BETA

KASPERICK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KASPERICK FOUNDATION (EIN 46-4363196)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-02-16
IRS object ID
202630479349100438
Schema version
2024v5.5
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)
Return2026-02-16T20:58:25-06:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

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 Begin2024-10-01TaxPeriodBeginDt

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
Signature2026-02-08SignatureDt
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
Preparation2026-02-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,533,977FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$142,646InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$142,646InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,490,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,490,820DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,979,779NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,406,249GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,979,779CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,613,245TotalRevAndExpnssAmt
Total Net Invst Incm$4,613,245TotalNetInvstIncmAmt
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$11,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$220,327TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,737TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,737TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$238,664TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,737TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,451,704ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,536,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,690,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,543,152TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,922,877ExcessRevenueOverExpensesAmt
Net Investment Income$4,613,245NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76,461CashBOYAmt
Cash EOY$4,314,569CashEOYAmt
Cash EOYFMV$4,314,569CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,464,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,361,474SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,361,474SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$93,869,248OtherInvestmentsBOYAmt
Other Investments EOY$108,857,934OtherInvestmentsEOYAmt
Other Investments EOYFMV$108,857,934OtherInvestmentsEOYFMVAmt
Total Assets BOY$104,409,995TotalAssetsBOYAmt
Total Assets EOY$125,533,977TotalAssetsEOYAmt
Total Assets EOYFMV$125,533,977TotalAssetsEOYFMVAmt
Grants Payable BOY$4,513,675GrantsPayableBOYAmt
Grants Payable EOY$5,428,964GrantsPayableEOYAmt
Other Liabilities BOY$380,993OtherLiabilitiesBOYAmt
Other Liabilities EOY$535,532OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,894,668TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,964,496TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$99,515,327NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$119,569,481NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$99,515,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,569,481TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,409,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,533,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$99,515,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,922,877ExcessRevenueOverExpensesAmt
Other Increases$11,131,277OtherIncreasesAmt
Subtotal$119,569,481SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$119,569,481TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTOCK SALESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2025-09-15SoldDt
Gross Sales Price$16,406,249GrossSalesPriceAmt
Cost Or Other Basis$14,426,470CostOrOtherBasisAmt
Gain Or Loss$1,979,779GainOrLossAmt
Gains Minus Excess Or Losses$1,979,779GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,979,779CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$64,124InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64,124SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64,124TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$46,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$18,044TaxDueAmt

