KASPERICK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KASPERICK FOUNDATION (EIN 46-4363196)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-01-15
- IRS object ID
- 202540159349100364
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T09:36:47-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952694444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSIDINE & CONSIDINE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8989 RIO SAN DIEGO DRIVE SUITE 250 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921081604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464363196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASPERICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KASP | BusinessNameControlTxt |
| Phone | 6192311977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 CAMINO DEL RIO SOUTH | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT J KASPERICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6192311977 | PhoneNum |
| Signature | 2025-01-15 | 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 | RICK HOTZ | PreparerPersonNm |
| PTIN | P00452784 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2025-01-15 | 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 | $104,409,995 | 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 | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,167 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,404,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,404,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $893,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,910,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $893,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,312,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,312,482 | 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 | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $276,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,094 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,532,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,839,594 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,832,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,839,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,480,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,312,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $76,461 | CashEOYAmt |
| Cash EOYFMV | $76,461 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,054,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,464,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,464,286 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $71,348,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,869,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,869,248 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $82,404,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,409,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,409,995 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,820,580 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,513,675 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $132,050 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $380,993 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,952,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,894,668 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $78,451,978 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,515,327 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,451,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,515,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,404,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,409,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,451,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,480,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,583,127 | OtherIncreasesAmt |
| Subtotal | $99,515,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,515,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STOCK SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-09-05 | SoldDt |
| Gross Sales Price | $14,910,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,016,850 | CostOrOtherBasisAmt |
| Gain Or Loss | $893,150 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $893,150 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $893,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $903 | EsPenaltyAmt |
| Tax Due | $19,106 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINCENT J KASPERICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6198148282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 CAMINO DEL RIO SOUTH | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT J KASPERICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 CAMINO DEL RIO S | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,389,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,579,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,969,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,969,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,394,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,574,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,578,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,578,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,043 | TotalTaxAmt |
| Distributable Before Adj | $4,532,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,532,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,532,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,839,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,839,594 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,532,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,820,580 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,839,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,820,580 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,513,675 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINCENT J KASPERICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAWORKS PARA COMUNIDADES RURAIS | ||||||||||||
| AV DA MALHANGALENE NO 131 | MAPUTO | MZ | NONE | PUBLIC CHARITY | MICROFINANCE: MOZAMBIQUE | $100,000 | ||||||
| ALPHA PROJECT | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 3737 FIFTH AVE STE 203 | SAN DIEGO | CA | 92103 | |||||
| BRAC USA | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 110 WILLAM STREET 18TH FLOOR | NEW YORK | NY | 10038 | |||||
| CATHOLIC RELIEF SERVICES | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | |||||
| CENTRO DE SERVICIOS FINANCIEROS AKA FUNDER | ||||||||||||
| COL MIRAMONTES | CALLE PRINCIPAL FRENTE A | HO | NONE | PUBLIC CHARITY | MICROFINANCE: HONDURAS | $200,000 | TEGUCIGALPA | |||||
| ENTREPRENEURS DU MONDE | ||||||||||||
| 4 ALLEE DU TEXTILE 69120 | VAULX EN VELIN | FR | NONE | PUBLIC CHARITY | MICROFINANCE: MYANMAR, BURKINA FASO | $375,000 | ||||||
| FONDASYON KOLE ZEPOL AKA FONKOZE | ||||||||||||
| AVENUE CHRISTOPHE 119 | PORT AU PRINCE | HA | NONE | PUBLIC CHARITY | ULTRA-POOR GRADUATION: HAITI | $381,260 | ||||||
| FRIENDSHIP BRIDGE | ||||||||||||
| NONE | PUBLIC CHARITY | MICROFINANCE: GUATEMALA | $100,000 | 405 URBAN ST SUITE 140 | LAKEWOOD | CO | 80228 | |||||
| LUCKY DUCK FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 5675 RUFFIN ROAD SUITE 100 | SAN DIEGO | CA | 92123 | |||||
| MYAGRO FARMS | ||||||||||||
| NONE | PUBLIC CHARITY | AG FINANCE: SENEGAL, MALI | $200,000 | 131 7TH AVENUE 160 | NEW YORK | NY | 10011 | |||||
| NEW HORIZON ASSOCIATION | ||||||||||||
| 54 MADINET AL FUSTAT AL GADIDA OLD | CAIRO | EG | NONE | PUBLIC CHARITY | MICROFINANCE: EGYPT | $100,000 | CAIRO | |||||
| SAN DIEGO CENTER FOR CHILDREN | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 3002 ARMSTRONG STREET | SAN DIEGO | CA | 92111 | |||||
| SAN DIEGO RESCUE MISSION | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | PO BOX 80427 | SAN DIEGO | CA | 92138 | |||||
| ST VINCENT DE PAUL VILLAGE | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 3350 E STREET | SAN DIEGO | CA | 92102 | |||||
| THE BOMA PROJECT | ||||||||||||
| NONE | PUBLIC CHARITY | ULTRA-POOR GRADUATION: KENYA | $300,000 | PO BOX 1865 | MANCHESTER | VT | 05255 | |||||
| TRICKLE UP PROGRAM | ||||||||||||
| NONE | PUBLIC CHARITY | ULTRA-POOR GRADUATION: INDIA | $350,000 | 31 W 34TH STREET SUITE 7001 | NEW YORK | NY | 10001 | |||||
| UNIVERSITY OF SAN DIEGO | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | |||||
| VILLAGE ENTERPRISE | ||||||||||||
| NONE | PUBLIC CHARITY | ULTRA-POOR GRADUATION: UGANDA | $333,334 | 1180 SAN CARLOS AVE 222 | SAN CARLOS | CA | 94070 | |||||
| WHOLE PLANET FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $230,000 | 550 BOWIE STREET | AUSTIN | TX | 78703 | |||||
| WORKING CAPITAL FOR COMMUNITY NEEDS | ||||||||||||
| NONE | PUBLIC CHARITY | TO SUPPORT ORGANIZATION'S MISSION | $130,000 | 211 S PATERSON STREET | MADISON | WI | 53703 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,839,594 | 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 | $15,167 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,404,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $893,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,312,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,312,482 | TotalIncomeProducingActyAmt |
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 | VINCENT J KASPERICK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 CAMINO DEL RIO S | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD | FMV | $8,786,434 | $8,786,434 |
| VANGUARD TOTAL BOND MKT | FMV | $6,330,220 | $6,330,220 |
| VANGUARD TOTAL INTL STK | FMV | $26,371,752 | $26,371,752 |
| VANGUARD TOTAL STK MKT | FMV | $52,380,842 | $52,380,842 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $2,045 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $16,583,127 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $132,050 | $362,790 |
| INCOME TAX PAYABLE | $0 | $18,203 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT J KASPERICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 CAMINO DEL RIO S | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PF TAXES | $276,783 | $0 | $0 |
| TAX AND LICENSE | $194 | $0 | $0 |
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