THE MARCIA AND NED KAPLIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE MARCIA AND NED KAPLIN FOUNDATION (EIN 25-6677269)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349101209
- Schema version
- 2025v4.1
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T07:51:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232440252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVRAN BENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA PLAZA SUITE 640 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256677269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA AND NED KAPLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 6108341116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 578 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NED KAPLIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6108341116 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM POUTASSE | PreparerPersonNm |
| PTIN | P01278650 | PTIN |
| Phone | 6106646400 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,345,280 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,897 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,018 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,572 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,610 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $656 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $441,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $441,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$271,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,722 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $326,246 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $326,228 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $364,221 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,164,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,854,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,415,046 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $501,178 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $512,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,538 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $3,381 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,758 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,753 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $3,066,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,794,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,345,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,066,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,794,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,066,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,794,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,066,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,794,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,066,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$271,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,794,626 | SubtotalAmt |
| Other Decreases | $318 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,794,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PNC BANK X6477 - LT COVERED | 2025-12-31 | $8,883 | $8,473 | $410 | $410 | |
| PNC BANK X6477 - LT NONCOVERED | 2025-12-31 | $464,082 | $413,624 | $50,458 | $50,458 | |
| PNC BANK X6477 - LT NONCOVERED | 2025-12-31 | $96 | $15 | $81 | $81 | |
| CAPITAL GAINS DIVIDENDS | $18,948 | $18,948 | $18,948 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,897 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,215 | OverpaymentAmt |
| Applied To ES Tax | $2,215 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NED KAPLIN | IndividualWithBooksNm |
| Phone | 6108341116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 578 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NED KAPLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 578 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,232,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,326,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,326,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,276,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,185 | TotalTaxAmt |
| Distributable Before Adj | $161,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $489,318 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $275,061 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $274,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,484,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,765,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $153,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,612,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,414 | ExcessFromYear4Amt |
| Excess From Year3 | $489,318 | ExcessFromYear3Amt |
| Excess From Year2 | $275,061 | ExcessFromYear2Amt |
| Excess From Year1 | $274,781 | ExcessFromYear1Amt |
| Excess From Current Year | $281,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NED KAPLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NED KAPLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 578 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108341116 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE IN LOWER MERION | |||||||
| BOX 213 | ARDMORE | PA | 19003 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| ALPORT SYNDROME FOUNDATION | |||||||
| PO BOX 4130 | SCOTTSDALE | AZ | 85261 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| ALS ASSOCIATION GREATER PHILADELPHIA CHAPTER | |||||||
| 321 NORRISTOWN ROAD SUITE 260 | AMBLER | PA | 19002 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | 1700 |
| BALLENISLES CHARITES FOUNDATION | |||||||
| 100 BALLENISLES CIR | PALM BEACH GARDENS | FL | 33418 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $20,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $40,000 | |
| CRADLES TO CRAYONS PHILADELPHIA | |||||||
| 4700 WISSAHICKON AVE SUITE 142 | PHILADELPHIA | PA | 19144 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $20,000 | |
| DELIVERING GOOD | |||||||
| 266 WEST 37TH STREET 22ND FLOOR | NEW YORK | NY | 10018 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| EDDIE'S HOUSE | |||||||
| 260 S 51ST STREET | PHILADELPHIA | PA | 19139 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| EMILYS ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $50,000 | |
| EPILEPSY FOUNDATION | |||||||
| 919 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25,000 | |
| FIRST TEE PALM BEACHES | |||||||
| 7301 N HAVERHILL RD | WEST PALM BEACH | FL | 33407 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| HILLEL OF GREATER PHILADELPHIA | |||||||
| 215 S 39TH STREET | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,000 | |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGTH STREET NW | WASHINGTON | DC | 20001 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| ISRAEL MEDICAL FUND | |||||||
| 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL ROAD SUITE 400 | BROOMALL | PA | 19008 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| JEVS FOUNDATION | |||||||
| 1845 WALNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,500 | |
| JEVS HUMAN SERVICES | |||||||
| 1845 WALNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $10,000 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| TWO COMMERCE SQUARE 2001 MARKET | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $133,334 | STREET SUITE 2300 |
| MACCABI USA | |||||||
| 1511 WALNUT ST 401 | PHILADELPHIA | PA | 19102 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $360 | |
| MAKE-A-WISH | |||||||
| 1702 E HIGHLAND AVENUE | PHOENIX | AZ | 85016 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| MALTZ JUPITER THEATRE | |||||||
| 1001 EAST INDIANTOWN ROAD | JUPITER | FL | 33477 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,500 | |
| MEKETA USA | |||||||
| 7601 VALLEY DALE DRIVE | AUSTIN | TX | 78731 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 4TH FLOOR FINANCE | NEW YORK | NY | 10017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 2562 BOULEVARD OF THE GENERALS | NORRISTOWN | PA | 19403 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $20,000 | |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 1900 MARKET ST SUITE 800 | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| NATIONAL TAY-SACHS & ALLIED DISEASES ASSOCIATION | |||||||
| 2001 BEACON STREET SUITE 204 | BOSTON | MA | 02135 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $12,000 | |
| PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA | |||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO STREET SUITE 500 | CHICAGO | IL | 60611 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| SMILE TRAIN | |||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| SPECIAL OLYMPICS | |||||||
| 2570 BLVD OF THE GENERALS SUITE 124 | NORRISTOWN | PA | 19403 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | PA | 38105 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| THE ISRAEL BRIDGE | |||||||
| THE ISRAEL BRIDGE 209 COCONUT KEY | PALM BEACH GARDENS | FL | 33418 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,000 | DRIVE |
| THE NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||||
| 1800 JOHN F KENNEDY BOULEVARD SUITE | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | 1200 |
| USC SHOAH FOUNDATION | |||||||
| 1150 S OLIVE STREET SUITE 2000 | LOS ANGELES | CA | 90015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| WESCOE FOUNDATION FOR PULMONARY FIBROSIS | |||||||
| 229 N MAIN STREET | COOPERSBURG | PA | 18036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| WALNUT STREET THEATER | |||||||
| 825 WALNUT ST | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| INSIGHT THROUGH EDUCATION | |||||||
| PO BOX 33054 | PALM BEACH GARDENS | FL | 33420 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,000 | |
| PARKINSON'S CARE TO CURE | |||||||
| 5757 WATERFORD DISTRICT DRIVE SUITE | MIAMI | FL | 33126 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | 310 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| NATIONAL COUNCIL OF JEWISH WOMEN LOS ANGELES | |||||||
| 5350 WILSHIRE BLVD 36849 | LOS ANGELES | CA | 90036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| SWEET DREAM MAKERS | |||||||
| 55 NE 5TH AVE SUITE 400 | BOCA RATON | FL | 33432 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| JERICHO MINISTRIES | |||||||
| 1028 S TAYLOR DR | SHEBOYGAN | WI | 53081 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| THE LENFEST INSTITUTE | |||||||
| 100 S INDEPENDENCE MALL WEST SUITE | PHILADELPHIA | PA | 19106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $441,294 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,145 | Amt |
| Net Investment Income | $1,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $512,436 | EOYBookValueAmt |
| EOYFMV | $464,538 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,795,656 | $2,122,291 |
| OTHER APPRECIATED STOCK | $58,508 | $292,755 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $183,204 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $206,481 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $143,024 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $157,740 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $318 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SERVICE FEES | $656 | $656 | $0 | $0 |
| OFFICE EXPENSES | $412 | $0 | $0 | $412 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,610 | Amt |
| Net Investment Income | $1,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |