BRIAN KAPKO FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BRIAN KAPKO FOUNDATION (EIN 20-3701517)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-02-17
- IRS object ID
- 201130499349200303
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-17T16:19:03-08:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Johnston CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Adams Avenue Suite 212 | AddressLine1 |
| City | Costa Mesa | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203701517 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brian Kapko Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIA | NameControl |
| Phone | 7148250194 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Adams Avenue | AddressLine1 |
| City | Costa Mesa | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD KAPKO | Name |
| Title | President | Title |
| Date Signed | 2011-02-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Michael Johnston | Name |
| Phone | 7145498200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 19973 | GrossReceipts |
| Contributions Gifts Grants Etc | 7935 | ContributionsGiftsGrantsEtc |
| Investment Income | 2038 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 10000 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 9631 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 369 | GainOrLossFromSaleOfAssets |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 10342 | TotalRevenue |
| Grants And Similar Amounts Paid | 6600 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 389 | OtherExpensesTotal |
| Total Expenses | 6989 | TotalExpenses |
| Excess Or Deficit For Year | 3353 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 132787 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 136140 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132787 | BOY |
| EOY | 136140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132787 | BOY |
| EOY | 136140 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132787 | BOY |
| EOY | 136140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE EDUCATIONAL SCHOLARSHIPS TO THOSE LESS FORTUNATE AND TO SUPPORT LOCAL SCHOOL PROGRAMS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | SCHOLARSHIPS GIVEN | DescriptionProgramServiceAccom |
| Program Service Expenses | 4000 | ProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| TERRY ESSEN | ||||||
| 1700 ADAMS AVENUE SUITE 102 | COSTA MESA | CA | 92626 | Trustee | 5.00 | 0 |
| CATHI HARTWELL | ||||||
| 1700 ADAMS AVENUE SUITE 102 | COSTA MESA | CA | 92626 | Trustee | 5.00 | 0 |
| NANCY KAPKO | ||||||
| 1700 ADAMS AVENUE SUITE 102 | COSTA MESA | CA | 92626 | Trustee | 10.00 | 0 |
| Richard Kapko | ||||||
| 1700 ADAMS AVENUE SUITE 102 | COSTA MESA | CA | 92626 | President | 10.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD KAPKO | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 ADAMS AVENUE SUITE 102 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7148250194 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7935 | CurrentTaxYear |
| Total | 162409 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7935 | CurrentTaxYear |
| Total | 162409 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 162409 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3880 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2407 | CurrentTaxYear |
| Total | 16112 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3880 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2407 | CurrentTaxYear |
| Total | 16112 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178521 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90970 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.09030 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Comments