Civic Intelligence

Gary and Holly Kaplan Family Foundation C/O David I Faust

EIN 30-0596451 • New York, NY

Gallet - 845 Third Ave 5th FLNew York, NY 10022
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.35x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-32%

Higher net margin than 8% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-4.2%

Faster asset growth than 28% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,541,726

Down $66,955 (-4.2%) from 2023

Liabilities

Flat

$72,836

Flat from 2023

Net Assets

Down

$1,468,890

Down $66,955 (-4.4%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin8th percentile

Revenue

Up

$206,330

Up $108,326 (+111%) from 2023

Expenses

Up

$273,285

Up $144,394 (+112%) from 2023

Net Income

Down

-$66,955

Down $36,068 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,422,771Liabilities 2010: $0Net Assets 2010: $1,422,7712010Assets 2011: $1,341,077Liabilities 2011: $0Net Assets 2011: $1,341,0772011Assets 2012: $1,314,399Liabilities 2012: $0Net Assets 2012: $1,314,3992012Assets 2016: $1,703,308Liabilities 2016: $0Net Assets 2016: $1,703,3082016Assets 2018: $1,750,079Liabilities 2018: $0Net Assets 2018: $1,750,0792018Assets 2019: $1,677,141Liabilities 2019: $0Net Assets 2019: $1,677,1412019Assets 2020: $1,713,966Liabilities 2020: $0Net Assets 2020: $1,713,9662020Assets 2021: $1,690,753Liabilities 2021: $0Net Assets 2021: $1,690,7532021Assets 2022: $1,613,627Liabilities 2022: $0Net Assets 2022: $1,613,6272022Assets 2023: $1,608,681Liabilities 2023: $72,836Net Assets 2023: $1,535,8452023Assets 2024: $1,541,726Liabilities 2024: $72,836Net Assets 2024: $1,468,8902024

Highlighted filing

2024

Assets$1,541,726
Liabilities$72,836
Net Assets$1,468,890
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $91,9702010Expenses 2011: $91,2032011Expenses 2012: $74,4602012Revenue 2016: $29,857Expenses 2016: $71,075Net Income 2016: -$41,2182016Revenue 2018: $77,588Expenses 2018: $64,925Net Income 2018: $12,6632018Revenue 2019: $111,038Expenses 2019: $183,976Net Income 2019: -$72,9382019Revenue 2020: $206,097Expenses 2020: $169,272Net Income 2020: $36,8252020Revenue 2021: $93,080Expenses 2021: $116,293Net Income 2021: -$23,2132021Revenue 2022: $290,434Expenses 2022: $367,560Net Income 2022: -$77,1262022Revenue 2023: $98,004Expenses 2023: $128,891Net Income 2023: -$30,8872023Revenue 2024: $206,330Expenses 2024: $273,285Net Income 2024: -$66,9552024

Highlighted filing

2024

Revenue$206,330
Expenses$273,285
Net Income-$66,955
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,541,726
Liabilities
$72,836
Net assets
$1,468,890
Revenue
$206,330
Expenses
$273,285
Net income
-$66,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.07$1.47$0.21$0.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.07$1.54$0.10$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.29$0.37$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.21$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.03$0.07$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY KAPLANPresident, Treasurer, DirectorFT$0--
HOLLY KAPLANV.P., DirectorPT$0--
DAVID I FAUST ESQSecretary, Director-$0--
REMINGTON KAPLANDirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Gary and Holly Kaplan Family Foundation
EIN
30-0596451
Phone
2129353131
Address
GALLET - 845 THIRD AVE 5TH FL, NEW YORK, NY 10022

Signing Officer

Name
Gary Kaplan
Title
Vice President/director
Phone
2129353131
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Smith & Co LLC
Address
501 MADISON AVENUE, NEW YORK, NY 10022-5501
Preparer
Stephen M Smith Co LLC
Phone
2127508161
Raw XML Appendix353 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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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN M SMITH CO LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 MADISON AVENUE STE 704
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127508161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0190483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt238200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt324115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP THE UNDERPRIVILEGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP THE UNDERPRIVILEGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP THE UNDERPRIVILEGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP THE UNDERPRIVILEGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSISTANCE TO DISADVANTAGED CHILDREN IN COSTA RICA AS WELL AS HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASSOCIACION PRO HOPSITAL NACIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FUNDACION HUMANITARIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HUMANITARIA COSTA RICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0FATH 1 AVE AL MOHIT AL HADI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1APARTADO 458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2CALLE SAN MARCOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0SANTA ANN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1CS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd2CS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd010052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd16150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd24341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0RABAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1COSTA RICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm2COSTA RICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0270398
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0111576
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0111576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0268091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0516325
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0158822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0268091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040418
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt011503
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0270398
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0158822
IRS990PF/UndistributedIncomeGrp/Taxable1Amt011503
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0516325
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0357503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt011503
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt049
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-1663
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX WITHHELD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FOREIGN TAXES PAID
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt049
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-1663
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt049
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11663
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt154
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0578
TaxesSchedule/TaxesDetail/CategoryTxt0FIRST MANHATTAN FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0578
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02129353131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY AND HOLLY KAPLAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID I FAUST
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0300596451
ReturnHeader/Filer/PhoneNum02129353131
ReturnHeader/Filer/USAddress/AddressLine1Txt0GALLET - 845 THIRD AVE 5TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133933987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M SMITH & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 MADISON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100225501
ReturnHeader/PreparerPersonGrp/PhoneNum02127508161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M SMITH CO LLC
ReturnHeader/ReturnTs02025-09-15T13:06:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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