2025-11-10T12:15:50-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2024-01-01 311423392 THE KAPLAN FOUNDATION KAPL 5137215086 9435 WATERSTONE BLVD 390 CINCINNATI OH 452498227 BARBARA KAPLAN PRESIDENT 5137215086 2025-11-04 1 0 MARK H GAUDET CPA P00236111 5132413111 2025-11-04 2024 2025-03-06 01:10:19Z X 22296878 X 0 X 10 10 194571 194571 3169974 9737923 3171021 3364555 3365602 0 0 0 3500 1750 1750 78 16 62 26257 0 0 89977 88670 921 119812 90436 2733 901000 901000 1020812 90436 903733 2343743 3275166 165794 361223 361223 221542 307117 307117 9449929 11394112 17558969 1813154 1931710 4069569 11650419 13994162 22296878 0 0 X 0 0 0 0 11650419 13994162 11650419 13994162 11650419 13994162 11650419 2343743 0 13994162 0 13994162 US BANK 2719720 2219836 499884 499884 US BANK 6901668 4347066 2554602 2554602 CAPITAL GAINS DIVIDENDS P 116535 116535 116535 3171021 45525 0 45525 0 45525 21320 0 72000 0 93320 0 47795 47795 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A BARBARA S KAPLAN M D 5137856060 9435 WATERSTONE BLVD SUITE 390 CINCINNATI OH 452498227 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA S KAPLAN MD 3076 EDGEWOOD ROAD CLEVELAND OH 44124 PRESIDENT 1.00 0 0 0 STEVEN J KAPLAN 9856 BENNINGTON DRIVE CINCINNATI OH 45241 TRUSTEE 1.00 0 0 0 RICHARD M KAPLAN 169 LAKE BUFF DRIVE COLUMBUS OH 43235 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 20886945 349784 0 21236729 0 0 21236729 318551 20918178 1045909 1045909 45525 45525 1000384 0 1000384 0 1000384 903733 0 903733 1000384 866288 0 0 903733 866288 0 0 37445 0 0 0 0 0 0 0 0 962939 0 0 0 STEVEN KAPLAN 9435 WATERSTONE BLVD SUITE 390 CINCINNATI OH 45249 5137215086 THE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. APPLICATIONS ACCEPTED AT ANY TIME. IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. ANIMAL FRIENDS HUMANE SOCIETY 1820 PRINCETON ROAD HAMILTON OH 45011 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 ATHENS COUNTY FOOD PANTRY 13183A STATE ROUTE 13 MILLFIELD OH 45761 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 ATHENS COUNTY HUMANE SOCIETY PO BOX 765 ATHENS OH 45701 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 BHUTANESE COMMUNITY OF CENTRAL OHIO 1925 E DUBLIN GRANVILLE RD SUITE 210 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 BIG DOG RANCH RESCUE 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CANCER SUPPORT COMMUNITY 1200 OLD HENDERSON RD COLUMBUS OH 43220 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 3500 CENTRAL OHIO PIT SAVERS PO BOX 297751 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 11000 CET 1223 CENTRAL PARKWAY CINCINNATI OH 452142890 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 40000 CHILDREN'S HUNGER ALLIANCE 1105 SCHROCK ROAD STE 505 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 CHRIST'S TABLE PO BOX 233 ZANESVILLE OH 43702 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 CINCINNATI ANIMAL CARE HUMANE SOCIETY 3949 COLERAIN AVE CINCINNATI OH 45223 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 CINCINNATI BALLET 1555 CENTRAL PKWY CINCINNATI OH 45214 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 160000 CLARK COUNTY CARES INC PO BOX 4402 WINCHESTER KY 40391 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILLEY AVENUE CLEVELAND OH 44113 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 50000 CLINTON COUNTY HUMANE SOCIETY PO BOX 1024 WILMINGTON OH 45177 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 COLUMBUS DOG CONNECTION 2761 JOHNSTOWN RD COLUMBUS OH 43219 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 COLUMBUS ZOO & AQUARIUM 4850 W POWELL RD POWELL OH 43065 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 CROHNS & COLITIS FOUNDATION 733 THIRD AVENUE STE 510 NEW YORK NY 10017 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 FAYETTE HUMANE SOCIETY 153 S MAIN ST WASHINGTON CH OH 43160 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 FREESTORE FOODBANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 GEAUGA HUMANE SOCIETY - RESCUE VILLAGE PO BOX 116 NOVELTY OH 44072 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 GOD'S