Nonprofit · EIN 23-2831054
HAROLD AND NANCY KAPLAN FOUNDATION
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $76,468 | $103,998 | -$27,530 | $677,129 | $0 | $677,129 |
| September 30, 2024 | 990-PF | $69,713 | $90,989 | -$21,276 | $704,659 | $0 | $704,659 |
| September 30, 2023 | 990-PF | $72,408 | $101,650 | -$29,242 | $725,935 | $0 | $725,935 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $33,672
- Interest
- $6,940
- Net gain from sales of assets
- $35,856
Expenses
- Grants and similar amounts paid
- $88,200
- Disbursements for charitable purposes
- $89,500
- Excise tax on investment income
- $852
Balance sheet and other
- Total assets, start of year
- $704,659
- Total assets, end of year
- $677,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $677,129
- Fair market value of assets
- $1,493,896
- Qualifying distributions
- $89,500
- Net investment income
- $75,821
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY KAPLAN 7484 LITTLE LANE, APARTMENT 601, NAPLES, FL 34105 | PRESIDENT | 10 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY KAPLAN 7484 LITTLE LANE, APARTMENT 601, NAPLES, FL 34105 | PRESIDENT | 10 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY KAPLAN 7575 PELICAN BAY BOULEVARD, APARTMENT 1108, NAPLES, FL 34108 | PRESIDENT | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 7484 LITTLE LN UNIT 601, NAPLES, FL 34105-7374
- Signed the 990-PF
- NANCY KAPLAN, PRESIDENT
- Phone
- (570) 347-3377
- Return prepared by
- GINADER JONES & CO 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 23-2831054
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $677,129
- Income (IRS master file)
- $163,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $76,468 | $103,998 | $677,129 | XML |
| 990-PF | September 2024 | $69,713 | $90,989 | $704,659 | XML |
| 990-PF | September 2023 | $72,408 | $101,650 | $725,935 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 23-2831054).
Questions about HAROLD AND NANCY KAPLAN FOUNDATION
- What is the EIN of HAROLD AND NANCY KAPLAN FOUNDATION?
- The employer identification number (EIN) of HAROLD AND NANCY KAPLAN FOUNDATION is 23-2831054.
- Is HAROLD AND NANCY KAPLAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HAROLD AND NANCY KAPLAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD AND NANCY KAPLAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD AND NANCY KAPLAN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD AND NANCY KAPLAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HAROLD AND NANCY KAPLAN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HAROLD AND NANCY KAPLAN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $76,468, expenses of $103,998 and total assets of $677,129 at year end.
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