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Nonprofit · EIN 85-3496935

CAPSTONE IMPACT FOUNDATION

Tax-exempt · CARLSBAD, CA 92008

Financials

$2.9M$60K2023−$240K$526K2024
Revenue Expenses · by fiscal year end
Financials of CAPSTONE IMPACT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$239,533$526,244-$765,777$2,399,512$715$2,398,797
December 31, 2023990-PF$2,875,176$59,602$2,815,574$3,164,674$100$3,164,574
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$66,202
Net gain from sales of assets
-$305,735

Expenses

Grants and similar amounts paid
$525,333
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$525,333
Excise tax on investment income
$914

Balance sheet and other

Total assets, start of year
$3,164,674
Total assets, end of year
$2,399,512
Total liabilities, end of year
$715
Net assets, end of year
$2,398,797
Fair market value of assets
$2,399,512
Qualifying distributions
$525,333
Net investment income
$66,202

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ALEX ZIKAKIS
1545 FARADAY AVE, CARLSBAD, CA 92008
PRESIDENT10$0
LANY ZIKAKIS
1545 FARADAY AVE, CARLSBAD, CA 92008
DIRECTOR10$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ALEX ZIKAKIS
1545 FARADAY AVE, CARLSBAD, CA 92008
PRESIDENT10$0
LANY ZIKAKIS
1545 FARADAY AVE, CARLSBAD, CA 92008
DIRECTOR10$0

Address and contacts

Address (IRS master file)
1545 FARADAY AVENUE, CARLSBAD, CA 92008-7449
Signed the 990-PF
ALEX ZIKAKIS, PRESIDENT
Phone
(760) 804-6900
Return prepared by
FARKAS TAX ADVISORS INC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-3496935
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$2,399,512
Income (IRS master file)
$2,535,438

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$239,533$526,244$2,399,512IRS
990-PFDecember 2023$2,875,176$59,602$3,164,674XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CAPSTONE IMPACT FOUNDATION

What is the EIN of CAPSTONE IMPACT FOUNDATION?
The employer identification number (EIN) of CAPSTONE IMPACT FOUNDATION is 85-3496935.
Is CAPSTONE IMPACT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CAPSTONE IMPACT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAPSTONE IMPACT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CAPSTONE IMPACT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAPSTONE IMPACT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CAPSTONE IMPACT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CAPSTONE IMPACT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$239,533, expenses of $526,244 and total assets of $2,399,512 at year end.

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