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ROBERT E KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT E KAPLAN CHARITABLE FOUNDATION (EIN 88-2428795)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349103632
Schema version
2023v5.1
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)
Return2024-11-14T12:38:31-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271439588PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Conklin Gilpin & Wertz PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12738 E 51st Street Ste 370AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882428795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert E Kaplan CharitableBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9186333592PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14138 S Harvard Ave Suite C-4AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas ZeidersPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSeth P CarrPreparerPersonNm
PTINP01558322PTIN
Phone9187490921PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,014,478FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,888,658ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$131InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$131InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$131InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$31,439DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,439DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,439DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$114,620NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,649,453GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114,620CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$93,774NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,034,848TotalRevAndExpnssAmt
Total Net Invst Incm$146,190TotalNetInvstIncmAmt
Total Adj Net Incm$125,344TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$113AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$113AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$170TaxesRevAndExpnssAmt
Taxes Net Invst Incm$170TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$3,850OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,850OccupancyNetInvstIncmAmt
Other Expenses Rev And Expnss$3,514OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,514OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$52,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,647TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,647TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,982,201ExcessRevenueOverExpensesAmt
Net Investment Income$93,543NetInvestmentIncomeAmt
Adjusted Net Income$125,344AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$62,840CashEOYAmt
Cash EOYFMV$62,840CashEOYFMVAmt
US Government Obligations EOY$122,028USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$123,167USGovtObligationsEOYFMVAmt
Corporate Stock EOY$1,235,800CorporateStockEOYAmt
Corporate Stock EOYFMV$1,272,352CorporateStockEOYFMVAmt
Corporate Bonds EOY$569,397CorporateBondsEOYAmt
Corporate Bonds EOYFMV$497,438CorporateBondsEOYFMVAmt
Other Investments EOY$992,136OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,058,681OtherInvestmentsEOYFMVAmt
Total Assets EOY$2,982,201TotalAssetsEOYAmt
Total Assets EOYFMV$3,014,478TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$2,982,201NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$2,982,201TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,982,201TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$2,982,201ExcessRevenueOverExpensesAmt
Subtotal$2,982,201SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,982,201TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Various Morgan Stanley 344 - ST CoveredP2023-01-012023-12-31$62,268$55,523$6,745$6,745
Various Morgan Stanley 344 - ST NoncoveredP2023-01-012023-12-31$1,393,052$1,306,023$87,029$87,029
Various Morgan Stanley 344 - LT CoveredP2022-01-012023-12-31$155,752$146,437$9,315$9,315
Various Morgan Stanley 344 - LT NoncoveredP2022-01-012023-12-31$35,339$26,850$8,489$8,489
Various Capital Gain DistributionsP2022-01-012023-12-31$3,042$3,042$3,042
FieldValueIRS element (for citing)
Capital Gain Net Income$114,620CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$93,774NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,300InvestmentIncomeExciseTaxAmt
Subtotal$1,300SubtotalAmt
Tax Based On Investment Income$1,300TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$41EsPenaltyAmt
Tax Due$1,341TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Thomas ZeidersBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9186333592PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 52631AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP741520631ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonThomas ZeidersPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14138 S Harvard Ave Suite C-4AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$45,000CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,109,282AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$264,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,373,751TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,373,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,338,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,907MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,300TaxBasedOnInvestmentIncomeAmt
Total Tax$1,300TotalTaxAmt
Distributable Before Adj$115,607DistributableBeforeAdjAmt
Distributable Before Ded$115,607DistributableBeforeDedAmt
Distributable As Adjusted$115,607DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,607DistributableAsAdjustedAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$115,607UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$131ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,439ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$114,620ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$146,190ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$146,190TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Robert E Kaplan Rvoc Trust
12434 E 24th StTulsaOK74114$877,326Yes (X)
Robert E Kaplan Rvoc Trust
22434 E 24th StTulsaOK74114$2,011,332Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyInvestmentsNoncashPropertyDesc
Fair Market Value$2,011,332FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$113Amt
Net Investment Income$113NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$569,397EOYBookValueAmt
EOYFMV$497,438EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCommon StocksStockNm
EOY Book Value$1,235,800EOYBookValueAmt
EOYFMV$1,272,352EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$122,028USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$123,167USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EFT FundsAT COST$17,057$17,090
Mutual FundsAT COST$666,913$718,464
Private EquityAT COST$308,166$323,127

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdvisory FeesDesc
Revenue And Expenses Per Books$3,514RevenueAndExpensesPerBooksAmt
Net Investment Income$3,514NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForegin TaxesCategoryTxt
Amt$170Amt
Net Investment Income$170NetInvestmentIncomeAmt

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