2015-05-15T11:32:30-07:00 2014-06-30 Bregante Company LLP CPAs 301 Battery St 2 Mezzanine San Francisco CA 94111 990 2013-07-01 237165692 THE JF KAPNEK CHARITABLE TRUST JFKA 9259627150 936 DEWING AVENUE STE E3 LAFAYETTE CA 94549 Daniel Robbins MD ED/Board Chair 2015-05-15 true Kenneth A Preston P01437149 4157771001 2013 2016-03-07 17:11:31Z 704648 false false X www.JFKapnekTrust.org X 1970 CA To support and promote excellence in medical and health-related education and research in Zimbabwe; to play a leading role in addressing the HIV/AIDS pandemic with special emphasis on preventing new pediatric infections, (cont'd on Sch O) 7 6 6 10 0 329962 336735 115303 0 14395 119243 0 459660 455978 364719 281659 0 90071 39418 0 4219 83695 84402 538485 405479 -78825 50499 942319 1059253 5145 8640 937174 1050613 X To support and promote excellence in medical and health-related education and research in Zimbabwe; to play a leading role in addressing the HIV/AIDS pandemic with special emphasis on preventing new pediatric infections, (cont'd on Sch O) false false 113188 32150 148783 PRESCHOOL/ECD/CHILD HEALTH PROGRAM - THERE IS AN ESTIMATED 1 MILLION ORPHANS AND VULNERABLE CHILDREN IN ZIMBABWE. THE TRUST WORKS TO SUPPORT THE YOUNGEST AND MOST VULNERABLE CHILDREN AND THEIR FAMILIES WITHIN THEIR LOCAL COMMUNITIES BY ESTABLISHING PRESCHOOLS WITHIN LOCAL PRIMARY SCHOOLS. THESE PRESCHOOLS ARE MAINTAINED AND MANAGED LOCALLY AND ALSO SERVE AS CHILD HEALTH CARE CENTERS. AT THE PRESCHOOLS, YOUNGSTERS RECEIVE NUTRITIONAL SUPPORT, BASIC HEALTH CARE, IMMUNIZATIONS, EDUCATIONAL OPPORTUNITIES, AND EMOTIONAL SUPPORT. ADULTS IN THE COMMUNITY ATTEND WORKSHOPS AT THE PRESCHOOLS TO LEARN ABOUT NUTRITION, HEALTH PROMOTION, PARENTING AND HIV PREVENTION. THE PRESCHOOL PROGRAM ALSO ALLOWS THE CHILDREN'S CAREGIVERS, OFTEN ELDERLY GRANDPARENTS, TO WORK OR REST WHILE THE CHILDREN ATTEND PRESCHOOL. THIS PROGRAM REACHED APPROXIMATELY 18,000 CHILDREN DURING THIS PROGRAM YEAR. 63892 52935 27001 CHILDREN'S REABILITATION UNIT (CRU) - THE TRUST HAS A GROWING PROGRAM TO ASSIST CHILDREN WITH DISABILITIES AND THEIR CAREGIVERS. WHILE THE MAJORITY OF CHILDREN SERVED IN THIS PROGRAM HAVE CEREBRAL PALSY, CHILDREN WITH DOWNS SYNDROME, HEARING LOSS AND A WIDE VARIETY OF OTHER FORMS OF DISABILITY ALSO RECEIVE SERVICES AT THE PROGRAM SITES WE SUPPORT. THE JF KAPNEK TRUSTS PROGRAM WORKS IN PARTNERSHIP WITH THE MINISTRY OF HEALTH AND MINISTRY OF SOCIAL SERVICES TO PROVIDE PHYSICAL THERAPY, MEDICAL ASSISTANCE AND TRAINING, AS WELL AS A PSYCHO-SOCIAL SUPPORT COMMUNITY FOR THESE OFTEN-ISOLATED FAMILIES. MORE THAN 12,000 CHILDREN WERE ASSISTED THROUGH THIS PROGRAM DURING THIS PROGRAM YEAR. 46482 46197 46197 VISITING SCHOLARS - HOUSING SUPPORT FOR RESEARCHERS 90735 41989 53038 314297 true true false false false false false true false false true true false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 6 true false false false false false false false false 0 false false false false false false false false false false X 7 6 true false false false false false false true true false false true true true true true true true false false X SHELLI BRUDZINSKI 9259627150 936 DEWING AVENUE STE E3 LAFAYETTE CA 945494277 Daniel Robbins MD ED/Board Chair 12.00 0.00 X X 15000 0 0 Candace Turtle Board Mem/D.O. 3.00 0.00 X X 0 0 0 Barbara Kramer JD board member 1.00 0.00 X 0 0 0 Arnold Perkins board member 1.00 0.00 X 0 0 0 Robert Kapnek board member 1.00 0.00 X 0 0 0 Andrew Singer board member 1.00 0.00 X 0 0 0 Ann Appert BOARD MEMBER 1.00 0.00 X 