Nonprofit · EIN 46-7199126
LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST
Also known as LOUIS J CAPPELLI TTEE
Tax-exempt · ARROYO GRANDE, CA 93420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $601,422 | $787,312 | -$185,890 | $10,171,686 | $6,000 | $10,165,686 |
| December 31, 2024 | 990-PF | $3,252,321 | $693,496 | $2,558,825 | $10,356,585 | $5,009 | $10,351,576 |
| December 31, 2023 | 990-PF | $2,170,671 | $342,715 | $1,827,956 | $7,823,251 | $30,500 | $7,792,751 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $51,320
- Dividends
- $305,204
- Net gain from sales of assets
- $244,898
Expenses
- Grants and similar amounts paid
- $652,740
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $724,154
- Excise tax on investment income
- $7,672
Balance sheet and other
- Total assets, start of year
- $10,356,585
- Total assets, end of year
- $10,171,686
- Total liabilities, end of year
- $6,000
- Net assets, end of year
- $10,165,686
- Fair market value of assets
- $14,705,673
- Qualifying distributions
- $724,154
- Net investment income
- $613,421
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS P CAPPELLI 657 CAMINO DE UNOS, ARROYO GRANDE, CA 93420 | TRUSTEE | 0 | $0 |
| CHERYL A CRAVEN 549 23RD STREET, MANHATTAN BEACH, CA 90266 | TRUSTEE | 0 | $0 |
| CRAIG S CAPPELLI ONE STONEHOUSE ROAD, SCARSDALE, NY 10583 | TRUSTEE | 0 | $0 |
| MICHAEL J CAPPELLI 15 COUNTY RIDGE DRIVE NORTH, RYEBROOK, NY 10573 | TRUSTEE | 0 | $0 |
| STEPHEN G CAPPELLI 31 OBSERVATORY DRIVE, CROTON ON HUDSON, NY 10520 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS J CAPPELLI 72 PONDFIELD ROAD WEST APT 4A, BRONXVILLE, NY 10708 | TRUSTEE | 0 | $0 |
| LOUIS P CAPPELLI 657 CAMINO DE UNOS, ARROYO GRANDE, CA 93420 | TRUSTEE | 0 | $0 |
| CHERYL A CRAVEN 549 23RD STREET, MANHATTAN BEACH, CA 90266 | TRUSTEE | 0 | $0 |
| CRAIG S CAPPELLI ONE STONEHOUSE ROAD, SCARSDALE, NY 10583 | TRUSTEE | 0 | $0 |
| MICHAEL J CAPPELLI 15 COUNTY RIDGE DRIVE NORTH, RYEBROOK, NY 10573 | TRUSTEE | 0 | $0 |
| STEPHEN G CAPPELLI 31 OBSERVATORY DRIVE, CROTON ON HUDSON, NY 10520 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS J CAPPELLI 72 PONDFIELD ROAD WEST APT 4A, BRONXVILLE, NY 10708 | TRUSTEE | 0 | $0 |
| LOUIS P CAPPELLI 657 CAMINO DE UNOS, ARROYO GRANDE, CA 93420 | TRUSTEE | 0 | $0 |
| CHERYL A CRAVEN 549 23RD STREET, MANHATTAN BEACH, CA 90266 | TRUSTEE | 0 | $0 |
| CRAIG S CAPPELLI ONE STONEHOUSE ROAD, SCARSDALE, NY 10583 | TRUSTEE | 0 | $0 |
| MICHAEL J CAPPELLI 15 COUNTY RIDGE DRIVE NORTH, RYEBROOK, NY 10573 | TRUSTEE | 0 | $0 |
| STEPHEN G CAPPELLI 31 OBSERVATORY DRIVE, CROTON ON HUDSON, NY 10520 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 657 CAMINO DE UNOS, ARROYO GRANDE, CA 93420-5507
- Signed the 990-PF
- LOUIS P CAPPELLI, TRUSTEE
- Phone
- (805) 878-9796
- Return prepared by
- LESHKOWITZ & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-7199126 or by the name LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-7199126
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,171,686
- Income (IRS master file)
- $5,344,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $601,422 | $787,312 | $10,171,686 | IRS |
| 990-PF | December 2024 | $3,252,321 | $693,496 | $10,356,585 | IRS |
| 990-PF | December 2023 | $2,170,671 | $342,715 | $7,823,251 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 46-7199126).
Questions about LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST
- What is the EIN of LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST is 46-7199126.
- Is LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST 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 LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST 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 LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $601,422, expenses of $787,312 and total assets of $10,171,686 at year end.
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All nonprofits in ARROYO GRANDE · California · Philanthropy, voluntarism and grantmaking foundations