Nonprofit · EIN 47-4971406
SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $914,332 | $284,483 | $629,849 | $5,275,822 | $0 | $5,275,822 |
| December 31, 2023 | 990-PF | $571,602 | $316,188 | $255,414 | $4,645,973 | $0 | $4,645,973 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $640,000
- Dividends
- $102,907
- Interest
- $3
- Net gain from sales of assets
- $171,006
- Other income
- $416
Expenses
- Grants and similar amounts paid
- $279,720
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $280,588
- Excise tax on investment income
- $3,759
Balance sheet and other
- Total assets, start of year
- $4,645,973
- Total assets, end of year
- $5,275,822
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,275,822
- Fair market value of assets
- $6,298,447
- Qualifying distributions
- $280,588
- Net investment income
- $274,332
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA KAPLAN 510 RIVER STREET, MINNEAPOLIS, MN 55401 | PRESIDENT | 0 | $0 |
| SONIA CHESSEN 4625 HUNT AVENUE, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0 | $0 |
| KERRI LEHMANN 25 SCENIC WAY, SAN FANCISCO, CA 94121 | TREASURER | 0 | $0 |
| JILL CHESSEN 7715 OLDCHESTER ROAD, BETHESDA, MD 20817 | SECRETARY | 0 | $0 |
| SAMUEL KAPLAN 510 RIVER STREET, MINNEAPOLIS, MN 55401 | OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA KAPLAN 510 RIVER STREET, MINNEAPOLIS, MN 55401 | PRESIDENT | 0 | $0 |
| SONIA CHESSEN 4625 HUNT AVENUE, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0 | $0 |
| KERRI LEHMANN 25 SCENIC WAY, SAN FANCISCO, CA 94121 | TREASURER | 0 | $0 |
| JILL CHESSEN 7715 OLDCHESTER ROAD, BETHESDA, MD 20817 | SECRETARY | 0 | $0 |
| SAMUEL KAPLAN 510 RIVER STREET, MINNEAPOLIS, MN 55401 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 730 2ND AVE S STE 1450, MINNEAPOLIS, MN 55402-2475
- In care of
- % SAMUEL L KAPLAN
- Signed the 990-PF
- SAMUEL KAPLAN, OFFICER
- Phone
- (612) 375-1138
- Return prepared by
- CLIFTONLARSONALLEN 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 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 | Not 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
- 47-4971406
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,275,822
- Income (IRS master file)
- $2,679,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $914,332 | $284,483 | $5,275,822 | XML |
| 990-PF | December 2023 | $571,602 | $316,188 | $4,645,973 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 47-4971406).
Questions about SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION
- What is the EIN of SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION?
- The employer identification number (EIN) of SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION is 47-4971406.
- Is SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL AND SYLVIA 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 2024.
- Who are the officers and directors of SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAMUEL AND SYLVIA KAPLAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $914,332, expenses of $284,483 and total assets of $5,275,822 at year end.
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