2025-07-01T11:48:04-05:00 2024-12-31 042620388 COLES & BODOIN LLP 75 SECOND AVENUE NEEDHAM MA 02494 990PF 2024-01-01 046067737 ABRAHAM KAPLAN CHARITABLE FOUNDATION ABRA 6176335115 DONALD KAPLAN 89 FRONT ST 310 MARBLEHEAD MA 01945 DONALD KAPLAN TRUSTEE/MANAGER 6176335115 2025-06-18 1 1 JAMES BODOIN CPA P01207150 7814551400 2024 2025-03-06 01:10:19Z X 6193304 X X 593 593 74221 74221 385662 385662 275431 62767 159590 62767 523243 523243 17000 11334 5666 7083 7083 0 7000 7000 0 1593 1593 0 65151 65026 125 10106 10106 5293 5293 0 27316 27160 156 140542 134595 5947 311950 311950 452492 134595 317897 70751 388648 172039 54450 54450 1788076 1973798 3691954 418445 234543 194008 183902 2446900 2154123 2212150 6193304 22709 14385 22709 14385 X 9021 9021 0 0 2122393 2188744 2131414 2197765 2154123 2212150 2131414 70751 0 2202165 4400 2197765 29.63 SHS AMR INTL VANTAGE P 508 465 43 43 245.777 SHS VNGRD PRIMECAP COCR INVS P 9153 7742 1411 1411 31.333 SHS VNGRD INTL VAL INVS P 1258 1233 25 25 1,952.571 SHS AMR INTL VANTAGE P 33506 23865 9641 9641 828.337 SHS VNGRD PRIMECAP COCR INVS P 30847 23518 7329 7329 1,098.298 SHS VNGRD INTL VAL INVS P 45390 40000 5390 5390 CAPITAL GAINS DIVIDENDS P 38928 38928 38928 62767 5402 0 5402 0 5402 4648 0 2000 0 6648 0 1246 1246 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A DONALD M KAPLAN 6176335115 89 FRONT ST MARBLEHEAD MA 01945 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD M KAPLAN 89 FRONT ST MARBLEHEAD MA 01945 TRUSTEE/MANAGER 6.00 17000 0 0 SHELLEY DRIESMAN 240 MINE HILL RD FAIRFIELD CT 06824 TRUSTEE 0.00 0 0 0 JONATHAN KAPLAN 112 CHENERY ST SAN FRANCISCO CA 94131 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 GRANTS TO CHARITABLE ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3) 311950 0 3371899 209742 2482050 6063691 0 0 6063691 90955 5972736 298637 298637 5402 5402 293235 0 293235 0 293235 317897 0 317897 293235 0 0 18673 6575 656 25904 317897 0 0 0 293235 24662 0 0 50566 0 0 0 0 0 0 18673 31893 6575 656 24662 DONALD M KAPLAN TRUSTEE 89 FRONT ST MARBLEHEAD MA 01945 6176335115 WRITTEN APPLICATION SETTING FORTH THE FUNCTION OF THE 501(C)(3) ORGANIZATION AND THE PURPOSE FOR WHICH THE GRANT WOULD BE USED. NONE NONE 18 REASONS 3674 18TH ST SAN FRANCISCO CA 94110 N/A PUBLIC CHARITY CHARITABLE 1000 AMERICAN FRIENDS OF MOGEN DAVID ADOM 20 W 36TH ST NEW YORK NY 10018 N/A PUBLIC CHARITY CHARITABLE 1000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PUBLIC CHARITY CHARITABLE 3600 BEAVER COUNTRY DAY SCHOOL 791 HAMMOND ST CHESTNUT HILL MA 02467 N/A PUBLIC CHARITY CHARITABLE 500 BETH ISRAEL DEACONESS 330 BROOKLINE AVE BOSTON MA 02215 N/A PUBLIC CHARITY CHARITABLE 500 BLOCK ISLAND NATURE CONSERVANCY PO BOX 84 234 WELDONS WAY BLOCK ISLAND RI 02807 N/A PUBLIC CHARITY CHARITABLE 1500 BLOCK ISLAND EMT 6 PAYNE ROAD BLOCK ISLAND RI 02807 N/A PUBLIC CHARITY CHARITABLE 1000 BLOCK ISLAND HISTORICAL SITE PO BOX 79 18 OLD TOWN ROAD BLOCK ISLAND RI 02807 N/A