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Nonprofit · EIN 22-3471257

KAPLAN FOUNDATION INC

Tax-exempt · BROOMALL, PA 19008

Financials

$9K$13K2023$21K$14K2024$19K$13K2025
Revenue Expenses · by fiscal year end
Financials of KAPLAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$18,777$12,661$6,116$109,663$1,358$108,305
June 30, 2025990-PF$20,970$13,816$7,154$103,286$1,097$102,189
June 30, 2024990-PF$8,827$12,698-$3,871$95,841$806$95,035
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$1,800
Net gain from sales of assets
$16,977

Expenses

Grants and similar amounts paid
$9,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$9,600
Excise tax on investment income
$261

Balance sheet and other

Total assets, start of year
$103,286
Total assets, end of year
$109,663
Total liabilities, end of year
$1,358
Net assets, end of year
$108,305
Fair market value of assets
$242,968
Qualifying distributions
$9,600
Net investment income
$18,777

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
RITA KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
DEAN KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
SHARON BERMAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
RITA KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
DEAN KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
SHARON BERMAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
RITA KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
DEAN KAPLAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0
SHARON BERMAN
6255 KILBY ROAD, HARRISON, OH 45030
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1974 SPROUL RD STE 208, BROOMALL, PA 19008-3402
In care of
% MICHAEL B SOLOMON
Signed the 990-PF
RITA KAPLAN, OFFICER
Phone
(484) 653-6380
Return prepared by
SURACE & STANTON 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
22-3471257
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
1997
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$103,286
Income (IRS master file)
$41,754

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$18,777$12,661$109,663XML
990-PFJune 2025$20,970$13,816$103,286XML
990-PFJune 2024$8,827$12,698$95,841XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––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 22-3471257).

Questions about KAPLAN FOUNDATION INC

What is the EIN of KAPLAN FOUNDATION INC?
The employer identification number (EIN) of KAPLAN FOUNDATION INC is 22-3471257.
Is KAPLAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to KAPLAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAPLAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of KAPLAN FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAPLAN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of KAPLAN FOUNDATION INC?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does KAPLAN FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $18,777, expenses of $12,661 and total assets of $109,663 at year end.

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