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Nonprofit · EIN 23-7165692

THE J F KAPNEK CHARITABLE TRUST

Tax-exempt · LAFAYETTE, CA 94549

Financials

$644K$607K2023$696K$377K2024
Revenue Expenses · by fiscal year end
Financials of THE J F KAPNEK CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$696,276$377,466$318,810$1,515,161$4,296$1,510,865
June 30, 2024990$643,820$606,895$36,925$1,343,345$18,083$1,325,262
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$407,984
Program service revenue
$0
Investment income
$296,161
Net gain from sales of assets
$259,032
Net income from fundraising events
-$7,869
Other revenue
-$7,869

Expenses

Grants and similar amounts paid
$248,087
Compensation of officers, directors and key employees
$0
Other salaries and wages
$60,340
Salaries, compensation and benefits (total)
$64,079
Professional fundraising fees
$0
Legal fees
$6,549
Occupancy
$25,550
Travel
$1,927
Program services (functional)
$248,087
Management and general (functional)
$125,204
Fundraising (functional)
$4,175

Balance sheet and other

Total assets, start of year
$1,343,345
Total assets, end of year
$1,515,161
Total liabilities, end of year
$4,296
Net assets, end of year
$1,510,865
Publicly traded securities
$766,033
Net assets without donor restrictions
$1,449,214
Net assets with donor restrictions
$61,651
Gross receipts
$1,051,718
Employees
3
Volunteers
25
Year formed
1970
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Daniel Robbins MDED/Board Chair
Trustee or director, Officer
15$0
Candace TurtleBoard Mem/D.O.
Trustee or director, Officer
1$0
Barbara Kramer JDboard member
Trustee or director
1$0
Phillip Hunterboard member
Trustee or director
1$0
Angela Goraboard member
Trustee or director
1$0
Ann AppertBOARD MEMBER
Trustee or director
1$0
STEVE CASSRIELBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
Daniel Robbins MDED/Board Chair
Trustee or director, Officer
15$0
Candace TurtleBoard Mem/D.O.
Trustee or director, Officer
1$0
Barbara Kramer JDboard member
Trustee or director
1$0
Phillip Hunterboard member
Trustee or director
1$0
Angela Goraboard member
Trustee or director
1$0
Andrew Singerboard member
Trustee or director
1$0
Ann AppertBOARD MEMBER
Trustee or director
1$0
STEVE CASSRIELBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
936 DEWING AVE STE E3, LAFAYETTE, CA 94549-4277
Principal officer (990 for 2024)
Daniel Robbins MD, 936 DEWING AVENUE STE E3, LAFAYETTE, CA 945494277
Signed the 990
Daniel Robbins MD, ED/Board Chair
Phone
(925) 962-7150
Return prepared by
BREGANTE COMPANY LLP CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7165692 or by the name THE J F KAPNEK CHARITABLE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE JF KAPNEK TRUST USA WORKS TO IMPROVE FAMILY HEALTH, REDUCE CHILD MORTALITY AND CREATE EDUCATIONAL OPPORTUNITY FOR THE CHILDREN OF ZIMBABWE THROUGH THE SUPPORT OF JF KAPNEK AND OTHER PARTNER ORGANIZATIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE PRESCHOOL - CHILD HEALTH PROGRAM - WE SEND GRANT SUPPORT TO JF KAPNEK ZIMBABWE IN SUPPORT OF THEIR EFFORTS TO PROVIDE NUTRITION, IMMUNIZATIONS, HEALTH SCREENINGS AND EARLY CHILDHOOD EDUCATION TO OVER 16,OOO YOUNG CHILDREN AT OVER 150 PRESCHOOL SITES IN ZIMBABWE.
    Expenses $112,689 · grants $112,689 · revenue $153,389
  • CHILDHOOD DISABILITIES - PROVIDING GRANT SUPPORT TO THE CHILDREN'SREHABILITATION UNIT TO PROVIDE SERVICES, WHEELCHAIRS AND OTHER MOBILITY DEVICES FOR 2500 CHILDREN WITH CEREBRAL PALSY OR OTHER CHILDHOOD DISABILITIES.
    Expenses $79,948 · grants $79,948 · revenue $79,948
  • HARARE CHILDREN'S HOSPITAL TRUST - WE PROVIDE SUPPORT AND IDENTIFY PARTNER ORGANIZATIONS SUCH AS VIDA USA AND DIRECT RELIEF TO PROVIDE BASIC MEDICAL EQUIPEMENT AND SUPPLIES TO HARARE CHILDREN'S HOSPITAL THROUGH GRANTS AND FUNDING SUPPORT TO HARARE CHILDREN'S HOSPITAL TRUST.
    Expenses $33,450 · grants $33,450 · revenue $28,250
  • STRENGTHENING SCIENCES FOR WOMEN SCHOLARSHIP PROGRAM - PROVIDING GRANTS TO JF KAPNEK ZIMBABWE TO SUPPORT THE PRE-MEDICAL EDUCATION OF YOUNG RURAL WOMEN IN ZIMBABWE.
    Expenses $22,000 · grants $22,000 · revenue $27,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7165692
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20Z)
Assets (IRS master file)
$1,515,161
Income (IRS master file)
$1,051,718

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$696,276$377,466$1,515,161XML
990June 2024$643,820$606,895$1,343,345XML
990June 2023$605,167$589,643$1,271,926IRS
990June 2022$538,810$613,071$1,085,278IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7165692).

Questions about THE J F KAPNEK CHARITABLE TRUST

What is the EIN of THE J F KAPNEK CHARITABLE TRUST?
The employer identification number (EIN) of THE J F KAPNEK CHARITABLE TRUST is 23-7165692.
Is THE J F KAPNEK CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THE J F KAPNEK CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE J F KAPNEK CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE J F KAPNEK CHARITABLE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE J F KAPNEK CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE J F KAPNEK CHARITABLE TRUST?
The 990 for the year ended June 30, 2025 names Daniel Robbins MD.
Who are the officers and directors of THE J F KAPNEK CHARITABLE TRUST?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does THE J F KAPNEK CHARITABLE TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $696,276, expenses of $377,466 and total assets of $1,515,161 at year end.

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