Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 08-01-2024 , and ending 07-31-2025
Name of foundation
THE KAPLEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 792
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TENAFLY, NJ07670
A Employer identification number

22-6048152
B Telephone number (see instructions)

(201) 227-0722
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$70,676,482J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,051,435 1,051,435 1,051,435
4 Dividends and interest from securities... 731,481 731,481 731,481
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,759,069
b Gross sales price for all assets on line 6a 32,660,870
7 Capital gain net income (from Part IV, line 2)... 12,759,069
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).......      
12 Total. Add lines 1 through 11........ 14,541,985 14,541,985 1,782,916
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 261,786 25,778   236,008
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,000     48,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
139,915 139,915    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
172,367 2,237   169,130
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
133,773     133,773
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 755,841 167,930   586,911
25 Contributions, gifts, grants paid....... 5,586,443 5,586,443
26 Total expenses and disbursements. Add lines 24 and 25 6,342,284 167,930   6,173,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,199,701
b Net investment income (if negative, enter -0-) 14,374,055
c Adjusted net income (if negative, enter -0-)... 1,782,916
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
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
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 85,616 1,547,746 1,547,746
2 Savings and temporary cash investments......... 3,456,377 33,645,006 33,645,006
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,214,843 Click to see attachment
List of Attached Documents:
// Content
5,581,256 		5,517,077
b Investments—corporate stock (attach schedule)....... 22,422,232 Click to see attachment
List of Attached Documents:
// Content
10,966,501 		19,928,134
c Investments—corporate bonds (attach schedule)....... 25,297,566 Click to see attachment
List of Attached Documents:
// Content
10,117,283 		10,036,519
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,000 		Click to see attachment
List of Attached Documents:
// Content
2,000 		Click to see attachment
List of Attached Documents:
// Content
2,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,478,634 61,859,792 70,676,482
Liabilities 17 Accounts payable and accrued expenses..........   2,093
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   2,093
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 56,478,634 61,857,699
29 Total net assets or fund balances (see instructions)..... 56,478,634 61,857,699
30 Total liabilities and net assets/fund balances (see instructions). 56,478,634 61,859,792
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
56,478,634
2
Enter amount from Part I, line 27a .....................
2
8,199,701
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
64,678,335
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,820,636
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,857,699
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PASSED THROUGH JANUS K-1 P 2023-07-31 2025-07-31
b 960 COCA COLA P 2023-07-31 2025-06-10
c 997 UNILEVER PLC P 2023-07-31 2025-06-10
d APRIL 2025 - WEATHERBIE P 2023-07-31 2025-04-30
e 419359.884 FEDERATED HERMES P 2023-07-31 2025-06-15
1280 CONCENTRIX CORP P 2023-07-31 2025-06-10
2333 WELLS FARGO P 2023-07-31 2025-06-10
MAY 2025 - WEATHERBIE P 2023-07-31 2025-05-31
320 ALPHABET INC P 2023-07-31 2024-11-04
1595 DEUTSCHE POST AG P 2023-07-31 2025-06-10
375K WELLS FARGO P 2023-07-31 2025-02-19
JUNE 2025 - WEATHERBIE P 2023-07-31 2025-06-30
115 AMERICAN EXPRESS P 2023-07-31 2024-11-06
975 DIAGEO PLC P 2023-07-31 2025-06-10
365K CONOCOPHILLIPS P 2023-07-31 2025-05-15
PARTNERSHIP INT - JANUS HENDERSON P 2023-07-31 2025-06-30
