2025-10-29T17:44:49-05:00 2024-12-31 320577874 ALLWORTH TAX SOLUTIONS 340 PALLADIO PARKWAY STE 501 FOLSOM CA 95630 990 2024-02-07 991372073 NICOYA PENINSULA FOUNDATION NICO 4159391432 1000 BRICKELL AVENUE SUITE 715 MIAMI FL 33131 CHARMAINE CE KYLE TREASURER 4159391432 2025-10-29 1 1 ALLWORTH TAX SOLUTIONS P01730806 9256852911 2025-10-27 2024 2025-03-06 01:10:19Z X CHARMAINE CE KYLE 1000 BRICKELL AVENUE SUITE 715 MIAMI FL 33131 533782 0 X HTTPS://NICOYAPENINSULAFOUNDATION.ORG/ X 2024 DE TO STRENGTHEN THE SANTA TERESA AND COBANO DISTRICT AREAS OF COSTA RICA BY CHANNELING DONOR GENEROSITY INTO HIGH-IMPACT COMMUNITY PROJECTS. 5 4 0 4 0 0 479694 0 2554 750 482998 224788 0 0 0 6139 138944 363732 119266 119266 0 119266 X THE NICOYA PENINSULA FOUNDATION (NPF) IS THE COMMUNITY FOUNDATION FOR THE GREATER SANTA TERESA AND COBANO DISTRICT AREAS OF COSTA RICA, CHANNELING DONOR GENEROSITY AND LOCAL PARTNERSHIPS INTO HIGH-IMPACT PROJECTS THAT STRENGTHEN THE REGION'S FUTURE.WITH STEADFAST SUPPORT FROM OUR PARTNERS AND BENEFACTORS, WE DELIVER MEASURABLE RESULTS THAT KEEP OUR COMMUNITY RESILIENT, VIBRANT, AND SUSTAINABLE FOR GENERATIONS. OUR FUNDING FOCUSES ON THREE ESSENTIAL AREAS ENVIRONMENT, INFRASTRUCTURE, AND SOCIAL SERVICES. 0 0 330179 224788 IN ITS INAUGURAL YEAR, THE NICOYA PENINSULA FOUNDATION (NPF) HAS MADE A REMARKABLE IMPACT ACROSS THE SANTA TERESA/COBANO DISTRICT AREA OF COSTA RICA, ADVANCING INITIATIVES IN ITS CORE FOCUS AREAS: ENVIRONMENT, INFRASTRUCTURE, AND SOCIAL SERVICES. GRANTS WERE DISTRIBUTED TO SUPPORT CRITICAL PROJECTS SPANNING MULTIPLE COMMUNITIES, INCLUDING COBANO, LAS BRISAS, MAL PAIS, MANZANILLO, MONTEZUMA, SAN ISIDRO, AND SANTA TERESA.KEY TO THESE EFFORTS WAS THE CONTINUED COLLABORATION WITH MAYOR RONNY MONTERO AND A NEW PARTNERSHIP WITH THE MUNI ENVIRONMENTAL OFFICE TO ADDRESS GARBAGE TRANSFER-STATION SOLUTIONS. REGULAR ENGAGEMENT WITH FIVE PUBLIC SCHOOLS, THE ST/MP ADI, CATUZA, FUERZA PUBLICA, AND POLICIA TURISTICA HAS BOLSTERED SOCIAL SERVICES AND TOWN SECURITY EFFORTS. BY DEEPENING TIES WITH SIX OTHER COMMUNITY FOUNDATIONS ACROSS COSTA RICA, NPF IS WORKING TO CREATE SCALABLE, HIGH-IMPACT SOLUTIONS.THESE ACHIEVEMENTS ARE SUPPORTED BY THE SUCCESSFUL REGISTRATION OF NPF AS A LOCAL NONPROFIT IN COSTA RICA, ENABLING DIRECT CONTRIBUTIONS FROM INDIVIDUALS AND BUSINESSES, AND BY THE LAUNCH OF A PILOT PROJECT WITH NANTIPA HOTEL TO EXPLORE INNOVATIVE FUNDING MECHANISMS.WORKING ALONGSIDE A DIVERSE NETWORK OF LOCAL AND NATIONAL PARTNERS, NPF CONTINUES TO DELIVER SCALABLE, HIGH-IMPACT SOLUTIONS TO CREATE A BRIGHTER FUTURE FOR OUR COMMUNITY.GRANTS SUMMARY:IN 2024, NPF DISTRIBUTED 35 GRANTS TOTALING $224,787.99 ACROSS ITS CORE FOCUS AREAS: SOCIAL SERVICES, INFRASTRUCTURE, AND ENVIRONMENT. KEY HIGHLIGHTS OF THIS GRANTMAKING INCLUDE:EDUCATION / SOCIAL SERVICES FOCUS AREA HIGHLIGHTS:THE MAJORITY OF NPF'S GRANTS