PUBLIC CHARITY CHARITABLE 1000 BLOCK ISLAND MEDICAL CENTER 6 PAYNE ROAD BLOCK ISLAND RI 02807 N/A PUBLIC CHARITY CHARITABLE 18000 BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02215 N/A PUBLIC CHARITY CHARITABLE 58000 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 N/A PUBLIC CHARITY CHARITABLE 35000 BRIDGEPORT HOSPITAL 267 GRANT ST BRIDGEPORT CT 06610 N/A PUBLIC CHARITY CHARITABLE 2500 BROOKLYN COLLEGE 2900 BEDFORD AVENUE BROOKLYN NY 11210 N/A PUBLIC CHARITY CHARITABLE 1000 BROWN UNIVERSITY 69 BROWN STREET 2ND FLOOR PROVIDENCE RI 02912 N/A PUBLIC CHARITY CHARITABLE 18000 CAMERA ORG PO BOX 35040 BOSTON MA 02135 N/A PUBLIC CHARITY CHARITABLE 500 CAMP TAWONGA 131 STEUART STREET SUITE 460 SAN FRANCISCO CA 94105 N/A PUBLIC CHARITY CHARITABLE 1000 CHA FOUNDATION 1493 CAMBRIDGE ST CAMBRIDGE MA 02139 N/A PUBLIC CHARITY CHARITABLE 500 CHEWONKI FOUNDATION 485 CHEWONKI NECK ROAD WISCASSET ME 04578 N/A PUBLIC CHARITY CHARITABLE 100 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 N/A PUBLIC CHARITY CHARITABLE 1500 COMMUNITY BOATING INC 21 DAVID G MUGAR WAY BOSTON MA 02114 N/A PUBLIC CHARITY CHARITABLE 500 CONGREGATION EMANUEL 385 WARD ST NEWTON MA 02459 N/A PUBLIC CHARITY CHARITABLE 1000 CONGREGATION SHIRAT HAYAM 55 ATLANTIC AVENUE SWAMPSCOTT MA 01907 N/A PUBLIC CHARITY CHARITABLE 3000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE SUITE 600 WASHINGTON DC 20009 N/A PUBLIC CHARITY CHARITABLE 1000 EPSTEIN HILLEL SCHOOL SIX COMMUNITY ROAD MARBLEHEAD MA 01945 N/A PUBLIC CHARITY CHARITABLE 250 ESSEX HERITAGE 10 FEDERAL ST 12 SALEM MA 01970 N/A PUBLIC CHARITY CHARITABLE 500 EXPLORATROIUM PIER 15 SAN FRANCISCO CA 94111 N/A PUBLIC CHARITY CHARITABLE 1000 FAIRFIELD UNIVERSITY QUICK CENTER MCINNES ROAD FAIRFIELD CT 06824 N/A PUBLIC CHARITY CHARITABLE 3500 FED OF JEWISH PHILANTHROPY 4200 PARK AVENUE SUITE 300 BRIDGEPORT CT 06604 N/A PUBLIC CHARITY CHARITABLE 8000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 N/A PUBLIC CHARITY CHARITABLE 2000 HADASSAH 40 WALL STREET NEW YORK NY 10005 N/A PUBLIC CHARITY CHARITABLE 250 JEWISH COMMUNITY CENTER 240 LYNNFIELD STREET PEABODY MA 01960 N/A PUBLIC CHARITY CHARITABLE 1500 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 N/A PUBLIC CHARITY CHARITABLE 1000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A PUBLIC CHARITY CHARITABLE 500 JF & CS NORTH SHORE 1430 MAIN STREET WALTHAM MA 02451 N/A PUBLIC CHARITY CHARITABLE 500 LAPPIN FOUNDATION 29 CONGRESS STREET SALEM MA 01970 N/A PUBLIC CHARITY CHARITABLE 500 MAINE ADAPTIVE SPORTS 8 SUNDANCE LANE NEWRY ME 04261 N/A PUBLIC CHARITY CHARITABLE 250 MASS AUDOBON SOCIETY 208 S GREAT ROAD LINCOLN MA 01773 N/A PUBLIC CHARITY CHARITABLE 250 MELROSE EDUCATION FOUNDATION PO BOX 760891 MELROSE MA 02176 N/A PUBLIC CHARITY CHARITABLE 1500 MELROSE FOOD DRIVE 25 SARGENT STREET MELROSE MA 02176 N/A PUBLIC CHARITY CHARITABLE 500 METROPOLITAN OPERA 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 N/A