CAPE COD 5 FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAPE COD 5 FOUNDATION INC (EIN 84-3443360)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349101916
- Schema version
- 2021v4.2
- 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
- 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 | 2022-11-10T12:09:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | 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 | 2021-01-01 | 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 | MATTHEW S BURKE | PersonNm |
| Person Title | VICE PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5082400555 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN CUMMINGS | PreparerPersonNm |
| PTIN | P01510495 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,868,769 | 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 | $25,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,333,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,794,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,333,389 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,645,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,602,798 | 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 | $70,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,232 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,444 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $903,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $903,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,015,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $629,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,521,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,423 | CashBOYAmt |
| Cash EOY | $159,012 | CashEOYAmt |
| Cash EOYFMV | $159,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $335,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,336 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $814,935 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $946,661 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $946,661 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,317,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,878,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,878,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,845,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,615,202 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,615,202 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,275,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,781,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,781,177 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,611 | OtherAssetsBOYAmt |
| Other Assets EOY | $62,189 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $62,189 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,909,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,868,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,868,769 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $65,492 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,319 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $65,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,319 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,843,608 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,795,450 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,843,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,795,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,909,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,868,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,843,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $629,375 | ExcessRevenueOverExpensesAmt |
| Other Increases | $327,013 | OtherIncreasesAmt |
| Subtotal | $16,799,996 | SubtotalAmt |
| Other Decreases | $4,546 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,795,450 | 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 | $6,794,427 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,461,038 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,333,389 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,333,389 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,333,389 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,174 | OverpaymentAmt |
