THE J F KAPNEK CHARITABLE TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE J F KAPNEK CHARITABLE TRUST (EIN 23-7165692)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-12
IRS object ID: 202221329349301507
Schema version: 2020v4.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T05:35:21-07:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	942861940	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Bregante Company LLP CPAs	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 Battery St 2 Mezzanine	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237165692	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JF KAPNEK CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JFKA	BusinessNameControlTxt
Phone	9259627150	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	936 DEWING AVENUE STE E3	AddressLine1Txt
City	LAFAYETTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94549	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Robbins MD	PersonNm
Person Title	ED/Board Chair	PersonTitleTxt
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Daniel Robbins	PersonFirstNm
Person Last	MD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jennifer L Ruth	PreparerPersonNm
PTIN	P00854240	PTIN
Phone	4157771001	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Daniel Robbins MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	936 DEWING AVENUE STE E3	AddressLine1Txt
City	LAFAYETTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945494277	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$711,429	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.JFKapnekTrust.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1970	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or 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 THE JF KAPNEK TRUST ZIMBABWE AND OTHER PARTNER ORGANIZATIONS.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$335,363	PYContributionsGrantsAmt
CY Contributions Grants	$524,745	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$63,804	PYInvestmentIncomeAmt
CY Investment Income	$105,370	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$399,167	PYTotalRevenueAmt
CY Total Revenue	$630,115	CYTotalRevenueAmt
PY Grants And Similar Paid	$276,256	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$344,048	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$28,906	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$29,049	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,047	CYTotalFundraisingExpenseAmt
PY Other Expenses	$80,913	PYOtherExpensesAmt
CY Other Expenses	$122,573	CYOtherExpensesAmt
PY Total Expenses	$386,075	PYTotalExpensesAmt
CY Total Expenses	$495,670	CYTotalExpensesAmt
PY Revenues Less Expenses	$13,092	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$134,445	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,041,961	TotalAssetsBOYAmt
Total Assets EOY	$1,417,104	TotalAssetsEOYAmt
Total Liabilities BOY	$3,777	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,748	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,038,184	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,413,356	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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 THE JF KAPNEK TRUST ZIMBABWE AND OTHER PARTNER ORGANIZATIONS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$241,708	ExpenseAmt
Grant	$210,888	GrantAmt
Revenue	$50,920	RevenueAmt
Desc	THE PRESCHOOL - CHILD HEALTH PROGRAM - WE SEND GRANT SUPPORT TO THE JF KAPNEK TRUST ZIMBABWE IN SUPPORT OF THEIR EFFORTS TO PROVIDE NUTRITION, IMMUNIZATIONS, HEALTH SCREENINGS AND EARLY CHILDHOOD EDUCATION TO OVER 16,000 YOUNG CHILDREN AT OVER 150 PRESCHOOL SITES IN ZIMBABWE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$115,790	ExpenseAmt
Grant	$91,470	GrantAmt
Revenue	$167,929	RevenueAmt
Desc	HARARE CHILDREN'S HOSPITAL TRUST - WE PROVIDE SUPPORT AND IDENTIFY PARTNER ORGANIZATIONS TO PROVIDE BASIC MEDICAL EQUIPMENT AND SUPPLIES TO HARARE CHILDREN'S HOSPITAL THROUGH GRANTS AND FUNDING SUPPORT TO HARARE CHILDREN'S HOSPITAL TRUST.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$14,880	ExpenseAmt
Grant	$14,880	GrantAmt
Revenue	$10,000	RevenueAmt
Desc	STRENGTHENING SCIENCES FOR WOMEN SCHOLARSHIP PROGRAM - PROVIDING GRANTS TO THE JF KAPNEK TRUST ZIMBABWE TO SUPPORT THE PRE-MEDICAL EDUCATION OF YOUNG RURAL WOMEN IN ZIMBABWE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,310	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$20,310	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$392,688	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SHELLI BRUDZINSKI	PersonNm
Phone	9259627150	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	936 DEWING AVENUE STE E3	AddressLine1Txt
City	LAFAYETTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945494277	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Daniel Robbins MD
ED/Board Chair	15.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Candace Turtle
Board Mem/D.O.	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Barbara Kramer JD
board member	1.00	0.00	Yes (X)		$0	$0	$0
Phillip Hunter
board member	1.00	0.00	Yes (X)		$0	$0	$0
Andrew Singer
board member	1.00	0.00	Yes (X)		$0	$0	$0
Ann Appert
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
STEVE CASSRIEL
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$524,745	AllOtherContributionsAmt
Noncash Contributions	$48,640	NoncashContributionsAmt
