2026-05-06T11:13:34-05:00 2025-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2025-01-01 311423392 THE KAPLAN FOUNDATION KAPL 5137215086 9435 WATERSTONE BLVD 390 CINCINNATI OH 452498227 DR BARBARA KAPLAN PRESIDENT 5137215086 2026-05-01 1 MARK H GAUDET CPA P00236111 5132413111 2026-05-01 2025 2025-03-06 01:10:19Z X 23415681 X 0 X 17 17 192690 187538 2123104 9338805 2123104 217 217 2316028 2310876 0 0 0 326 65 261 72000 0 0 101357 101357 0 173683 101422 261 966500 966500 1140183 101422 966761 1175845 2209454 361223 322413 322413 307117 305723 305723 11394112 13056604 19259526 1931710 1485267 3528019 13994162 15170007 23415681 0 0 X 0 0 0 0 13994162 15170007 13994162 15170007 13994162 15170007 13994162 1175845 0 15170007 0 15170007 US BANK 4036923 3627044 409879 409879 US BANK 5172947 3588657 1584290 1584290 CAPITAL GAINS DIVIDENDS P 128935 128935 128935 2123104 30711 0 30711 0 30711 46288 0 0 0 46288 0 15577 15577 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 22575135 611775 0 23186910 0 0 23186910 347804 22839106 1141955 1141955 30711 30711 1111244 0 1111244 0 1111244 966761 0 966761 1111244 962939 0 0 966761 962939 0 0 3822 0 0 0 0 0 0 0 0 1107422 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 PC UNRESTRICTED CONTRIBUTION 12000 ATHENS COUNTY FOOD PANTRY 13183A STATE ROUTE 13 MILLFIELD OH 45761 NONE PC UNRESTRICTED CONTRIBUTION 7000 ATHENS COUNTY HUMANE SOCIETY PO BOX 765 ATHENS OH 45701 NONE PC UNRESTRICTED CONTRIBUTION 7000 BIG DOG RANCH RESCUE 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 NONE PC UNRESTRICTED CONTRIBUTION 5000 BROWN COUNTY HUMANE SOCIETY PO BOX 228 GEORGETOWN OH 45121 NONE PC UNRESTRICTED CONTRIBUTION 11000 CANCER SUPPORT COMMUNITY 1200 OLD HENDERSON RD COLUMBUS OH 43220 NONE PC UNRESTRICTED CONTRIBUTION 3500 CENTRAL OHIO PIT SAVERS PO BOX 297751 COLUMBUS OH 43229 NONE PC UNRESTRICTED CONTRIBUTION 6000 CET 1223 CENTRAL PARKWAY CINCINNATI OH 452142890 NONE PC UNRESTRICTED CONTRIBUTION 45000 CHRIST'S TABLE PO BOX 233 ZANESVILLE OH 43702 NONE PC UNRESTRICTED CONTRIBUTION 7000 CINCINNATI ANIMAL CARE HUMANE SOCIETY 3949 COLERAIN AVE CINCINNATI OH 45223 NONE PC UNRESTRICTED CONTRIBUTION 10000 CINCINNATI BALLET 1555 CENTRAL PKWY CINCINNATI OH 45214 NONE PC UNRESTRICTED CONTRIBUTION 60000 CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILLEY AVENUE CLEVELAND OH 44113 NONE PC UNRESTRICTED CONTRIBUTION 5000 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 NONE PC UNRESTRICTED CONTRIBUTION 10000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 NONE PC UNRESTRICTED CONTRIBUTION 50000 CLINTON COUNTY HUMANE SOCIETY PO BOX 1024 WILMINGTON OH 45177 NONE PC UNRESTRICTED CONTRIBUTION 7000 COLUMBUS ZOO & AQUARIUM 4850 W POWELL RD POWELL OH 43065 NONE PC UNRESTRICTED CONTRIBUTION 