KASPERICK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KASPERICK FOUNDATION (EIN 46-4363196)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-10-16
- IRS object ID
- 202302899349101750
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T17:59:02-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 2021-10-01 | 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 | 92108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT J KASPERICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6192311977 | PhoneNum |
| Signature | 2023-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | KASPERICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK HOTZ | PreparerPersonNm |
| PTIN | P00452784 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2023-08-16 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,021,005 | 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 | $11,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,408 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,408 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,498,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,498,262 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $180,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,985,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,504,670 | 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 | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,964 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,548,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,969,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,622,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,969,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,362,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,504,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,316,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,056,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,056,835 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $64,940,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,914,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,914,726 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,444 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,444 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,257,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,021,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,021,005 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,969,085 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,548,113 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $251,240 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $46,783 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,220,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,594,896 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,037,465 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,426,109 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,037,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,426,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,257,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,021,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,037,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,362,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $80,400,451 | SubtotalAmt |
| Other Decreases | $12,974,342 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,426,109 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,440 | 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 | $51,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $848 | EsPenaltyAmt |
| Overpayment | $29,677 | OverpaymentAmt |
| Applied To ES Tax | $29,677 | 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 | 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 | $61,023,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,460,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,484,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,484,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,087,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,397,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,569,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,569,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,915 | TotalTaxAmt |
| Distributable Before Adj | $3,548,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,548,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,548,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,969,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,969,908 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,548,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,969,085 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,969,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,969,085 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $823 | 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 | $3,548,113 | 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 (24 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 | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAWORKS PARA COMUNIDADES RURAIS | |||||||||||
| AV DA MALHANGALENE NO 131 | MAPUTO | MZ | NONE | NC | MICROFINANCE: MOZAMBIQUE. | $100,000 | |||||
| BRAC USA | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 110 WILLAM STREET 18TH FLOOR | NEW YORK | NY | 10038 | ||||
| CATHOLIC RELIEF SERVICES | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | ||||
| ENTREPRENEURS DU MONDE | |||||||||||
| 4 ALLEE DU TEXTILE 69120 | VAULX EN VELIN | FR | NONE | NC | MICROFINANCE: HAITI, BURKINA FASO. | $200,000 | |||||
| FEEDING SAN DIEGO | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 9455 WAPLES STREET STE 100 | SAN DIEGO | CA | 92121 | ||||
| FRIENDSHIP BRIDGE | |||||||||||
| NONE | NC | MICROFINANCE: GUATEMALA | $100,000 | 405 URBAN ST SUITE 140 | LAKEWOOD | CO | 80228 | ||||
| GLOBAL IMPACT | |||||||||||
| NONE | NC | AG FINANCE: EL SALVADOR. | $100,000 | 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | ||||
| KITCHENS FOR GOOD | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 2799 HEALTH CENTER DRIVE | SAN DIEGO | CA | 92123 | ||||
| MYAGRO FARMS | |||||||||||
| NONE | NC | AG FINANCE: SENEGAL, MALI. | $400,000 | 131 7TH AVENUE 160 | NEW YORK | NY | 10011 | ||||
| NEW HORIZON ASSOCIATION | |||||||||||
| 54 MADINET AL FUSTAT AL GADIDA OLD | CAIRO | EG | NONE | NC | MICROFINANCE: EGYPT. | $100,000 | CAIRO | ||||
| ONE ACRE FUND US | |||||||||||
| NONE | NC | AG FINANCE: KENYA | $200,000 | 1954 FIRST STREET STE 183 | HIGHLAND PARK | IL | 60035 | ||||
| SAN DIEGO CENTER FOR CHILDREN | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 3002 ARMSTRONG STREET | SAN DIEGO | CA | 92111 | ||||
| SAN DIEGO FOOD BANK | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | ||||
| SAN DIEGO FOOD SYSTEMS ALLIANCE | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 845 15 ST SUITE 103 | SAN DIEGO | CA | 92101 | ||||
| SAN DIEGO HUNGER COALITION | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | 845 15 ST SUITE 103 | SAN DIEGO | CA | 92101 | ||||
| SAN DIEGO RESCUE MISSION | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $50,000 | PO BOX 80427 | SAN DIEGO | CA | 92138 | ||||
| THE BOMA PROJECT | |||||||||||
| NONE | NC | ULTRA-POOR GRADUATION: KENYA. | $100,000 | 2200 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20037 | ||||
| THE BOMA PROJECT | |||||||||||
| NONE | NC | ULTRA-POOR GRADUATION: KENYA. | $137,105 | 4927 MAIN STREET | MANCHESTER CENTER | VT | 05255 | ||||
| TRICKLE UP | |||||||||||
| NONE | NC | ULTRA-POOR GRADUATION: MEXICO. | $275,000 | 31 W 34TH STREET SUITE 7001 | NEW YORK | NY | 10001 | ||||
| UNIVERSITY OF SAN DIEGO | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $150,000 | 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | ||||
| VILLAGE ENTERPRISE | |||||||||||
| NONE | NC | ULTRA-POOR GRADUATION: MEXICO. | $257,803 | 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | ||||
| VILLAGE ENTERPRISES | |||||||||||
| NONE | NC | ULTRA-POOR GRADUATION: UGANDA. | $100,000 | PO BOX 83749 | PORTLAND | OR | 97290 | ||||
| WHOLE PLANET FOUNDATION | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $200,000 | 550 BOWIE STREET | AUSTIN | TX | 78703 | ||||
| WORKING CAPITAL FOR COMMUNITY NEEDS | |||||||||||
| NONE | NC | TO SUPPORT ORGANIZATION'S MISSION. | $100,000 | 211 S PATERSON STREET | MADISON | WI | 53703 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,969,908 | 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 | $6,408 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,498,262 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX BENEFIT | Desc |
| Unrelated Business Taxbl Incm | $180,700 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $180,700 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,504,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,685,370 | 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 | $11,300,000 | 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 | $10,500 | 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 | $12,306,397 | $12,306,397 |
| VANGUARD TOTAL BOND MKT | FMV | $11,254,493 | $11,254,493 |
| VANGUARD TOTAL INTL STK | FMV | $13,888,286 | $13,888,286 |
| VANGUARD TOTAL STK MKT | FMV | $24,465,550 | $24,465,550 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $49,444 | EOYBookValueAmt |
| EOYFMV | $49,444 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS FROM INVESTMENTS | Desc |
| Amt | $12,974,342 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $180,700 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $180,700 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INCOME TAX PAYABLE | $45,520 | $21,763 |
| DEFERRED TAX | $205,720 | $25,020 |
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 | $23,136 | $0 | $0 |
| TAX AND LICENSE | $848 | $0 | $0 |
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