PUBLIC CHARITY CHARITABLE 300 MUSEUM OF SCIENCE 1 MUSEUM OF SCIENCE DRIVEWAY BOSTON MA 02114 N/A PUBLIC CHARITY CHARITABLE 66000 MY BROTHERS TABLE 98 WILLOW STREET LYNN MA 01901 N/A PUBLIC CHARITY CHARITABLE 100 NATIONAL TAY SACKS 2001 BEACON STREET STUIE 204 BRIGHTON MA 02135 N/A PUBLIC CHARITY CHARITABLE 1000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A PUBLIC CHARITY CHARITABLE 250 PARKINSON'S FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 N/A PUBLIC CHARITY CHARITABLE 250 PINK AID PO BOX 5157 WESTPORT CT 06881 N/A PUBLIC CHARITY CHARITABLE 5000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A PUBLIC CHARITY CHARITABLE 2000 SF-MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PUBLIC CHARITY CHARITABLE 500 SMILE TRAIN 633 3RD AVE 9TH FLOOR NEW YORK NY 10017 N/A PUBLIC CHARITY CHARITABLE 1000 SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 N/A PUBLIC CHARITY CHARITABLE 250 TEMPLE BETH SHALOM 21 E FOSTER ST MELROSE MA 02176 N/A PUBLIC CHARITY CHARITABLECHARITABLE 1500 TEMPLE BETH SHOLOM 50 PAMELA ROAD FRAMINGHAM MA 01701 N/A PUBLIC CHARITY CHARITABLE 250 TEMPLE ISRAEL 477 LONGWOOD AVENUE BOSTON MA 02215 N/A PUBLIC CHARITY CHARITABLE 7000 THE SAN FRANCISCO SCHOOL 300 GAVEN STREET SAN FRANCISCO CA 94134 N/A PUBLIC CHARITY CHARITABLE 5000 TRUSTEES OF THE RESERVATION 200 HIGH STREET BOSTON MA 02110 N/A PUBLIC CHARITY CHARITABLE 100 UNITED JEWISH APPEAL 130 EAST 59TH STREET NEW YORK NY 10022 N/A PUBLIC CHARITY CHARITABLE 1000 UNIVERSITY OF ILLINOIS 1305 WEST GREEN STREET URBANA IL 61801 N/A PUBLIC CHARITY CHARITABLE 1500 UNIVERSITY OF PENNSYLVANIA PO BOX 71332 PHILADELPHIA PA 19176 N/A PUBLIC CHARITY CHARITABLE 500 WBUR 890 COMMONWEALTH AVENUE THIRD FLOOR BOSTON MA 02215 N/A PUBLIC CHARITY CHARITABLE 500 WERS 120 BOYLSTON STREET BOSTON MA 02116 N/A PUBLIC CHARITY CHARITABLE 500 WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON MA 02135 N/A PUBLIC CHARITY CHARITABLE 20000 WOODS HOLE OCEANIOGRAPHIC INSTITUTE 86 WATER STREET FALMOUTH MA 02543 N/A PUBLIC CHARITY CHARITABLE 4000 ALZHEIMER'S ASSOCIATION 320 NEVADA ST 201 NEWTON MA 02460 N/A PUBLIC CHARITY CHARITABLECHARITABLE 250 AMERICAN COMMITTEE FOR WEIZMANN 633 3RD AVE NEW YORK NY 10017 N/A PUBLIC CHARITY CHARITABLE 100 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 N/A PUBLIC CHARITY CHARITABLE 100 AMERICAN JEWISH JOINT DISTRICT 220 EAST 42ND STREET ROOM 400 NEW YORK NY 10017 N/A PUBLIC CHARITY CHARITABLE 100 AMERICAN SOCIETY FOR YAD VASHEM 500 5TH AVE FL 42 NEW YORK NY 10110 N/A PUBLIC CHARITY CHARITABLECHARITABLECHARITABLE 100 AMERICAN TECHNION SOCIETY 1 GATEWAY CENTER STE 716 NEWTON MA 02458 N/A PUBLIC CHARITY CHARITABLE 100 BEIT HALOCHIM 1133 BROADWAY SUITE 828 NEW YORK NY 10010 N/A PUBLIC CHARITY CHARITABLE 500 BIRTHRIGHT ISRAEL 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 N/A PUBLIC CHARITY CHARITABLE 1800 BLACK RIVER GOOD NEIGHBORS 37B MAIN STREET LUDLOW VT 05149 N/A PUBLIC CHARITY CHARITABLE 