TY 2013 Form 990PF

Part II		Balance Sheets	Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.)	Beginning of year	End of year
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........		898,210	340,515	340,515
	3	Accounts receivable 180
		Less: allowance for doubtful accounts		142	180	180
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........		154	0	0
	10a	Investments—U.S. and state government obligations (attach schedule)		183,215	153,214	155,467
	b	Investments—corporate stock (attach schedule)........		65,574	444,294	481,813
	c	Investments—corporate bonds (attach schedule)........		288,236	285,888	293,143
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		1,435,531	1,224,091	1,271,118
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........			0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds		1,435,531	1,224,091
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		1,435,531	1,224,091
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		1,435,531	1,224,091

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	1,435,531
2	Enter amount from Part I, line 27a.....................	2	-211,440
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	1,224,091
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	1,224,091

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	79,627	78,090	1,537
b	6,214	6,171	43
c	47,156	46,558	598
d	101,952	103,779	-1,827
e			40

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	391
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .	3

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
2012	162,100	1,065,433	0.152145
2011	388,000	687,848	0.564078
2010	157,400	670,251	0.234837
2009	163,100	350,205	0.465727
2008	230,600	42,437	5.433937

2	Total of line 1, column (d) ......................	2	6.850724
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	1.370145
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	1,345,570
5	Multiply line 4 by line 3.......................	5	1,843,626
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	258
7	Add lines 5 and 6.........................	7	1,843,884
8	Enter qualifying distributions from Part XII, line 4..............	8	447,650
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	516
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	516
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	516
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	440
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	600
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	1,040
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.	8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	524
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax524	Refunded	11

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
JEROME A KAPLAN	PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852
DEENA L KAPLAN	SECRETARY TREAS 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852
KAREN E KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852
JESSICA M KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852
CAROLYN I KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852

		(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7					66,763
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......				0
b Total for prior years:2011, 2010, 2009			0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......	228,478
b From 2009.......	145,590
c From 2010.......	124,014
d From 2011.......	353,981
e From 2012.......	109,268
fTotal of lines 3a through e.........		961,331
4Qualifying distributions for 2013 from Part
XII, line 4: $ 447,650
a Applied to 2012, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......
c Treated as distributions out of corpus (Election required—see instructions).........
d Applied to 2013 distributable amount.....					66,763
e Remaining amount distributed out of corpus		380,887
5 Excess distributions carryover applied to 2013.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		1,342,218
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		228,478
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		1,113,740
10 Analysis of line 9:
a Excess from 2009....	145,590
b Excess from 2010....	124,014
c Excess from 2011....	353,981
d Excess from 2012....	109,268
e Excess from 2013....	380,887

