 | PUBLIC CHARITY | DONATION | $766 | |
| HOCKEY SHOT INC | |||||||
| 6 LIBERTY SQ PMB 6103 | BOSTON | MA | 02109 | PUBLIC CHARITY | DONATION | $1,000 | |
| HOMELESS PREVENTION COUNCIL INC | |||||||
| PO BOX 828 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $10,000 | |
| HOPE FLOATS HEALING & WELLNESS CENTER INC | |||||||
| 4 ELM STREET | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $1,500 | |
| HOUSING ASSISTANCE CORP | |||||||
| 460 WEST MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $25,000 | |
| HYANNIS ATHLETIC ASSOCIATION INC | |||||||
| PO BOX 852 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $6,000 | |
| HYANNIS PUBLIC LIBRARY | |||||||
| 401 MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $33,334 | |
| HYANNIS WEST ELEMENTARY SCHOOL | |||||||
| 549 WEST MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $1,094 | |
| INDEPENDENCE HOUSE | |||||||
| 160 BASSET LANE | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $4,000 | |
| ISLAND AUTISM GROUP INC | |||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | PUBLIC CHARITY | DONATION | $2,000 | |
| ISLAND GROWN INITIATIVE LTD | |||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $5,000 | |
| JT CHRONICLES INC | |||||||
| 121 CAMP STREET UNIT 91 | WEST YARMOUTH | MA | 02673 | PUBLIC CHARITY | DONATION | $2,500 | |
| KINGSTON ELEMENTARY SCHOOL | |||||||
| 150 MAIN ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $2,990 | |
| KINGSTON INTERMEDIATE SCHOOL | |||||||
| 65 2ND BROOK ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $387 | |
| LAWRENCE SCHOOL | |||||||
| 113 LAKEVIEW AVE | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $1,998 | |
| LOWER CAPE OUTREACH COUNCIL INC | |||||||
| PO BOX 665 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $10,000 | |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB INC | |||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | PUBLIC CHARITY | DONATION | $6,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $3,500 | |
| MARTHA'S VINEYARD PUBLIC CHARTER SCHOOL | |||||||
| PO BOX 1150 | WEST TISBURY | MA | 02575 | PUBLIC CHARITY | DONATION | $1,500 | |
| MARTHA'S VINEYARD REGIONAL HIGH SCHOOL | |||||||
| 100 EDGARTOWN VINEYARD HAVEN RD | OAK BLUFFS | MA | 02557 | PUBLIC CHARITY | DONATION | $9,768 | |
| MASHPEE PUBLIC SCHOOLS | |||||||
| 500 OLD BARNSTABLE RD | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $6,925 | |
| MASS APPEAL INC | |||||||
| 2393 COVE CORNER | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $2,500 | |
| MASSACHUSETTS DARE OFFICERS ASSOCIATION INC | |||||||
| 251 EXCHANGE ST | ATHOL | MA | 01331 | PUBLIC CHARITY | DONATION | $1,000 | |
| MEETING HOUSE CHAMBER MUSIC FESTIVAL INC | |||||||
| 172 TOWER HILL CIRCLE | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $1,500 | |
| MONOMOY REGIONAL SCHOOL DISTRICT | |||||||
| 425 CROWELL RD 2ND FLOOR | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $6,962 | |
| MORSE POND MIDDLE SCHOOL | |||||||
| 323 JONES RD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $300 | |
| MULLEN-HALL ELEMENTARY SCHOOL | |||||||
| 130 KATHARINE LEE BATES RD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $948 | |
| MY BROTHER'S KEEPER INC | |||||||
| 1015 REED RD | DARTMOUTH | MA | 02747 | PUBLIC CHARITY | DONATION | $1,000 | |
| NANTUCKET ATHENEUM | |||||||
| ONE INDIA STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 | |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $1,000 | |
| NANTUCKET DREAMLAND FOUNDATION | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 | |
| NANTUCKET ELEMENTARY SCHOOL | |||||||
| 30 SURFSIDE RD | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $500 | |
| NANTUCKET HIGH SCHOOL | |||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 | |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 | |
| NANTUCKET INTERFAITH COUNCIL | |||||||
| PO BOX 2597 | NANTUCKET | MA | 02584 | PUBLIC CHARITY | DONATION | $10,000 | |
| NANTUCKET INTERMEDIATE SCHOOL | |||||||
| 10 SURFSIDE RD | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $464 | |
| NAUSET REGIONAL SCHOOL DISTRICT | |||||||
| PO BOX 5046 | NORTH EASTHAM | MA | 02651 | PUBLIC CHARITY | DONATION | $7,299 | |
| NHA PROPERTIES INC | |||||||
| HOUSING NANTUCKET | NANTUCKET | MA | 02584 | PUBLIC CHARITY | DONATION | $17,500 | |
| NORTH FALMOUTH ELEMENTARY SCHOOL | |||||||
| 62 OLD MAIN ROAD | NORTH FALMOUTH | MA | 02556 | PUBLIC CHARITY | DONATION | $1,486 | |