Total Contributions	$524,745	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,006	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,006	RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$154,678	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$81,314	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$73,364	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,364	TotalRevenueColumnAmt
Related Or Exempt Func Income	$73,364	RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$630,115	TotalRevenueColumnAmt
Related Or Exempt Func Income	$105,370	RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$344,048	TotalAmt
Program Services	$344,048	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$26,736	TotalAmt
Management And General	$26,736	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,313	TotalAmt
Management And General	$2,313	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,165	TotalAmt
Management And General	$3,165	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$25,350	TotalAmt
Management And General	$25,350	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,206	TotalAmt
Management And General	$3,206	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
IN KIND DONATIONS	$48,640	$48,640
OUTSIDE SERVICES	$28,500		$28,500
STORAGE RENT	$4,550		$4,550
BANK CHARGES	$3,166		$1,355	$1,811

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,996	TotalAmt
Management And General	$3,760	ManagementAndGeneralAmt
Fundraising	$2,236	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$495,670	TotalAmt
Program Services	$392,688	ProgramServicesAmt
Management And General	$98,935	ManagementAndGeneralAmt
Fundraising	$4,047	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$153,239	BOYAmt
EOY	$215,155	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$364	BOYAmt
EOY	$364	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,415	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$11,415	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$728,313	BOYAmt
EOY	$1,050,262	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$134,438	BOYAmt
EOY	$125,716	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,607	BOYAmt
EOY	$25,607	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,041,961	BOYAmt
EOY	$1,417,104	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,777	BOYAmt
EOY	$3,748	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,777	BOYAmt
EOY	$3,748	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$991,398	BOYAmt
EOY	$1,283,339	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,786	BOYAmt
EOY	$130,017	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,038,184	BOYAmt
EOY	$1,413,356	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,041,961	BOYAmt
EOY	$1,417,104	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$134,445	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$240,727	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$387,536	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$335,820	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$364,472	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$335,363	CurrentTaxYearMinus1YearAmt
Current Tax Year	$476,135	CurrentTaxYearAmt
Total	$1,899,326	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$387,536	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$335,820	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$364,472	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$335,363	CurrentTaxYearMinus1YearAmt
Current Tax Year	$476,135	CurrentTaxYearAmt
Total	$1,899,326	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,899,326	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,281	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,013	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,764	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,562	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,006	CurrentTaxYearAmt
Total	$170,626	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,281	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,013	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,764	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,562	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,006	CurrentTaxYearAmt
Total	$170,626	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,712	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,214	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,105	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,242	CurrentTaxYearMinus1YearAmt
Current Tax Year	$73,365	CurrentTaxYearAmt
Total	$167,638	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$434,529	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$385,047	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$437,341	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$399,167	CurrentTaxYearMinus1YearAmt
Current Tax Year	$581,506	CurrentTaxYearAmt
Total	$2,237,590	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.84880	PublicSupportCY509Pct
Public Support PY509	0.85280	PublicSupportPY509Pct
Investment Income CY	0.07630	InvestmentIncomeCYPct
Investment Income PY	0.08200	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Assets Included	$25,607	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,560	OtherCostOrOtherBasisAmt
Depreciation	$4,560	DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,855	OtherCostOrOtherBasisAmt
Depreciation	$6,855	DepreciationAmt

Field	Value	IRS element (for citing)
Total Book Value Securities	$125,716	TotalBookValueSecuritiesAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part III, Line 4: Description of organization's collections and how it furthers its purpose.	FormAndLineReferenceDesc
