ROBERT E KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ROBERT E KAPLAN CHARITABLE FOUNDATION (EIN 88-2428795)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-30
IRS object ID: 202513039349101376
Schema version: 2024v5.2
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-30T13:45:13-07:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271439588	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Conklin Gilpin & Wertz PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2738 E 51st Street Ste 370	AddressLine1Txt
City	Tulsa	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	882428795	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Robert E Kaplan Charitable	BusinessNameLine1Txt
Business Name Line2	Foundation	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	9186333592	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4138 S Harvard Ave Suite C-4	AddressLine1Txt
City	Tulsa	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74135	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Thomas Zeiders	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2025-10-29	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Seth P Carr	PreparerPersonNm
PTIN	P01558322	PTIN
Phone	9187490921	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,173,563	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	$87,771	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$31,099	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$31,099	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$31,099	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$53,027	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$53,027	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$53,027	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,736	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$843,489	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,771	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$13,621	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$186,633	TotalRevAndExpnssAmt
Total Net Invst Incm	$98,897	TotalNetInvstIncmAmt
Total Adj Net Incm	$97,747	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$45,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$22,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$22,500	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,800	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,800	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$30,423	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$30,423	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,098	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,098	TaxesNetInvstIncmAmt
Occupancy Rev And Expnss	$6,600	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$6,600	OccupancyNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$88,721	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$63,421	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$25,300	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$116,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$116,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$204,721	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$63,421	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$141,300	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$18,088	ExcessRevenueOverExpensesAmt
Net Investment Income	$35,476	NetInvestmentIncomeAmt
Adjusted Net Income	$97,747	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$62,840	CashBOYAmt
Cash EOY	$69,341	CashEOYAmt
Cash EOYFMV	$69,341	CashEOYFMVAmt
US Government Obligations BOY	$122,028	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$112,777	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$108,565	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,235,800	CorporateStockBOYAmt
Corporate Stock EOY	$1,222,113	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,392,128	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$569,397	CorporateBondsBOYAmt
Corporate Bonds EOY	$558,935	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$567,391	CorporateBondsEOYFMVAmt
Other Investments BOY	$992,136	OtherInvestmentsBOYAmt
Other Investments EOY	$1,077,947	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,036,138	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,982,201	TotalAssetsBOYAmt
Total Assets EOY	$3,041,113	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,173,563	TotalAssetsEOYFMVAmt
Grants Payable EOY	$77,000	GrantsPayableEOYAmt
Total Liabilities EOY	$77,000	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,982,201	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,964,113	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,982,201	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,964,113	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,982,201	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,041,113	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,982,201	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$18,088	ExcessRevenueOverExpensesAmt
Subtotal	$2,964,113	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,964,113	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Various Morgan Stanley 344 ST Covered	P	2024-01-01	2024-12-31	$803,224	$790,456	$12,768	$12,768
Various Morgan Stanley 344 ST Noncovered	P	2024-01-01	2024-12-31	$19,000	$18,147	$853	$853
Various Morgan Stanley 344 LT Covered	P	2001-01-01	2024-12-31	$15,258	$15,753	-$495	-$495
Various Morgan Stanley 344 LT Non Covered	P	2001-01-01	2024-12-31	$5,266	$4,397	$869	$869
Capital Gain Distributions	P	2001-01-01	2024-12-31	$741		$741	$741
Wash Sale						$35

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,771	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$13,621	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$493	InvestmentIncomeExciseTaxAmt
Subtotal	$493	SubtotalAmt
Tax Based On Investment Income	$493	TaxBasedOnInvestmentIncomeAmt
Tax Due	$493	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OK	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Thomas Zeiders	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9186333592	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 52631	AddressLine1Txt
City	Tulsa	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	741520631	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Thomas Zeiders	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4138 S Harvard Ave Suite C-4	AddressLine1Txt
City	Tulsa	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74135	ZIPCd

Field	Value	IRS element (for citing)
Title	Trustee	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$45,000	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,027,930	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$66,090	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,094,020	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$3,094,020	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$46,410	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,047,610	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$152,381	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$152,381	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$493	TaxBasedOnInvestmentIncomeAmt
Total Tax	$493	TotalTaxAmt
Distributable Before Adj	$151,888	DistributableBeforeAdjAmt
Distributable Before Ded	$151,888	DistributableBeforeDedAmt
Distributable As Adjusted	$151,888	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$141,300	ExpensesAndContributionsAmt
Qualifying Distributions	$141,300	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$151,888	DistributableAsAdjustedAmt
Undistributed Income PY	$115,607	UndistributedIncomePYAmt
Qualifying Distributions	$141,300	QualifyingDistributionsAmt
Applied To Year1	$115,607	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$25,693	AppliedToCurrentYearAmt
Undistributed Income CY	$126,195	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
First Serve of Tulsa
5302 S Hudson Ave	Tulsa	OK	74135	Public Charity	Community Support	$2,500
Little Lighthouse
5120 E 36th St	Tulsa	OK	74135	Public Charity	Community Support	$25,000
Washington Co Elder Care
1223 Swan Drive	Bartlesville	OK	74006	Public Charity	Community Support	$7,500
Tulsa Day Center
415 E Archer St	Tulsa	OK	74103	Public Charity	Community Support	$4,000
The Spring Shelter
PO Box 1588	Sand Springs	OK	74036	Public Charity	Community Support	$50,000
Building All Children
6910 S 101St E Ave	Tulsa	OK	74133	Public Charity	Community Support	$25,000
Hopestone Cancer Support
206 SE Frand Phillips Blvd	Bartlesville	OK	74003	Public Charity	Community Support	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$116,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,099	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$53,027	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$14,736	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$98,862	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$98,862	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Robert E Kaplan Rvoc Trust	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2434 E 24th St	AddressLine1Txt
City	Tulsa	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74114	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$87,771	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting	CategoryTxt
Amt	$5,600	Amt
Net Investment Income	$2,800	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,800	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	Corporate Bonds	BondNm
EOY Book Value	$558,935	EOYBookValueAmt
EOYFMV	$567,391	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	Common Stocks	StockNm
EOY Book Value	$1,222,113	EOYBookValueAmt
EOYFMV	$1,392,128	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$112,777	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$108,565	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
EFT Funds	AT COST	$6,875	$6,892
Mutual Funds	AT COST	$736,756	$694,930
Private Equity	AT COST	$334,316	$334,316

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Advisory Fees	CategoryTxt
Amt	$30,423	Amt
Net Investment Income	$30,423	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foregin Taxes	CategoryTxt
Amt	$1,098	Amt
Net Investment Income	$1,098	NetInvestmentIncomeAmt

ROBERT E KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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