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Nonprofit · EIN 22-6908681

HAROLD J KAPLAN MD CHARITABLE TR

Also known as SIDLE A MICHAEL ET AL TTEE

Tax-exempt · OWINGS MILLS, MD 21117

Financials

$91K$117K2023$118K$118K2024$121K$115K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD J KAPLAN MD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$120,719$115,357$5,362$1,600,133$0$1,600,133
December 31, 2024990-PF$118,300$118,408-$108$1,594,771$0$1,594,771
December 31, 2023990-PF$91,309$116,549-$25,240$1,594,879$0$1,594,879
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$47,586
Interest
$7
Net gain from sales of assets
$73,126

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$5,134
Disbursements for charitable purposes
$104,689
Excise tax on investment income
$1,550

Balance sheet and other

Total assets, start of year
$1,594,771
Total assets, end of year
$1,600,133
Total liabilities, end of year
$0
Net assets, end of year
$1,600,133
Fair market value of assets
$2,225,801
Qualifying distributions
$104,689
Net investment income
$120,719

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.

NameTitleHours / weekCompensation
IRVIN M BADDOCK
3647 ELTHAM WAY, OWINGS MILLS, MD 21117
TRUSTEE0.75$2,567
A MICHAEL SIDLE
11 TANNER COURT, BALTIMORE, MD 21208
TRUSTEE0.5$2,567
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
IRVIN M BADDOCK
3647 ELTHAM WAY, OWINGS MILLS, MD 21117
TRUSTEE0.75$2,433
A MICHAEL SIDLE
11 TANNER COURT, BALTIMORE, MD 21208
TRUSTEE0.5$2,433
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
IRVIN M BADDOCK
3647 ELTHAM WAY, OWINGS MILLS, MD 21117
TRUSTEE0.75$2,252
A MICHAEL SIDLE
11 TANNER COURT, BALTIMORE, MD 21208
TRUSTEE0.5$2,252

Address and contacts

Address (IRS master file)
3647 ELTHAM WAY, OWINGS MILLS, MD 21117-1284
In care of
% IRVIN M BADDOCK & MICHAEL SIDLE
Signed the 990-PF
IRV BADDOCK, TRUSTEE
Phone
(410) 375-2674
Return prepared by
YOUNT HYDE & BARBOUR 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-6908681
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,600,133
Income (IRS master file)
$120,719

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$120,719$115,357$1,600,133IRS
990-PFDecember 2024$118,300$118,408$1,594,771XML
990-PFDecember 2023$91,309$116,549$1,594,879XML
990-PFDecember 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 22-6908681).

Questions about HAROLD J KAPLAN MD CHARITABLE TR

What is the EIN of HAROLD J KAPLAN MD CHARITABLE TR?
The employer identification number (EIN) of HAROLD J KAPLAN MD CHARITABLE TR is 22-6908681.
Is HAROLD J KAPLAN MD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to HAROLD J KAPLAN MD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD J KAPLAN MD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD J KAPLAN MD CHARITABLE TR 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 HAROLD J KAPLAN MD CHARITABLE TR 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 HAROLD J KAPLAN MD CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $2,567 (IRVIN M BADDOCK, TRUSTEE).
How much revenue does HAROLD J KAPLAN MD CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $120,719, expenses of $115,357 and total assets of $1,600,133 at year end.

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