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK,NY10001		ACTIVE	CHARITABLE	2,000
CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS,MD21403		ACTIVE	CHARITABLE	2,500
HOUSE OF RUTH 5 THOMAS CIRCLE NW WASHINGTON,DC20005		ACTIVE	CHARITABLE	1,000
GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON,DC20018		ACTIVE	CHARITABLE	1,000
NATIONAL VULVODYNIA ASSOCIATION PO BOX 4491 SILVER SPRING,MD20914		ACTIVE	CHARITABLE	5,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM USA 352 SEVENTH AVENUE SUITE 400 NEW YORK,NY10001		ACTIVE	CHARITABLE	1,000
HILLEL 800 8TH STREET NW WASHINGTON,DC20001		ACTIVE	CHARITABLE	500
SO OTHERS MIGHT EAT 71 O STREET NW WASHINGTON,DC20001		ACTIVE	CHARITABLE	5,000
JSSA 200 WOOD HILL ROAD ROCKVILLE,MD20850		ACTIVE	CHARITABLE	15,000
LEARNING ALLY(RECORDINGS FOR THE BLIND & DYSLEXIC) 20 ROSZEL ROAD PRINCETON,NJ08540		ACTIVE	CHARITABLE	250
PLANNED PARENTHOOD 434 WEST 33RD STREET NEW YORK,NY10001		ACTIVE	CHARITABLE	500
BOYS AND GIRLS CLUB OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON,DC20019		ACTIVE	CHARITABLE	1,000
HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD SUITE 800 ROCKVILLE,MD20852		ACTIVE	CHARITABLE	60,000
JEWISH COUNCIL FOR THE AGING 12320 PARKLAWN DRIVE ROCKVILLE,MD20852		ACTIVE	CHARITABLE	2,500
HADASSAH 1220 EAST WEST HIGHWAY SUITE 120 SILVER SPRING,MD20910		ACTIVE	CHARITABLE	2,500
JEWISH FOUNDATION FOR GROUP HOMES 1500 EAST JEFFERSON STREET SUITE 725 ROCKVILLE,MD20852		ACTIVE	CHARITABLE	6,800
YOUNG PLAYWRIGHTS' THEATER 2437 15TH STREET NW 3RD FLOOR WASHINGTON,DC20009		ACTIVE	CHARITABLE	500
THE ELLINGTON FUND 3500 R STREET NW 3RD FLOOR WASHINGTON,DC20007		ACTIVE	CHARITABLE	250
CAPITAL AREA FOODBANK 645 TAYLOR STREET NE 26TH FLOOR WASHINGTON,DC20017		ACTIVE	CHARITABLE	5,000
PARKINSON'S DISEASE FOUNDATION 1359 BROADWAY SUITE 1509 NEW YORK,NY10018		ACTIVE	CHARITABLE	500
ALZHEIMER'S ASSOCIATION 3701 PENDER DRIVE SUITE 400 FAIRFAX,VA22030		ACTIVE	CHARITABLE	500
ALS ASSOCIATION 1275 K STREET NW SUITE 1050 WASHINGTON,DC20005		ACTIVE	CHARITABLE	500
AMERICAN HEART ASSOCIATION 4301 N FAIRFAX DRIVE SUITE 530 ARLINGTON,VA22203		ACTIVE	CHARITABLE	250
AMERICAN CANCER SOCIETY PO BOX 105455 ATLANTA,GA30348		ACTIVE	CHARITABLE	250
HIAS 333 7TH AVENUE NEW YORK,NY10001		ACTIVE	CHARITABLE	250
JEWISH COMMUNITY CENTER OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE,MD20852		ACTIVE	CHARITABLE	15,000
JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK,NY10021		ACTIVE	CHARITABLE	500
JEWISH WAR VETERANS OF THE UNITED STATES 1811 R STREET NW WASHINGTON,DC20009		ACTIVE	CHARITABLE	250
PURDUE UNIVERSITY 403 WESTWOOD STREET WEST LAFAYETTE,IN47907		ACTIVE	CHARITABLE	5,000
SMILE TRAIN 41 MADISON AVENUE 28TH FLOOR NEW YORK,NY10010		ACTIVE	CHARITABLE	500
WOMEN FOR WOMEN INTERNATIONAL 4455 CONNECTICUT AVENUE NW SUIT WASHINGTON,DC20008		ACTIVE	CHARITABLE	2,500
ALEXANDRIA SEAPORT FOUNDATION PO BOX 25036 ALEXANDRIA,VA22313		ACTIVE	CHARITABLE	15,000
ACADEMY OF HOPE 601 EDGEWOOD ST NE SUITE 25 WASHINGTON,DC20017		ACTIVE	CHARITABLE	500
COMMUNITY OF HOPE 1717 MASSACHUSETTS AVENUE NW SUITE 805 WASHINGTON,DC20036		ACTIVE	CHARITABLE	2,500
FRIENDS OF GUEST HOUSE 1 EAST LURAY AVENUE ALEXANDRIA,VA22301		ACTIVE	CHARITABLE	3,000
MPT 11767 OWINGS MILLS BLVD OWINGS MILLS,MD21117		ACTIVE	CHARITABLE	10,000
MARCH OF DIMES 1275 MAMARONECK AVENUE WHITE PLAINS,NY10605		ACTIVE	CHARITABLE	250
MULTIPLE SCLEROSIS FOUNDATION 6520 NORTH ADNREWS AVENUE FORT LAUDERDALE,FL33309		ACTIVE	CHARITABLE	250
OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON,MA02114		ACTIVE	CHARITABLE	250
AMERICAN DIABETES ASSOCIATION 1701 BEAUREGARD STREET ALEXANDRIA,VA22311		ACTIVE	CHARITABLE	250
ARTHRITIS FOUNDATION 1330 WEST PEACHTREE STREET SUITE 100 ATLANTA,GA30309		ACTIVE	CHARITABLE	500
L'ARCHE PO BOX 21471 WASHINGTON,DC20009		ACTIVE	CHARITABLE	1,000
AVALON THEATRE 5505 CONNECTICUT AVENUE NW SUITE 226 WASHINGTON,DC20015		ACTIVE	CHARITABLE	500
WASHINGTON TENNIS AND EDUCATION FOUNDATION 16TH KENNEDY STS NW WASHINGTON,DC20011		ACTIVE	CHARITABLE	5,000
YELLOW RIBBON FUND 4905 DEL RAY AVENUE SUITE 500 BETHESDA,MD20814		ACTIVE	CHARITABLE	2,500
CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD BETHESDA,MD20814		ACTIVE	CHARITABLE	250
CATALOGUE FOR PHILANTHROPY 1899 L STREET NW SUITE 900 WASHINGTON,DC20036		ACTIVE	CHARITABLE	100
HOMELESS CHILDREN'S PLAYTIME PROJECT 1525 NEWTON STREET NW WASHINGTON,DC20010		ACTIVE	CHARITABLE	1,000
JUVENILE DIABETES RESEARCH FOUNDATION 1400 K STREET NW SUITE 725 WASHINGTON,DC20005		ACTIVE	CHARITABLE	2,500
REACH FOR COLLEGE 700 12TH STREET NW SUITE 700 WASHINGTON,DC20058		ACTIVE	CHARITABLE	500
WEIZMANN INSTITUTE OF SCIENCE 144 TENNESSEE AVENUE NE WASHINGTON,DC20002		ACTIVE	CHARITABLE	2,500
ADL 605 THIRD AVENUE NEW YORK,NY10158		ACTIVE	CHARITABLE	10,000
AMERICAN KIDNEY FOUNDATION 11921 ROCKVILLE PIKE SUITE 300 ROCKVILLE,MD20852		ACTIVE	CHARITABLE	250
AMERICAN DISTONIA SOCIETY 17 SUFFOLK LANE PRINCETON JUNCTION,NJ08550			CHARITABLE	250
GREENPEACE 702 H STREET NW SUITE 300 WASHINGTON,DC20001			CHARITABLE	500
US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON,DC20024			CHARITABLE	10,000
JBI INTERNATIONAL 110 EAST 30TH STREET NEW YORK,NY10016			CHARITABLE	250
PULMONARY FIBROSIS FOUNDATION 811 WEST EVERGREEN AVENUE SUITE 204 CHICAGO,IL60642			CHARITABLE	250
REBUILDING TOGETHER 1899 L STREET NW SUITE 1000 WASHINGTON,DC20036			CHARITABLE	5,000
BETHESDA-CHEVY CHASE RESCUE SQUAD 5020 BATTERY LANE BETHESDA,MD20814			CHARITABLE	500
RETT SYNDROME RESEARCH TRUST 67 UNDER CLIFF ROAD TRUMBULL,CT06611			CHARITABLE	500
JAMES RENWICK ALLIANCE 4405 EAST WEST HIGHWAY SUITE 510 BETHESDA,MD20814			CHARITABLE	5,000
SEA WEBB 75 BROADWAY SUITE 203 SAN FRANCISCO,CA94111			CHARITABLE	500
SMITHSONIAN AMERICAN ART MUSEUM 750 9TH STREET NW SUITE 3100 WASHINGTON,DC20001			CHARITABLE	20,000
VOLLIS SIMPSON WHIRLIGIG PARK & MUSEUM PO BOX 2882 WILSON,NC27894			CHARITABLE	5,000
WASHINGTON HOSPITAL CTR FOUNDATION 110 IRVING STREET NW SUITE 1001 WASHINGTON,DC20010			CHARITABLE	200,000
WASHINGTON HUMANE SOCIETY 7319 GEORGIA AVENUE NW WASHINGTON,DC20012			CHARITABLE	500
ZENITH COMMUNITY ARTS FOUNDATION 1429 IRIS STREET NW WASHINGTON,DC20012			CHARITABLE	2,500
Total ................................. 3a				447,650

