BETA

ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-21
IRS object ID
202211729349100116
Schema version
2021v4.2
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)
Return2022-06-21T12:39:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 850 3RD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT N KAPLANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126871980PhoneNum
Signature2022-06-15SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB METH CPAPreparerPersonNm
PTINP00104046PTIN
Phone2125038800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,402,465FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,732ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$52,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$267,989NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$694,919GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$267,989CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$521,701TotalRevAndExpnssAmt
Total Net Invst Incm$320,969TotalNetInvstIncmAmt
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$12,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,397OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,397OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,522TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,522TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$137,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$333,054ExcessRevenueOverExpensesAmt
Net Investment Income$279,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,393CashBOYAmt
Cash EOY$76,557CashEOYAmt
Cash EOYFMV$76,557CashEOYFMVAmt
Corporate Stock BOY$2,284,041CorporateStockBOYAmt
Corporate Stock EOY$2,427,062CorporateStockEOYAmt
Corporate Stock EOYFMV$4,238,935CorporateStockEOYFMVAmt
Other Investments BOY$86,322OtherInvestmentsBOYAmt
Other Investments EOY$86,322OtherInvestmentsEOYAmt
Other Investments EOYFMV$86,973OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,424,756TotalAssetsBOYAmt
Total Assets EOY$2,589,941TotalAssetsEOYAmt
Total Assets EOYFMV$4,402,465TotalAssetsEOYFMVAmt
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$2,424,756RetainedEarningBOYAmt
Retained Earning EOY$2,589,941RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,424,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,589,941TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,424,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,589,941TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,424,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$333,054ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,757,810SubtotalAmt
Other Decreases$167,869OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,589,941TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Sold2021-12-31SoldDt
Gross Sales Price$694,919GrossSalesPriceAmt
Cost Or Other Basis$426,930CostOrOtherBasisAmt
Gain Or Loss$267,989GainOrLossAmt
Gains Minus Excess Or Losses$267,989GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$267,989CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,884InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,884SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,884TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,901EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,901TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,017OverpaymentAmt
Applied To ES Tax$7,017AppliedToESTaxAmt
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 Line1850 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
850 THIRD AVENUENEW YORKNY10022PRESIDENT1.00$0$0$0
DEBRA STOKES KAPLAN
850 THIRD AVENUENEW YORKNY10022VICE-PRESIDENT1.00$0$0$0
EVELYN KAPLAN SCHULMAN
850 THIRD AVENUENEW YORKNY10022SECRETARY1.00$0$0$0
DANIEL L KAPLAN
850 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$3,794,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,854,009TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,854,009AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,810CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,796,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,810MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,810MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,884TaxBasedOnInvestmentIncomeAmt
Total Tax$3,884TotalTaxAmt
Distributable Before Adj$185,926DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$185,926DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$185,926DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$137,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$137,125QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185,926DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,826ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,334ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,460TotalExcessDistributionCyovAmt
Qualifying Distributions$137,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$137,125AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$48,801ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$48,801ExcessDistributionCyovAppCYAmt
Total Corpus$24,659TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,659ExcessDistriCyovToNextYrAmt
Excess From Year1$24,659ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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
CARVER CENTER
400 WESTCHESTER AVENUEPORT CHESTERNY10573PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
FEDERAL BAR FOUNDATION
150 BROADWAY SUITE 505NEW YORKNY10038PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
HORACE MANN SCHOOL
231 WEST 246TH STREETBRONXNY10471PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
IONA PREPARATORY SCHOOL
255 WILMONT RDNEW ROCHELLENY10804PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
JCCH
130 UNION AVENUEHARRISONNY10528PCTO FURTHER DONEE'S EXEMPT PURPOSE$15,000
LARCHMONT VAC
155 WEAVER STREETLARCHMONTNY10538PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 SECOND AVENUE 8/FNEW YORKNY10017PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
RYE HISTORICAL SOCIETY
10 PURCHASE STREETRYENY10580PCTO FURTHER DONEE'S EXEMPT PURPOSE$16,000
SIMONTON CANCER CENTER
PO BOX 6607MALIBUCA90264PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
ASPCA
424 EAST 92ND STREETNEW YORKNY10128PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
BOBBY JONES CHIARI SYRINGOMYELIA FDN
29 CREST LOOPSTATEN ISLANDNY10312PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
PANUI
ONE MARKET SPEAR TOWER 36/FSAN FRANCISCOCA94105PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
JEWISH THEOLOGICAL SEMINARY
3080 BROADWAYNEW YORKNY10027PCTO FURTHER DONEE'S EXEMPT PURPOSE$2,000
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
THE GUIDANCE CENTER
201 EAST 16TH STREETBROOKLYNNY11226PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
WHITE HOUSE HISTORICAL ASSOCIATION
PO BOX 27624WASHINGTONDC20038PCTO FURTHER DONEE'S EXEMPT PURPOSE$35,000
FRIENDS OF RYE NATURE CENTER
873 BOSTON POST RDRYENY10580PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,000TotalGrantOrContriPdDurYrAmt
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$52,980ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$267,989ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$320,969ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$320,969TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT N KAPLANBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1107 GREENHAVEN ROADAddressLine1Txt
CityRYECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10580ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,732TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,340 SHS APPLE INCNoncashPropertyDesc
Fair Market Value$200,732FairMarketValueAmt
Received2021-10-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARKS PANETH LLPCategoryTxt
Amt$12,250Amt
Net Investment Income$6,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,125DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$2,427,062EOYBookValueAmt
EOYFMV$4,238,935EOYFMVAmt

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$86,973EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$167,869Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$35,397Amt
Net Investment Income$35,397NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$10,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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