ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349101216
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T08:06:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474477131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT N KAPLAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2126871980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ROBERT KAPLAN 800 3RD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT N KAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126871980 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | KAPLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB METH | PreparerPersonNm |
| PTIN | P00104046 | PTIN |
| Phone | 2125038800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,022,183 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $495,211 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $835,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $312,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $281 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $281 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $607,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,155 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $420,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,557 | CashBOYAmt |
| Cash EOY | $135,298 | CashEOYAmt |
| Cash EOYFMV | $135,298 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,427,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,640,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,805,884 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $86,322 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,589,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,862,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,022,183 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,589,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,862,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,589,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,862,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,589,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,862,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,589,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $420,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,010,101 | SubtotalAmt |
| Other Decreases | $147,591 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,862,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $93,147 | $110,406 | -$17,259 | -$17,259 |
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $393,502 | $350,100 | $43,402 | $43,402 |
| 100 SHS AMAZON | 2005-10-12 | 2022-11-10 | $9,583 | $216 | $9,367 | $9,367 |
| 200 SHS APPLE INC | 2013-06-07 | 2022-10-28 | $31,327 | $3,143 | $28,184 | $28,184 |
| 115 SHS APPLE INC | 2013-06-07 | 2022-11-10 | $16,556 | $1,807 | $14,749 | $14,749 |
| 385 SHS APPLE INC | 2015-11-13 | 2022-11-10 | $55,425 | $10,968 | $44,457 | $44,457 |
| 300 SHS STRYKER CORP | 1999-03-08 | 2022-12-06 | $70,218 | $3,825 | $66,393 | $66,393 |
| 364 SHS HILTON WORLDWIDE HLDGS INC | 2014-05-08 | 2022-08-22 | $48,082 | $17,471 | $30,611 | $30,611 |
| 242 SHS IQVIA HOLDINGS INC | 2014-10-27 | 2022-08-22 | $56,353 | $14,208 | $42,145 | $42,145 |
| 373 SHS ZOETIS INC CL A | 2014-02-04 | 2022-08-22 | $61,653 | $11,556 | $50,097 | $50,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $312,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,017 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,448 | OverpaymentAmt |
| Applied To ES Tax | $2,448 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT N KAPLAN | IndividualWithBooksNm |
| Phone | 2126871980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA STOKES KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| EVELYN KAPLAN SCHULMAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANIEL L KAPLAN | ||||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,935,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,025,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,025,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,965,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,569 | TotalTaxAmt |
| Distributable Before Adj | $193,708 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,708 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,708 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,708 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $24,659 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,659 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,659 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,299 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT N KAPLAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| ICAHN SCHOOL OF MEDICINE | ||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC. | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| IONA PREPARATORY SCHOOL | ||||||
| 255 WILMONT RD | NEW ROCHELLE | NY | 10804 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $9,000 |
| LARCHMONT VAC | ||||||
| 155 WEAVER STREET | LARCHMONT | NY | 10538 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| PUBLIC JUSTICE FOUNDATION | ||||||
| 1620 L STREET NW SUITE 630 | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| ROGER WILLIAMS UNIVERSITY | ||||||
| 1 OLD FERRY RD | BRISTOL | RI | 02809 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| THE GUIDANCE CENTER | ||||||
| 201 EAST 16TH STREET | BROOKLYN | NY | 11226 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||
| PO BOX 27624 | WASHINGTON | DC | 20038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 |
| WHITTIER COLLEGE | ||||||
| 13406 PHILADELPHIA ST | WHITTIER | CA | 90602 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,728 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT N KAPLAN | ||||||
| 1 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $50,603 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 2 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $73,413 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 3 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $19,904 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 4 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $73,870 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 5 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $100,108 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 6 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $99,443 | Yes (X) |
| ROBERT N KAPLAN | ||||||
| 7 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $77,870 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 364 SHS HILTON WORLDWIDE HLDG INC | $50,603 | 2022-08-16 |
| 2 | 300 SHS IQVIA HOLDINGS INC | $73,413 | 2022-08-16 |
| 3 | 68 SHS MICROSOFT CORP | $19,904 | 2022-08-16 |
| 4 | 430 SHS ZOETIS INC CL A | $73,870 | 2022-08-16 |
| 5 | 451 SHS STRYKER CORP | $100,108 | 2022-11-15 |
| 6 | 418 SHS STRYKER CORP | $99,443 | 2022-12-05 |
| 7 | 500 SHS APPLE INC | $77,870 | 2022-10-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH LLC | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $2,640,890 | EOYBookValueAmt |
| EOYFMV | $3,805,884 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD SHORT TERM BOND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $86,322 | BookValueAmt |
| EOYFMV | $81,001 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $147,591 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO LITIGATION | Desc |
| Revenue And Expenses Per Books | $281 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $37,911 | Amt |
| Net Investment Income | $37,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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