2024-07-23T09:25:24-05:00 2024-06-30 233024745 SURACE & STANTON LLC 1974 SPROUL ROAD STE 208 BROOMALL PA 19008 990PF 2023-07-01 223471257 THE KAPLAN FOUNDATION INC C/O SURACE & STANTON KAPL 4846536380 1974 SPROUL ROAD 208 BROOMALL PA 19008 RITA KAPLAN OFFICER 8002578299 2024-07-03 1 RITA KAPLAN XXX-XX-XXXX 0 JOSEPH STANTON CPA P00296543 4846536380 2024-07-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 223124 X X 2683 2683 6144 15340 6144 8827 8827 0 0 0 2575 0 0 123 0 0 2698 0 0 10000 10000 12698 0 10000 -3871 8827 6817 2664 2664 92774 93177 220460 99591 95841 223124 685 806 685 806 X 98906 95035 98906 95035 99591 95841 98906 -3871 0 95035 0 95035 CAPITAL GAIN DISTRIBUTIONS 7140 7140 7140 136.461 SHS HAVERFORD QUALITY GROWTH STOCK FUND (HAVGX) P 1996-11-06 2023-08-01 3200 3456 -256 -256 227.066 SHS HAVERFORD QUALITY GROWTH STOCK FUND (HAVGX) P 1996-11-06 2023-11-08 5000 5740 -740 -740 6144 123 0 123 0 123 0 0 0 0 0 0 123 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A RITA KAPLAN 8002578299 6255 KILBY ROAD HARRISON OH 45030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RITA KAPLAN 6255 KILBY ROAD HARRISON OH 45030 TRUSTEE 0.00 0 0 0 DEAN KAPLAN 6255 KILBY ROAD HARRISON OH 45030 TRUSTEE 0.00 0 0 0 SHARON BERMAN 6255 KILBY ROAD HARRISON OH 45030 TRUSTEE 0.00 0 0 0 NONE 0 SURACE & STANTON 1974 SPROUL ROAD 208 BROOMALL PA 19008 ACCOUNTING SERVICE 2575 0 0 190583 3672 0 194255 0 0 194255 2914 191341 9567 9567 123 123 9444 0 9444 0 9444 10000 0 10000 9444 9940 0 0 10000 9940 0 0 60 0 0 0 0 0 0 0 0 9384 0 0 0 RITA KAPLAN 6255 KILBY ROAD HARRISON OH 45030 8002578299 RITA@KAPLANINDUSTRIES.COM PAMPHLET REGARDING THE ORGANIZATION NO NO GENESIS AT WORK FOUNDATION 4555 LAKE FOREST DRIVE SUITE 650 CINCINNATI OH 45242 NONE 501 (C) 3 CONTRIBUTION 1500 PSPCA 350 E ERIE AVENUE PHILADELPHIA PA 19134 NONE 501 (C) 3 CONTRIBUTION 8500 10000 0 2683 6144 0 0 8827 8827 4 FOUNDATION IS PRIMARILY SUPPORTED BY INVESTMENT INCOME. INVESTMENT 8 INCOME IS PRIMARY MEANS BY WHICH ORGANIZATION ACCOMPLISHES ITS PURPOSES OF PROVIDING GRANTS TO OTHER ORGANIZATIONS FOR CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2575 0 0 MARKETABLE SECURITIES 93177 220460 EXCISE TAX PAYABLE 206 123 DUE TO KAPLAN INDUSTRIES 479 683 EXCISE TAXES 123 0 0