| Applied To ES Tax | $11,174 | 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 | MATTHEW S BURKE | 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 (16 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 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW S BURKE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| JOEL J BRICKMAN | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT, CLERK | 1.00 | $0 | $0 | $0 |
| LAURA E NEWSTEAD | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOROTHY A SAVARESE | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | CHAIR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER E RICHARDS | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN C DAWLEY | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS M EVANS | ||||||||
| 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 |
| 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 |
| CHESTER N LAY | ||||||||
| 1500 IYANNOUGH ROAD | HYANNIS | MA | 02601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRUCE D MILLER | ||||||||
| 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 |
| 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 | $70,232 |
| 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 | $15,824,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $46,223 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,304,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,304,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,060,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $803,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $803,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,146 | TotalTaxAmt |
| Distributable Before Adj | $781,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $781,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $781,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $914,966 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $781,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,156 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $399,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $654,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $781,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $787,717 | 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 | $34,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $753,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,156 | ExcessFromYear4Amt |
| Excess From Year3 | $8,222 | ExcessFromYear3Amt |
| Excess From Year2 | $100,309 | ExcessFromYear2Amt |
| Excess From Year1 | $399,663 | ExcessFromYear1Amt |
| Excess From Current Year | $133,111 | 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 (150 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A SAFE PLACE INC | ||||||
| 5 B WINDY WAY | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $1,000 |
| ACE MV INC | ||||||
| 455 STATE RD PMB 105 | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $3,000 |
| ALLIANCE TO PROTECT NANTUCKET SOUND INC | ||||||
| 4 BARNSTABLE RD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $500 |
| ALZHEIMERS FAMILY CAREGIVERS SUPPORT CENTER INC | ||||||
| 2095 MAIN ST | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $5,000 |
| AMAZING GRACE OF CAPE COD INC | ||||||
| PO BOX 636 | CENTERVILLE | MA | 02632 | PUBLIC CHARITY | DONATION | $500 |
| AMERICAN RED CROSS | ||||||
| 286 SOUTH STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $2,500 |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||
| 3981 MAIN STREET | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $2,000 |
| BARNSTABLE COMMUNITY INNOVATION SCHOOL | ||||||
| 165 BEARSES WAY | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $2,612 |
| BARNSTABLE HIGH SCHOOL | ||||||
| 744 W MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $4,817 |
| BARNSTABLE INTERMEDIATE SCHOOL | ||||||
| 895 FALMOUTH RD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $500 |
| BARNSTABLE PUBLIC SCHOOLS | ||||||
| P BOX 955 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $550 |
| BARNSTABLE UNITED ELEMENTARY SCHOOL | ||||||
| 730 OSTERVILLE WEST BARNSTABLE RD | MARSTONS MILLS | MA | 02648 | PUBLIC CHARITY | DONATION | $2,357 |
| BELONGING TO EACH OTHER INC | ||||||
| PO BOX 343 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $2,500 |
| BETH ISRAEL LAHEY HEALTH | ||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $5,000 |
| BOURNE SCHOOL DISTRICT | ||||||
| 36 SANDWICH RD | BOURNE | MA | 02532 | PUBLIC CHARITY | DONATION | $1,394 |
| BOYS & GIRLS CLUB OF PLYMOUTH INC | ||||||