| OLD ROCHESTER REGIONAL HIGH SCHOOL | |||||||
| 135 MARION ROAD | MATTAPOISETT | MA | 02739 | PUBLIC CHARITY | DONATION | $1,500 | |
| ONSET CAPE VERDEAN FESTIVAL ASSOCIATION | |||||||
| PO BOX 277 | ONSET | MA | 02558 | PUBLIC CHARITY | DONATION | $1,500 | |
| OUTER CAPE CHORALE INC | |||||||
| PO BOX 474 | SOUTH WELLFLEET | MA | 02663 | PUBLIC CHARITY | DONATION | $1,000 | |
| PALLIATIVE & SUPPORTIVE CARE OF NANTUCKET | |||||||
| FOUNDATION INC | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $1,000 | |
| PAUSE A WHILE INC | |||||||
| PO BOX 554 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $10,000 | |
| PLIMOTH PATUXET MUSEUMS INC | |||||||
| PO BOX 1620 | PLYMOUTH | MA | 02362 | PUBLIC CHARITY | DONATION | $2,500 | |
| PLYMOUTH AREA COALITION FOR THE HOMELESS | |||||||
| 149 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $3,000 | |
| PLYMOUTH PUBLIC SCHOOLS | |||||||
| 41 OBERY ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $4,870 | |
| PROTESTANT EPICOPAL CHURCH IN THE USA | |||||||
| CHURCH OF THE HOLY SPIRIT | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $1,500 | |
| PROVINCETOWN FOOD AND WINE FESTIVAL | |||||||
| 140 NE 19TH CT 214E | WILTON MANORS | FL | 33305 | PUBLIC CHARITY | DONATION | $1,000 | |
| PROVINCETOWN JAZZ FESTIVAL INC | |||||||
| 36 FREEDOM TRAIL | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $1,500 | |
| PROVINCETOWN PUBLIC SCHOOLS | |||||||
| 12 WINSLOW STREET | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $1,000 | |
| SANDWICH FOOD PANTRY INC | |||||||
| PO BOX 1824 | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $1,000 | |
| SANDWICH PUBLIC SCHOOLS | |||||||
| 33 WATER STREET | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $4,175 | |
| SHANE GIVES THANKS INC | |||||||
| 128 MAIN ST BLDG 2G | CARVER | MA | 02330 | PUBLIC CHARITY | DONATION | $1,000 | |
| SHARING KINDNESS INC | |||||||
| PO BOX 1082 | ORLEANS | MA | 026531082 | PUBLIC CHARITY | DONATION | $1,000 | |
| SILVER LAKE INTEGRATED PRESCHOOL | |||||||
| 150 MAIN STREET | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $996 | |
| SILVER LAKE REGIONAL HIGH SCHOOL | |||||||
| 260 PEMBROKE ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $2,448 | |
| SIPSON ISLAND TRUST INC | |||||||
| 33 COUNTRY LN | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $2,500 | |
| SMALL FRIENDS ON NANTUCKET INC | |||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | PUBLIC CHARITY | DONATION | $3,200 | |
| SOUTH SHORE COMMUNITY ACTION COUNCIL INC | |||||||
| 71 OBERY ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $5,000 | |
| SOUTHCOAST HOSPITALS GROUP INC | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | DONATION | $10,000 | |
| STURGIS CHARTER PUBLIC SCHOOL EAST | |||||||
| 427 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $3,970 | |
| SUSTAINABLE CAPE | |||||||
| PO BOX 1004 | TRURO | MA | 02666 | PUBLIC CHARITY | DONATION | $40,000 | |
| SWIM ACROSS AMERICA | |||||||
| 50 N LIBERTY ST | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 | |
| TEATICKET ELEMENTARY SCHOOL | |||||||
| 45 MARAVISTA AVE EXT | TEATICKET | MA | 02536 | PUBLIC CHARITY | DONATION | $1,000 | |
| THE ARC OF GREATER PLYMOUTH | |||||||
| 71 ARMSTRONG RD | PLYMOUTH | MA | 02331 | PUBLIC CHARITY | DONATION | $2,500 | |
| THE CAPE COD CHORALE INC | |||||||
| PO BOX 751 | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $1,000 | |
| THE CORDIAL EYE GALLERY AND ARTIST SPACE INC | |||||||
| 110 RASPBERRY LANE | MARSTONS MILLS | MA | 02648 | PUBLIC CHARITY | DONATION | $3,500 | |
| THE FAMILY PANTRY OF CAPE COD CORP | |||||||
| 133 QUEEN ANNE ROAD | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $10,000 | |
| THE FAMILY PANTRY-DAMIEN'S PLACE CORP | |||||||
| PO BOX 730 | EAST WAREHAM | MA | 02538 | PUBLIC CHARITY | DONATION | $25,000 | |
| THE LILY HOUSE INC | |||||||
| PO BOX 1408 | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $5,000 | |
| THE SAMARITANS ON CAPE COD & THE ISLANDS | |||||||
| PO BOX 65 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $2,000 | |
| TOMMY'S PLACE FOUNDATION INC | |||||||
| 23 ELM ARCH WAY | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $2,500 | |
| TRURO CENTRAL SCHOOL | |||||||
| PO BOX 2029 | TRURO | MA | 02666 | PUBLIC CHARITY | DONATION | $839 | |
| UKRAINIAN RELIEF MISSION CHARITABLE CORPORATION | |||||||
| PO BOX 422 | HARWICH PORT | MA | 02646 | PUBLIC CHARITY | DONATION | $5,000 | |
