Daniel And Ellen Kaplan Family Foundation
Organization summary
Type of Nonprofit
Designated as a 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.
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $350k (2024)
 Expenses $461k (2024)
 Total Assets $4.23M (2024)
 Total Liabilities $2.87k (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
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $7,277 |  
    2.1%
 | 
| Dividends | $182,781 |  
    52.3%
 | 
| Sales of Assets | $159,712 |  
    45.7%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $389,100 |  
    84.4%
 | 
| 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 | $4,231,265 | |
| Total Liabilities | $2,865 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Treas Dir) | $0 | $0 | 
| Ellen Kaplan (Vp Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Jan. 30, 2025Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $11,395 |  
    1.3%
 | 
| Dividends | $161,799 |  
    18.3%
 | 
| Sales of Assets | $708,652 |  
    80.4%
 | 
| Other Income | $24 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $374,000 |  
    85.4%
 | 
| 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 | $6,467,532 | |
| Total Liabilities | $61,214 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Treas Dir) | $0 | $0 | 
| Ellen Kaplan (Vp Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Jan. 27, 2024Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $12,828 | |
| Dividends | $136,101 | |
| Sales of Assets | -$1,024,794 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $358,834 |  
    83.5%
 | 
| 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 | $5,963,866 | |
| Total Liabilities | $1,476 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Treas Dir) | $0 | $0 | 
| Ellen Kaplan (Vp Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Nov. 2, 2022Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $12,889 |  
    0.9%
 | 
| Dividends | $132,646 |  
    9.7%
 | 
| Sales of Assets | $1,222,775 |  
    89.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $111,833 |  
    62.2%
 | 
| 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 | $7,269,239 | |
| Total Liabilities | $1,077 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Treas Dir) | $0 | $0 | 
| Ellen Kaplan (Vp Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Jan. 10, 2022Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $4,501,845 |  
    93.6%
 | 
| Interest Revenue | $11,853 |  
    0.2%
 | 
| Dividends | $125,576 |  
    2.6%
 | 
| Sales of Assets | $169,441 |  
    3.5%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $160,000 |  
    69.8%
 | 
| 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 | $4,799,386 | |
| Total Liabilities | $17,409 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $7,137 |  
    8.3%
 | 
| Dividends | $108,560 |  
    > 100%
 | 
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $113,000 |  
    70.8%
 | 
| 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 | $2,608,170 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $188 |  
    0.1%
 | 
| Dividends | $95,498 |  
    27.4%
 | 
| Sales of Assets | $252,290 |  
    72.5%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $108,250 |  
    76.5%
 | 
| 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 | $2,681,347 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Dir) | $0 | $0 | 
| David N Kaplan (Vp Treas Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Feb. 7, 2019Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $96 |  
    0.2%
 | 
| Dividends | $104,594 |  
    > 100%
 | 
| Sales of Assets | -$41,512 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $94,244 |  
    100%
 | 
| 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 | $2,474,812 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Daniel F Kaplan (Pres Sec Dir) | $0 | $0 | 
| David N Kaplan (Vp Treas Dir) | $0 | $0 | 
Document Links
990-PF
Filed on Jan. 24, 2018Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2016
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $26 |  
    0.0%
 | 
| Dividends | $99,852 |  
    > 100%
 | 
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $152,970 |  
    100%
 | 
| 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 | $2,427,703 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,368,102 |  
    98.8%
 | 
| Interest Revenue | $28 |  
    0.0%
 | 
| Dividends | $88,981 |  
    6.4%
 | 
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $98,227 |  
    100%
 | 
| 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 | $2,484,786 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $5 | |
| Dividends | $60,153 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $84,449 |  
    100%
 | 
| 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 | $1,197,947 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $5 |  
    0.0%
 | 
| Dividends | $46,152 |  
    73.6%
 | 
| Sales of Assets | $16,585 |  
    26.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $90,160 |  
    100%
 | 
| 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 | $1,287,155 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2011
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2007
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2006
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2004
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2003
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Sept.
    2002
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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