Kaplan Ida & Joseph Foundation The

990PF • Fiscal year 2017 • EIN 20-8285669

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

Organization Profile

1633 35th Street NWWashington, DC 20007

(202) 337-1393

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

-25%

Higher net margin than 14% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

-2.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

212%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$713,094

Down $18,185 (-2.5%) from 2016

Net Assets

Down

$713,094

Down $17,155 (-2.3%) from 2016

Liabilities

Down

Down $1,030 (-100%) from 2016

Revenue And Expenses

Liabilities / Revenue35th percentile Net Margin14th percentile

Revenue

$69,044

Up $46,903 (+212%) from 2016

Expenses

$86,199

Up $29,137 (+51%) from 2016

Net Income

-$17,155

Up $17,766 (+51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$713,094

Liabilities$0

Net Assets$713,094

Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$69,044

Expenses$86,199

Net Income-$17,155

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Oct 31, 2017
Return Version: 2016v3.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAURIE KAPLAN	Managing Trustee	-	$0	-	-
DAVID APPELMAN	Trustee	-	$0	-	-
RACHEL MYEROWITZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kaplan Ida & Joseph Foundation the
EIN: 20-8285669
In Care Of: % LAURIE KAPLAN
Phone: 2023371393
Address: 1633 35TH STREET NW, WASHINGTON, DC 20007

Signing Officer

Name: Laurie Kaplan
Title: Managing Trustee
Phone: 2023371393
Signed: 2017-10-31
Discuss with paid preparer: Yes

Preparer

Firm: Cohnreznick Llp
Address: 7501 WISCONSIN AVENUE 400E, BETHESDA, MD 20814-6583
Preparer: Jason M Fleetwood
Phone: 3016529100

Raw XML Appendix323 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	3780
ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	FILING A COPY OF FORM 990-PF IS NOT REQUIRED BY THE DISTRICT OF COLUMBIA.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	674083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	39011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	UBS MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	UBS MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	712189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	39011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	12430
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	52633
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	65063
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	3780
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	3780
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	52633
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	3981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	12426
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	12426
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-17155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	552472
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	52633
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	57845
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	7218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	7218
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	78780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	7218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	86199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	65063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	69044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	3780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	7218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	11199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	70768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	429071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	6607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	39891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	6607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	39891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	77375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	468962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	UBS- SHORT TERM- SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	UBS- LONG TERM- SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	52633
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-17155
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	713094
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	730249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	713094
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	34915
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	34915
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	34915
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	36072
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1157
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	6
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	751200
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	731279
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	713094
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	751200
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	1030
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	730249
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	713094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	731279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	713094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	751200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	1030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	731279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	713094
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	730249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	713094
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	732436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	36689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	695747
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	10987
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	36072
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	721449
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	732436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LAURIE KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DAVID APPELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RACHEL MYEROWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	MANAGING TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	1633 35TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	1200 N HARTFORD ST 312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	5807 BRADLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	20007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	22201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	20814
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	147204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	147782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	48780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	48250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	467300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	192376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	4889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.204039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.065341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.059503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.567147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.230192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.098011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	721449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	746546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	810888
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	78780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.020194
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	78780
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	78780
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	78780
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1633 35TH STREET NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	20007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	LAURIE KAPLAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2023371393
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	LAURIE KAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATING EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL OPERATING EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	WEST END HOUSE GIRLS CAMP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE EQUITY PROJECT CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UNIVERSITY SETTLEMENT SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	105 ALLSTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	549 AUDUBON AVENUE TRAILER 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	184 ELDRIDGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ALLSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	75000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	34915
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	34915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	11654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	426513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	150766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	2453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	2453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	641180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	43865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	11654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	426513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	150766
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	78780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	43865
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	643633
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	599768
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	7218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7218
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	1030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	DUE TO BROKER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	201
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LAURIE KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2023371393
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KAPLAN IDA & JOSEPH FOUNDATION THE
ReturnHeader/Filer/BusinessNameControlTxt	0	KAPL
ReturnHeader/Filer/EIN	0	208285669
ReturnHeader/Filer/InCareOfNm	0	% LAURIE KAPLAN
ReturnHeader/Filer/PhoneNum	0	2023371393
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1633 35TH STREET NW
ReturnHeader/Filer/USAddress/CityNm	0	WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DC
ReturnHeader/Filer/USAddress/ZIPCd	0	20007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	47F55471C0FF7BCDCC349B589B25B005B0F9502E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	F4F4FDD2322508C87BC13A19358F0D8A5E62ACA4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	27324320173055000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-11-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.77.76.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7501 WISCONSIN AVENUE 400E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	208146583
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3016529100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JASON M FLEETWOOD
ReturnHeader/ReturnTs	0	2017-11-01T16:17:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $713,094
Liabilities: $0
Net assets: $713,094
Revenue: $69,044
Expenses: $86,199
Net income: -$17,155

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.03	$0.73	$0.70
2017Detailed filing. Detailed filing data is available for this year.	$0.71	$0.00	$0.71	$0.07	$0.09	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.73	$0.00	$0.73	$0.02	$0.06	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.05	$0.06	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.04	$0.48	$0.44
2013Summary only. Only limited summary data is available for this year.	$1.22	$0.01		$1.36	$0.20	$1.16
2012Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$0.01	$0.01	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$0.00	$0.00	$0.00