Nonprofit · EIN 20-5708151
THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $724,483 | $333,048 | $391,435 | $4,226,046 | $29,975 | $4,196,071 |
| December 31, 2024 | 990-PF | $401,403 | $287,737 | $113,666 | $3,827,136 | $22,500 | $3,804,636 |
| December 31, 2023 | 990-PF | $202,709 | $289,449 | -$86,740 | $3,713,470 | $22,500 | $3,690,970 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $61,381
- Interest
- $69,632
- Net gain from sales of assets
- $593,470
Expenses
- Grants and similar amounts paid
- $274,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $274,500
- Excise tax on investment income
- $10,070
Balance sheet and other
- Total assets, start of year
- $3,827,136
- Total assets, end of year
- $4,226,046
- Total liabilities, end of year
- $29,975
- Net assets, end of year
- $4,196,071
- Fair market value of assets
- $6,622,594
- Qualifying distributions
- $274,500
- Net investment income
- $724,483
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 |
|---|---|---|---|
| ROBIN F KAPLAN 4 BRANCHWOOD COURT, BALTIMORE, MD 21208 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN F KAPLAN 4 BRANCHWOOD COURT, BALTIMORE, MD 21208 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN F KAPLAN 4 BRANCHWOOD COURT, BALTIMORE, MD 21208 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4 BRANCHWOOD CT, BALTIMORE, MD 21208-3301
- In care of
- % WILLIAM KAPLAN
- Signed the 990-PF
- ROBIN F KAPLAN, OFFICER
- Phone
- (410) 484-8318
- Website
- guidestar.org
- Return prepared by
- Benjamin J Dychala Jr CPA PC
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
- 20-5708151
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,226,046
- Income (IRS master file)
- $1,540,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $724,483 | $333,048 | $4,226,046 | XML |
| 990-PF | December 2024 | $401,403 | $287,737 | $3,827,136 | XML |
| 990-PF | December 2023 | $202,709 | $289,449 | $3,713,470 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 20-5708151).
Questions about THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC
- What is the EIN of THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC?
- The employer identification number (EIN) of THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC is 20-5708151.
- Is THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC 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 THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC 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 THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $724,483, expenses of $333,048 and total assets of $4,226,046 at year end.
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