901 WELLS FARGO P 2023-07-31 2024-11-26
4700 ENVISTA HOLDINGS P 2023-07-31 2025-06-10
13333.218 VANGUARD INTL STOCK INDEX P 2023-07-31 2025-05-29
15 FEDEX CORP P 2023-07-31 2024-11-29
1900 FMC CORP P 2023-07-31 2025-06-10
1000K APPLE NOTE P 2017-09-26 2025-02-10
9235 CNH INDUSTRIAL NV P 2023-07-31 2025-06-10
235 FEDEX CORP P 2023-07-31 2025-06-10
16617.852 VANGUARD INST INDEX FUND P 2023-07-31 2025-05-29
920 ALPHABET INC P 2023-07-31 2025-06-10
2555 HEINEKEN NV P 2023-07-31 2025-06-10
AUGUST 2024 - WEATHERBIE P 2023-07-31 2024-08-31
1465 U-HAUL P 2023-07-31 2025-06-10
1221 JOHNSON & JOHNSON P 2023-07-31 2025-06-10
SEPTEMBER 2024 - WEATHERBIE P 2023-07-31 2024-09-30
965 AMERICAN EXPRESS P 2023-07-31 2025-06-10
473 KENVUE INC P 2023-07-31 2025-06-10
OCTOBER 2024 - WEATHERBIE P 2023-07-31 2024-10-31
330 AUTOLIV INC P 2023-07-31 2025-06-10
1851 NESTLE SA P 2023-07-31 2025-06-10
NOVEMBER 2024 - WEATHERBIE P 2023-07-31 2024-11-30
30 AUTOZONE INC P 2023-07-31 2025-06-10
1482 NOVARTIS AG P 2023-07-31 2025-06-10
DECEMBER 2024 - WEATHERBIE P 2023-07-31 2024-12-31
845 BANK OF AMERICA CORP P 2023-07-31 2025-06-10
2670 ROCHE HOLDING LTD P 2023-07-31 2025-06-10
JANUARY 2025 - WEATHERBIE P 2023-07-31 2025-01-31
964 BANK NEW YORK MELLON CORP P 2023-07-31 2025-06-10
2185 SEALED AIR CORP P 2023-07-31 2025-06-10
FEBRUARY 2025 - WEATHERBIE P 2023-07-31 2025-02-28
1 BERKSHIRE HATHAWAY INC P 2023-07-31 2025-06-10
555 TRUIST FINANCIAL CORP P 2023-07-31 2025-06-10
MARCH 2025 - WEATHERBIE P 2023-07-31 2025-03-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 270,615     270,615
b 92,686   36,964 55,722
c 62,822   19,013 43,809
d 609,958   693,608 -83,650
e 3,929,402   4,500,000 -570,598
72,947   137,011 -64,064
176,044   60,977 115,067
491,303   505,954 -14,651
54,645   4,553 50,092
74,824   57,060 17,764
375,000   368,531 6,469
6,051,769   4,174,091 1,877,678
33,893   3,452 30,441
104,892   27,975 76,917
365,000   360,584 4,416
4,489,062   1,525,145 2,963,917
70,303   25,429 44,874
89,903   94,961 -5,058
480,129   361,044 119,085
4,557   3,083 1,474
84,264   137,895 -53,631
1,000,000   998,705 1,295
119,045   89,572 29,473
53,391   48,294 5,097
8,000,000   3,129,003 4,870,997
166,815   13,089 153,726
116,891   40,851 76,040
305,646   417,747 -112,101
84,955   73,387 11,568
191,904   74,996 116,908
169,747   125,237 44,510
289,490   28,299 261,191
10,141   3,617 6,524
236,692   119,394 117,298
35,657   15,579 20,078
193,430   33,780 159,650
196,597   176,251 20,346
111,085   16,076 95,009
176,047   45,219 130,828
158,488   93,284 65,204
38,110   19,637 18,473
109,443   84,364 25,079
236,824   117,115 119,709
87,088   18,242 68,846
72,348   85,776 -13,428
551,751   481,146 70,605
736,400   76,955 659,445
22,655   19,650 3,005
232,719   359,206 -126,487
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       270,615
b       55,722
c       43,809
d       -83,650
e       -570,598
      -64,064
      115,067
      -14,651
      50,092
      17,764
      6,469
      1,877,678
      30,441
      76,917
      4,416
      2,963,917
      44,874
      -5,058
      119,085
      1,474
      -53,631
      1,295
      29,473
      5,097
      4,870,997
      153,726
      76,040
      -112,101
      11,568
      116,908
      44,510
      261,191
      6,524
      117,298
      20,078
      159,650
      20,346
      95,009
      130,828
      65,204
      18,473
      25,079
      119,709
      68,846
      -13,428
      70,605
      659,445
      3,005
      -126,487
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,759,069
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 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 199,799
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 199,799
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- ..... 5 199,799
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 282,794
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 282,794
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 82,995
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow82,995 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARGARET KAPLEN Telephone no.right arrow (201) 227-0722

