Harold And Nancy Kaplan Foundation

Naples, FL
Tax-exempt since June 1997
EIN: 23-2831054

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$69.7k (2024)

Expenses

$91k (2024)

Total Assets

$705k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$69,713

Expenses

$90,989

Net Income

-$21,276

Net Assets

$704,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,863	9.8%
Dividends	$33,220	47.7%
Sales of Assets	$29,630	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,300	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$704,659
Total Liabilities	$0
Net Assets	$704,659

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Jan. 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$72,408

Expenses

$101,650

Net Income

-$29,242

Net Assets

$725,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,926	9.6%
Dividends	$32,568	45.0%
Sales of Assets	$32,914	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,699	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$725,935
Total Liabilities	$0
Net Assets	$725,935

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Feb. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2022

Revenue

$96,150

Expenses

$134,105

Net Income

-$37,955

Net Assets

$755,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,663	6.9%
Dividends	$31,634	32.9%
Sales of Assets	$57,853	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,433	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,177
Total Liabilities	$0
Net Assets	$755,177

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Jan. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$127,821

Expenses

$125,692

Net Income

$2,129

Net Assets

$793,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,679	6.0%
Dividends	$29,435	23.0%
Sales of Assets	$90,707	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,575	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$793,132
Total Liabilities	$0
Net Assets	$793,132

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Dec. 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2020

Revenue

$183,139

Expenses

$100,002

Net Income

$83,137

Net Assets

$791,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,852	3.7%
Dividends	$32,751	17.9%
Sales of Assets	$143,536	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,555	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$791,003
Total Liabilities	$1
Net Assets	$791,002

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Jan. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$120,541

Expenses

$83,029

Net Income

$37,512

Net Assets

$707,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,320	3.6%
Dividends	$35,263	29.3%
Sales of Assets	$80,958	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,750	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$707,866
Total Liabilities	$1
Net Assets	$707,865

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Jan. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$68,566

Expenses

$86,802

Net Income

-$18,236

Net Assets

$670,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,392	3.5%
Dividends	$35,168	51.3%
Sales of Assets	$31,006	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,265	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$670,354
Total Liabilities	$0
Net Assets	$670,354

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Jan. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$98,010

Expenses

$56,473

Net Income

$41,537

Net Assets

$688,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,934	5.0%
Interest Revenue	$1,158	1.2%
Dividends	$35,135	35.8%
Sales of Assets	$56,783	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$688,590
Total Liabilities	$0
Net Assets	$688,590

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Dec. 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$110,714

Expenses

$57,356

Net Income

$53,358

Net Assets

$647,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,927	31.5%
Sales of Assets	$75,787	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,750	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$647,053
Total Liabilities	$0
Net Assets	$647,053

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Feb. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$145,127

Expenses

$67,825

Net Income

$77,302

Net Assets

$593,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	68.9%
Interest Revenue	$0
Dividends	$30,590	21.1%
Sales of Assets	$14,537	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,000	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,695
Total Liabilities	$0
Net Assets	$593,695

Compensation

Key Employees and Officers	Compensation	Other
Nancy Kaplan (President)	$0	$0

990-PF

Filed on Dec. 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$36,728

Expenses

$58,749

Net Income

-$22,021

Net Assets

$516,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,017	79.0%
Sales of Assets	$7,711	21.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,150	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$516,393
Total Liabilities	$0
Net Assets	$516,393

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$26,611

Expenses

$34,316

Net Income

-$7,705

Net Assets

$538,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,388	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,950	72.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$538,414
Total Liabilities	$1
Net Assets	$538,413

990-PF

Filed on March 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$26,002

Expenses

$32,568

Net Income

-$6,566

Net Assets

$546,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,002	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,850	73.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,119
Total Liabilities	$1
Net Assets	$546,118

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$21,414

Expenses

$28,973

Net Income

-$7,559

Net Assets

$552,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,416	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,600	74.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$552,685
Total Liabilities	$0
Net Assets	$552,685

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Harold And Nancy Kaplan Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $69.7k (2024)

Expenses $91k (2024)

Total Assets $705k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Revenue

$69.7k (2024)

Expenses

$91k (2024)

Total Assets

$705k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001