ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-30
- IRS object ID
- 202642119349100304
- Schema version
- 2025v4.2
- 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 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 | 2026-07-30T08:05:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 ADVISORS 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 | 2025-01-01 | 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 KAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126871980 | PhoneNum |
| Signature | 2026-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB METH | PreparerPersonNm |
| PTIN | P00104046 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2026-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,828,581 | 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 | $341,065 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,469,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,786 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,027 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,027 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $501,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,257 | 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 | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | 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 | $103,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,598 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,042,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,006,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,624,735 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $99,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,248 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,175,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,211,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,828,581 | 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 | $3,175,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,211,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,175,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,175,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,211,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,175,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,288,796 | SubtotalAmt |
| Other Decreases | $77,572 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | 2025-01-01 | 2025-12-31 | $375,817 | $389,936 | -$14,119 | -$14,119 |
| PUBLICLY TRADED STOCKS | 2025-01-01 | 2025-12-31 | $813,498 | $737,494 | $76,004 | $76,004 |
| PUBLICLY TRADED STOCKS | 2025-01-01 | 2025-12-31 | $273,711 | $16,936 | $256,775 | $256,775 |
| WASH SALE | 2025-01-01 | 2025-12-31 | $6,126 | $6,126 | $6,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,464 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,464 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,853 | 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 | $9,853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,389 | OverpaymentAmt |
| Applied To ES Tax | $5,389 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WESTCHESTER AVENUE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $68,062 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,094,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,192,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,192,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,114,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,464 | TotalTaxAmt |
| Distributable Before Adj | $251,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,952 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $27,952 | ExcessFromYear1Amt |
| Excess From Current Year | $44,426 | ExcessFromCurrentYearAmt |
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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AJC | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| AMERICAN ANTITRUST INSTITUTE | ||||||
| 1025 CONNECTICUT AVE | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| AMERICAN INDEPENDENT FOUNDATION | ||||||
| 800 MAINE AVENUE SW NO 5TH FL | WASHINGTON | DC | 20024 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| ASCAP FOUNDATION | ||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| BOBBY JONES CHIARI SYRINGOMYELIA FDN | ||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| CARVER CENTER | ||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| CHILDREN'S CANCER RESEARCH FUND | ||||||
| 980 BROADWAY 232 | THORNWOOD | NY | 10594 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| FEDERAL BAR FOUNDATION | ||||||
| 150 BROADWAY SUITE 505 | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $28,000 |
| GREENWICH HOSPITAL | ||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| HARLEM ACADEMY | ||||||
| 665 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| INSTITUTE FOR COMMUNITY LIVING (ICL) | ||||||
| 125 BROAD STREET 3RD FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| IONA PREPARATORY SCHOOL | ||||||
| 255 WILMONT RD | NEW ROCHELLE | NY | 10804 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| JCCH OF HARRISON | ||||||
| 130 UNION AVENUE | HARRISON | NY | 10528 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 4594 | NEW YORK | NY | 10163 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| ROGER WILLIAMS UNIVERSITY | ||||||
| 1 OLD FERRY RD | BRISTOL | RI | 02809 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,500 |
| RYE FREE READING ROOM | ||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| RYE HISTORICAL SOCIETY | ||||||
| 10 PURCHASE STREET | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| RYE VOLUNTEER FIREFIGHTERS | ||||||
| 15 LOCUST AVENUE | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| SHIR HADASH | ||||||
| 1310 CENTRE ST | NEWTON | MA | 02459 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| SIMONTON CANCER CENTER | ||||||
| PO BOX 6607 | MALIBU | CA | 90264 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| SWIM ACROSS AMERICAN | ||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||
| PO BOX 27624 | WASHINGTON | DC | 20038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $70,700 |
| THE ALGEMEINER | ||||||
| 1159 2ND AVENUE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| B'NAI JESHURUN | ||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 600 NEW JERSEY AVENUE | NW WASHINTON | DC | 20001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| INTERNATIONAL COMMUNITY FOUNDATION (ICF) | ||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| JUVENILE LAW CENTER | ||||||
| 1800 JFK BLVD SUITE 1900B | PHILADELPHIA | PA | 19103 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| KINGSWAY LEARNING CENTER | ||||||
| 144 KINGS HIGHWAY WEST | HADDONFIELD | NJ | 08333 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| MISS NEW YORK SCHORLARSHIP ORGANIZATION | ||||||
| 19 WATERVIEW DR | OSSINGING | NY | 10562 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,495 |
| MOBILIZATION TO JUSTICE | ||||||
| 100 WILLIAM STREET 6TH FLOOR | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| SUSTAINABLE WESTCHESTER | ||||||
| 40 GREEN STREET | MOUNT KISCO | NY | 10549 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE CHILDREN'S LAW CENTER | ||||||
| 44 COURT STREET 11TH FLOOR | BROOKLYN | NY | 11201 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,250 |
| THE WOMAN'S CLUB OF LARCHMONT | ||||||
| PO BOX 153 | LARCHMONT | NY | 10538 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| LARCHMONT VOLUNTEER AMBULANCE CORP | ||||||
| 155 WEAVER STREET | LARCHMONT | NY | 10538 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,445 | 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 | $73,444 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,869 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT N KAPLAN | |||||||
| 1 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $250 | Yes (X) | |
| ROBERT N KAPLAN | |||||||
| 2 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $98,454 | Yes (X) | |
| ROBERT N KAPLAN | |||||||
| 3 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $103,586 | Yes (X) | |
| ROBERT N KAPLAN | |||||||
| 4 | 107 GREENHAVEN ROAD | RYE | NY | 10580 | $138,775 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 200 SHS MICROSOFT CORP | $98,454 | 2025-06-25 |
| 3 | 200 SHS MICROSOFT CORP | $103,586 | 2025-09-19 |
| 4 | 500 SHS APPLE INC | $138,775 | 2025-11-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ ADVISORS LLC | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $3,006,692 | EOYBookValueAmt |
| EOYFMV | $5,624,735 | 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 | $84,934 | BookValueAmt |
| EOYFMV | $84,248 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $77,572 | 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 | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $1,027 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,027 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $68,062 | Amt |
| Net Investment Income | $68,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $23 | $23 | $0 |
| FEDERAL EXCISE TAX | $15,000 | $0 | $0 |
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