Located atright arrowPO BOX 792TENAFLYNJ ZIP+4right arrow07670
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
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
MARGARET KAPLEN PRESIDENT
40.00 		58,300 0 0
PO BOX 792
TENAFLY,NJ07670
NANCY SUTHERLAND SECRETARY
40.00 		199,486 0 0
PO BOX 792
TENAFLY,NJ07670
PETER G TATE TRUSTEE
1.00 		2,000 0 0
PO BOX 792
TENAFLY,NJ07670
JAMES TATE TRUSTEE
1.00 		2,000 0 0
PO BOX 792
TENAFLY,NJ07670
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
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
MA WEATHERBIE & CO INVESTMENT 57,791
265 FRANKLIN STREET
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
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  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
62,040,491
b
Average of monthly cash balances.......................
1b
9,723,741
c
Fair market value of all other assets (see instructions)................
1c
2,000
d
Total (add lines 1a, b, and c).........................
1d
71,766,232
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
71,766,232
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,076,493
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
70,689,739
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,534,487
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,534,487
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
199,799
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
199,799
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,334,688
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,334,688
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,334,688
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,173,354
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,173,354
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,334,688
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,087,060
b From 2020...... 3,110,923
c From 2021...... 3,058,152
d From 2022...... 4,729,381
e From 2023...... 4,729,283
f Total of lines 3a through e ........ 17,714,799
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,173,354
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount..... 3,334,688
e Remaining amount distributed out of corpus 2,838,666
5 Excess distributions carryover applied to 2024.    
(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 20,553,465
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,087,060
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		18,466,405
10 Analysis of line 9:
a Excess from 2020.... 3,110,923
b Excess from 2021.... 3,058,152
c Excess from 2022.... 4,729,381
d Excess from 2023.... 4,729,283
e Excess from 2024.... 2,838,666
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
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)
aPaid during the year

