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Nonprofit · EIN 47-1864723

CAPEK FAMILY FOUNDATION INC

Tax-exempt · SARATOGA, CA 95070

Financials

$570K$172K2023$5.8M$247K2024$6.3M$610K2025
Revenue Expenses · by fiscal year end
Financials of CAPEK FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,265,279$610,154$5,655,125$11,556,433$0$11,556,433
December 31, 2024990-PF$5,790,366$246,990$5,543,376$7,329,561$0$7,329,561
December 31, 2023990-PF$570,080$171,793$398,287$2,889,987$0$2,889,987
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,009,750
Dividends
$120,477
Interest
$335
Net gain from sales of assets
$3,134,552
Other income
$165

Expenses

Grants and similar amounts paid
$521,000
Disbursements for charitable purposes
$521,000
Excise tax on investment income
$45,250

Balance sheet and other

Total assets, start of year
$7,329,561
Total assets, end of year
$11,556,433
Total liabilities, end of year
$0
Net assets, end of year
$11,556,433
Fair market value of assets
$11,556,433
Qualifying distributions
$521,000
Net investment income
$3,255,364

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN M CAPEK
1263 LINCOLN CIRCLE, ZEPHYR COVE, NV 89413
PRESIDENT2$0
CARLA A VANDERMATE-CAPEK
1263 LINCOLN CIRCLE, ZEPHYR COVE, NV 89413
TRUSTEE/DIRE1$0
THOMAS G CAPEK
72000 GRAY GABLES LANE, WILMINGTON, NC 28403
TRUSTEE/DIRE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN M CAPEK
1263 LINCOLN CIRCLE, ZEPHYR COVE, NV 89413
PRESIDENT2$0
CARLA A VANDERMATE-CAPEK
1263 LINCOLN CIRCLE, ZEPHYR COVE, NV 89413
TRUSTEE/DIRE2$0
THOMAS G CAPEK
72000 GRAY GABLES LANE, WILMINGTON, NC 28403
TRUSTEE/DIRE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN M CAPEK
1263 LINCOLN CIRCLE, GLENBROOK, NV 89413
PRESIDENT5$0
CARLA A VANDERMATE-CAPEK
1263 LINCOLN CIRCLE, GLENBROOK, NV 89413
TRUSTEE/DIRE5$0
THOMAS G CAPEK
72000 GRAY GABLES LANE, WILMINGTON, NC 28403
TRUSTEE/DIRE1$0

Address and contacts

Address (IRS master file)
18150 RODEO CREEK HOLW, SARATOGA, CA 95070-4271
Signed the 990-PF
JOHN M CAPEK, PRESIDENT
Phone
(408) 893-9999
Return prepared by
BISCHOFF PARTNERS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 47-1864723 or by the name CAPEK FAMILY FOUNDATION INC.

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

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-1864723
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,556,433
Income (IRS master file)
$8,195,584

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,265,279$610,154$11,556,433IRS
990-PFDecember 2024$5,790,366$246,990$7,329,561XML
990-PFDecember 2023$570,080$171,793$2,889,987XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 47-1864723).

Questions about CAPEK FAMILY FOUNDATION INC

What is the EIN of CAPEK FAMILY FOUNDATION INC?
The employer identification number (EIN) of CAPEK FAMILY FOUNDATION INC is 47-1864723.
Is CAPEK FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to CAPEK FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAPEK FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CAPEK FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAPEK FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CAPEK FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CAPEK FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,265,279, expenses of $610,154 and total assets of $11,556,433 at year end.

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