Skip to main content

Nonprofit · EIN 22-6048152

KAPLEN FOUNDATION

Tax-exempt (reinstated) · TENAFLY, NJ 07670

Financials

$2.4M$8.5M2023$14.5M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of KAPLEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$14,541,985$6,342,284$8,199,701$61,859,792$2,093$61,857,699
July 31, 2024990-PF$2,399,080$8,464,826-$6,065,746$56,478,634$0$56,478,634
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$731,481
Interest
$1,051,435
Net gain from sales of assets
$12,759,069

Expenses

Grants and similar amounts paid
$5,586,443
Compensation of officers, directors and key employees
$261,786
Disbursements for charitable purposes
$6,173,354
Excise tax on investment income
$199,799

Balance sheet and other

Total assets, start of year
$56,478,634
Total assets, end of year
$61,859,792
Total liabilities, end of year
$2,093
Net assets, end of year
$61,857,699
Fair market value of assets
$70,676,482
Qualifying distributions
$6,173,354
Net investment income
$14,541,985

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANCY SUTHERLAND
PO BOX 792, TENAFLY, NJ 07670
SECRETARY40$199,486
MARGARET KAPLEN
PO BOX 792, TENAFLY, NJ 07670
PRESIDENT40$58,300
PETER G TATE
PO BOX 792, TENAFLY, NJ 07670
TRUSTEE1$2,000
JAMES TATE
PO BOX 792, TENAFLY, NJ 07670
TRUSTEE1$2,000
990-PF for the year ended July 31, 2024: 4 people
NameTitleHours / weekCompensation
NANCY SUTHERLAND
PO BOX 792, TENAFLY, NJ 07670
SECRETARY40$113,255
MARGARET KAPLEN
PO BOX 792, TENAFLY, NJ 07670
PRESIDENT40$58,300
PETER G TATE
PO BOX 792, TENAFLY, NJ 07670
TRUSTEE1$2,000
JAMES TATE
PO BOX 792, TENAFLY, NJ 07670
TRUSTEE1$2,000

Address and contacts

Address (IRS master file)
PO BOX 792, TENAFLY, NJ 07670-0792
Signed the 990-PF
MARGARET KAPLEN, PRESIDENT
Phone
(201) 227-0722
Return prepared by
FRED W CAMIN III CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
22-6048152
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
2020
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$61,859,792
Income (IRS master file)
$34,443,786

Revocation and reinstatement

Exemption revoked
December 15, 2018
Posted by the IRS
August 12, 2019
Reinstated
Effective December 15, 2018

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$14,541,985$6,342,284$61,859,792XML
990-PFJuly 2024$2,399,080$8,464,826$56,478,634XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––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 22-6048152).

Questions about KAPLEN FOUNDATION

What is the EIN of KAPLEN FOUNDATION?
The employer identification number (EIN) of KAPLEN FOUNDATION is 22-6048152.
Is KAPLEN FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on December 15, 2018 and reinstated it effective December 15, 2018.
Are donations to KAPLEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAPLEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KAPLEN FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAPLEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of KAPLEN FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $199,486 (NANCY SUTHERLAND, SECRETARY).
How much revenue does KAPLEN FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $14,541,985, expenses of $6,342,284 and total assets of $61,859,792 at year end.

Other nonprofits in TENAFLY

All nonprofits in TENAFLY · New Jersey · Philanthropy, voluntarism and grantmaking foundations