2026-05-06T15:25:18-05:00 2025-12-31 921479802 Grassi Advisory Group Inc 6 Omni Way Suite 201 Chelmsford MA 01824 990 2025-01-01 043584321 Cape Cod Scholarships Inc c/o Cape Cod Foundation Inc CAPE 5087903040 261 Whites Path Unit 2 South Yarmouth MA 02664 David W Foster Jr Chair 5087903040 2026-04-11 1 Jayne A Andrews P00514653 9784522500 2026-04-11 2025 2025-03-06 01:10:19Z David W Foster Jr 261 Whites Path Unit 2 South Yarmouth MA 02664 7224413 0 X www.capecodassoc.org X 1902 MA To provide scholarship money for continuing education to students from Cape Cod Massachusetts. 7 7 0 7 0 0 288 0 0 0 1642244 745386 0 0 1642532 745386 509350 515500 0 0 0 0 0 0 0 158924 155043 668274 670543 974258 74843 14041224 14993261 26786 21375 14014438 14971886 To provide scholarship money for continuing education to students from Cape Cod Massachusetts. 0 0 668497 515500 Grant program enables the distribution of scholarships to students from Cape Cod Massachusetts. 668497 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X Cape Cod Foundation Inc 5087903040 261 Whites Path Unit 2 South Yarmouth MA 02664 X David W Foster Jr President 5.00 X X 0 0 0 Nancy S Lowery Vice President 2.00 X X 0 0 0 Sherry Greene-Starr Scholarship Chair 2.00 X X 0 0 0 Alan Chace Treasurer 5.00 X X 0 0 0 Sarah Helwig Clerk 2.00 X X 0 0 0 Larry Thayer Director 2.00 X 0 0 0 Patricia Maguire Meservey CCF Liaison 2.00 X 0 0 0 0 0 0 0 0 0 0 Morgan Stanley & Co Inc 222 Rosewood Dr Danvers MA 02653 Invest Mgmt Fee 100144 1 534820 534820 6689593 6479027 210566 210566 210566 745386 0 0 745386 515500 515500 52853 52853 100144 100144 2046 2046 670543 668497 2046 0 38482 37930 14002742 14955331 14041224 14993261 17161 9625 21375 26786 21375 X 14014438 14971886 14014438 14971886 14041224 14993261 74843 882605 0 X 0 1 X 1 0 X X 1 Cape Cod Foundation Inc 510140462 7 1 515500 0 1 515500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 Part IV, Section E, Line 2a: Cape Cod Foundation's mission is to build permanent charitable resources for community betterment through informed grant making, including scholarships, and civic leadership. The activities of Cape Cod Scholarships, Inc. support this mission through distribution of scholarships from its endowment. Part IV, Section E, Line 2b: The Cape Cod Foundation's Mission is to build permanent charitable resources for community betterment through informed grant making, including scholarships, and civic leadership. The Cape Cod Foundation has additional funds from which it distributes scholarships. 14014438 1527847 570399 14971886 13441698 288 1136040 563588 14014438 12197291 24 1802936 573940 -15387 13441698 15915452 3500 -3094251 627386 24 12197291 14480113 25 1963224 469500 58271 15915591 1.00000 0 1 1 0 X 24029322 882605 22501475 23384080 645242 100144 100144 745386 9086276 8515877 8515877 570399 100144 100144 670543 Part X, Line 2: The Organization, incorporated under Chapter 180 of the Massachusetts General Laws as a tax-exempt entity, has been granted tax-exempt status under Internal Revenue Code (IRC) Section 501(c)(3) and is classified as other than a private foundation as defined by section 509(a) of the IRC. Therefore, it is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. ASC 740-10, "Accounting for Uncertainty in Income Taxes," requires the Foundation to evaluate and disclose tax positions that could influence the Foundation's financial statements. The Foundation reports its activities to the Internal Revenue Service and to the Commonwealth of Massachusetts on an annual basis. These returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Management believes it is no longer subject to review by taxing authorities for periods prior to 2023. Substantially all the Foundation's income, expenditures, and activities relate to its exempt purpose, therefore, management determined that the Foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not- for-profit entity. Part XI, Line 2d - Other Adjustments: REVENUE AMOUNTS INCLUDED IN FINANCIALS - Supported Organization 22,501,475. Part XII, Line 2d - Other Adjustments: EXPENSES AMOUNTS INCLUDED IN FINANCIALS - Supported Organization 8,515,877. Part V, Line 4 - Intended uses for Endowment Funds To provide scholarship money for continuing education to students from cape cod massachusetts. 0 Scholarships for Tuition 189 515500 Part I, Line 2 - Procedures for monitoring the use of Grant Funds Scholarship checks are issued directly to the schools. Form 990, Part VI, Section B, line 11b The policy of Cape Cod Scholarships is to have the draft of the form 990 reviewed by the board president and treasurer prior to the review by the board of directors. A copy of the form is then sent to each board member (by U.S. Mail or Email) for review and comment before filing. Form 990, Part VI, Section B, line 12c EACH YEAR A FORM IS DISTRIBUTED, COMPLETED, AND REVIEWED DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. Form 990, Part VI, Section C, line 18 THE ORGANIZATION'S FORM 1023, CONSOLIDATED FINANCIAL STATEMENTS AND 990 ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ON REQUEST. Cape Cod Foundation Inc 261 Whites Path Unit 2 South Yarmouth MA 02664 510140462 IMPROVE TH MA 501(c)(3) Line 7 CAPE COD F 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CAPE COD FOUNDATION INC M 52853 Fee for Service Contract Part II, Identification of related Tax-Exempt Organization: Name of Related Organization: Cape Cod Foundation, Inc. Primary Activity: Improve the quality of life in the towns that make up Cape Cod Massachusetts.