ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202512259349100226
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T12:31:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474477131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT N KAPLAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2126871980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ROBERT KAPLAN 800 3RD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT N KAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126871980 | PhoneNum |
| Signature | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB METH | PreparerPersonNm |
| PTIN | P00104046 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2025-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,267,251 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $310,780 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,651,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $583,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $292 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $292 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $538,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $657,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $589,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,750,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,042,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,136,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $86,322 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,742 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,909,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,175,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,267,251 | 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 | $2,909,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,175,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,909,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,175,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,909,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,175,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,909,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | $129,030 | OtherIncreasesAmt |
| Subtotal | $3,175,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,175,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | 2024-01-01 | 2024-12-31 | $329,333 | $331,953 | -$2,620 | -$2,620 |
| PUBLICLY TRADED STOCKS | 2024-01-01 | 2024-12-31 | $739,604 | $667,094 | $72,510 | $72,510 |
| PUBLICLY TRADED STOCKS | 2024-01-01 | 2024-12-31 | $581,456 | $68,592 | $512,864 | $512,864 |
| WASH SALE | 2024-01-01 | 2024-12-31 | $1,118 | $1,118 | $1,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $583,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,106 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $65 | EsPenaltyAmt |
| Overpayment | $9,853 | OverpaymentAmt |
| Applied To ES Tax | $9,853 | 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 | NY | 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 | ROBERT N KAPLAN | IndividualWithBooksNm |
| Phone | 2126871980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA STOKES KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| EVELYN KAPLAN SCHULMAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANIEL L KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WESTCHESTER AVENUE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $63,116 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,758,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,851,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,851,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,778,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,188 | TotalTaxAmt |
| Distributable Before Adj | $230,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $329,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,863 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,863 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,952 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT N KAPLAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AJC | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $11,250 |
| AMERICAN ANTITRUST INSTITUTE | ||||||
| 1025 CONNECTICUT AVE | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| BOBBY JONES CHIARI SYRINGOMYELIA FDN | ||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| CARVER CENTER | ||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 |
| FEDERAL BAR FOUNDATION | ||||||
| 150 BROADWAY SUITE 505 | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| GREENWICH HOSPITAL | ||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| ICAHN SCHOOL OF MEDICINE | ||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC. | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| IONA PREPARATORY SCHOOL | ||||||
| 255 WILMONT RD | NEW ROCHELLE | NY | 10804 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| JCCH | ||||||
| 130 UNION AVENUE | HARRISON | NY | 10528 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $26,000 |
| JEWISH THEOLOGICAL SEMINARY | ||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| LARCHMONT VAC | ||||||
| 155 WEAVER STREET | LARCHMONT | NY | 10538 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 4594 | NEW YORK | NY | 10163 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| ROGER WILLIAMS UNIVERSITY | ||||||
| 1 OLD FERRY RD | BRISTOL | RI | 02809 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $9,000 |
| RYE FREE READING ROOM | ||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| RYE HISTORICAL SOCIETY | ||||||
| 10 PURCHASE STREET | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,575 |
| SHIR HADASH | ||||||
| 1310 CENTRE ST | NEWTON | MA | 02459 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| SIMONTON CANCER CENTER | ||||||
| PO BOX 6607 | MALIBU | CA | 90264 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $12,700 |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||
| PO BOX 27624 | WASHINGTON | DC | 20038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $70,700 |
| FIRST UNION BAPTIST CHURCH | ||||||
| 2064 GRAND CONCOURSE | BRONX | NY | 10457 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200 |
| SWIM ACROSS AMERICAN | ||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $520 |
| CHILDREN'S CANCER FUND | ||||||
| 980 BROADWAY 232 | THORNWOOD | NY | 10594 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| FRIENDS OF MARSHLANDS | ||||||
| 220 BOSTON POST ROAD | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| HARLEM ACADEMY | ||||||
| 665 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 4477 | NEW YORK | NY | 10163 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| RYE VOLUNTEER FIREFIGHTERS | ||||||
| 15 LOCUST AVENUE | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,945 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,407 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,784 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT N KAPLAN | |||||||
| 1 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $310,530 | Yes (X) | |
| ROBERT N KAPLAN | |||||||
| 2 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHS AMAZON & 300 SHS MICROSOFT CORP | NoncashPropertyDesc |
| Fair Market Value | $310,530 | FairMarketValueAmt |
| Received | 2024-05-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ ADVISORS LLC | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $5,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $3,042,032 | EOYBookValueAmt |
| EOYFMV | $5,136,667 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD SHORT TERM BOND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $99,768 | BookValueAmt |
| EOYFMV | $96,742 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $292 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $129,030 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $63,116 | Amt |
| Net Investment Income | $63,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $36 | $36 | $0 |
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |