Civic Intelligence

The Charles I and Mary Kaplan Family Foundation

990PF • Fiscal year 2021 • EIN 52-6043928

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile

Refreshing map…

1919 M Street NW Suite 320Washington, DC 20036

(202) 293-6930

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

65th percentile

25%

Higher net margin than 65% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

31st percentile

2.5%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-3.8%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$12,405,070

Up $303,482 (+2.5%) from 2020

Net Assets

Up

$12,404,419

Up $305,183 (+2.5%) from 2020

Liabilities

Down

$651

Down $1,701 (-72%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin65th percentile

Revenue

Down

$879,404

Down $35,125 (-3.8%) from 2020

Expenses

Up

$660,192

Up $20,397 (+3.2%) from 2020

Net Income

Down

$219,212

Down $55,522 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,886,785Liabilities 2010: $0Net Assets 2010: $1,886,7852010Assets 2011: $1,418,187Liabilities 2011: $12011Assets 2012: $840,889Liabilities 2012: $02012Assets 2013: $2,231,641Liabilities 2013: $1,149Net Assets 2013: $2,230,4922013Assets 2014: $3,915,598Liabilities 2014: $2,772Net Assets 2014: $3,912,8262014Assets 2015: $6,026,947Liabilities 2015: $0Net Assets 2015: $6,026,9472015Assets 2016: $7,577,877Liabilities 2016: $15Net Assets 2016: $7,577,8622016Assets 2018: $11,221,670Liabilities 2018: $0Net Assets 2018: $11,221,6702018Assets 2019: $11,715,445Liabilities 2019: $1,502Net Assets 2019: $11,713,9432019Assets 2020: $12,101,588Liabilities 2020: $2,352Net Assets 2020: $12,099,2362020Assets 2021: $12,405,070Liabilities 2021: $651Net Assets 2021: $12,404,4192021Assets 2022: $13,545,460Liabilities 2022: $0Net Assets 2022: $13,545,4602022Assets 2023: $15,609,533Liabilities 2023: $31,8202023

Highlighted filing

2021

Assets$12,405,070
Liabilities$651
Net Assets$12,404,419
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,120,1102010Revenue 2011: $233,660Expenses 2011: $702,258Net Income 2011: -$468,5982011Revenue 2012: $260,155Expenses 2012: $3,632,499Net Income 2012: -$3,372,3442012Revenue 2013: $1,092,606Expenses 2013: $25,846Net Income 2013: $1,066,7602013Revenue 2014: $1,574,606Expenses 2014: $18,544Net Income 2014: $1,556,0622014Revenue 2015: $1,216,547Expenses 2015: $28,741Net Income 2015: $1,187,8062015Revenue 2016: $1,606,896Expenses 2016: $18,243Net Income 2016: $1,588,6532016Revenue 2018: $3,241,592Expenses 2018: $517,227Net Income 2018: $2,724,3652018Revenue 2019: $870,194Expenses 2019: $607,492Net Income 2019: $262,7022019Revenue 2020: $914,529Expenses 2020: $639,795Net Income 2020: $274,7342020Revenue 2021: $879,404Expenses 2021: $660,192Net Income 2021: $219,2122021Revenue 2022: $1,504,065Expenses 2022: $688,558Net Income 2022: $815,5072022Revenue 2023: $2,893,531Expenses 2023: $820,122Net Income 2023: $2,073,4092023

Highlighted filing

2021

Revenue$879,404
Expenses$660,192
Net Income$219,212
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE R KAPLANPresident-$0--
EDWARD H KAPLANSecretary/Tr-$0--
BARBARA SHOWVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Charles I and Mary Kaplan
EIN
52-6043928
Phone
2022936930
Address
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036

Signing Officer

Name
Edward H Kaplan
Title
Secretary/treasurer
Phone
2022936930
Signed
2022-05-12

Preparer

Firm
PATRICK O'ROURKE CPA
Address
11 - 2ND STREET NE 107, WASHINGTON, DC 20002
Preparer
PATRICK M O'ROURKE CPA
Phone
2025471876
Raw XML Appendix304 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OFFICE OF THE ATTORNEY GENERAL OF THE DISTRICT OF COLUMBIA DOES NOT ACCEPT IRS FORMS 990 AND IN YEARS PAST FORWARDED ANY RETURNS RECEIVED TO THE DC OFFICE OF TAX AND REVENUE (OTR). THE DC OFFICE OF TAX AND REVENUE SUBSEQUENTLY ELIMINATED THE IRS FORM 990 FILING OBLIGATION EFFECTIVE DECEMBER 12, 2008. BOTH OFFICES HAVE SPECIFICALLY REQUESTED THAT DC NONPROFIT ORGANIZATIONS NOT FILE A COPY OF THEIR FORMS 990 WITH EITHER OTR OR OAG TO EASE THE ADMINISTRATIVE BURDEN ON BOTH AGENCIES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06559390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13056872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08152532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13002540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MANAGED ACCOUNT - MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MANAGED ACCOUNT - FIDELITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GREIF, INC. - 96 SHARES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02063245
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02067065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0378648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LANGLEY E ASSOCIATES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0900000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0363957
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-85519
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt043502
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0157464
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0479404
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0479404
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0564923
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0400000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0363957
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0363957
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0363957
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0219212
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02273478
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt043502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt043502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt043502
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-85519
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0564807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0157464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0157464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0157464
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0564923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0660192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0564923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0879404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0307921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12051076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-127443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-127443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0180478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12093000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ROYAL DUTCH SHELL - 5000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREASURY BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-85519
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0219212
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt039917
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0125888
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012444336
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012099236
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012404419
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0666806
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0666806
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0666806
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0674657
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07851
IRS990PF/DistributableAmountGrp/TotalTaxAmt07851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07200
IRS990PF/FMVAssetsEOYAmt014474848
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02352
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06843573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09616262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011160868
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0329184
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0378648
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0900000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012099236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012404419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0814510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0346915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0346915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012101588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012405070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014474848
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012101588
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012405070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012099236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012404419
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04114321
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02063245
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02067065
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013698610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0580713
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012217897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0205479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0900000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0674657
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013493131
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013698610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRENE R KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD H KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BARBARA SHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01919 M STREET NW SUITE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11919 M STREET NW SUITE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21919 M STREET NW SUITE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220036
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0650000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0650000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD H KAPLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01919 M STREET NW 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022936930
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE ENDOWMENT PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0650000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0666806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018922
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02116
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0650000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018922
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWARD H KAPLAN DYNASTY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1GINDES DYNASTY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01919 M STREET NW SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11919 M STREET NW SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020036
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039917
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SUSPENDED PTP K-1 LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES & RELATED FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1116
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0157464
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LANGLEY E ASSOCIATES LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0157464
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0157464
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0125888
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRINCIPAL RECOVERY - MADOFF
TaxesSchedule/TaxesDetail/Amt07851
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD H KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02022936930
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES I AND MARY KAPLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0526043928
ReturnHeader/Filer/PhoneNum02022936930
ReturnHeader/Filer/USAddress/AddressLine1Txt01919 M STREET NW SUITE 320
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200657271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK O'ROURKE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 - 2ND STREET NE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020002
ReturnHeader/PreparerPersonGrp/PhoneNum02025471876
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK M O'ROURKE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T07:53:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,405,070
Liabilities
$651
Net assets
$12,404,419
Revenue
$879,404
Expenses
$660,192
Net income
$219,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.6$0.03$2.89$0.82$2.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$1.50$0.69$0.82
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.88$0.66$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.91$0.64$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.87$0.61$0.26
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$3.24$0.52$2.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$1.61$0.02$1.59
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$1.22$0.03$1.19
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.91$1.57$0.02$1.56
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.09$0.03$1.07
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.26$3.63$3.37
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$0.23$0.70$0.47
2010Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.12