ADLER APHASIA CENTER

60 WEST HUNTER AVE
MAYWOOD,NJ07607 		NONE PC GENERAL SUPPORT 501,800

ALZHEIMER'S NEW JERSEY INC

425 EAGLE ROCK AVE
ROSELAND,NJ07068 		NONE PC GENERAL SUPPORT 1,000

AMERICAN CANCER SOCIETY

PO BOX 42040
OKLAHOMA CITY,OK73123 		NONE PC GENERAL SUPPORT 1,100

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PC GENERAL SUPPORT 1,000

AMERICAN JEWISH COMMITTEE

165 E 56TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 251,000

AMERICAN LUNG ASSOCIATION

PO BOX 10188
NEWARK,NJ07101 		NONE PC GENERAL SUPPORT 150

ANTI-DEFAMATION LEAGUE

605 3RD AVENUE
NEW YORK,NY10158 		NONE PC GENERAL SUPPORT 50,000

BERGEN FAMILY SERVICES- HIPPY

44 ARMORY ST
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 10,000

BERGEN VOLUNTEER CENTER

50 EISENHOWER DR
PARAMUS,NJ07652 		NONE PC GENERAL SUPPORT 6,000

BERGEN VOLUNTEER MEDICAL INITIATIVE

75 ESSEX ST SUITE 100
HACKENSACK,NJ07601 		NONE PC GENERAL SUPPORT 375,000

BRAIN AND BEHAVIOR RESEARCH

60 CUTTER MILL RD STE 404
GREAT NECK,NY11021 		NONE PC GENERAL SUPPORT 30,000

CENTER FOR FOOD ACTION

192 W DEMAREST AVE
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 40,000

CENTER FOR HOPE AND SAFETY

12 OVERLOOK AVE STE A
ROCHELLE PARK,NJ07662 		NONE PC GENERAL SUPPORT 10,000

CHATHAM SYNAGOGUE

BOX 51 1536 RT 28
CHATHAM,NY12037 		NONE PC GENERAL SUPPORT 5,800

CHILDREN'S AID AND FAMILY SERVICES

200 ROBIN ROAD
PARAMUS,NJ07652 		NONE PC GENERAL SUPPORT 1,000

CROHN'S & COLITIS FDN OF AMERICA

444 PARK AVE SOUTH 2ND
NEW YORK,NY10016 		NONE PC GENERAL SUPPORT 1,000

CTC ACADEMY

29-01 BERKSHIRE RD
FAIR LAWN,NJ07410 		NONE PC GENERAL SUPPORT 1,000

DEBORAH HOSPITAL FOUNDATION

212 TRENTON ROAD
BROWNS MILLS,NJ08015 		NONE PC GENERAL SUPPORT 5,000

DOMINICAN UNIVERSITY

10 WESTERN HIGHWAY
ORANGEBURG,NY10962 		NONE PC GENERAL SUPPORT 1,100,000

DRUMTHWACKET FOUNDATION

354 STOCKTON ST
PRINCETON,NJ08540 		NONE PC GENERAL SUPPORT 5,000

ENGLEWOOD HEALTH FOUNDATION

350 ENGLE STREET
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 320,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 830