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	150,000
2	Check
3	Interest on savings and temporary cash investments	20,832		20,832
4	Dividends and interest from securities......	4,573		4,573
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		391
b	Gross sales price for all assets on line 6a 234,989
7	Capital gain net income (from Part IV, line 2)...			391
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		69,146
12	Total. Add lines 1 through 11........	244,942		25,796
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,950	0	0	0
c	Other professional fees (attach schedule)....		4,273
17	Interest...............
18	Taxes (attach schedule) (see instructions)		509
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	8,732		0	0	0
25	Contributions, gifts, grants paid........	447,650				447,650
26	Total expenses and disbursements. Add lines 24 and 25	456,382		0	0	447,650
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-211,440
b	Net investment income (if negative, enter -0-)			25,796
c	Adjusted net income (if negative, enter -0-)...

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	CHEVY CHASE #1328 ST COVERED
b	CHEVY CHASE #1328 LT COVERED
c	CHEVY CHASE #1328 ST NON-COVERED
d	CHEVY CHASE #1328 LT NON-COVERED
e	CAPITAL GAIN DIVIDENDS	P

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,537
b			43
c			598
d			-1,827
e

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	162,100	1,065,433	0.152145
2011	388,000	687,848	0.564078
2010	157,400	670,251	0.234837
2009	163,100	350,205	0.465727
2008	230,600	42,437	5.433937

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JEROME A KAPLAN	PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852	PRESIDENT 0	0	0	0
DEENA L KAPLAN	SECRETARY TREAS 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852	SECRETARY TREAS 0	0	0	0
KAREN E KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852	VICE PRESIDENT 0	0	0	0
JESSICA M KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852	VICE PRESIDENT 0	0	0	0
CAROLYN I KAPLAN	VICE PRESIDENT 0	0	0	0
6001 MONTROSE ROAD SUITE 403 ROCKVILLE,MD20852	VICE PRESIDENT 0	0	0	0

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

bApproved for future payment

Total ................................. 3b

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	20,832
4 Dividends and interest from securities....			14	4,573
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	391
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aMADOFF RECOVERY DISTRIBUTIONS					69,146
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				25,796	69,146

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Name of organization JEROME A & DEENA L KAPLAN FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JEROME A KAPLAN DEENA L KAPLAN 5420 GOLDSBORO ROAD BETHESDA, MD20817	$150,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Name of organization JEROME A & DEENA L KAPLAN FAMILY FOUNDATION

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Name of Bond	End of Year Book Value	End of Year Fair Market Value
TIME WARNER	24,970	25,900
GEN ELEC CAP CRP MTN	26,171	28,440
GEN ELEC CAP CRP MTN	25,684	28,629
GEN ELEC CAP CRP MTN	16,244	17,226
HEWLETT PACKARD	0	0
MORGAN STANLEY MTN	10,394	11,090
AGILENT TECHNOLOGIES	30,070	28,959
GEN ELEC CAP CRP MTN	51,066	54,190
WASHINGTON REIT	26,158	23,739
PETROBRAS INTL FIN CO	25,131	25,229
GENERAL ELECTRIC	50,000	49,741

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Software ID:
Software Version:

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ISHARES BARCLAYS TIPS BOND FD	0	0
TEMPLETON GLOBAL BOND FUND-AD	12,903	12,284
FEDERATED INST HI YLD BOND FD	0	0
JP MORGAN MTGE BACKED SEC FUND	0	0
RIDGEWORTH SEIX FLOATING RATE	12,763	12,877
TCW EMERGING MARKETS INCOME FD	0	0
BANCO LANTINOMERICANO DE COMER	7,044	7,706
BERKSHIRE HATHAWAY INC-CL B	8,626	8,892
CHARLES SCHWAB CORP	8,401	9,750
GOLDMAN SACHS GROUP INC	3,133	3,545
STARWOOD PROPERTY TRUST INC	7,725	8,033
TRAVELERS COMPANIES INC	8,439	9,054
US BANCORP	8,492	9,090
VISA INC	7,335	8,907
JOHNSON & JOHNSON	6,785	6,869
PERRIGO CO PLC	7,610	7,673
ROCHE HLDG LTD SPONSORED	7,893	8,775
AMERICAN DEPOSITORY RECEIPT	6,263	7,051
SIGMA ALDRICH CORP	6,693	6,769
SONOVA HOLDING AG	5,887	6,510
SPDR S&P BIOTECH ETF	6,776	7,514
VARIAN MEDICAL SYSTEM INC	7,066	7,769
DANAHER CORP	6,320	6,562
EMERSON ELECTRIC	5,886	7,018
FLOWSERVE CORP	5,676	7,883
ILLINOIS TOOL WORKS	7,276	8,408
ROPER INDS INC NEW	6,459	6,934
VALMONT INDUSTRIES	5,806	5,965
3M CO	7,024	8,415
APPLE COMPUTER	9,129	11,220
CISCO SYSTEMS INC	9,787	8,972
GEMALTO NV	6,343	6,284
GOOGLE INC CL-A	8,113	10,086
IBM CORPORATION	9,777	9,379
MICROSOFT CORP	10,645	11,223
SAP ADTIENGESELLSCHAFT SPONSOR	9,183	10,893
XLINX INC	8,793	9,184
FMC CORP	8,049	9,433
MONSANTO CO NEW	7,517	8,741
AMERICAN ELEC POWER	6,962	7,011
NEXTERA ENERGY	6,276	6,422
ISHARES CORE S&P SMALL CAP ETF	11,973	13,641
TORTOISE MLP FUND	6,310	6,154
DOLLAR GENERAL CORP	8,302	8,445
HOME DEPOT INC	7,654	8,234
JOHNSON CTLS INC	6,672	8,978
STARBUCKS CORP	7,717	7,839
TJX COMPANIES	6,533	7,966
VF CORP	7,199	8,728
WALT DISNEY COMPANIES	8,256	9,550
COLGATE-PALMOLIVE	7,478	8,151
CVS CAREMARK CORP	7,430	8,946
DIAGEO PLC	7,972	8,607
GENERAL MILLS	8,217	8,485
NESTLE SA SPONS ADRS	8,340	9,199
PEPSICO INC	8,278	8,294
CHEVRON CORP	9,293	9,368
DEVON ENERGY CORPORATION NEW	7,291	7,734
NATIONAL-OILWELL INC	7,072	7,953
PACIFIC RUBIALES ENERGY CORP	5,612	4,747
SCHLUMBERGER LTD	4,591	4,686
SUNCOR ENERGY INC	7,249	7,007