SUPPORTED EDUCATION AND SOCIAL SERVICE INITIATIVES, PARTICULARLY PUBLIC SCHOOLS AND AFTER-SCHOOL PROGRAMS. NPF SUPPORTED FIVE PUBLIC SCHOOLS IN COBANO, MANZANILLO, MONTEZUMA, SAN ISIDRO, AND SANTA TERESA. ADDITIONALLY, THREE AFTER-SCHOOL PROGRAMS IN BOXING, SOCCER, AND MUSIC RECEIVED FUNDING TO PROMOTE COMMUNITY ENGAGEMENT AND YOUTH DEVELOPMENT.EXAMPLES OF EDUCATION AND SOCIAL SERVICES GRANTS INCLUDE:MONTEZUMA SCHOOL:FUNDED COMPLETE REPLACEMENT OF A LEAKING ROOF AND UPGRADED THE ELECTRICAL SYSTEM.MANZANILLO SCHOOL:PROVIDED 26 NEW DESKS AND CHAIRS TO REPLACE DILAPIDATED CLASSROOM FURNITURE, AND FUNDED REPAIRS FOR LEAKING ROOFS AND DAMAGED WALLS.CASA SONJA ORPHANAGE:PROVIDED EYE CARE AND GLASSES FOR CHILDREN AND PURCHASED A NEW REFRIGERATOR AND FREEZER TO ENSURE FRESH FOOD FOR 30 CHILDREN AND FOUR MOTHERS.FUTBOL POR MI PAIS AFTER-SCHOOL SOCCER PROGRAM:SUPPORTED THE LAUNCH OF A NEW SOCCER AND LEADERSHIP PROGRAM IN MAL PAIS FOR 20 CHILDREN AND PROVIDED ADDITIONAL SUPPORT FOR PROGRAMS THROUGHOUT THE COBANO DISTRICT, INCLUDING SANTA TERESA AND SAN ISIDRO.ENVIRONMENTAL GRANTS HIGHLIGHTS:BUILDING ON ITS COMMITMENT TO SUSTAINABILITY, THE NICOYA PENINSULA FOUNDATION AWARDED KEY GRANTS THROUGH ITS ENVIRONMENT INITIATIVES. THIS INCLUDED 3 GRANTS SUPPORTING PET NEUTERING PROGRAMS AND 2 GRANTS DEDICATED TO TREE PLANTING EFFORTS, FOSTERING A HEALTHIER AND MORE BALANCED ECOSYSTEM ACROSS THE REGION. SOME HIGHLIGHTS ARE AS FOLLOWS:AMIGOS DE LOS ARBOLES TREE PLANTING:FUNDED FENCING FOR THE PLANTING OF 100 TREES IN MONTEZUMA BY AMIGOS DE LOS ARBOLES.CIRENAS RIO BONGO TREE PLANTING:SUPPORTED PLANTING OF 800 TREES TO REFOREST THE RIO BONGO.AMIGOS DE LOS PERROS PET NEUTERING CAMPAIGNS:3 GRANTS GIVEN TO PROVIDE SUPPORT FOR NUMEROUS PET NEUTERING CAMPAIGNS RESULTING IN SPAYING 200+ PETS TO HELP ADDRESS THE ISSUE OF OVERPOPULATION AND NEGLECT OF THE BEAUTIFUL CATS AND DOGS IN OUR AREA.INFRASTRUCTURE GRANTS HIGHLIGHTS:THROUGHOUT THE YEAR, NPF, IN COLLABORATION WITH THE SANTA TERESA ADI, AWARDED SEVERAL GRANTS FOCUSED ON SECURITY, WATER, AND ROAD INFRASTRUCTURE. SIX GRANTS TARGETED SECURITY ENHANCEMENTS SUCH AS POLICE VEHICLES, INTERIM HOUSING, AND STREET LIGHTING, WHILE THREE ADDRESSED CRITICAL ROAD AND WATER IMPROVEMENTS.EXAMPLES INCLUDE:NICARAGUAN COMMUNITY WATER AND ROAD SOLUTION:FUNDED FIRE HYDRANTS FOR THE LAS BRISAS WATER LINE AND PROVIDED ROAD REPAIRS DURING THE RAINY SEASON TO IMPROVE SAFETY FOR ELDERLY RESIDENTS AND CHILDREN.BEACH ACCESS STREET LIGHTING:PURCHASED CABLE TO SUPPORT ICE INSTALLATION OF BEACH ACCESS LIGHTING.SANTA TERESA SOCCER FIELD FENCE:FUNDED A NEW FENCE TO IMPROVE SAFETY FOR STUDENTS AND PREVENT IMPROPER USE OF THE FIELD.SECURITY INITIATIVES:PROVIDED ONGOING VEHICLE REPAIR SUPPORT FOR COBANO AND SANTA TERESA POLICE TO ENSURE ADEQUATE PATROL VEHICLE AVAILABILITY. 