| 9 RESNIK RD | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $5,000 |
| BREWSTER CONSERVATION TRUST | ||||||
| BOX 268 | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $5,000 |
| CALMER CHOICE INC | ||||||
| 23 WHITES PATH G2 | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $7,500 |
| CAPE & ISLANDS VETERANS OUTREACH CENTER INC | ||||||
| 569 MAIN STREET SUITE 6 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $35,000 |
| CAPE ARTS & ENTERTAINMENT | ||||||
| 1060 FALMOUTH RD | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $10,000 |
| CAPE COD BMX | ||||||
| 10 GEORGES ROCK ROAD | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $1,000 |
| CAPE COD COLLABORATIVE | ||||||
| 418 BUMPUS RIVER RD | OSTERVILLE | MA | 02655 | PUBLIC CHARITY | DONATION | $1,394 |
| CAPE COD COUNCIL OF CHURCHES INC | ||||||
| 320 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $15,000 |
| CAPE COD CULINARY INCUBATOR INC | ||||||
| 3010 MAIN ST | BARNSTABLE | MA | 02630 | PUBLIC CHARITY | DONATION | $5,000 |
| CAPE COD FOUNDATION | ||||||
| 20 NORTH MAIN ST | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $7,000 |
| CAPE COD FOUNDATION INC | ||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $10,000 |
| CAPE COD HEALTHCARE FOUNDATION INC | ||||||
| PO BOX 370 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $50,000 |
| CAPE COD LIGHTHOUSE CHARTER SCHOOL | ||||||
| 195 ROUTE 137 | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $730 |
| CAPE COD MILITARY SUPPORT FOUNDATION INC | ||||||
| 3456 TURPENTINE RD | BUZZARDS BAY | MA | 02542 | PUBLIC CHARITY | DONATION | $15,000 |
| CAPE COD MUSEUM OF ART | ||||||
| 60 HOPE LANE | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $1,000 |
| CAPE COD POTTERS INC | ||||||
| PO BOX 1257 | SOUTH DENNIS | MA | 02660 | PUBLIC CHARITY | DONATION | $1,500 |
| CAPE COD REGIONAL TECHNICAL HIGH SCHOOL | ||||||
| 351 PLEASANT LAKE AVENUE | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $469 |
| CAPE COD TIMES NEEDY FUND INC | ||||||
| PO BOX 804 | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $25,000 |
| CAPE COD TOY LIBRARY INC | ||||||
| PO BOX 555 | E HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $2,500 |
| CAPE COD VILLAGE INC | ||||||
| PO BOX 2129 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $2,000 |
| CAPE KID MEALS INC | ||||||
| 280B ROUTE 130 SUITE 2 159 | FORESTDALE | MA | 02644 | PUBLIC CHARITY | DONATION | $2,500 |
| CARVER ELEMENTARY | ||||||
| 85 MAIN STREET | CARVER | MA | 02330 | PUBLIC CHARITY | DONATION | $400 |
| CARVER MIDDLE HIGH SCHOOL | ||||||
| 60 S MEADOW RD | CARVER | MA | 02330 | PUBLIC CHARITY | DONATION | $591 |
| CCCC EDUCATIONAL FOUNDATION INC | ||||||
| 2240 IYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | PUBLIC CHARITY | DONATION | $103,750 |
| CENTER FOR COASTAL STUDIES INC | ||||||
| 5 HOLWAY AVE | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $500 |
| CENTERVILLE ELEMENTARY SCHOOL | ||||||
| 658 BAY LANE | CENTERVILLE | MA | 02632 | PUBLIC CHARITY | DONATION | $383 |
| CHAMP HOMES INC | ||||||
| 82 SCHOOL STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $5,000 |
| CHASE LIBRARY ASSOCIATION INC | ||||||
| 7 MAIN ST | WEST HARWICH | MA | 02671 | PUBLIC CHARITY | DONATION | $2,500 |
| CHATHAM CHORALE INC | ||||||
| PO BOX 1111 | WEST DENNIS | MA | 02670 | PUBLIC CHARITY | DONATION | $2,000 |
| CHRIST THE KING PARISH | ||||||
| PO BOX 1800 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $2,500 |
| COMMUNITY DEVELOPMENT PARTNERSHIP | ||||||
| 3 MAIN STREET MERCANTILE UNIT 7 | EASTHAM | MA | 02642 | PUBLIC CHARITY | DONATION | $20,000 |
| COMPACT OF CAPE COD CONSERVATION TRUSTS INC | ||||||
| PO BOX 443 | BARNSTABLE | MA | 02630 | PUBLIC CHARITY | DONATION | $5,000 |
| CORD | ||||||
| 106 BASSETT LANE | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $2,500 |
| CREATIVE ARTS CENTER IN CHATHAM INC | ||||||
| 154 CROWELL RD | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $2,000 |
| CROSSROADS FOR KIDS INC | ||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | DONATION | $2,500 |
| DENNIS CONSERVATION TRUST | ||||||
| PO BOX 67 | EAST DENNIS | MA | 02641 | PUBLIC CHARITY | DONATION | $1,000 |
| DENNIS-YARMOUTH REGIONAL SCHOOL DISTRICT | ||||||
| 296 STATION AVE | SOUTH YARMOUTH | MA | 02664 | PUBLIC CHARITY | DONATION | $7,557 |
| DUFFY HEALTH CENTER INC | ||||||
