2025-01-30T13:56:15-06:00 2024-09-30 421412604 DELPERDANG SCHUH & CO PC PO BOX 627 SIOUX CITY IA 511020627 990PF 2023-10-01 421377146 THE DANIEL AND ELLEN KAPLAN FAMILY FOUNDATION DANI 7122558081 2720 DONALD ROSS ROAD 405 PALM BEACH GARDENS FL 33410 DANIEL F KAPLAN PRESIDENT 7122558081 2025-01-15 1 0 LAWRENCE L DELPERDANG P00746553 7122558081 2023 2025-03-06 01:10:19Z X 7597516 X X 7277 7277 182781 182781 159712 841804 159712 349770 349770 0 0 0 6290 6290 0 61519 61519 0 30 30 0 3994 3865 0 71833 71704 0 389100 389100 460933 71704 389100 -111163 278066 71627 71627 1150 2599168 2362434 5761149 1800459 1797204 1764740 4400777 4231265 7597516 61214 2865 61214 2865 X 4339563 4228400 4339563 4228400 4400777 4231265 4339563 -111163 0 4228400 0 4228400 PUBLICLY TRADED SECURITIES P 2023-10-01 2024-09-30 841688 682092 159596 159596 PUBLICLY TRADED SECURITIES P 2023-10-01 2024-09-30 116 116 116 159712 3865 0 3865 0 3865 1000 0 0 0 1000 X 35 2900 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A DELPERDANG SCHUH CO PC 7122558081 607 14TH STREET SIOUX CITY IA 511020627 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL F KAPLAN 2720 DONALD ROSS ROAD 405 PALM BEACH FL 33410 PRES SEC TREAS DIR 0.00 0 0 0 ELLEN KAPLAN 2720 DONALD ROSS ROAD 405 PALM BEACH FL 33410 VP DIR 0.00 0 0 0 NONE 0 NONE 0 0 7307506 17453 0 7324959 0 0 7324959 109874 7215085 360754 360754 3865 3865 356889 0 356889 0 356889 389100 0 389100 356889 264433 0 0 389100 264433 0 0 124667 0 0 0 0 0 0 0 0 232222 0 0 0 X AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 19170 NONE PUBLIC CHARITY 10000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST NEW YORK NY 10018 NONE PUBLIC CHARITY 10000 BIG SKY COMMUNITY ORGANIZATION 59716 32 TOWN CENTER AVE BIG SKY MT 59730 NONE PUBLIC CHARITY 5000 BOYS AND GIRLS HOME 2101 COURT ST SIOUX CITY IA 51104 NONE PUBLIC CHARITY 7500 CONGREGATION BETH SHALOM 815 38TH ST SIOUX CITY IA 51104 NONE PUBLIC CHARITY 2000 FOOD BANK OF SIOUXLAND 1313 11TH ST SIOUX CITY IA 51105 NONE PUBLIC CHARITY 20000 FRIENDS OF THE ISRAELI DEFENSE PO BOX 4224 NEW YORK NY 10163 NONE PUBLIC CHARITY 25000 GIRLS INC 500 MAIN ST SIOUX CITY IA 51103 NONE PUBLIC CHARITY 10000 HOSPICE OF SIOUXLAND 4300 HAMILTON BLVD SIOUX CITY IA 51104 NONE PUBLIC CHARITY 5000 HUMAN RESOURCE DEV COUNCIL DISTRICT IX 32 S TRACY AVE BOZEMAN MT 59715 NONE PUBLIC CHARITY 5000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST NEW YORK NY 101681289 NONE PUBLIC CHARITY 15000 JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PUBLIC CHARITY 3000 JEWISH FEDERATION OF SIOUX CITY 815 38TH ST SIOUX CITY IA 51104 NONE PUBLIC CHARITY 85000 LA FAMILY HOUSING 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91605 NONE PUBLIC CHARITY 20000 LAWYERS WITHOUT BORDERS 59 ELM ST SUITE 330 NEW HAVEN CT 06510 NONE PUBLIC CHARITY 10000 MAYO FOUNDATION 200 FIRST ST SW ROCHESTER MN 55905 NONE PUBLIC CHARITY 50000 MAZON 15303 VENTURA BLVD 1100 SHERMAN OAKS CA 91403 NONE PUBLIC CHARITY 30000 NATIONAL SCLERODERMA FOUNDATION 3930 OAKS CLUBHOUSE DRIVE 505 POMPANO BEACH FL 33069 NONE PUBLIC CHARITY 1000 PLANNED PARENTHOOD OF MONTANA 219 E MAIN ST MISSOULA MT 59802 NONE PUBLIC CHARITY 10000 SANFORD HEALTH FOUNDATION 2335 EAST 60TH ST N SIOUX FALLS SD 57104 NONE PUBLIC CHARITY 8600 SPANISH PEAKS COMMUNITY FOUNDATION PO BOX 161303 BIG SKY MT 59716 NONE PUBLIC CHARITY 10000 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 NONE PUBLIC CHARITY 25000 ANTI-DEFAMATION LEAGUE 605 THRID AVENUE NEW YORK NY 10158 NONE PUBLIC CHARITY 15000 URBAN RURAL ACTION 300 3RD ST NE APT 102 WASHINGTON DC 20002 NONE PUBLIC CHARITY 5000 WELLNESS IN ACTION 47855 GALLATIN RD GALLATIN GATEWAY MT 59730 NONE PUBLIC CHARITY 2000 389100 0 7277 182781 159712 0 0 349770 349770 3 FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. 4 FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. 8 FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6290 6290 0 NOT REQUIRED CORPORATE STOCK 2362434 5761149 EXCHANGED-TRADED & CLOSED-END FDS AT COST 935841 954210 OPEN-END MUTUAL FUNDS AT COST 861363 810530 OTHER CURRENT LIABILITIES 55133 0 ACCOUNT PAYABLE - DIRECTOR 6081 0 EXCISE TAX PAYABLE 0 2865 BROKERAGE SERVICE FEES 61519 61519 0 EXCISE TAX 3994 3865 0