330179 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X X THE ORGANIZATION 4159391432 1000 BRICKELL AVENUE SUITE 715 MIAMI FL 33131 NASIBA MACKIE PRESIDENT 0.50 X X 0 0 0 GEORGIANNA MAULE-FFINCH VICE PRESIDENT 0.50 X X 0 0 0 CHARMAINE CE KYLE SECRETARY AND TREASURER 30.00 X X 104125 0 0 DAVID PERRY BOARD MEMBER 0.50 X 0 0 0 THOMAS HARTLAND-MACKIE BOARD MEMBER 0.50 X 0 0 0 104125 0 0 1 0 0 0 0 479694 52447 479694 1447 1447 51891 50784 1107 1107 1107 BANK INCENTIVE FEE 900099 750 750 750 482998 0 0 3304 224788 224788 122788 104370 12279 6139 8494 8494 2130 2130 238 238 1242 1242 1457 747 710 BANK SERVICE CHARGES 1831 4 1827 MERCHANT FEES 310 270 40 BUSINESS REGISTRATION F 275 275 FOREIGN CURRENCY EXCHAN 179 179 363732 330179 27414 6139 21323 97943 0 119266 0 0 X 68930 50336 0 119266 0 119266 119266 0 X 0 0 0 X 479694 479694 479694 479694 374667 105027 1447 1447 750 750 481891 X PART II, SECTION A AND SECTION B. 2024 IS THE FIRST YEAR THE ORGANIZATION WAS FORMED IN. AMOUNTS SHOWN ON THIS SCHEDULE COVER SHORT YEAR PERIOD FROM 2/7/2024 THROUGH 12/31/2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 10000 3260 6740 1 1 0 1 GRANTMAKING IN COSTA RICA 0 0 GRANTMAKING TO SCHOOLS AND ORGANIZATIONS IN THE NICOYA PENINSULA OF COSTA RICA GRANTMAKING 363732 0 0 0 0 0 0 363732 0 363732 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT PROJECTS RELATED TO BEACH ACCESS LIGHTING, ROAD REPAIR, AND LEADERSHIP FOR THE COBANO DISTRICT AREA. 9700 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT PROJECTS FOR INFRASTRUCTURE FOR THE SANTA TERESA SCHOOL AND ROAD REPAIR. 10000 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT FXP SOCCER AND LEADERSHIP PROGRAMS IN SAN JOSE AND BROADER COBANO AND SANTA TERESA AREAS. 39200 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT FXP SOCCER AND LEADERSHIP PROGRAMS IN SAN JOSE AND BROADER COBANO AND SANTA TERESA AREAS. 9800 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT FXP SOCCER AND LEADERSHIP PROGRAMS IN SAN JOSE AND BROADER COBANO AND SANTA TERESA AREAS. 28378 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT FXP SOCCER AND LEADERSHIP PROGRAMS IN SAN JOSE AND BROADER COBANO AND SANTA TERESA AREAS. 24450 BANK TRANSFER 0 COSTA RICA - CENTRAL AMERICA AND THE CARIBBEAN FOR THE NP WATERKEEPER BEACH CLEAN UP PROGRAM. 39150 BANK TRANSFER 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS ESTABLISHED PROCEDURES TO ENSURE THAT ALL FOREIGN GRANT FUNDS ARE USED IN ACCORDANCE WITH ITS EXEMPT PURPOSES. GRANTS ARE APPROVED THROUGH A REVIEW AND APPROVAL PROCESS CONDUCTED BY DESIGNATED GRANT COMMITTEES COMPRISED OF BOARD MEMBERS, AND ALL APPROVALS ARE DOCUMENTED IN THE ORGANIZATION'S RECORDS PRIOR TO DISBURSEMENT. TO MONITOR THE USE OF FUNDS, THE ORGANIZATION REQUIRES GRANTEES TO: SUBMIT WRITTEN PROPOSALS AND BUDGETS REQUESTING GRANT FUNDS, AND SIGN WRITTEN AGREEMENTS OUTLINING PERMITTED USES OF FUNDS. FOLLOWING