| 94 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $6,500 |
| EAST FALMOUTH ELEMENTARY SCHOOL | ||||||
| 33 DAVISVILLE RD | EAST FALMOUTH | MA | 02536 | PUBLIC CHARITY | DONATION | $1,400 |
| ELDER SERVICES OF CAPE COD & THE ISLANDS INC | ||||||
| 68 ROUTE 134 | SOUTH DENNIS | MA | 02630 | PUBLIC CHARITY | DONATION | $2,500 |
| EVENTIDE ARTS INC | ||||||
| 713 MAIN ST | DENNIS | MA | 02638 | PUBLIC CHARITY | DONATION | $1,000 |
| FALMOUTH HIGH SCHOOL | ||||||
| 874 GIFFORD STREET | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $250 |
| FALMOUTH HOUSING TRUST INC | ||||||
| PO BOX 465 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $5,000 |
| FALMOUTH SCHOOL DISTRICT | ||||||
| 340 TEATICKET HWY | EAST FALMOUTH | MA | 02536 | PUBLIC CHARITY | DONATION | $100 |
| FALMOUTH SERVICE CENTER INC | ||||||
| PO BOX 208 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $15,000 |
| FALMOUTH THEATRE GUILD | ||||||
| PO BOX 383 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $1,000 |
| FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING INC | ||||||
| C/O FUEL | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $500 |
| FRIENDS OF BOURNE COUNCIL ON AGING INC | ||||||
| PO BOX 144 | BUZZARDS BAY | MA | 02532 | PUBLIC CHARITY | DONATION | $5,500 |
| FRIENDS OF JACK FOUNDATION INC | ||||||
| 9 HIGH RIDGE DR | MATTAPOISETT | MA | 02739 | PUBLIC CHARITY | DONATION | $2,500 |
| GORDON W MITCHELL SCHOOL | ||||||
| 435 CENTRAL ST | EAST BRIDGEWATER | MA | 02333 | PUBLIC CHARITY | DONATION | $312 |
| HABITAT FOR HUMANITY NANTUCKET INC | ||||||
| PO BOX 1022 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $5,000 |
| HABITAT FOR HUMANITY OF CAPE COD | ||||||
| 411 MAIN ST | YARMOUTHPORT | MA | 02675 | PUBLIC CHARITY | DONATION | $10,000 |
| HARBOR HOMES OF MARTHA'S VINEYARD INC | ||||||
| 4 STRAWBERRY LANE | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $10,000 |
| HEALTH IMPERATIVES INC | ||||||
| 942 WEST CHESTNUT STREET | BROCKTON | MA | 02301 | PUBLIC CHARITY | DONATION | $2,500 |
| HELPING OUR WOMEN INC | ||||||
| 34 CONWELL STREET | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $2,500 |
| HERITAGE PLANTATION OF SANDWICH INC | ||||||
| HERITAGE MUSEUMS AND GARDENS | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $10,000 |
| HEROES IN TRANSITION INC | ||||||
| 22 BATES RD STE 135 | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $10,000 |
| HISTORIC HIGHFIELD INC | ||||||
| PO BOX 494 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $1,500 |
| HOMELESS PREVENTION COUNCIL INC | ||||||
| PO BOX 828 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $10,000 |
| HOUSING ASSISTANCE CORP | ||||||
| 460 WEST MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $25,000 |
| HYANNIS WEST ELEMENTARY SCHOOL | ||||||
| 549 WEST MAIN ST | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $883 |
| ISLAND FOOD PANTRY OF MARTHA'S VINEYARD INC | ||||||
| ISLAND GROWN INITIATIVE LTD | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $15,000 |
| ISLAND HOUSING TRUST CORPORATION | ||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | PUBLIC CHARITY | DONATION | $10,000 |
| JOE Q VETERAN COFFEE BREAK | ||||||
| PO BOX 1423 | NORTH FALMOUTH | MA | 02556 | PUBLIC CHARITY | DONATION | $5,000 |
| KINGSTON ELEMENTARY SCHOOL | ||||||
| 150 MAIN ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $2,600 |
| LOVE LIVE LOCAL INC | ||||||
| D/B/A B FREE WELLNESS | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $1,000 |
| LOWER CAPE OUTREACH COUNCIL INC | ||||||
| PO BOX 665 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $15,000 |
| LYME AWARENESS OF CAPE COD INC | ||||||
| 17D TRINITY PLACE | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $2,500 |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB INC | ||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | PUBLIC CHARITY | DONATION | $5,000 |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION INC | ||||||
| 4C COURNOYER RD | W TISBURY | MA | 02575 | PUBLIC CHARITY | DONATION | $5,000 |
| MARTHA'S VINEYARD DONORS COLLABORATIVE | ||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | PUBLIC CHARITY | DONATION | $2,500 |
| MARTHA'S VINEYARD MUSEUM INC | ||||||
| PO BOX 1310 | EDGARTOWN | MA | 02539 | PUBLIC CHARITY | DONATION | $8,334 |
| MARTHA'S VINEYARD PUBLIC CHARTER SCHOOL | ||||||