0 0 0 15000 0 false false false 0 336735 290 336735 0 33551 33551 0 0 0 334362 248670 85692 85692 85692 0 0 0 0 455978 85692 33551 0 0 281659 281659 0 15000 15000 0 21047 21047 0 0 3371 3371 0 0 3500 3500 0 0 0 0 0 18648 18306 342 0 0 18995 3799 15196 25289 4057 20937 295 0 0 0 0 227 227 4604 921 3683 MISCELLANEOUS EXPENSES 8326 4735 1778 1813 Printing and Publications 1839 1839 TELECOMMUNICATIONS 1399 1399 BANK CHARGES 1262 820 170 272 313 313 405479 314297 86963 4219 44458 124118 0 0 245 0 0 0 0 0 1164 364 11415 11415 227 0 692619 759408 177999 149756 0 0 25607 25607 942319 1059253 5145 8640 5145 8640 X 875292 999859 61882 50754 937174 1050613 942319 1059253 50499 62940 X false false false X 404527 322700 271645 329962 336734 1665568 1437770 1260733 1518921 115303 4332727 0 0 0 1842297 1583433 1790566 445265 336734 5998295 0 0 5998295 8739 15543 18805 14395 33551 91033 0 8739 15543 18805 14395 33551 91033 0 6582 11076 16454 22286 85694 142092 1857618 1610052 1825825 481946 455979 6231420 0.96260 0.98260 0.01460 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25607 X X false 4560 4560 6855 6855 149756 Part III, Line 4: Description of organization's collections and how it furthers its purpose. SCULPTURES REPRESENTING ARTISTS IN ZIMBABWE, THE COUNTRY IN WHICH THE ORGANIZATION PROVIDES A MAJORITY OF ITS ASSISTANCE. true Sub-Saharan Africa 0 0 Grants to Recipients 173271 173271 173271 AFRICA Prog Support 173271 Wire Transfer SUBSAHARAN 2 false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US PART I, LINE 2 - GRANTMAKERS EXPLANATION FOR GRANTS OUTSIDE USMajor grants received have associated budgets against which outflows are monitored on a monthly basis, as per expenditure reports received from the recipient organization. Smaller grants and unrestricted donations are included in programming budgets. Funds spent in Zimbabwe undergo a series of management approvals, including requests for bids and approval of the selected bids by managers. There is an annual audit in Zimbabwe and regular site visits from the granting agency (Elizabeth Glaser Pediatric Aids Foundation), as well as from the JF Kapnek Trust's executive director. All requests for funding sent to the recipient organization require supporting documentation, including management authorizations, detailing the anticipated uses of the funds. Invoices, receipts and other supporting documentation of these expenditures are subsequently remitted to the JF Kapnek trust, along with other reporting, to facilitate the reconciliation of the expenditures to the funds transferred. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: VISITING SCHOLARS - HOUSING SUPPORT FOR RESEARCHERS OTHER PROGRAM SERVICES 5: CHILDREN'S REABILITATION UNIT (CRU) - THE TRUST HAS A GROWING PROGRAM TO ASSIST CHILDREN WITH DISABILITIES AND THEIR CAREGIVERS. WHILE THE MAJORITY OF CHILDREN SERVED IN THIS PROGRAM HAVE CEREBRAL PALSY, CHILDREN WITH DOWNS SYNDROME, HEARING LOSS AND A WIDE VARIETY OF OTHER FORMS OF DISABILITY ALSO RECEIVE SERVICES AT THE PROGRAM SITES WE SUPPORT. THE JF KAPNEK TRUSTS PROGRAM WORKS IN PARTNERSHIP WITH THE MINISTRY OF HEALTH AND MINISTRY OF SOCIAL SERVICES TO PROVIDE PHYSICAL THERAPY, MEDICAL ASSISTANCE AND TRAINING, AS WELL AS A PSYCHO-SOCIAL SUPPORT COMMUNITY FOR THESE OFTEN-ISOLATED FAMILIES. MORE THAN 12,000 CHILDREN WERE ASSISTED THROUGH THIS PROGRAM DURING THIS PROGRAM YEAR. OTHER PROGRAM SERVICES 6: VIMBAINESU CHILDREN'S HOME - ORPHAN ASSISTANCE OTHER PROGRAM SERVICES 7: Harare Children's Hospital - The Trust