The J F Kapnek Charitable Trust

Analysis

The J F Kapnek Charitable Trust is a registered charity in United States, based in Lafayette, CA. It received its IRS tax-exemption ruling in July 1991, 35 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, The J F Kapnek Charitable Trust reported income of $605k and spending of $590k, spending 97% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $437k to $605k (+38%), an average of +8.5% a year. The sharpest change came in the year to June 2021, when income rose by 58%. Over the whole period it spent 100% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, The J F Kapnek Charitable Trust sits at the 68th percentile: it is larger than about 68% of them. Against every charity in United States with reported income it ranks in the 73rd percentile, and in the 74th percentile within CA. Charities of a similar size with the same main cause include Nazareth House of San Rafael Inc ($605k), Appletree Learning Center ($605k) and Lake Country Caring Incorporated ($605k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 98% of the total. Other salaries and wages came to $30k. At year end it held assets of $1.3m against liabilities of $3,602, net assets of $1.3m. It reported 3 employees.