Nonprofit · EIN 03-0452265
NAOMI KAPLAN FAMILY FOUNDATION
Tax-exempt · NAPLES, FL 34113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,330,419 | $654,253 | $2,676,166 | $12,001,110 | $0 | $12,001,110 |
| December 31, 2023 | 990-PF | $5,686,556 | $294,926 | $5,391,630 | $9,324,944 | $0 | $9,324,944 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,000,000
- Dividends
- $330,256
- Interest
- $420
- Net gain from sales of assets
- -$257
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $57,154
- Disbursements for charitable purposes
- $476,345
- Excise tax on investment income
- $2,179
Balance sheet and other
- Total assets, start of year
- $9,324,944
- Total assets, end of year
- $12,001,110
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,001,110
- Fair market value of assets
- $16,415,852
- Qualifying distributions
- $476,345
- Net investment income
- $330,676
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HAYDEN 1460 IROQUOIS STREET, SHRUB OAK, NY 10588 | TRUSTEE | 1 | $19,052 |
| JAMES O'CONNOR 120 PALMETTO DUNES CIRCLE, NAPLES, FL 34113 | TRUSTEE | 1 | $19,051 |
| JOHN FERGUSON 66 FIELD ROAD, GREENWICH, CT 06830 | TRUSTEE | 1 | $19,051 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES O'CONNOR 120 PALMETTO DUNES CIRCLE, NAPLES, FL 34113 | TRUSTEE | 1 | $0 |
| JOHN FERGUSON 66 FIELD ROAD, GREENWICH, CT 06830 | TRUSTEE | 1 | $0 |
| RICHARD HAYDEN 1460 IROQUOIS STREET, SHRUB OAK, NY 10588 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 120 PALMETTO DUNES CIR, NAPLES, FL 34113-7560
- In care of
- % NAOMI KAPLAN
- Signed the 990-PF
- JAMES O'CONNOR, TRUSTEE
- Phone
- (239) 354-2783
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0452265
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,001,110
- Income (IRS master file)
- $5,889,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,330,419 | $654,253 | $12,001,110 | XML |
| 990-PF | December 2023 | $5,686,556 | $294,926 | $9,324,944 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0452265).
Questions about NAOMI KAPLAN FAMILY FOUNDATION
- What is the EIN of NAOMI KAPLAN FAMILY FOUNDATION?
- The employer identification number (EIN) of NAOMI KAPLAN FAMILY FOUNDATION is 03-0452265.
- Is NAOMI KAPLAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to NAOMI KAPLAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NAOMI KAPLAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NAOMI KAPLAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAOMI KAPLAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NAOMI KAPLAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $19,052 (RICHARD HAYDEN, TRUSTEE).
- How much revenue does NAOMI KAPLAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,330,419, expenses of $654,253 and total assets of $12,001,110 at year end.
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