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Nonprofit · EIN 14-6285967

LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR

Also known as ERIC KAPLAN TTEE

Tax-exempt · SARASOTA, FL 34236

Financials

$10.3M$10.8M2023$9M$8.3M2024
Revenue Expenses · by fiscal year end
Financials of LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,959,891$8,302,226$657,665$93,895,705$0$93,895,705
December 31, 2023990-PF$10,278,431$10,766,299-$487,868$93,238,040$0$93,238,040
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,960,164
Dividends
$356,614
Interest
$953
Net gain from sales of assets
$36,716
Other income
$1,605,444

Expenses

Grants and similar amounts paid
$7,136,228
Compensation of officers, directors and key employees
$700,000
Salaries, compensation and benefits (total)
$75,000
Disbursements for charitable purposes
$8,164,059
Excise tax on investment income
$23,342

Balance sheet and other

Total assets, start of year
$93,238,040
Total assets, end of year
$93,895,705
Total liabilities, end of year
$0
Net assets, end of year
$93,895,705
Fair market value of assets
$94,471,508
Qualifying distributions
$8,164,059
Net investment income
$1,751,543

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.

NameTitleHours / weekCompensation
ERIC KAPLAN
1266 FIRST STREET SUITE 4, SARASOTA, FL 34236
TRUSTEE40$350,000
R Dean Hautamaki
1266 FIRST STREET SUITE 4, SARASOTA, FL 34236
TRUSTEE40$350,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ERIC KAPLAN
1266 FIRST STREET SUITE 1, SARASOTA, FL 34236
TRUSTEE40$350,000
R Dean Hautamaki
1266 FIRST STREET SUITE 1, SARASOTA, FL 34236
TRUSTEE40$350,000

Address and contacts

Address (IRS master file)
1266 1ST ST STE 4, SARASOTA, FL 34236-5519
In care of
% ERIC KAPLAN
Signed the 990-PF
ERIC KAPLAN, Trustee
Phone
(941) 376-5030
Return prepared by
Lasky & Company CPA's LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
14-6285967
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$93,895,705
Income (IRS master file)
$13,829,027

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,959,891$8,302,226$93,895,705IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$10,278,431$10,766,299$93,238,040XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––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 14-6285967).

Questions about LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR

What is the EIN of LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR?
The employer identification number (EIN) of LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR is 14-6285967.
Is LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR 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 LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR 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 LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $350,000 (ERIC KAPLAN, TRUSTEE).
How much revenue does LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,959,891, expenses of $8,302,226 and total assets of $93,895,705 at year end.

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