Nonprofit · EIN 22-2470361
WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION
Tax-exempt · NEWBURGH, NY 12550
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,567,733 | $4,675,675 | -$2,107,942 | $49,957,003 | $0 | $49,957,003 |
| December 31, 2023 | 990-PF | $1,073,185 | $4,960,097 | -$3,886,912 | $52,064,945 | $0 | $52,064,945 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,076,775
- Interest
- $6,059
- Net gain from sales of assets
- $1,282,009
- Other income
- $202,890
Expenses
- Grants and similar amounts paid
- $3,673,266
- Compensation of officers, directors and key employees
- $143,000
- Disbursements for charitable purposes
- $4,287,627
- Excise tax on investment income
- $30,714
Balance sheet and other
- Total assets, start of year
- $52,064,945
- Total assets, end of year
- $49,957,003
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,957,003
- Fair market value of assets
- $58,041,072
- Qualifying distributions
- $4,287,627
- Net investment income
- $2,559,423
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 |
|---|---|---|---|
| JOAN P KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, PRESIDENT | 20 | $143,000 |
| WILLIAM KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, CHAIRMAN | 1 | $0 |
| AMY KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| DAVID MARKS C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, TREASURER | 1 | $0 |
| GLEN L HELLER ESQ C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | SECRETARY | 1 | $0 |
| RICHARD J DRAKE ESQ C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| DR HAROLD KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| A VINCENT MAZZIE C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| JAMES O'DONNELL C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| JUSTIN RIDER C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR THROUGH 02/24 | 1 | $0 |
| IAN RIEGER C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN P KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, PRESIDENT | 20 | $115,000 |
| WILLIAM KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, CHAIRMAN | 1 | $0 |
| AMY KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| DAVID MARKS C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR, TREASURER | 1 | $0 |
| RICHARD J DRAKE ESQ C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| DR HAROLD KAPLAN C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| A VINCENT MAZZIE C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| JAMES O'DONNELL C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| JUSTIN RIDER C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| IAN RIEGER C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | DIRECTOR | 1 | $0 |
| GLEN L HELLER ESQ C/O PKFOD LLP 11 BALMVILLE RD, NEWBURGH, NY 12550 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO PKFOD 11 BALMVILLE ROAD, NEWBURGH, NY 12550-0000
- In care of
- % PKFOD LLP
- Signed the 990-PF
- DAVID MARKS, TREASURER
- Phone
- (845) 565-5400
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 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
- 22-2470361
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $49,957,003
- Income (IRS master file)
- $12,458,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,567,733 | $4,675,675 | $49,957,003 | IRS |
| 990-PF | December 2023 | $1,073,185 | $4,960,097 | $52,064,945 | 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 22-2470361).
Questions about WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION
- What is the EIN of WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION is 22-2470361.
- Is WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE 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 WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE 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 WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $143,000 (JOAN P KAPLAN, DIRECTOR, PRESIDENT).
- How much revenue does WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,567,733, expenses of $4,675,675 and total assets of $49,957,003 at year end.
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