BETA

ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-06
IRS object ID
202401279349102305
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-06T13:02:05-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474477131EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT N KAPLAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2126871980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ROBERT KAPLAN 800 3RD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT N KAPLANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126871980PhoneNum
Signature2024-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastKAPLANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB METHPreparerPersonNm
PTINP00104046PTIN
Phone2125038800PhoneNum
Preparation2024-05-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,731,232FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$296,827ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,161DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,161DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,121NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$512,852GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$162,905CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$438,109TotalRevAndExpnssAmt
Total Net Invst Incm$231,066TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$49,809OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$49,809OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$170OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$170OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,491TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,571TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,920TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$136,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$136,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$211,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,571TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$226,368ExcessRevenueOverExpensesAmt
Net Investment Income$168,495NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,298SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,195SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,640,890CorporateStockBOYAmt
Corporate Stock EOY$2,750,628CorporateStockEOYAmt
Corporate Stock EOYFMV$4,576,163CorporateStockEOYFMVAmt
Other Investments BOY$86,322OtherInvestmentsBOYAmt
Other Investments EOY$86,322OtherInvestmentsEOYAmt
Other Investments EOYFMV$82,874OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,862,510TotalAssetsBOYAmt
Total Assets EOY$2,909,145TotalAssetsEOYAmt
Total Assets EOYFMV$4,731,232TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,862,510RetainedEarningBOYAmt
Retained Earning EOY$2,909,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,862,510TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,909,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,862,510TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,909,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,862,510TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$226,368ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,088,878SubtotalAmt
Other Decreases$179,733OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,909,145TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLIC TRADED SECURITIES2023-01-012023-12-31$62,938$64,375-$1,437-$1,437
PUBLIC TRADED SECURITIES2023-01-012023-12-31$336,907$277,931$58,976$58,976
151 SHS STRYKER CORP1999-03-082023-10-25$39,402$1,925$37,477$37,477
49 SHS STRYKER CORP1999-03-082023-10-25$12,786$625$12,161$12,161
100 SHS STRYKER CORP1999-03-082023-11-06$27,632$1,275$26,357$26,357
50 SHS MICROSOFT2005-10-122023-12-12$18,608$1,241$17,367$17,367
46 SHS STRYKER CORP2012-01-262023-12-21$13,413$2,524$10,889$10,889
4 SHS STRYKER CORP1999-03-082023-12-21$1,166$51$1,115$1,115
FieldValueIRS element (for citing)
Capital Gain Net Income$162,905CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,448EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,448TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$106OverpaymentAmt
Applied To ES Tax$106AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT N KAPLANIndividualWithBooksNm
Phone2126871980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT N KAPLAN
800 THIRD AVENUENEW YORKNY10022PRESIDENT1.00$0$0$0
DEBRA STOKES KAPLAN
800 THIRD AVENUENEW YORKNY10022VICE-PRESIDENT1.00$0$0$0
EVELYN KAPLAN SCHULMAN
800 THIRD AVENUENEW YORKNY10022SECRETARY1.00$0$0$0
DANIEL L KAPLAN
800 THIRD AVENUENEW YORKNY10022TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,883,878AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,359AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,981,237TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,981,237AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,921,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$196,076MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$196,076MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,342TaxBasedOnInvestmentIncomeAmt
Total Tax$2,342TotalTaxAmt
Distributable Before Adj$193,734DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$193,734DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$193,734DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,170ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$149,170QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,734DistributableAsAdjustedAmt
Undistributed Income PY$26,299UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$149,170QualifyingDistributionsAmt
Applied To Year1$26,299AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$122,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$70,863UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT N KAPLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AJC
165 E 56TH STNEW YORKNY10022PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
ASPCA
424 EAST 92ND STREETNEW YORKNY10128PCTO FURTHER DONEE'S EXEMPT PURPOSE$6,000
CARVER CENTER
400 WESTCHESTER AVENUEPORT CHESTERNY10573PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
FEDERAL BAR FOUNDATION
150 BROADWAY SUITE 505NEW YORKNY10038PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
GRACIE MANSION CONSERVANCY
E 88TH ST EAST END AVENEW YORKNY10028PCTO FURTHER DONEE'S EXEMPT PURPOSE$4,750
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
HOLOCAUST & HUMAN RIGHTS ED CENTER
4 WEST RED OAK LANE SUITE 330WHITE PLAINSNY10601PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
ICAHN SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLNEW YORKNY10029PC.TO FURTHER DONEE'S EXEMPT PURPOSE$25,000
IONA PREPARATORY SCHOOL
255 WILMONT RDNEW ROCHELLENY10804PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
LARCHMONT VAC
155 WEAVER STREETLARCHMONTNY10538PCTO FURTHER DONEE'S EXEMPT PURPOSE$3,000
MOUNT SINAI HEALTH SYSTEM
ONE GUSTAVE L LEVY PLACENEW YORKNY10029PCTO FURTHER DONEE'S EXEMPT PURPOSE$20,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
ROGER WILLIAMS UNIVERSITY
1 OLD FERRY RDBRISTOLRI02809PCTO FURTHER DONEE'S EXEMPT PURPOSE$3,500
RYE HISTORICAL SOCIETY
10 PURCHASE STREETRYENY10580PCTO FURTHER DONEE'S EXEMPT PURPOSE$2,500
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
SIMONTON CANCER CENTER
PO BOX 6607MALIBUCA90264PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
THE GUIDANCE CENTER
201 EAST 16TH STREETBROOKLYNNY11226PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
THE METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023PCTO FURTHER DONEE'S EXEMPT PURPOSE$18,500
WHITTIER COLLEGE
13406 PHILADELPHIA STWHITTIERCA90602PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
ADL NY NJ
605 THIRD AVENUENEW YORKNY10158PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 4594NEW YORKNY10163PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$136,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,161ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,121ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$141,282ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,282TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ROBERT N KAPLAN
1107 GREENHAVEN ROADRYENY10580$89,425Yes (X)
ROBERT N KAPLAN
2107 GREENHAVEN ROADRYENY10580$132,528Yes (X)
ROBERT N KAPLAN
3107 GREENHAVEN ROADRYENY10580$74,874Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SHS APPLE INC$89,4252023-10-13
2400 SHS MICROSOFT CORP$132,5282023-10-19
3200 SHS MICROSOFT CORP$74,8742023-12-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCBIZ MARKS PANETH LLCCategoryTxt
Amt$25,500Amt
Net Investment Income$12,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$2,750,628EOYBookValueAmt
EOYFMV$4,576,163EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD SHORT TERM BONDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$86,322BookValueAmt
EOYFMV$82,874EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$179,733Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$170RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$170DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$49,809Amt
Net Investment Income$49,809NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$12Amt
Net Investment Income$12NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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