2025-09-12T07:38:26-07:00 2024-12-31 760700443 Jeffery H Kaplan PC 6750 West Loop South Suite 920 Bellaire TX 77401 990PF 2024-01-01 760205105 Joan and Marvin Kaplan Family Charitable Foundation JOAN 7138283586 4534 Oleander Street Bellaire TX 77401 Richard E Kaplan President 7138283586 2025-09-12 true true Jeffery H Kaplan P00428456 7135223800 2025-09-12 2024 2025-03-06 01:10:19Z X 8980394 X X 10 305354 100570 1511369 100570 2189 0 5627 411561 100570 2189 0 7200 3600 3600 35046 3546 4700 4701 0 0 46946 11847 3600 381000 0 427946 11847 3600 -16385 88723 2189 619019 818177 818177 0 0 1164775 1573959 1578160 2895925 2254289 5946558 107807 0 0 0 0 0 367875 492591 637499 5155401 5139016 8980394 0 0 0 0 0 X 1000 1000 5154401 5138016 5155401 5139016 5155401 5139016 5155401 -16385 5139016 5139016 Accenture PLC P 2023-10-30 2024-08-30 34188 0 29004 5184 0 0 0 5184 Apple P 2023-10-30 2024-08-30 148690 0 109343 39347 0 0 0 39347 Cisco P 2023-10-30 2024-08-30 27522 0 28100 -578 0 0 0 -578 Kinder Morgan P 2023-10-30 2024-08-30 31797 0 24146 7651 0 0 0 7651 GNMA PL P 2023-10-30 2024-12-31 272 0 0 272 0 0 0 272 Apple P 2020-08-17 2024-08-30 152945 0 91638 61307 0 0 0 61307 Kinder Morgan P 2023-10-30 2024-08-30 129343 0 180681 -51338 0 0 0 -51338 Nestle P 2014-08-05 2024-08-30 144354 0 99357 44997 0 0 0 44997 Pfizer P 2020-08-17 2024-08-30 57903 0 72727 -14824 0 0 0 -14824 US Treas P 2023-07-11 2024-10-31 75000 0 74138 862 0 0 0 862 US Treas P 2022-07-08 2024-01-31 250000 0 247731 2269 0 0 0 2269 US Treas P 2023-02-09 2024-11-30 50000 0 49907 93 0 0 0 93 US Treas P 2022-05-13 2024-03-31 50000 0 49676 324 0 0 0 324 US Treas P 2023-07-11 2024-09-30 75000 0 74054 946 0 0 0 946 US Treas P 2024-12-31 2024-12-31 250000 0 248077 1923 0 0 0 1923 Hershey P 2023-10-30 2024-12-09 34354 0 32219 2135 0 0 0 2135 100570 2189 1233 0 1233 0 1233 0 0 0 0 1233 0 false false false false false false false true true TX true false false false false true N/A Richard E Kaplan 7138283586 4534 Oleander Street Bellaire TX 77401 false false false false false false false false false false false false false false false false false false false false false Richard E Kaplan 4534 Oleander Street Bellaire TX 77401 President 1.00 0 0 0 Karen K Brooks 1410 Regalia Ct Houston TX 77055 Secretary 0.00 0 0 0 Susan K Bruch 5635 Shady River Drive Houston TX 77056 VP 0.00 0 0 0 NONE 0 NONE 0 NA 0 N/A 0 0 8365546 612730 0 8978276 0 8978276 134674 8843602 442180 442180 1233 1233 440947 440947 440947 3600 0 3600 440947 292000 283750 191532 293100 3600 1063982 3600 0 3600 1067582 0 0 0 440947 292000 775582 283750 191532 293100 3600 3600 None None X See Attached Statement C-1 See Attached Statement C-1 Houston TX 77000 PC The purpose of these contributionsis to provide funds to charitable organizations 381000 381000 0 14 10 14 305354 18 100570 EPP Ord Inc 211110 5642 EPP Sec 1231 211110 -15 5627 405934 411561 false false false false false false false false false false Jeffery H Kaplan PC Tax Return Prep 7200 3600 3600 Publicly Traded Securities Purchased 1511369 1410799 100570 Investments-Securities held at Charles Schwab 0 0 Investments-Securities held at Charles Schwab 2254289 5946558 1573959 1578160 Enterprise Products Partners 70657 70657 109760 FS Credit Real Estate Income Trust 175000 296813 296813 KIMCO Realty Corp 122218 125121 230926 Inv Int Exp-Schwab 0 Non-deductible exp 0 EPP 5642 EPP Sec 1231 -15 Schwab Advisor Fees 35009 3509 Schwab ADR Fees 37 37 Foreign Taxes-Schwab 4382 4382 Foreign Taxes-K-1 0 0 Taxes Withheld from Form 2439 318 319