has worked as a facilitator in the revitalization of Harare Children's Hospital. The facility had been closed during the period of hyperinflation which made its operation impossible. However the 200 plus pediatric bed facility remains in good structural condition but has required significant refurbishment in order to open its units to critically ill children. The Trust has assisted in the development of a local nonprofit organization (The Harare Children's Hospital Trust) and provided two forty foot containers filled with medical supplies and equipment over the past program year. OTHER PROGRAM SERVICES 8: Vitameal - This program was initiated by a private donor to help support the nutrition component of the preschool/orphan support program. OTHER PROGRAM SERVICES 9: LIBRARY - The Library funding is an effort to help support the University of Zimbabwe School of Medicine's library. This includes medical textbooks and electronic educational materials. We most recently added a book bindery to catalog a collection of medical journals. OTHER PROGRAM SERVICES 10: STUDENT TRAVEL PROGRAM Form 990, Part VI, Line 11b: Form 990 Review Process As it relates to its role in the financial oversight of the J.F.Kapnek charitable trust (US), the board will review and approve in a timely manner, the tax exempt organization tax return (FORM 990), which is filed for the organization annually. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts No member of the board of directors shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has a potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the director must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until discussion is over on the matter involved. The president of the meeting is expected to make inquiry if a conflict appears to exist and the board member has not made it known. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The executive director of the J.F. Kapnek trust shall be compensated for his/her efforts in overseeing and promoting the goals of the J.F. Kapnek trust - in both the united states and zimbabwe, africa. Compensation shall be reviewed annually by the members of the board of the J.F. Kapnek Trust (US) and must be approved by a majority vote of the board. The board shall use the job description of the executive director as a key measure of whether and to what extent the executive director is in compliance with planning, developing, establishing and carrying out the objectives of the organization. In addition, should it desire, the board of directors may establish specific goals for measuring performance in conjunction with compensation review. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation shall be determined based on:The financial status of the trust, and its ability to afford this compensation. A review and approval of the performance of the executive director by the board of directors. Review of compensation data for similarly qualified persons in comparable positions at similarly situated organizations. (Organizations such as www.guidestar.org publish and sell such listings.) Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Documents are available upon request at offices (936 Dewing Avenue, Ste. E3, Lafayette, CA 94549) PAGE 1, PART 1, LINE 1 (CONTINUED) DISABLED CHILDREN'S PROGRAM, MANY WITH CEREBRAL PALSY, AND PROVIDES EDUCATION SCHOLARSHIPS TO WOMEN SEEKING CAREERS IN MEDICINE. PAGE 2, PART III, LINE 1 (CONTINUED) AND SUPPORTING ORPHANS, VULNERABLE CHILDREN AND FAMILIES AFFECTED BY AIDS.