1000 BRIDGEPORT RESCUE MISSION 1069 CONNECTICUT AVE BUILDING 1 BRIDGEPORT CT 06607 N/A PUBLIC CHARITY CHARITABLE 1800 FRIENDS OF IDF 1430 BROADWAY NEW YORK NY 10018 N/A PUBLIC CHARITY CHARITABLE 2800 GIRLS INC OF LYNN 50 HIGH ST LYNN MA 01901 N/A PUBLIC CHARITY CHARITABLE 100 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 N/A PUBLIC CHARITY CHARITABLE 250 HELPING HANDS BLOCK ISLAND PO BOX 1066 NEW SHOREHAM RI 02807 N/A PUBLIC CHARITY CHARITABLE 1000 HILLEL INTERNATIONAL 800 EIGHTH STREET WASHINGTON DC 20001 N/A PUBLIC CHARITY CHARITABLE 100 HOLOCAUST MUSEUM 98 UNION ST BOSTON MA 02129 N/A PUBLIC CHARITY CHARITABLE 250 JRI - POLAND 143 WESTWOOD CIRCLE ROSLYN HEIGHTS NY 11577 N/A PUBLIC CHARITY CHARITABLE 500 NATIONAL YIDDISH BOOK CENTER 1021 WEST STREET AMHERST MA 01002 N/A PUBLIC CHARITY CHARITABLE 250 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 N/A PUBLIC CHARITY CHARITABLE 100 PJ LIBRARY 67 HUNT STREET SUITE 100 AGAWAM MA 01001 N/A PUBLIC CHARITY CHARITABLE 100 PROJECT BREAD 145 BORDER ST BOSTON MA 02128 N/A PUBLIC CHARITY CHARITABLE 250 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 N/A PUBLIC CHARITY CHARITABLE 100 SAVE A CHILD'S HEART 16 HAVIVA REIK STREET HOLON IS N/A PUBLIC CHARITY CHARITABLE 1000 SIMON WEISENTHAL CENTER 1399 S ROXBURY DR LOS ANGELES CA 90035 N/A PUBLIC CHARITY CHARITABLE 100 UNITED HATZALAH 442 5TH AVE SUITE 1866 NEW YORK NY 10018 N/A PUBLIC CHARITY CHARITABLE 500 URBAN SCHOOL OF SAN FRANCISCO 1563 PAGE ST SAN FRANCISCO CA 94117 N/A PUBLIC CHARITY CHARITABLE 5000 YALE UNIVERSITY 38 HILLHOUSE AVENUE NEW HAVEN CT 06520 N/A PUBLIC CHARITY CHARITABLE 1500 311950 0 14 593 14 74221 16 275431 18 62767 0 413012 0 413012 0 0 0 0 0 0 0 0 0 0 COLES & BODOIN, LLP 7000 7000 0 BUILDING 1964-01-01 95407 95407 SL 50.000000000000 0 0 ROOF 1982-11-15 22770 22770 SL 15.000000000000 0 0 ROOF 1994-07-01 13040 13040 SL 40.000000000000 0 0 HEATING & A/C UNITS 1994-07-01 21155 15605 SL 40.000000000000 529 529 HEATING & A/C UNITS (FINAL PMT) 1995-01-21 2811 2024 SL 40.000000000000 70 70 LAND 1964-01-01 34613 L 0 0 BUILDING IMPROVEMENTS 2009-09-01 106681 39088 SL 39.000000000000 2735 2735 TENANT IMPROVEMENTS 2013-01-01 14000 10263 SL 15.000000000000 933 933 ROOF 2019-07-01 33116 3785 SL 39.000000000000 849 849 SEWER DRAIN 2019-07-01 74852 22455 SL 15.000000000000 4990 4990 MUTUAL FUNDS 1973798 3691954 BUILDING 95407 95407 0 ROOF 22770 22770 0 ROOF 13040 13040 0 HEATING & A/C UNITS 21155 16134 5021 HEATING & A/C UNITS (FINAL PMT) 2811 2094 717 LAND 34613 0 34613 BUILDING IMPROVEMENTS 106681 41823 64858 TENANT IMPROVEMENTS 14000 11196 2804 ROOF 33116 4634 28482 SEWER DRAIN 74852 27445 47407 LEGAL FEES 7083 7083 0 SECTION 4940 FEDERAL TAXES PAID 4400 INVESTMENT MANAGEMENT FEES 13030 13030 0 INSURANCE EXPENSE 12410 12410 0 OFFICE EXPENSE 156 0 156 WATER EXPENSE 1720 1720 0 SECURITY DEPOSITS 22709 14385 REAL ESTATE TAXES - CITY OF BOSTON 65026 65026 0 MA FILING FEE 125 0 125