PANTRY FOOD BANK 1685 JAGGIE FOX WAY LEXINGTON KY 40511 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO RD CLEVELAND OH 44110 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 HABITAT FOR HUMANITY - MID OHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 HABITAT FOR HUMANITY GREATER CINCINNATI 4910 PARA DRIVE CINCINNATI OH 45237 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 HAVEN HOUSE EMERGENCY SHELTER 550 HIGH STREET PO BOX 15099 HAMILTON OH 45015 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 3000 HUMANE ASSOCIATION OF WARREN COUNTY 230 COOK ROAD LEBANON OH 45036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER STREET YARMOUTH PORT MA 02675 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 30000 JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVE COLUMBUS OH 43209 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 LEUKEMIA AND LYMPHOMA SOCIETY 4370 GLENDALE MILFORD ROAD CINCINNATI OH 45242 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 LEXINGTON HUMANE SOCIETY 1600 OLD FRANKFORT PIKE LEXINGTON KY 40504 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 LIFE TOWN 6220 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES CA 90046 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 30000 MID OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 OHIO WILDLIFE CENTER 6131 COOK RD POWELL OH 43065 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 OUR DAILY BREAD SOUP KITCHEN & SOCIAL CENTER 1730 RACE STREET CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 PAWS OF MUSKINGUM COUNTY PO BOX 2364 ZANESVILLE OH 43702 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 PELOTONIA 450 W BROAD STREET COLUMBUS OH 43215 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 PEOPLE FOR ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 35000 PLAYHOUSE SQUARE 1501 EUCLID AVENUE CLEVELAND OH 44115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 RIVER CITIES HARVEST 2516 CARTER AVENUE ASHLAND KY 41101 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 RONALD MCDONALD HOUSE OF CLEVELAND 10415 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 SHARED HARVEST FOODBANK 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 SIERRA'S HAVEN 80 EASTER DRIVE PORTSMOUTH OH 45662 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 SPCA CINCINNATI 11900 CONREY ROAD CINCINNATI OH 45249 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 ST STEPHAN'S COMMUNITY HOUSE 1500 E 17TH AVE COLUMBUS OH 43219 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 7000 STEVEN A HUNTER HOPE FUND PO BOX 802 PORTSMOUTH OH 45662 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 SUNRISE SANCTUARY 16730 MARTIN WELCH RD MARYSVILLE OH 43040 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 THE SALVATION ARMY 114 EAST CENTRAL PARKWAY CINCINNATI OH 45201 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 UNITED WAY OF CENTRAL OHIO 360 S 3RD ST COLUMBUS OH 43215 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 WHHS ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 50000 JACK ELTON SNYDER FOUNDATION 315 ASHMOORE CIR W POWELL OH 43065 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 HILLEL ACADEMY OF GREATER DAYTON 305 SUGAR CAMP CIRCLE DAYTON OH 45409 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 NEIGHBORHOOD PET OUTREACH AND RESOURCE CENTER 3711 E 65TH ST CLEVELAND OH 44105 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 KEN ANDERSON ALLIANCE 6940 PLAINFIELD ROAD CINCINNATI OH 45236 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 25000 901000 0 14 10 14 194571 14 18 3169974 0 3364555 0 3364555 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3500 1750 1750 THE FOUNDATION ELECTS TO APPLY EXCESS 2023 DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME. OHIO DOES NOT ACCEPT A COPY OF THE FILED 990PF. THE OH AG REPORT HAS BEEN FILED. COMMON STOCK 11394112 17558969 MUTUAL FUNDS AT COST 1785432 3889903 IRA MUTUAL FUNDS AT COST 146278 179666 INVESTMENT FEES AND MISC. 89591 88670 921 NONDEDUCTIBLE EXPENSES 386 0 0 OTHER PROFESSIONAL FEES 78 16 62 FEDERAL TAX 26257 0 0