Yale & Marilyn Kaplan Family Foundation in Wilmette, Illinois (IL)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Illinois
| Yale & Marilyn Kaplan Family Foundation | |
| Employer Identification Number (EIN) | 364319621 |
| Name of Organization | Yale & Marilyn Kaplan Family Foundation |
| In Care of Name | Yale Kaplan |
| Address | 1100 New Trier Ct, Wilmette, IL 60091-1033 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $22,155 |
| Amount of Income | $1,644 |
| Form 990 Revenue Amount | $1,644 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,644 | $1,644 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,644 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,813 | $0 | $0 | $1,780 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $813 | $0 | $780 | |
| Contributions, gifts, grants paid | $1,000 | |||
| Excess of revenue over expenses and disbursements | $-169 | |||
| Net investment income | $1,644 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $22,155 | $23,533 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $20,803 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,352 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $22,155 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $33 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $33 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $24,007 |
| Net value of noncharitable-use assets | $23,640 |
| Minimum investment return | $1,182 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,149 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,149 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wyoming Ambulance Service Inc | PO BOX 204, Wyoming, IL 61491-0204 | IL | 1997-07 | $85,890 |
| 2 | Xi Lambda Educational Foundation | 8236 S Western Ave, Chicago, IL 60620-5935 | IL | 1992-11 | $79,428 |
| 3 | Xi Psi Phi Fraternity | 160 S Bellwood Drive 2, East Alton, IL 62024 | IL | 1941-02 | $66,124 |
| 4 | Xilin Association | 1163 Ogden Ave, Naperville, IL 60563-1687 | IL | 1994-12 | $2,187,330 |
| 5 | Xilin Foundation For Chinese Education At Lake County | 5250 Grand Ave Ste 14, Gurnee, IL 60031-1877 | IL | 2000-09 | $22,677 |
| 6 | Xilin North Chinese Education Center | PO BOX 5070, Vernon Hills, IL 60061-5070 | IL | 2010-11 | $111,879 |
| 7 | Xilin North Shore Chinese School | 4957 Oakton Street Suite 292, Skokie, IL 60077-2903 | IL | 2007-01 | $152,187 |
| 8 | Xilin Northwest Chinese School | PO BOX 2500, Palatine, IL 60078-2500 | IL | 2002-12 | $335,254 |
| 9 | Y Shua Outreach Ministries | 303 W 4th St, Cahokia, IL 62206-1013 | IL | 2004-09 | $15,051 |
| 10 | Yakubian Homes | 120 Manor Court, Alton, IL 62002-2796 | IL | 2001-03 | $258,520 |
| 11 | Yale & Marilyn Kaplan Family Foundation | 1100 New Trier Ct, Wilmette, IL 60091-1033 | IL | 2000-01 | $1,644 |
| 12 | Yale Club Of Chicago | 20 N Wacker Dr Ste 1520, Chicago, IL 60606-2903 | IL | 1980-03 | $39,646 |
| 13 | Yale Club Of Chicago Foundation | 20 N Wacker Dr Ste 2410, Chicago, IL 60606-3004 | IL | 1985-01 | $57,245 |
| 14 | Yankee Springer Foundation | 840 Walden Ln, Lake Forest, IL 60045-3318 | IL | 1999-08 | $76,230 |
| 15 | Yates-Feldman Foundation | 2801 Lakeside Dr, Bannockburn, IL 60015-1211 | IL | 1965-10 | $79,085 |
| 16 | Yeshivas Meor Hatorah Of Chicago | 3050 W Touhy Ave, Chicago, IL 60645-2834 | IL | 2006-01 | $1,417,653 |
| 17 | Yetter Manufacturing Co Inc Employee Benefits Trust | PO BOX 358, Colchester, IL 62326-0358 | IL | 1984-10 | $1,928,459 |
| 18 | Yitzchak And Ester Shkop Foundation, Shkop Yitzchak Ttee | 8170 Mccormick Blvd, Skokie, IL 60076-2961 | IL | 1994-12 | $30,600 |
| 19 | Ymca Of Ottawa Illinois | 201 E Jackson St, Ottawa, IL 61350-2246 | IL | 1956-09 | $1,099,600 |
| 20 | Ynot Outdoors Inc | 2626 East Lake Drive, Springfield, IL 62712-5533 | IL | 2003-06 | $284,754 |
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