FAMILY PROMISE OF BERGEN COUNTY

479 MAITLAND AVE
TEANECK,NJ07666 		NONE PC GENERAL SUPPORT 6,000

FLAT ROCK BROOK NATURE ASSOCIATION

443 VAN NOSTRAND AVENUE
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 1,500

FOOD AND ALLERGY RESEARCH AND EDUCA

515 MADISON AVE
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 1,000

FORGOTTEN FELINES

PO BOX 734 5 CARTER HILL
CLINTON,CT06413 		NONE PC GENERAL SUPPORT 1,000

FRESH AIR FUND

633 3RD AVE 14TH FLR
NEW YORK,NY10164 		NONE PC GENERAL SUPPORT 1,000

FRIENDS OF SOUTHERN OCEAN ANIMAL SH

PO BOX 1162
MANAHAWKIN,NJ08050 		NONE PC GENERAL SUPPORT 2,000

FRIENDS OF YAD LAKASHISH- LIFELINE

PO BOX 494
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 2,000

GALAPAGOS CONSERVANCY

11150 FAIRFAX BLVD STE
FAIRFAX,VA22030 		NONE PC GENERAL SUPPORT 1,000

HEALING THE CHILDREN NORTH EAST INC

PO BOX 129
NEW MILFORD,CT06776 		NONE PC GENERAL SUPPORT 1,000

HIP

131 MAIN ST STE 120
HACKENSACK,NJ07601 		NONE PC GENERAL SUPPORT 1,000

HOSPITAL FOR SPECIAL SURGERY FDN

PO BOX 21041
NEW YORK,NY10087 		NONE PC GENERAL SUPPORT 5,000

J-ADD

50 EISENHOWER DR
PARAMUS,NJ07652 		NONE PC GENERAL SUPPORT 1,000

JEWISH COUNCIL ON URBAN AFFAIRS

4411 N RAVENSWOOD AVE
CHICAGO,IL60640 		NONE PC GENERAL SUPPORT 1,000

JEWISH FAMILY & CHILDREN'S SERVICES

1485 TEANECK RD
TEANECK,NJ07666 		NONE PC GENERAL SUPPORT 3,000

JEWISH FEDERATION OF NORTHERN NJ

50 EISENHOWER DR
PARAMUS,NJ07652 		NONE PC GENERAL SUPPORT 500,850

JEWISH HOME FOUNDATION

10 LINK DRIVE
ROCKLEIGH,NJ07647 		NONE PC GENERAL SUPPORT 401,100

KAPLEN JCC ON THE PALISADES

411 E CLINTON AVE
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 826,000

MADD

511 E JOHN CARPENTER FRE
IRVING,TX75062 		NONE PC GENERAL SUPPORT 1,000

MT CALVARY BAPTIST CHURCH

231 WEST 142ND ST
NEW YORK,NY10030 		NONE PC GENERAL SUPPORT 1,000

MUSCULAR DYSTROPHY ASSOCIATION

C/O TENAFLY LETTER CARRIE
SPRINGFIELD,NJ07081 		NONE PC GENERAL SUPPORT 100

MYRIAD USA

551 FIFTH AVE STE 2400
NEW YORK,NY10176 		NONE PC GENERAL SUPPORT 10,000

NATIONAL AUDUBON SOCIETY

PO BOX 97188
WASHINGTON,DC200777124 		NONE PC GENERAL SUPPORT 100

NATIONAL RESOURCES COUNCIL OF MAINE

3 WADE ST
AUGUSTA,ME04330 		NONE PC GENERAL SUPPORT 500

NATIONAL YIDDISH THEATRE FOLKSBIENE

EDMOND J SAFRA PLAZA
NEW YORK,NY10280 		NONE PC GENERAL SUPPORT 1,000

NATURE ISRAEL

15 EAST 40TH ST STE 90
NEW YORK,NY10016 		NONE PC GENERAL SUPPORT 8,500

NCJW BCS

75 SOUTH WASHINGTON AVE
BERGENFIELD,NJ07621 		NONE PC GENERAL SUPPORT 2,060

NJY CAMPS

21 PLYMOUTH STREET
FAIRFIELD,NJ07004 		NONE PC GENERAL SUPPORT 1,000

NORTH JERSEY FRIENDSHIP HOUSE

125 ATLANTIC AVE
HACKENSACK,NJ07601 		NONE PC GENERAL SUPPORT 30,000

NPH USA

5110 NORTH 40TH ST
PHOENIX,AZ85018 		NONE PC GENERAL SUPPORT 500

OUTWARD BOUND USA

4845 PEARL EAST CIRCLE
BOULDER,CO80301 		NONE PC GENERAL SUPPORT 6,000

PARSONS DANCE FOUNDATION

229 WEST 42ND ST 8TH FL
NEW YORK,NY10036 		NONE PC GENERAL SUPPORT 15,000

PEDIATRIC BRAIN TUMOR FDN OF THE US

6065 ROSWELL RD NE
ATLANTA,GA30328 		NONE PC GENERAL SUPPORT 1,000

PEF ISRAEL ENDOWMENT FUNDS

630 3RD AVE
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 10,000

PHILANTHROPY ROUNDTABLE

1730 M ST NW STE 601
WASHINGTON,DC20077 		NONE PC GENERAL SUPPORT 1,000

PLAN INTERNATIONAL USA

155 PLAN WAY
WARWICK,RI02886 		NONE PC GENERAL SUPPORT 432

PLANNED PARENTHOOD

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		NONE PC GENERAL SUPPORT 10,000

PRISONER VISITATION & SUPPORT

1501 CHERRY ST
PHILADELPHIA,PA19102 		NONE PC GENERAL SUPPORT 800

PROJECT LITERACY OF GREATER BERGEN

355 MAIN STREET
HACKENSACK,NJ07601 		NONE PC GENERAL SUPPORT 1,000

ROUNDABOUT THEATRE CO

231 WEST 39TH ST
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 100,000

SARASOTA ART MUSEUM OF RINGLING COL

1001 SOUTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE PC GENERAL SUPPORT 500

SMILE TRAIN

633 THIRD AVE
NEW YORK,NY10117 		NONE PC GENERAL SUPPORT 1,000

SOCK OUT CANCER LLC

C/O BRUCE BOYEU- SECURITY
BINGHAMTON,NY13902 		NONE PC GENERAL SUPPORT 5,000

SOUTHEAST SENIOR CENTER FOR INDEPEN

228 GRAND AVENUE
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 15,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36101 		NONE PC GENERAL SUPPORT 10,000