| PO BOX 1150 | WEST TISBURY | MA | 02575 | PUBLIC CHARITY | DONATION | $2,000 |
| MARTHA'S VINEYARD REGIONAL HIGH SCHOOL | ||||||
| 100 EDGARTOWN VINEYARD HAVEN RD | OAK BLUFFS | MA | 02557 | PUBLIC CHARITY | DONATION | $1,305 |
| MASHPEE PUBLIC SCHOOLS | ||||||
| 500 OLD BARNSTABLE RD | MASHPEE | MA | 02649 | PUBLIC CHARITY | DONATION | $2,862 |
| MASS APPEAL INC | ||||||
| 2393 COVE CORNER | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $1,500 |
| MEETING HOUSE CHAMBER MUSIC FESTIVAL INC | ||||||
| 172 TOWER HILL CIRCLE | BREWSTER | MA | 02631 | PUBLIC CHARITY | DONATION | $1,400 |
| MONOMOY REGIONAL SCHOOL DISTRICT | ||||||
| 425 CROWELL RD 2ND FLOOR | CHATHAM | MA | 02633 | PUBLIC CHARITY | DONATION | $1,985 |
| MORSE POND MIDDLE SCHOOL | ||||||
| 323 JONES RD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $400 |
| MUSEUM OF AFRICAN AMERICAN HISTORY INC | ||||||
| 29 YORK STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 |
| MUSTARD SEED KITCHEN INC | ||||||
| PO BOX 833 | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $500 |
| NAMI CAPE COD | ||||||
| 5 MARK LANE | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $5,000 |
| NANTUCKET ATHENEUM | ||||||
| ONE INDIA STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,000 |
| NANTUCKET INTERFAITH COUNCIL | ||||||
| PO BOX 2597 | NANTUCKET | MA | 02584 | PUBLIC CHARITY | DONATION | $40,000 |
| NANTUCKET MARIA MITCHELL ASSOCIATION INC | ||||||
| 4 VESTAL STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,000 |
| NAUSET REGIONAL SCHOOL DISTRICT | ||||||
| PO BOX 5046 | NORTH EASTHAM | MA | 02651 | PUBLIC CHARITY | DONATION | $2,197 |
| ORENDA WILDLIFE LAND TRUST INC | ||||||
| PO BOX 669 | WEST BARNSTABLE | MA | 02668 | PUBLIC CHARITY | DONATION | $2,500 |
| ORLEANS CONSERVATION TRUST | ||||||
| PO BOX 1078 | EAST ORLEANS | MA | 02643 | PUBLIC CHARITY | DONATION | $5,000 |
| OUTER CAPE HEALTH SERVICES INC | ||||||
| PO BOX 598 | HARWICH PORT | MA | 02646 | PUBLIC CHARITY | DONATION | $40,000 |
| OUTERMOST PERFORMING ARTS CENTER INC | ||||||
| 2357 STATE HIGHWAY RTE 6 | WELLFLEET | MA | 02667 | PUBLIC CHARITY | DONATION | $2,000 |
| OVARIAN CANCER 101 INC | ||||||
| 55 THANKFUL LANE | COTUIT | MA | 02635 | PUBLIC CHARITY | DONATION | $2,880 |
| PALLIATIVE & SUPPORTIVE CARE OF NANTUCKET | ||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $5,000 |
| PAUSE A WHILE INC | ||||||
| PO BOX 554 | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $10,000 |
| PAYOMET INC | ||||||
| PO BOX 1202 | TRURO | MA | 02666 | PUBLIC CHARITY | DONATION | $2,000 |
| PLEASANT BAY COMMUNITY BOATING INC | ||||||
| PO BOX 21 | NORTH CHATHAM | MA | 02650 | PUBLIC CHARITY | DONATION | $2,500 |
| PLYMOUTH AREA COALITION FOR THE HOMELESS | ||||||
| 149 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $5,000 |
| PLYMOUTH PUBLIC SCHOOLS | ||||||
| 41 OBERY ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $1,457 |
| PROTESTANT EPICOPAL CHURCH IN THE USA | ||||||
| 204 MONUMENT ROAD | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $3,000 |
| PROVINCETOWN JAZZ FESTIVAL INC | ||||||
| 36 FREEDOM TRAIL | ORLEANS | MA | 02653 | PUBLIC CHARITY | DONATION | $1,500 |
| PROVINCETOWN SCHOOL DISTRICT | ||||||
| 12 WINSLOW STREET | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $1,500 |
| SAIL MARTHA'S VINEYARD | ||||||
| BOX 1998 | VINEYARD HAVEN | MA | 02568 | PUBLIC CHARITY | DONATION | $1,000 |
| SANDWICH ARTS ALLIANCE INC | ||||||
| PO BOX 1332 | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $1,000 |
| SANDWICH CONSERVATION TRUST | ||||||
| PO BOX 531 | EAST SANDWICH | MA | 02537 | PUBLIC CHARITY | DONATION | $5,000 |
| SANDWICH FOOD PANTRY INC | ||||||
| PO BOX 1824 | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $3,500 |
| SANDWICH SCHOOL DISTRICT | ||||||
| 33 WATER STREET | SANDWICH | MA | 02563 | PUBLIC CHARITY | DONATION | $1,976 |
| SECOND CONGREGATIONAL MEETING HOUSE SOCIETY | ||||||
| PO BOX 1023 | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 |
| 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 |
| SHEA'S YOUTH BASKETBALL ASSOCIATION INC | ||||||
| 141 BASSETT LANE | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $5,000 |
| SILVER LAKE REGIONAL HIGH SCHOOL | ||||||
| 260 PEMBROKE ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $500 |
| SILVER LAKE REGIONAL MIDDLE SCHOOL | ||||||
| 260 PEMBROKE ST | KINGSTON | MA | 02364 | PUBLIC CHARITY | DONATION | $500 |