DISBURSEMENT, THE ORGANIZATION MONITORS COMPLIANCE BY REQUIRING GRANTEES TO PROVIDE PERIODIC PROGRESS REPORTS, A FINAL REPORT, FINANCIAL REPORTS AND ANY RELEVANT RECEIPTS, PHOTOS, OR SUPPORTING DOCUMENTATION. THE ORGANIZATION MAINTAINS ONGOING COMMUNICATION WITH GRANTEES THROUGH REGULAR CHECK-INS VIA WHATSAPP, EMAIL, AND SITE VISITS TO CONFIRM THAT GRANT FUNDS ARE BEING APPLIED AS INTENDED. ALL REPORTS AND COMMUNICATIONS ARE REVIEWED BY THE STAFF, AND RECORDS ARE RETAINED TO DEMONSTRATE ACCOUNTABILITY AND OVERSIGHT. IF THE ORGANIZATION BECOMES AWARE OF ANY MISUSE OF FUNDS, IT HAS PROCEDURES IN PLACE TO SUSPEND THE GRANT UNTIL THE SITUATION HAS BEEN RECTIFIED; OR IF NEEDED, TERMINATE THE GRANT AND DISQUALIFY THE GRANTEE FROM FUTURE FUNDING. CHARMAINE KYLE SECRETARY AND TREASURER 104125 CONSULTING FEES 0 X 615 50784 FMV X CONSTRUCTION SUPPLIES 1 1663 COMPARABLE SALES 0 0 0 PART I, COLUMN (B): 615 SHARES OF STIFEL FINANCIAL CORP. CONSTRUCTION SUPPLIES WORTH $1,663. FORM 990, PART VI, SECTION A, LINE 2 DURING THE TAX YEAR, CERTAIN MEMBERS OF THE GOVERNING BODY HAD FAMILY RELATIONSHIPS: VICE PRESIDENT GEORGIANNA MAULE-FFINCH AND BOARD MEMBER DAVID PERRY ARE MARRIED. BOARD MEMBER THOMAS HARTLAND-MACKIE AND PRESIDENT NASIBA MACKIE ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND SIGN-OFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE A STANDING AGENDA ITEM AT BOARD MEETINGS. IN ADDITION, BOARD MEMBERS ARE REQUIRED TO PROMPTLY NOTIFY THE REMAINING MEMBERS OF THE BOARD IF A POTENTIAL CONFLICT OF INTEREST ARISES BETWEEN MEETINGS. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION ENGAGED ITS SECRETARY AND TREASURER, WHO ALSO SERVES AS A MEMBER OF THE BOARD OF DIRECTORS, TO PROVIDE CONSULTING SERVICES RELATED TO OVERALL STRATEGIC PLANNING, GRANTS MANAGEMENT, DONOR MANAGEMENT, AND FINANCIAL/LEGAL OPERATIONS OF THE ORGANIZATION. THE SECRETARY/TREASURER WAS COMPENSATED AT AN HOURLY RATE PURSUANT TO A WRITTEN AGREEMENT APPROVED BY DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS. IN DETERMINING THE REASONABLENESS OF COMPENSATION, THE BOARD REVIEWED COMPARABLE MARKET DATA FROM EXAMPLES OF PRIOR CONSULTING CONTRACTS AND INVOICES SHARED BY IMPACT GIVING ADVISORS, AS WELL AS MARKET ANALYSIS AND DATA PROVIDED BY GLASSDOOR AND GENEROSITY GENIUS, AND CONFIRMED THAT THE RATE PAID WAS BELOW PREVAILING MARKET RATES FOR SIMILAR CONSULTING SERVICES. THE BOARD CONCLUDED THAT THE HOURLY RATE REPRESENTED FAIR AND REASONABLE COMPENSATION AND THAT THE TOTAL ANNUAL AMOUNT OF $104,125 WAS CONSISTENT WITH THE NUMBER OF HOURS OF SERVICE PROVIDED. THE BOARD FOLLOWED ITS CONFLICT OF INTEREST POLICY BY REQUIRING THE TREASURER TO RECUSE THEMSELF FROM ANY DISCUSSIONS OR VOTES REGARDING THIS COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 WILL BE UPLOADED TO GUIDESTAR.ORG AND ALL OTHER DOCUMENTS WILL BE PROVIDED UPON REQUEST.