Nonprofit · EIN 20-1933917
JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $425,084 | $379,232 | $45,852 | $1,374,411 | $0 | $1,374,411 |
| December 31, 2024 | 990-PF | $388,113 | $314,356 | $73,757 | $1,247,442 | $0 | $1,247,442 |
| December 31, 2023 | 990-PF | $433,783 | $525,653 | -$91,870 | $1,162,178 | $0 | $1,162,178 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $295,908
- Dividends
- $14,695
- Interest
- $24,246
- Net gain from sales of assets
- $90,203
- Other income
- $32
Expenses
- Grants and similar amounts paid
- $361,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $366,799
- Excise tax on investment income
- $5,205
Balance sheet and other
- Total assets, start of year
- $1,247,442
- Total assets, end of year
- $1,374,411
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,374,411
- Fair market value of assets
- $2,254,692
- Qualifying distributions
- $366,799
- Net investment income
- $384,444
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME A KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | PRESIDENT | 0.2 | $0 |
| KAREN E KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| JESSICA M KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| CAROLYN I KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME A KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | PRESIDENT | 0.2 | $0 |
| KAREN E KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| JESSICA M KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| CAROLYN I KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME A KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | PRESIDENT | 0.2 | $0 |
| KAREN E KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| JESSICA M KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
| CAROLYN I KAPLAN 5454 WISCONSIN AVENUE SUITE 1435, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 5454 WISCONSIN AVE STE 1435, CHEVY CHASE, MD 20815-6919
- In care of
- % DEENA L KAPLAN
- Signed the 990-PF
- JEROME A KAPLAN, PRESIDENT
- Return prepared by
- COHNREZNICK ADVISORY 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 | 990-PF 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
- 20-1933917
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,374,411
- Income (IRS master file)
- $893,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $425,084 | $379,232 | $1,374,411 | IRS |
| 990-PF | December 2024 | $388,113 | $314,356 | $1,247,442 | IRS |
| 990-PF | December 2023 | $433,783 | $525,653 | $1,162,178 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-1933917).
Questions about JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION
- What is the EIN of JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION?
- The employer identification number (EIN) of JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION is 20-1933917.
- Is JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEROME A AND DEENA L 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 2025.
- Who are the officers and directors of JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JEROME A AND DEENA L KAPLAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $425,084, expenses of $379,232 and total assets of $1,374,411 at year end.
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