BETA

KASPERICK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KASPERICK FOUNDATION (EIN 46-4363196)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-15
IRS object ID
202422289349100522
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-15T13:20:43-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952694444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONSIDINE & CONSIDINEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18989 RIO SAN DIEGO DRIVE SUITE 250AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921081604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464363196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KASPERICK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKASPBusinessNameControlTxt
Phone6192311977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14141 CAMINO DEL RIO SOUTHAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVINCENT J KASPERICKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6192311977PhoneNum
Signature2024-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICK HOTZPreparerPersonNm
PTINP00452784PTIN
Phone6192311977PhoneNum
Preparation2024-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$82,404,608FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,400,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17,480InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,480InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,984,997DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,984,997DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,402,477TotalRevAndExpnssAmt
Total Net Invst Incm$2,002,477TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$135,636TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,803TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$161,439TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,905,671ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,633,204ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,067,110TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,633,204TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,335,367ExcessRevenueOverExpensesAmt
Net Investment Income$2,002,477NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,056,835SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,054,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,054,554SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$61,914,726OtherInvestmentsBOYAmt
Other Investments EOY$71,348,009OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,348,009OtherInvestmentsEOYFMVAmt
Other Assets BOY$49,444OtherAssetsBOYAmt
Other Assets EOY$2,045OtherAssetsEOYAmt
Other Assets EOYFMV$2,045OtherAssetsEOYFMVAmt
Total Assets BOY$71,021,005TotalAssetsBOYAmt
Total Assets EOY$82,404,608TotalAssetsEOYAmt
Total Assets EOYFMV$82,404,608TotalAssetsEOYFMVAmt
Grants Payable BOY$3,548,113GrantsPayableBOYAmt
Grants Payable EOY$3,820,580GrantsPayableEOYAmt
Other Liabilities BOY$46,783OtherLiabilitiesBOYAmt
Other Liabilities EOY$132,050OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,594,896TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,952,630TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$67,426,109NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$78,451,978NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$67,426,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$78,451,978TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,021,005TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,404,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,426,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,335,367ExcessRevenueOverExpensesAmt
Other Increases$7,690,502OtherIncreasesAmt
Subtotal$78,451,978SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$78,451,978TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,834InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,834SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,834TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,879EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,879TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,045OverpaymentAmt
Applied To ES Tax$2,045AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VINCENT J KASPERICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6198148282PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14141 CAMINO DEL RIO SOUTHAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVINCENT J KASPERICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14141 CAMINO DEL RIO SAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,670,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,197,444AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,868,125TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$79,868,125AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,198,022CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,670,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,933,505MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,933,505MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,834TaxBasedOnInvestmentIncomeAmt
Total Tax$27,834TotalTaxAmt
Distributable Before Adj$3,905,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,905,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,905,671DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,633,204ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,633,204QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,905,671DistributableAsAdjustedAmt
Undistributed Income PY$3,548,113UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,633,204QualifyingDistributionsAmt
Applied To Year1$3,548,113AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,820,580UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVINCENT J KASPERICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ACCESO IMPACT
1199 N FAIRFAX STREET SUITE 300ALEXANDRIAVA22314NONEPUBLIC CHARITYAG FINANCE: EL SALVADOR$100,000
AFRICAWORKS PARA COMUNIDADES RURAIS
NONEPUBLIC CHARITYMICROFINANCE: MOZAMBIQUE$100,000AV DA MALHANGALENE NO 131MAPUTOMZ
BRAC USA
110 WILLAM STREET 18TH FLOORNEW YORKNY10038NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$100,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$100,000
ENTREPRENEURS DU MONDE
NONEPUBLIC CHARITYMICROFINANCE: MYANMAR, BURKINA FASO$350,0004 ALLEE DU TEXTILE 69120VAULX EN VELINFR
FRIENDSHIP BRIDGE
405 URBAN ST SUITE 140LAKEWOODCO80228NONEPUBLIC CHARITYMICROFINANCE: GUATEMALA$100,000
MYAGRO FARMS
131 7TH AVENUE 160NEW YORKNY10011NONEPUBLIC CHARITYAG FINANCE: SENEGAL, MALI$200,000
NEW HORIZON ASSOCIATION
NONEPUBLIC CHARITYMICROFINANCE: EGYPT$100,00054 MADINET AL FUSTAT AL GADIDA OLDCAIROEGCAIRO
ONE ACRE FUND US
211 S PATERSON STREETMADISONWI53703NONEPUBLIC CHARITYAG FINANCE: KENYA$100,000
SAN DIEGO CENTER FOR CHILDREN
3002 ARMSTRONG STREETSAN DIEGOCA92111NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$100,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$300,000
THE BOMA PROJECT
PO BOX 1865MANCHESTERVT05255NONEPUBLIC CHARITYULTRA-POOR GRADUATION: KENYA$700,117
TRICKLE UP PROGRAM
31 W 34TH STREET SUITE 7001NEW YORKNY10001NONEPUBLIC CHARITYULTRA-POOR GRADUATION: MEXICO$275,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$200,000
VILLAGE ENTERPRISES
1180 SAN CARLOS AVE 222SAN CARLOSCA94070NONEPUBLIC CHARITYULTRA-POOR GRADUATION: MEXICO, UGANDA$508,087
WHOLE PLANET FOUNDATION
550 BOWIE STREETAUSTINTX78703NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$200,000
WORKING CAPITAL FOR COMMUNITY NEEDS
211 S PATERSON STREETMADISONWI53703NONEPUBLIC CHARITYTO SUPPORT ORGANIZATION'S MISSION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,633,204TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,480ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,984,997ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,002,477ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,002,477TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1VINCENT J KASPERICKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14141 CAMINO DEL RIO SAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD HIGH DIVIDEND YIELDFMV$13,832,269$13,832,269
VANGUARD TOTAL BOND MKTFMV$11,336,154$11,336,154
VANGUARD TOTAL INTL STKFMV$16,729,548$16,729,548
VANGUARD TOTAL STK MKTFMV$29,450,038$29,450,038

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME TAX RECEIVABLEDesc
BOY Book Value$49,444BOYBookValueAmt
EOY Book Value$2,045EOYBookValueAmt
EOYFMV$2,045EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN FROM INVESTMENTSDesc
Amt$7,690,502Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
INCOME TAX PAYABLE$21,763$0
DEFERRED TAX$25,020$132,050

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVINCENT J KASPERICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14141 CAMINO DEL RIO SAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PF TAXES$134,661$0$0
TAX AND LICENSE$975$0$0

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