15000 CROHNS & COLITIS FOUNDATION 733 THIRD AVENUE STE 510 NEW YORK NY 10017 NONE PC UNRESTRICTED CONTRIBUTION 10000 FAYETTE HUMANE SOCIETY 153 S MAIN ST WASHINGTON CH OH 43160 NONE PC UNRESTRICTED CONTRIBUTION 7000 FREEMAN CENTER CAPITAL FUND - UC FOUNDATION PO BOX 19970 CINCINNATI OH 45219 NONE PC UNRESTRICTED CONTRIBUTION 10000 FREESTORE FOODBANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 20000 FRIENDSHIP ANIMAL PROTECTIVE LEAGUE 8303 MURRAY RIDGE ROAD ELYRIA OH 44035 NONE PC UNRESTRICTED CONTRIBUTION 4000 GEAUGA HUMANE SOCIETY - RESCUE VILLAGE PO BOX 116 NOVELTY OH 44072 NONE PC UNRESTRICTED CONTRIBUTION 12000 GOD'S PANTRY FOOD BANK 1685 JAGGIE FOX WAY LEXINGTON KY 40511 NONE PC UNRESTRICTED CONTRIBUTION 20000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO RD CLEVELAND OH 44110 NONE PC UNRESTRICTED CONTRIBUTION 20000 HABITAT FOR HUMANITY - MID OHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 NONE PC UNRESTRICTED CONTRIBUTION 8000 HABITAT FOR HUMANITY GREATER CINCINNATI 4910 PARA DRIVE CINCINNATI OH 45237 NONE PC UNRESTRICTED CONTRIBUTION 8000 HOMELESS FAMILIES FOUNDATION 33 N GRUBB ST COLUMBUS OH 43215 NONE PC UNRESTRICTED CONTRIBUTION 7000 HUMANE ASSOCIATION OF WARREN COUNTY 230 COOK ROAD LEBANON OH 45036 NONE PC UNRESTRICTED CONTRIBUTION 7000 INTERFAITH HOUSE 5300 CHAPPARAL RD WEST UNION OH 45693 NONE PC UNRESTRICTED CONTRIBUTION 4000 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER STREET YARMOUTH PORT MA 02675 NONE PC UNRESTRICTED CONTRIBUTION 30000 JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 NONE PC UNRESTRICTED CONTRIBUTION 22000 JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVE COLUMBUS OH 43209 NONE PC UNRESTRICTED CONTRIBUTION 15000 KEN ANDERSON ALLIANCE 6940 PLAINFIELD ROAD CINCINNATI OH 45236 NONE PC UNRESTRICTED CONTRIBUTION 10000 LEXINGTON HUMANE SOCIETY 1600 OLD FRANKFORT PIKE LEXINGTON KY 40504 NONE PC UNRESTRICTED CONTRIBUTION 15000 LIFE TOWN 6220 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 NONE PC UNRESTRICTED CONTRIBUTION 6000 MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES CA 90046 NONE PC UNRESTRICTED CONTRIBUTION 30000 MID OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 NONE PC UNRESTRICTED CONTRIBUTION 20000 NATIONAL VETERANS MEMORIAL AND MUSEUM 300 WEST BROAD STREET COLUMBUS OH 43215 NONE PC UNRESTRICTED CONTRIBUTION 10000 NEIGHBORHOOD PET OUTREACH AND RESOURCE CENTER 3711 E 65TH ST CLEVELAND OH 44105 NONE PC UNRESTRICTED CONTRIBUTION 2000 OHIO WILDLIFE CENTER 6131 COOK RD POWELL OH 43065 NONE PC UNRESTRICTED CONTRIBUTION 20000 OUR DAILY BREAD SOUP KITCHEN & SOCIAL CENTER 1730 RACE STREET CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 7000 PAWS OF MUSKINGUM COUNTY PO BOX 2364 ZANESVILLE OH 43702 NONE PC