Explanation	SCULPTURES REPRESENTING ARTISTS IN ZIMBABWE, THE COUNTRY IN WHICH THE ORGANIZATION PROVIDES A MAJORITY OF ITS ASSISTANCE.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Sub-Saharan Africa	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	Grants to Recipients	TypeOfActivitiesConductedTxt
Region Total Expenditures	$0	RegionTotalExpendituresAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Purpose Of Grant	Prog Support	PurposeOfGrantTxt
Manner Of Cash Disbursement	Wire Transfer	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Region	Sub-Saharan Africa	RegionTxt
Cash Grant	$6,500	CashGrantAmt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US	FormAndLineReferenceDesc
Explanation	PART I, LINE 2 - GRANTMAKERS EXPLANATION FOR GRANTS OUTSIDE USMajor grants received have associated budgets against which outflows are monitored on a monthly basis, as per expenditure reports received from the recipient organization. Smaller grants and unrestricted donations are included in programming budgets. Funds spent in Zimbabwe undergo a series of management approvals, including requests for bids and approval of the selected bids by managers. There is an annual audit in Zimbabwe and regular site visits from the granting agency (Elizabeth Glaser Pediatric Aids Foundation), as well as from the JF Kapnek Trust's executive director. All requests for funding sent to the recipient organization require supporting documentation, including management authorizations, detailing the anticipated uses of the funds. Invoices, receipts and other supporting documentation of these expenditures are subsequently remitted to the JF Kapnek trust, along with other reporting, to facilitate the reconciliation of the expenditures to the funds transferred.	ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Noncash Contributions Rpt F990	$2,200	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Noncash Contributions Rpt F990	$400	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Contribution	297	ContributionCnt
Noncash Contributions Rpt F990	$46,040	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services Description	OTHER PROGRAM SERVICES 4: STRENGTHENING SCIENCES FOR WOMEN SCHOLARSHIP PROGRAM - PROVIDING GRANTS TO THE JF KAPNEK TRUST ZIMBABWE TO SUPPORT THE PRE-MEDICAL EDUCATION OF YOUNG RURAL WOMEN IN ZIMBABWE. OTHER PROGRAM SERVICES 5: THE CHILDREN'S REHABILITATION UNIT (CRU) PROVIDES TECHNICAL AND FINANCIAL SUPPORT TO HARARE CHILDREN'S HOSPITAL AND JF KAPNEK ZIMBABWE TO CARRY OUT PROGRAMMING TO ASSIST DISABLED CHILDREN AND THEIR FAMILIES WITH BASIC SKILLS TO CARE FOR THEIR CHILDREN AND PROVIDE WHEELCHAIRS AND OTHER MOBILITY DEVICES AS AVAILABLE.
Form 990, Part VI, Line 11b: Form 990 Review Process	As it relates to its role in the financial oversight of the J.F.Kapnek charitable trust (US), the board will review and approve in a timely manner, the tax exempt organization tax return (FORM 990), which is filed for the organization annually.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	No member of the board of directors shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has a potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the director must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until discussion is over on the matter involved. The president of the meeting is expected to make inquiry if a conflict appears to exist and the board member has not made it known.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	The executive director of the J.F. Kapnek trust shall be compensated for his/her efforts in overseeing and promoting the goals of the J.F. Kapnek trust - in both the united states and zimbabwe, africa. Compensation shall be reviewed annually by the members of the board of the J.F. Kapnek Trust (US) and must be approved by a majority vote of the board. The board shall use the job description of the executive director as a key measure of whether and to what extent the executive director is in compliance with planning, developing, establishing and carrying out the objectives of the organization. In addition, should it desire, the board of directors may establish specific goals for measuring performance in conjunction with compensation review.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	Compensation shall be determined based on:The financial status of the trust, and its ability to afford this compensation. A review and approval of the performance of the executive director by the board of directors. Review of compensation data for similarly qualified persons in comparable positions at similarly situated organizations. (Organizations such as www.guidestar.org publish and sell such listings.)
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	Documents are available upon request at offices (936 Dewing Avenue, Ste. E3, Lafayette, CA 94549)
MISSION STATEMENT CONT.	THE HARARE CHILDREN'S HOSPITAL TRUST AND OTHER ORGANIZATIONS WORKING TO IMPROVE THE HEALTH AND WELL BEING OF ZIMBABWE'S CHILDREN AND FAMILIES.
THE CHILDREN'S REHABILITATION UNIT (CRU)	THE CHILDREN'S REHABILITATION UNIT (CRU) PROVIDES TECHNICAL AND FINANCIAL SUPPORT TO HARARE CHILDREN'S HOSPITAL AND THE JF KAPNEK TRUST ZIMBABWE TO CARRY OUT PROGRAMMING TO ASSIST DISABLED CHILDREN AND THEIR FAMILIES WITH BASIC SKILLS TO CARE FOR THEIR CHILDREN AND PROVIDE WHEELCHAIRS AND OTHER MOBILITY DEVICES AS AVAILABLE.