| SMALL FRIENDS ON NANTUCKET | ||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | PUBLIC CHARITY | DONATION | $1,000 |
| SMILE MASS | ||||||
| 66 DUDLEY ROAD | SUDBURY | MA | 017763324 | PUBLIC CHARITY | DONATION | $500 |
| SOUP KITCHEN IN PROVINCETOWN INC | ||||||
| 20 SHANK PAINTER RD | PROVINCETOWN | MA | 02657 | PUBLIC CHARITY | DONATION | $2,500 |
| SOUTH SHORE COMMUNITY ACTION COUNCIL INC | ||||||
| 71 OBERY ST | PLYMOUTH | MA | 02360 | PUBLIC CHARITY | DONATION | $10,000 |
| SOUTHCOAST HOSPITALS GROUP INC | ||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | DONATION | $20,000 |
| STURGIS CHARTER PUBLIC SCHOOL | ||||||
| 427 MAIN STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | DONATION | $1,000 |
| SUPPORT THE SOUPMAN CORP | ||||||
| 484 BEDFORD ST UNIT 2 | E BRIDGEWATER | MA | 02333 | PUBLIC CHARITY | DONATION | $1,000 |
| SUSTAINABLE CAPE | ||||||
| PO BOX 1004 | TRURO | MA | 02666 | PUBLIC CHARITY | DONATION | $23,750 |
| SWIM ACROSS AMERICA | ||||||
| 50 N LIBERTY ST | NANTUCKET | MA | 02554 | PUBLIC CHARITY | DONATION | $2,500 |
| THE 300 COMMITTEE LAND TRUST INC | ||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $3,000 |
| THE FAMILY PANTRY OF CAPE COD CORP | ||||||
| 133 QUEEN ANNE ROAD | HARWICH | MA | 02645 | PUBLIC CHARITY | DONATION | $20,000 |
| THE FAMILY PANTRY-DAMIEN'S PLACE CORP | ||||||
| PO BOX 111 | FAIRHAVEN | MA | 02719 | PUBLIC CHARITY | DONATION | $7,500 |
| TRURO CENTRAL SCHOOL | ||||||
| ROUTE 6 | NORTH TRURO | MA | 02652 | PUBLIC CHARITY | DONATION | $500 |
| VETERANS LEGAL SERVICES INC | ||||||
| 180 CANAL STREET SUITE 401 | BOSTON | MA | 02114 | PUBLIC CHARITY | DONATION | $2,500 |
| WAREHAM AREA COMMITTEE FOR THE HOMELESS INC | ||||||
| PO BOX 486 | WAREHAM | MA | 02571 | PUBLIC CHARITY | DONATION | $5,000 |
| WAREHAM PUBLIC SCHOOLS | ||||||
| 63 MINOT AVENUE | WAREHAM | MA | 02571 | PUBLIC CHARITY | DONATION | $2,944 |
| WE CAN CORPORATION | ||||||
| 783 ROUTE 28 | HARWICHPORT | MA | 02646 | PUBLIC CHARITY | DONATION | $10,000 |
| WEST VILLAGES ELEMENTARY SCHOOL | ||||||
| 760 OSTERVILLE WEST BARNSTABLE RD | MARSTONS MILLS | MA | 02648 | PUBLIC CHARITY | DONATION | $383 |
| 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 | $5,000 |
| YMCA SOUTHCOAST INC | ||||||
| 33 CHARGE POND RD PO BOX 466 | WAREHAM | MA | 02571 | PUBLIC CHARITY | DONATION | $2,500 |
| ZEPHYR EDUCATION FOUNDATION INC | ||||||
| 54 WIDGEON ROAD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | DONATION | $1,600 |
| ROTARY CLUB OF FALMOUTH CAPE COD INC | ||||||
| PO BOX 293 | FALMOUTH | MA | 02541 | PUBLIC CHARITY | DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $903,522 | 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 | $25,147 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,333,389 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS COMMUNITY TAX CREDIT | Desc |
| Related Or Exempt Function Incm | $22,500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,602,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,625,298 | 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 | $1,615,202 | EOYBookValueAmt |
| EOYFMV | $1,615,202 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,878,192 | EOYBookValueAmt |
| EOYFMV | $4,878,192 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $946,661 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $946,661 | 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 | $5,895,615 | $5,895,615 |
| CERTIFICATES OF DEPOSIT | FMV | $1,469,215 | $1,469,215 |
| FIXED INCOME | FMV | $1,416,347 | $1,416,347 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $16,111 | $17,189 | $17,189 |
| OTHER RECEIVABLES | $22,500 | $45,000 | $45,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $4,546 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $194 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $194 | 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 | $22,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $22,500 | 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 | $327,013 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $19,534 | $22,815 |
| DEFERRED TAXES | $45,958 | $50,504 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $70,232 | Amt |
| Net Investment Income | $70,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $19,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |