BETA

KASPERICK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KASPERICK FOUNDATION (EIN 46-4363196)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-15
IRS object ID
202232279349100323
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-15T16:19:01-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

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 Begin2020-10-01TaxPeriodBeginDt

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 Line14121 CAMINO DEL RIO SOUTHAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVINCENT J KASPERICKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6192311977PhoneNum
Signature2022-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVINCENTPersonFirstNm
Person LastKASPERICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICK HOTZPreparerPersonNm
PTINP00452784PTIN
Phone6192311977PhoneNum
Preparation2022-08-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$74,257,790FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,160,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,062InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,062InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$740,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$740,719DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,957,482NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,199,719GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,957,482CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,860,263TotalRevAndExpnssAmt
Total Net Invst Incm$3,700,263TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,264LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,234AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$259,802TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$88OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$277,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,020,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,540,590ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,298,252TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,540,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,562,011ExcessRevenueOverExpensesAmt
Net Investment Income$3,700,263NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,230,085SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,316,984SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,316,984SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$35,192,029OtherInvestmentsBOYAmt
Other Investments EOY$64,940,806OtherInvestmentsEOYAmt
Other Investments EOYFMV$64,940,806OtherInvestmentsEOYFMVAmt
Total Assets BOY$46,422,114TotalAssetsBOYAmt
Total Assets EOY$74,257,790TotalAssetsEOYAmt
Total Assets EOYFMV$74,257,790TotalAssetsEOYFMVAmt
Grants Payable BOY$1,488,811GrantsPayableBOYAmt
Grants Payable EOY$2,969,085GrantsPayableEOYAmt
Other Liabilities BOY$8,144OtherLiabilitiesBOYAmt
Other Liabilities EOY$251,240OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,496,955TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,220,325TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$44,925,159NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$71,037,465NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$44,925,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$71,037,465TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,422,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,257,790TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,925,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,562,011ExcessRevenueOverExpensesAmt
Other Increases$7,550,295OtherIncreasesAmt
Subtotal$71,037,465SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$71,037,465TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF SECURITIES - S/TP2020-10-012021-09-30$24,529$19,097$5,432$5,432
SALE OF SECURITIES - L/TP2020-09-302021-09-30$7,175,190$4,223,140$2,952,050$2,952,050
FieldValueIRS element (for citing)
Capital Gain Net Income$2,957,482CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$51,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$51,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,960TotalPaymentsAndCreditsAmt
Es Penalty$46EsPenaltyAmt
Tax Due$45,520TaxDueAmt

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 Line14121 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 Line14121 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$41,192,510AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,189,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,381,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,381,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$935,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,445,957NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,072,298MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,072,298MinimumInvestmentReturnAmt
Tax Based On Investment Income$51,434TaxBasedOnInvestmentIncomeAmt
Total Tax$51,434TotalTaxAmt
Distributable Before Adj$3,020,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,020,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,020,864DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,540,590ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,540,590QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,540,590AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,020,864DistributableAsAdjustedAmt
Undistributed Income PY$1,488,811UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,540,590QualifyingDistributionsAmt
Applied To Year1$1,488,811AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,779AppliedToCurrentYearAmt
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$2,969,085UndistributedIncomeCYAmt
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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ACCION SAN DIEGO
404 EUCLID AVENUE STE 271SAN DIEGOCA92114NONENCSAN DIEGO MICROCREDIT PROGRAM$50,000
AFRICAWORKS PARA COMUNIDADES RURAIS
NONENCMOZAMBIQUE MICROCREDIT PROGRAM$200,000AV DA MALHANGALENE NO 131MAPUTOMZ
BOMA PROJECT
4927 MAIN STREETMANCESTER CENTERVT05255NONENCKENYA MICROCREDIT PROGRAM$290,590
CATHOLIC RELIEF SERVICES
228 W LEXINGTON SRBALTIMOREMD21201NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
FEEDING SAN DIEGO
9455 WAPLES STREET 135SAN DIEGOCA92121NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
KITCHENS FOR GOOD
404 EUCLID AVE STE 101SAN DIEGOCA92114NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
ONE ACRE FUND US
1954 FIRST STREET STE 183HIGHLAND PARKIL60035NONENCKENYA MICROCREDIT PROGRAM$200,000
PALMIS MIKWOFINANS SOSYAL
NONENCHAITI MICROCREDIT PROGRAM$200,00033 RUE PATRICE LUMUMBADELMASHA
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
SAN DIEGO FOOD SYSTEMS ALLIANCE
2159 INDIA STREETSAN DIEGOCA92101NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
SAN DIEGO HUNGER COALITION
845 15 ST SUITE 103SAN DIEGOCA92101NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
ST VINCENT DE PAUL VILLAGE
3350 E STREETSAN DIEGOCA92102NONENCTO SUPPORT ORGANIZATION'S MISSION.$50,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110NONENCTO SUPPORT ORGANIZATION'S MISSION.$100,000
WHOLE PLANET FOUNDATION
550 BOWIE STREETAUSTINTX78703NONENCTO SUPPORT ORGANIZATION'S MISSION.$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,540,590TotalGrantOrContriPdDurYrAmt
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$2,062ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$740,719ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,957,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,700,263ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,700,263TotalIncomeProducingActyAmt

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 Line14121 CAMINO DEL RIO SAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,160,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,234Amt
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 TOTAL INTL STKFMV$18,570,379$18,570,379
VANGUARD TOTAL STK MKTFMV$25,682,716$25,682,716
VANGUARD TOTAL BOND MKTFMV$9,476,207$9,476,207
VANGUARD HIGH DIVIDEND YIELDFMV$11,211,504$11,211,504

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,264LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSUPPLIESDesc
Revenue And Expenses Per Books$88RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN FROM INVESTMENTSDesc
Amt$7,550,295Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
INCOME TAX PAYABLE$8,144$45,520
DEFERRED TAX$0$205,720

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVINCENT J KASPERICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14121 CAMINO DEL RIO SAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PF TAXES$54,082$0$0
DEFERRED TAX$205,720$0$0

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