| UPPER CAPE COD REGIONAL TECHNICAL SCHOOL | |||||||
| 220 SANDWICH RD | BOURNE | MA | 02532 | PUBLIC CHARITY | DONATION | $500 | |
| URBAN BEEKEEPING LABORATORY & BEE SANCTUARY INC | |||||||
| 839 ALBANY STREET | BOSTON | MA | 02119 | PUBLIC CHARITY | DONATION | $5,000 | |
| VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | DONATION | $2,500 | |
| WAREHAM AREA COMMITTEE FOR THE HOMELESS INC | |||||||
| PO BOX 486 | WAREHAM | MA | 02571 | PUBLIC CHARITY | DONATION | $2,000 | |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 63 MINOT AVENUE | WAREHAM | MA | 02571 | PUBLIC CHARITY | DONATION | $4,489 | |
| WE CAN CORPORATION | |||||||
| 783 ROUTE 28 | HARWICHPORT | MA | 02646 | PUBLIC CHARITY | DONATION | $5,000 | |
| WELLFLEET HISTORICAL SOCIETY INC | |||||||
| 266 MAIN ST | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $5,000 | |
| WELLFLEET PRESERVATION HALL INC | |||||||
| PO BOX 3024 | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $3,000 | |
| WELLFLEET SHELLFISH PROMOTION & TASTING | |||||||
| PO BOX 2156 | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $3,000 | |
| WEST FALMOUTH LIBRARY | |||||||
| PO BOX 1209 | WEST FALMOUTH | MA | 02574 | PUBLIC CHARITY | DONATION | $4,000 | |
| WEST VILLAGES ELEMENTARY SCHOOL | |||||||
| 760 OSTERVILLE WEST BARNSTABLE RD | MARSTONS MILLS | MA | 02648 | PUBLIC CHARITY | DONATION | $1,242 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| PO BOX 414670 | BOSTON | MA | 02241 | PUBLIC CHARITY | DONATION | $6,500 | |
| YARMOUTH FOOD PANTRY INC | |||||||
| PO BOX 982 | WEST YARMOUTH | MA | 02673 | PUBLIC CHARITY | DONATION | $1,000 | |
| YMCA CAPE COD INC | |||||||
| 2245 IYANNOUGH RD RTE 132 | HYANNIS | MA | 02660 | PUBLIC CHARITY | DONATION | $100,000 | |
| ZEPHYR EDUCATION FOUNDATION INC | |||||||
| 54 WIDGEON ROAD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $1,900 | |
| MARTHA'S VINEYARD FIGURE SKATING CLUB | |||||||
| PO BOX 1542 | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $1,000 | |
| PRIOR YEAR VOIDED GRANT CHECKS | |||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | PUBLIC CHARITY | VOIDED CHECK FROM PREVIOUS DONATION | -$1,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,064,027 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,230 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,803 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS COMMUNITY TAX CREDIT | Desc |
| Related Or Exempt Function Incm | $31,250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $484,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,310 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | STATE TAX CREDIT RECIEVED - COMMUNITY INVESTMENT CREDIT MASSACHUSETTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE COD FIVE CENTS SAVINGS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 IYANNOUGH ROAD | AddressLine1Txt |
| City | HYANNIS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREP SERVICES | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $11,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $938,940 | EOYBookValueAmt |
| EOYFMV | $938,940 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,695,900 | EOYBookValueAmt |
| EOYFMV | $2,695,900 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $959,718 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $959,718 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $6,867,737 | $6,867,737 |
| CERTIFICATES OF DEPOSIT | FMV | $51,137 | $51,137 |
| FIXED INCOME | FMV | $2,415,962 | $2,415,962 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $19,469 | $16,644 | $16,644 |
| OTHER RECEIVABLES | $27,500 | $31,250 | $31,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $18,954 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS NON-PROFIT ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS COMMUNITY TAX CREDIT | Desc |
| Revenue And Expenses Per Books | $31,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $31,250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR CHANGE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $1,363,571 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $13,971 | $18,670 |
| DEFERRED TAXES | $7,838 | $26,792 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $63,020 | Amt |
| Net Investment Income | $63,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,696 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |