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THE KAPLAN SISTERS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE KAPLAN SISTERS FOUNDATION (EIN 20-6934832)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-29
IRS object ID
202322419349100547
Schema version
2022v5.0
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)
Return2023-08-29T21:42:44-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814660533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE MEGLIO GROUP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 ROSELAND AVEAddressLine1Txt
CityCALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206934832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAPLAN SISTERS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JOHN COMBIASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKAPLBusinessNameControlTxt
Phone9732264300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11475 GULF SHORE BLVD SAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLILLY COMBIASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9736357374PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLILLYPersonFirstNm
Person LastCOMBIASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN O MEGLIOPreparerPersonNm
PTINP00222584PTIN
Phone9732264300PhoneNum
Preparation2023-08-29PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,249DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,249DividendsNetInvstIncmAmt
Dividends Adj Net Incm$25,249DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$104,102NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$867,955GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$370CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,351TotalRevAndExpnssAmt
Total Net Invst Incm$25,619TotalNetInvstIncmAmt
Total Adj Net Incm$25,249TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,975AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$567TaxesRevAndExpnssAmt
Taxes Net Invst Incm$567TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,040OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,040OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,582TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$819,577ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$819,577ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$835,159TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$819,577TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$705,808ExcessRevenueOverExpensesAmt
Net Investment Income$10,037NetInvestmentIncomeAmt
Adjusted Net Income$25,249AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,615SavAndTempCashInvstBOYAmt
US Government Obligations BOY$109,832USGovernmentObligationsBOYAmt
Corporate Stock BOY$545,781CorporateStockBOYAmt
Other Assets BOY$581OtherAssetsBOYAmt
Total Assets BOY$705,809TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$705,809RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$705,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$705,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$705,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$705,808ExcessRevenueOverExpensesAmt
Subtotal$1SubtotalAmt
Other Decreases$1OtherDecreasesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$370CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$140InvestmentIncomeExciseTaxAmt
Subtotal$140SubtotalAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Tax Due$140TaxDueAmt
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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 Line1THE MEGLIO GROUP PABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9732264300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 ROSELAND AVENUEAddressLine1Txt
CityCALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LILLY COMBIAS
4501 GULF SHORE BLVD NORTHAPT 305NAPLESFL341032791TRUSTEE000.00$0$0$0
RUTH KAPLAN
5 PARADE LANERYE BROOKNY10573TRUSTEE000.00$0$0$0
SARA ABRAMSON
84 ISLEN TERRACELARCHMONTNY10538TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$328,097AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$356,596TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$356,596AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$351,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,562MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,562MinimumInvestmentReturnAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Total Tax$140TotalTaxAmt
Distributable Before Adj$17,422DistributableBeforeAdjAmt
Distributable Before Ded$17,422DistributableBeforeDedAmt
Distributable As Adjusted$17,422DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$819,577ExpensesAndContributionsAmt
Qualifying Distributions$819,577QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,422DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$10,522ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$7,314ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$17,836TotalExcessDistributionCyovAmt
Qualifying Distributions$819,577QualifyingDistributionsAmt
Applied To Current Year$17,422AppliedToCurrentYearAmt
Remaining Distri From Corpus$802,155RemainingDistriFromCorpusAmt
Total Corpus$819,991TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$819,991ExcessDistriCyovToNextYrAmt
Excess From Year4$10,522ExcessFromYear4Amt
Excess From Year2$7,314ExcessFromYear2Amt
Excess From Current Year$802,155ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARINER FOUNDATION
MARINER FOUNDATION782 E 1050N782 E 1050NBOUNTIFULUT84010GENERAL PURPOSE$273,192
THE BELLE BUOY FOUNDATION
THE BELLE BUOY FOUNDATION1475 GULF SHORE BLVD S1475 GULF SHORE BLVD SNAPLESFL34102GENERAL PURPOSE$273,192
FIDELITY CHARITABLE INVESTMENT FD
FIDELITY CHARITABLE INVESTMENT FD245 SUMMER STREET245 SUMMER STREETBOSTONMA02210GENERAL PURPOSE$136,596
FIDELITY CHARITABLE INVESTMENT FD
FIDELITY CHARITABLE INVESTMENT FD245 SUMMER STREET245 SUMMER STREETBOSTONMA02210GENERAL PURPOSE$136,597
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$819,577TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$25,249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$370ExclusionAmt
Related Or Exempt Function Incm$103,732RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,619ExclusionAmt
Related Or Exempt Function Incm$103,732RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,351TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$5,975Amt
Net Investment Income$5,975NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SEE ATTACHED SCHEDULEPURCHASE$635,916$509,980$125,936
SEE ATTACHEDPURCHASE$91,246$96,591-$5,345
SEE ATTACHEDPURCHASE$130,167$147,149-$16,982
SEE ATTACHEDPURCHASE$10,256$10,133$123

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmt
DIVIDENDS RECEIVABLE$581
INTEREST RECEIVABLE

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ADVISORY FEES$8,888$8,888
INVESTMENT TRANSACTION FEES$152$152

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$567Amt
Net Investment Income$567NetInvestmentIncomeAmt

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