UNRESTRICTED CONTRIBUTION 6000 PELOTONIA 450 W BROAD STREET COLUMBUS OH 43215 NONE PC UNRESTRICTED CONTRIBUTION 5500 PEOPLE FOR ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 NONE PC UNRESTRICTED CONTRIBUTION 35000 PLAYHOUSE SQUARE 1501 EUCLID AVENUE CLEVELAND OH 44115 NONE PC UNRESTRICTED CONTRIBUTION 1000 RIVER CITIES HARVEST 2516 CARTER AVENUE ASHLAND KY 41101 NONE PC UNRESTRICTED CONTRIBUTION 12000 RONALD MCDONALD HOUSE OF CLEVELAND 10415 EUCLID AVE CLEVELAND OH 44106 NONE PC UNRESTRICTED CONTRIBUTION 10000 SHARED HARVEST FOODBANK 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 NONE PC UNRESTRICTED CONTRIBUTION 7000 SHOE4AFRICA CHURCH ST STATION PO BOX 3142 NEW YORK NY 10008 NONE PC UNRESTRICTED CONTRIBUTION 40000 SIERRA'S HAVEN 80 EASTER DRIVE PORTSMOUTH OH 45662 NONE PC UNRESTRICTED CONTRIBUTION 7000 SPCA CINCINNATI 11900 CONREY ROAD CINCINNATI OH 45249 NONE PC UNRESTRICTED CONTRIBUTION 15000 ST STEPHAN'S COMMUNITY HOUSE 1500 E 17TH AVE COLUMBUS OH 43219 NONE PC UNRESTRICTED CONTRIBUTION 7000 STEVEN A HUNTER HOPE FUND PO BOX 802 PORTSMOUTH OH 45662 NONE PC UNRESTRICTED CONTRIBUTION 2500 SUNRISE SANCTUARY 16730 MARTIN WELCH RD MARYSVILLE OH 43040 NONE PC UNRESTRICTED CONTRIBUTION 6000 TAFT MUSEUM OF ART 316 PIKE ST CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 75000 THE SALVATION ARMY 114 EAST CENTRAL PARKWAY CINCINNATI OH 45201 NONE PC UNRESTRICTED CONTRIBUTION 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC UNRESTRICTED CONTRIBUTION 5000 UNITED WAY OF CENTRAL OHIO 360 S 3RD ST COLUMBUS OH 43215 NONE PC UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 NONE PC UNRESTRICTED CONTRIBUTION 5000 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 NONE PC UNRESTRICTED CONTRIBUTION 50000 WHHS ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC UNRESTRICTED CONTRIBUTION 12000 BLOOD CANCER UNITED EATERN GREAT LAKES PO BOX 22470 NEW YORK NY 10087 NONE PC UNRESTRICTED CONTRIBUTION 10000 CLARK COUNTY ANIMAL SHELTER 5000 IRONWORKS ROAD WINCHESTER KY 40391 NONE PC UNRESTRICTED CONTRIBUTION 5000 HOMES FOR FAMILIES 727 E MAIN STREET COLUMBUS OH 43205 NONE PC UNRESTRICTED CONTRIBUTION 7000 OHIO PET FUND 2280 HENDERSON RD STE 207 COLUMBUS OH 43220 NONE PC UNRESTRICTED CONTRIBUTION 20000 VETERINARY ASSOCIATION FOR FARM ANIMAL WELFARE 333 W BROWN DEER ST STE G PMB 481 MILWAUKEE WI 53217 NONE PC UNRESTRICTED CONTRIBUTION 5000 966500 0 14 17 14 192690 14 217 18 2123104 0 2316028 0 2316028 0 0 0 0 0 0 0 0 0 0 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 13056604 19259526 MUTUAL FUNDS AT COST 1337269 3326884 IRA MUTUAL FUNDS AT COST 147998 201135 INVESTMENT FEES AND MISC. 101357 101357 0 LITIGATION SETTLEMENT AND OTHER 217 217 217 OTHER PROFESSIONAL FEES 326 65 261 FEDERAL TAX 72000 0 0