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Nonprofit · EIN 11-3545707

LAWRENCE AND MARILYN KAPLAN FOUNDATION

Tax-exempt · SYOSSET, NY 11791

Financials

$23K$3K2023$19K$3K2024
Revenue Expenses · by fiscal year end
Financials of LAWRENCE AND MARILYN KAPLAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$18,727$2,642$16,085$293,001$0$293,001
December 31, 2023990-PF$22,856$2,969$19,887$338,923$0$338,923
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$9,748
Dividends
$8,542
Net gain from sales of assets
$437

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50
Excise tax on investment income
$89

Balance sheet and other

Total assets, start of year
$338,923
Total assets, end of year
$293,001
Total liabilities, end of year
$0
Net assets, end of year
$293,001
Fair market value of assets
$619,013
Qualifying distributions
$50
Net investment income
$8,979

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.

NameTitleHours / weekCompensation
MARILYN KAPLAN
29 WINDEMERE WAY, WOODBURY, NY 11797
DIRECTOR1$0
STEVEN KAPLAN
39 EAGLE CHASE, WOODBURY, NY 11797
DIRECTOR1$0
SHERRY STOLZENBERG
25 VENUS RD, SYOSSET, NY 11791
DIRECTOR1$0
BONNIE FARELLO
983 SEASCAPE PLACE, SARASOTA, FL 34240
DIRECTOR1$0
LORI DECOSTANZO
13241 SW SHINNECOCK DRIVE, PORT ST LUCIE, FL 34987
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARILYN KAPLAN
29 WINDEMERE WAY, WOODBURY, NY 11797
DIRECTOR1$0
STEVEN KAPLAN
39 EAGLE CHASE, WOODBURY, NY 11797
DIRECTOR1$0
SHERRY STOLZENBERG
25 VENUS RD, SYOSSET, NY 11791
DIRECTOR1$0
BONNIE FARELLO
5322 SIESTA COVE DRIVE, SARASOTA, FL 34242
DIRECTOR1$0
LORI DECOSTANZO
6170 SW SADDLEBROOK LANE, PALM CITY, FL 34990
DIRECTOR1$0

Address and contacts

Address (IRS master file)
25 VENUS RD, SYOSSET, NY 11791-6516
In care of
% KABRO ASSOCIATES
Signed the 990-PF
SHERRY STOLZENBERG, DIRECTOR
Phone
(631) 836-1331
Return prepared by
EISNER ADVISORY GROUP 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-3545707
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$293,001
Income (IRS master file)
$29,989

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$18,727$2,642$293,001IRS
990-PFDecember 2023$22,856$2,969$338,923XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 11-3545707).

Questions about LAWRENCE AND MARILYN KAPLAN FOUNDATION

What is the EIN of LAWRENCE AND MARILYN KAPLAN FOUNDATION?
The employer identification number (EIN) of LAWRENCE AND MARILYN KAPLAN FOUNDATION is 11-3545707.
Is LAWRENCE AND MARILYN KAPLAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to LAWRENCE AND MARILYN KAPLAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAWRENCE AND MARILYN KAPLAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LAWRENCE AND MARILYN KAPLAN 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 LAWRENCE AND MARILYN KAPLAN 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 LAWRENCE AND MARILYN KAPLAN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does LAWRENCE AND MARILYN KAPLAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,727, expenses of $2,642 and total assets of $293,001 at year end.

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