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$97,074,231AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,059,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$112,133,307TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$112,133,307AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,682,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$110,451,307NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,522,565MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,522,565MinimumInvestmentReturnAmt
Tax Based On Investment Income$64,124TaxBasedOnInvestmentIncomeAmt
Total Tax$64,124TotalTaxAmt
Distributable Before Adj$5,458,441DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,458,441DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,458,441DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,543,152ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,543,152QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,458,441DistributableAsAdjustedAmt
Undistributed Income PY$4,513,675UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,543,152QualifyingDistributionsAmt
Applied To Year1$4,513,675AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,477AppliedToCurrentYearAmt
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$5,428,964UndistributedIncomeCYAmt
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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
ACCESO GLOBAL IMPACT
223 BEDFORD AVE STE 1042BROOKLYNNY11211NONEPUBLIC CHARITYAG FINANCE: EL SALVADOR$300,000
ALPHA PROJECT
3737 FIFTH AVE STE 203SAN DIEGOCA92103NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$100,000
BRAC USA
26 BROADWAY 3RD FLOORNEW YORKNY10004NONEPUBLIC CHARITYPOVERTY ALLEVIATION THROUGH ECONOMIC OPPORTUNITY$100,000
CATHOLIC CHARITIES OF SAN DIEGO
3888 PADUCAH DRIVESAN DIEGOCA92117NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$150,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201NONEPUBLIC CHARITYPOVERTY ALLEVIATION THROUGH ECONOMIC OPPORTUNITY$100,000
CAURIE-MF
NONEPUBLIC CHARITYMICROFINANCE: SENEGAL$300,000RUE DOUAMONT X MARECHAL JOFFRE EXCINEMA REXTHIESSG
CENTRO DE SERVICIOS FINANCIEROS AKA FUNDER COL MIRAMONTES
NONEPUBLIC CHARITYMICROFINANCE: HONDURAS$200,000CALLE PRINCIPAL FRENTE A SANTOSCOMPANIAHOTEGUCIGALPA, HOND
EAST COUNTY TRANSITIONAL LIVING CENTER
1527 EAST MAIN STEL CAJONCA92021NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$150,000
ENTREPRENEURS DU MONDE
NONEPUBLIC CHARITYMICROFINANCE: SENEGAL$100,0004 ALLEE DU TEXTILE 69120VAULX EN VELINFR
FRIENDSHIP BRIDGE
405 URBAN ST SUITE 140LAKEWOODCO80228NONEPUBLIC CHARITYMICROFINANCE: GUATEMALA$300,000
GLOBAL FUND FOR WIDOWS
245 W 99TH STNEW YORKNY10025NONEPUBLIC CHARITYMICROFINANCE: EGYPT$186,525
INKOMOKO
PO BOX 209CLINTONWA98236NONEPUBLIC CHARITYMICROFINANCE: RWANDA$200,000
INTERFAITH COMMUNITY HOUSING
550 W WASHINGTON AVEESCONDIDOCA92025NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$150,000
LUCKY DUCK FOUNDATION
5675 RUFFIN ROAD SUITE 100SAN DIEGOCA92123NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$100,000
NEW HORIZON ASSOCIATION
NONEPUBLIC CHARITYMICROFINANCE: EGYPT$199,89054 MADINET A1 FUSTAT A1 GADIDA OLDCAIROCAIROEG
PEOPLE ASSISTING THE HOMELESS
1250 6TH AVE STE 110SAN DIEGOCA92101NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$100,000
SAN DIEGO RESCUE MISION
PO BOX 80427SAN DIEGOCA92138NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$150,000
ST VINCENT DE PAUL VILLAGE
3350 E STREETSAN DIEGOCA92102NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$100,000
TRICKLE UP PROGRAM
31 W 34TH STREET SUITE 7001NEW YORKNY10001NONEPUBLIC CHARITYULTRA-POOR GRADUATION: INDIA$300,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLIC CHARITYBIGI INITIATIVE$100,000
VETERANS VILLAGE OF SAN DIEGO
4141 PACIFIC HIGHWAYSAN DIEGOCA92110NONEPUBLIC CHARITYHOMELESS SOLUTIONS: SAN DIEGO$100,000
VILLAGE ENTERPRISES
1180 SAN CARLOS AVE 222SAN CARLOSCA94070NONEPUBLIC CHARITYULTRA-POOR GRADUATION: UGANDA$300,000
WHOLE PLANET FOUNDATION
550 BOWIE STREETAUSTINTX78703NONEPUBLIC CHARITYPOVERTY ALLEVIATION THROUGH ECONOMIC OPPORTUNITY$500,000
WORKING CAPITAL FOR COMMUNITY NEEDS
211 S PATERSON STREETMADISONWI53703NONEPUBLIC CHARITYMICROFINANCE: LATIN AMERICA$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,536,415TotalGrantOrContriPdDurYrAmt
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$142,646ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,490,820ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,979,779ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,613,245ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,613,245TotalIncomeProducingActyAmt

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$10,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL INTL STKFMV$37,250,995$37,250,995
VANGUARD TOTAL STK MKTFMV$71,606,939$71,606,939

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN FROM INVESTMENTSDesc
Amt$11,131,277Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX$362,790$517,488
INCOME TAX PAYABLE$18,203$18,044

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$218,822$0$0
TAX AND LICENSE$1,505$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.