Kaplan Foundation in Cincinnati, Ohio (OH)

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Kaplan Foundation
Employer Identification Number (EIN)311423392
Name of OrganizationKaplan Foundation
In Care of NameStanley M Kaplan
Address9435 Waterstone Blvd Ste 390, Cincinnati, OH 45249-8227
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$5,728,775
Amount of Income$2,150,952
Form 990 Revenue Amount$476,045
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations:


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Amount of income in 2012: $2,150,952 (it was $476,045 in 2011)
This organization: 

 $2,150,952
Other organizations performing similar types of work: 

 $149,783

Assets in 2012: $5,728,775 (it was $5,638,341 in 2011)
Kaplan Foundation: 

 $5,728,775
Other organizations performing similar types of work: 

 $415,386

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$476,045$465,213$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$195
Dividends and interest from securities$100,410
Gross rents$0
Gross profit from sales of goods$0
Other income$10,832
Other$364,608
Total expenses and disbursements$647,865$20,500$0$616,719
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$31,346$20,500$200
Contributions, gifts, grants paid$616,519
Excess of revenue over expenses and disbursements$-171,820
Net investment income$444,713
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$5,638,341$6,878,212
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$2,906,237
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$1,950,000
Other$782,104
Total liabilities$6,054
Mortgages and other notes payable$0
Other$6,054
Total liabilities and net assets/fund balances$5,632,287
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$364,608
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$4,447
Total credits and payments$6,230
2011 estimated tax payments and 2010 overpayment credited to 2011$6,230
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$1,783
Amount to be credited to 2012 estimated tax$1,783
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$7,159,766
Net value of noncharitable-use assets$7,052,380
Minimum investment return$352,619
Distributable Amount (for 2011)
Distributable amount$348,172
Undistributed Income (for 2011)
Distributable amount for 2011$348,172
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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2High Point Realty Associates Inc324 Blackwell St Washington Bldg No, Durham, NC 27701NC1997-09$4,294,412
3Susan Vaughan Foundation Inc600 Jefferson St Ste 300, Houston, TX 77002-7377TX1989-09$14,594,086
4George William Patton & Mary Patton Foundation Trust BPO BOX 831041, Dallas, TX 75283-1041TX1998-01$13,500,599
5Barbro Osher Pro Suecia FoundationOne Ferry Bldg Ste 255, San Francisco, CA 94111-4213CA1996-07$12,799,459
6Jkw Foundation Tr Ua 092597, Stein Jean TteeC/O Jean Stein 10 Gracie Square, New York, NY 10028NY1997-11$10,491,237
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8Foundation For Deep Ecology1062 Fort Cronkhite, Sausalito, CA 94965-2609CA1998-02$9,014,069
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11Mcglothlin Foundation1005 Glenway Ave, Bristol, VA 24201-3473VA1998-12$7,369,156
12Annie Rowell Intrvs TrPO BOX 477, Concord, NH 03302-0477NH1997-11$6,861,633
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14June G Outhwaite Irrv Charitable Tr 010298, Pucher John S Ttee1206 Coast Village Cir Ste A, Santa Barbara, CA 93108-2710CA1998-04$5,723,448
15Boys Ranch Tr, Rogers Harold D Ttee900 8th St Ste 725, Wichita Falls, TX 76301-6808TX1995-10$5,696,839
16Cancer Trust, Rogers Harold D Ttee900 8th St Ste 725, Wichita Falls, TX 76301-6808TX1995-10$5,696,839
17Heart Trust, Rogers Harold D Ttee900 8th St Ste 725, Wichita Falls, TX 76301-6808TX1995-10$5,696,839
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22Cranaleith Spiritual Center13475 Proctor Rd, Philadelphia, PA 19116-1723PA1996-11$3,907,884
23Kaplan Foundation9435 Waterstone Blvd Ste 390, Cincinnati, OH 45249-8227OH1995-11$2,150,952
24John And Mary Alford Foundation888 High St, Worthington, OH 43085-4110OH1998-06$265,612
25Harold Lee And Phyllis V Gardner Memorial FundPO BOX 94651, Cleveland, OH 44101-4651OH1998-04$169,460
26David Dana Foundation 849-74c375800 Monroe St Bldg F, Sylvania, OH 43560-2263OH1998-04$52,372
27Rooney Fund1209 Westwood Ave, Columbus, OH 43212-3241OH1974-11$23,447
28Kalhan Foundation2625 Fairwood Dr, Pepper Pike, OH 44124-4543OH1998-05$8,760
29Nlk Foundation, Klym Norman Ttee24441 Detroit Rd, Westlake, OH 44145-1581OH1995-11$409
30Amethyst Legacy Inc455 E Mound St, Columbus, OH 43215-5595OH1998-06$1
Number of organizations performing similar types of work
Alaska2
Alabama4
Arkansas2
Arizona5
California57
Colorado9
Connecticut5
District of Columbia4
Delaware1
Florida23
Georgia2
Hawaii1
Iowa4
Idaho2
Illinois16
Indiana5
Kansas2
Kentucky2
Louisiana2
Massachusetts15
Maryland9
Maine3
Michigan8
Minnesota2
Missouri6
Mississippi2
Montana1
North Carolina3
Nebraska5
New Hampshire6
New Jersey8
New Mexico1
Nevada3
New York39
Ohio12
Oklahoma3
Oregon9
Pennsylvania29
Rhode Island3
South Carolina1
South Dakota2
Tennessee2
Texas25
Utah9
Virginia8
Vermont2
Washington13
Wisconsin10
West Virginia5
Total392

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