Civic Intelligence

Harold J Kaplan MD Charitable Trust

990T • Fiscal year 2020 • EIN 22-6908681

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 22, 2021

10711 Red Run Blvd Suite 101Owings Mills, MD 21117-5138

(410) 356-1000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,576,663Liabilities 2011: $02011Assets 2012: $1,525,350Liabilities 2012: $02012Assets 2013: $1,516,980Liabilities 2013: $02013Assets 2014: $1,584,762Liabilities 2014: $0Net Assets 2014: $1,584,7622014Assets 2015: $1,607,415Liabilities 2015: $0Net Assets 2015: $1,607,4152015Assets 2016: $1,548,292Liabilities 2016: $0Net Assets 2016: $1,548,2922016Assets 2017: $1,530,107Liabilities 2017: $0Net Assets 2017: $1,530,1072017Assets 2018: $1,613,045Liabilities 2018: $0Net Assets 2018: $1,613,0452018Assets 2019: $1,588,500Liabilities 2019: $0Net Assets 2019: $1,588,5002019Assets 2020: $1,597,484Liabilities 2020: $0Net Assets 2020: $1,597,4842020Assets 2021: $1,654,732Liabilities 2021: $0Net Assets 2021: $1,654,7322021Assets 2022: $1,620,119Liabilities 2022: $0Net Assets 2022: $1,620,1192022Assets 2023: $1,594,879Liabilities 2023: $0Net Assets 2023: $1,594,8792023Assets 2024: $1,594,771Liabilities 2024: $0Net Assets 2024: $1,594,7712024

Latest loaded filing

2024

Assets$1,594,771
Liabilities$0
Net Assets$1,594,771

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $62,091Expenses 2011: $101,466Net Income 2011: -$39,3752011Revenue 2012: $48,141Expenses 2012: $99,454Net Income 2012: -$51,3132012Revenue 2013: $90,364Expenses 2013: $98,734Net Income 2013: -$8,3702013Revenue 2014: $176,643Expenses 2014: $108,861Net Income 2014: $67,7822014Revenue 2015: $86,364Expenses 2015: $63,711Net Income 2015: $22,6532015Revenue 2016: $92,160Expenses 2016: $151,283Net Income 2016: -$59,1232016Revenue 2017: $86,605Expenses 2017: $104,790Net Income 2017: -$18,1852017Revenue 2018: $168,897Expenses 2018: $85,959Net Income 2018: $82,9382018Revenue 2019: $66,800Expenses 2019: $91,345Net Income 2019: -$24,5452019Revenue 2020: $94,905Expenses 2020: $85,921Net Income 2020: $8,9842020Revenue 2021: $155,402Expenses 2021: $98,154Net Income 2021: $57,2482021Revenue 2022: $64,402Expenses 2022: $99,015Net Income 2022: -$34,6132022Revenue 2023: $91,309Expenses 2023: $116,549Net Income 2023: -$25,2402023Revenue 2024: $118,300Expenses 2024: $118,408Net Income 2024: -$1082024

Latest loaded filing

2024

Revenue$118,300
Expenses$118,408
Net Income-$108
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 22, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Harold J Kaplan Md Charitable Trust
EIN
22-6908681
Phone
4103561000
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117-5138

Signing Officer

Name
A Michael Sidle
Title
Trustee
Phone
4103561000
Signed
2021-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Glass Jacobson Pa
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117
Preparer
Irvin M Baddock CPA
Phone
4103561000
Raw XML Appendix69 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0IRVIN M BADDOCK CPA
IRS990T/BooksInCareOfDetail/PhoneNum04103561000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010711 RED RUN BLVD SUITE 101
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OWINGS MILLS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd021117
IRS990T/BookValueAssetsEOYAmt01597484
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0NO UNRELATED BUSINESS ACTIVITIES AT THIS TIME.
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxExemptInterestAmt0426
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0A MICHAEL SIDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04103561000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD J KAPLAN MD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0226908681
ReturnHeader/Filer/PhoneNum04103561000
ReturnHeader/Filer/USAddress/AddressLine1Txt010711 RED RUN BLVD SUITE 101
ReturnHeader/Filer/USAddress/CityNm0OWINGS MILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0211175138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521035214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLASS JACOBSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010711 RED RUN BLVD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103561000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRVIN M BADDOCK CPA
ReturnHeader/ReturnTs02021-08-03T14:14:02-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICHAEL SIDLE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.09$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.18$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.05$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.10$0.04