The J F Kapnek Charitable Trust is a 501(c)(3) organization based in Lafayette, California, registered in 1991, with $696,276 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$696K
▲ 8.1% vs prior year
Human Services median: $293K
Expenses (FY2024)
$377K
Net assets
$1.5M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for The J F Kapnek Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The J F Kapnek Charitable Trust: 48 mo reserves · +46% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for The J F Kapnek Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The J F Kapnek Charitable Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $456K (FY2013) to $696K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
45.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.5M
Total liabilities
$4,296
Net assets
$1.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $696,276▲8.1% | $377,466▼37.8% | $1,510,865▲14.0% | $1,515,161▲12.8% | 990 |
| 2023 | $643,820▲6.4% | $606,895▲2.9% | $1,325,262▲4.5% | $1,343,345▲5.6% | 990 |
| 2022 | $605,167▲12.3% | $589,643▼3.8% | $1,268,324▲17.3% | $1,271,926▲17.2% | 990 |
| 2021 | $538,810▼14.5% | $613,071▲23.7% | $1,081,478▼23.5% | $1,085,278▼23.4% | 990 |
| 2020 | $630,115▲57.9% | $495,670▲28.4% | $1,413,356▲36.1% | $1,417,104▲36.0% | 990 |
| 2019 | $399,167▼8.7% | $386,075▼25.9% | $1,038,184▲0.7% | $1,041,961▲0.4% | 990 |
| 2018 | $437,341▲13.6% | $521,069▲60.8% | $1,030,497▼7.6% | $1,037,646▼7.4% | 990 |
| 2017 | $385,047▼10.5% | $324,067▼18.6% | $1,115,825▲13.7% | $1,120,905▲13.8% | 990 |
| 2016 | $430,145▼2.7% | $398,356▼27.1% | $981,335▲14.3% | $985,266▲14.2% | 990 |
| 2015 | $442,273▼47.5% | $546,229▼36.6% | $858,728▼16.0% | $863,085▼15.9% | 990 |
| 2014 | $842,632▲84.8% | $861,924▲113% | $1,022,278▼2.7% | $1,026,721▼3.1% | 990 |
| 2013 | $455,978 | $405,479▼24.7% | $1,050,613▲12.1% | $1,059,253▲12.4% | 990 |
| 2012 | — | $538,485 | $937,174 | $942,319 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
24 grants to The J F Kapnek Charitable Trust totaling $1.1M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $83,600 |
| Donor Advised Charitable Giving | Human services | 2023 | $42,500 |
| Paypal Charitable Giving Fund | — | 2023 | $12,224 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $45,350 |
| Donor Advised Charitable Giving | Human services | 2022 | $38,350 |
| Paypal Charitable Giving Fund | General support | 2022 | $7,481 |
| Paypal Charitable Giving Fund | General support | 2021 | $33,542 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $27,650 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $27,650 |
| Donor Advised Charitable Giving | Human services | 2021 | $22,750 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $40,800 |
| Donor Advised Charitable Giving | Human services | 2020 | $20,250 |
| Donor Advised Charitable Giving | Human services | 2020 | $20,250 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2019 | $50,850 |
| Donor Advised Charitable Giving | Human services | 2019 | $27,750 |
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Data for The J F Kapnek Charitable Trust (EIN 23-7165692) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.