2026-04-10T13:52:50-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 853247532 The Robert & Kelly Kaplan Foundation % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Kelly Kaplan Co-President 8008391754 2026-04-08 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 3692126 X 0 X 26055 26055 78375 78375 88165 418165 88165 192595 192595 0 18859 18859 3566 18396 18396 40821 18859 18396 163500 163500 204321 18859 181896 -11726 173736 0 700322 695408 695408 309890 2330105 2633183 2996718 3340317 3328591 3692126 0 0 X 3340317 3328591 3340317 3328591 3340317 3328591 3340317 -11726 3328591 3328591 Publicly-traded Securities 418165 330000 88165 88165 88165 2415 2415 2415 2500 0 2500 X 9 76 76 0 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Kelly J Kaplan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec, Treas 1.0 0 0 0 Robert J Kaplan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir 1.0 0 0 0 2922056 706778 0 3628834 0 3628834 54433 3574401 178720 178720 2415 2415 176305 176305 176305 181896 0 0 0 0 181896 176305 169217 2023 2022 2021 181896 169217 12679 0 0 163626 0 0 Kelly J Kaplan Robert J Kaplan X ACLU FOUNDATION OF SAN DIEGO AND IMPERIAL COUNTIES PO BOX 87131 SAN DIEGO CA 92138 N/A PC General & Unrestricted 10000 AMERICAN NATIONAL RED CROSS 1450 S CENTRAL AVE LOS ANGELES CA 90021 N/A PC Supporting the victims of the Pacific Palisades and Eaton Los Angeles Wildfires 2500 AMNESTY INTERNATIONAL OF THE USA INC 311 43RD ST 7TH FL NEW YORK NY 10036 N/A PC General & Unrestricted 2500 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 N/A PC 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MSCI A 202023 249254 JPMORGAN GLOBAL BOND OPPORTUNI 55045 56256 PERFORMANCE TRUST TOTAL RETURN 36399 35582 PIMCO COMMODITY PL STRAT INS 34030 32055 SCHWAB S P 500 INDEX FUND SELE 221500 279552 VANGUARD MID-CAP ETF 336435 399053 VANGUARD SHORT-TERM BOND INDEX 58015 58516 VANGUARD SHORT-TERM CORPORATE 58015 59056 VANGUARD TOTAL BD ETF 67973 66884 Administrative Fees 18371 18371 State or Local Filing Fees 25 25 Investment Management Services 18859 18859 990-PF Estimated Tax for 2025 2500 990-PF Excise Tax for 2024 1066