SPECIAL OLYMPICS

1 EUNICE KENNEDY SHRIVER
LAWRENCEVILLE,NJ08648 		NONE PC GENERAL SUPPORT 1,000

SPECTRUM FOR LIVING DEVELOPMENT INC

210 RIVERVALE RD STE 3
RIVER VALE,NJ07675 		NONE PC GENERAL SUPPORT 1,000

TEMPLE BETH ISRAEL

567 BAY ISLES ROAD
LONBOAT KEY,FL34228 		NONE PC GENERAL SUPPORT 7,000

TEMPLE EMANU-EL

180 PIERMONT RD
CLOSTER,NJ07624 		NONE PC GENERAL SUPPORT 10,000

TEMPLE SINAI OF BERGEN COUNTY

1 ENGLE STREET
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 665,096

TENAFLY EDUCATIONAL FOUNDATION

PO BOX 384
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

TENAFLY FIRE ASSOCIATION

100 RIVEREDGE RD
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

TENAFLY LIBRARY FRIENDS

100 RIVEREDGE RD
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

TENAFLY LIONS CLUB

100 RIVEREDGE RD
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

TENAFLY NATURE CENTER

313 HUDSON AVE
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

TENAFLY VOLUNTEER AMBULANCE ASSOCIA

PO BOX 355
TENAFLY,NJ07670 		NONE PC GENERAL SUPPORT 1,000

THE ARNOLD P GOLD FOUNDATION INC

2125 CENTER AVE
FORT LEE,NJ07024 		NONE PC GENERAL SUPPORT 100,000

THE CITY COLLEGE FUND

160 COVENT AVE
NEW YORK,NY10031 		NONE PC GENERAL SUPPORT 1,000

THE COMMUNITY CHEST

122 SOUTH VAN BRUNDT ST
ENGLEWOOD,NJ07670 		NONE PC GENERAL SUPPORT 10,000

THE DEFINING MOMENT FOUNDATION

126 CHESTNUT ST
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 10,000

THE EDUCATION CENTER TEMPLE BETH

567 BAY ISLES RD
LONGBOAT KEY,FL34228 		NONE PC GENERAL SUPPORT 500

THE HADLEY SCHOOL FOR THE BLIND

700 ELM STREET
WINNETKA,IL60093 		NONE PC GENERAL SUPPORT 1,000

THE JEWISH BRAILLE INSTITUTE INTL

110 EAST 30TH STREET
NEW YORK,NY10016 		NONE PC GENERAL SUPPORT 1,000

THE JEWISH HISTORICAL SOCIETY OF NO

680 BROADWAY STE 2
PATERSON,NJ07514 		NONE PC GENERAL SUPPORT 1,000

THE JOHN & MABLE RINGLING MUSEUM OF

5401 BAY SHORE ROAD
SARASOTA,FL34243 		NONE PC GENERAL SUPPORT 125

THE JOYCE THEATER FOUNDATION INC

175 EIGHTH AVE
NEW YORK,NY10011 		NONE PC GENERAL SUPPORT 1,000

THE PUBLIC THEATER

425 LAFAYETTE ST
NEW YORK,NY10003 		NONE PC GENERAL SUPPORT 3,000

THIRTEEN- WNET

WORLDWIDE PLAZA 825 8TH A
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 25,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC GENERAL SUPPORT 100

UNIV OF THE CUMBERLANDS

6191 CLOOEGE STATION DR
WILLIAMSBURG,KY40769 		NONE PC GENERAL SUPPORT 1,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL
WASHINGTON,DC20024 		NONE PC GENERAL SUPPORT 1,000

WEST BERGEN MENTAL HEALTHCARE

120 CHESTNUT ST
RIDGEWOOD,NJ07450 		NONE PC GENERAL SUPPORT 1,000

WEST SIDE INFANT AND TEEN PARENT PR

192 DEMAREST AVE
ENGLEWOOD,NJ07631 		NONE PC GENERAL SUPPORT 20,000

YIDDISH BOOK CENTER

1021 WEST STREET
AMHERST,MA01002 		NONE PC GENERAL SUPPORT 15,000
Total .................................right arrow 3a 5,586,443
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
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
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 1,051,435  
4 Dividends and interest from securities ....     14 731,481  
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 12,759,069  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   14,541,985  
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,541,985
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FRED W. CAMIN III C.P.A. 48,000     48,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDERATED HERMES TOTAL RETURN BOND F    
APPLE INC    
FLAGSTAR BANK 139,000 138,946
BANK OF AMERICA 360,000 350,906
CAPITAL ONE 156,207 154,713
CITIGROUP 611,000 585,656
COCA COLA 357,250 330,012
CONOCO PHILLIPS    
DISCOVER BANK 188,000 188,297
EXXON MOBIL CORP 359,781 362,109
GOLDMAN SACHS 156,118 154,814
GOLDMAN SACHS 362,000 360,628
JOHNSON & JOHNSON 358,244 364,790
JPMORGAN CHASE    
MORGAN STANLEY 187,000 187,243
ROYAL BANK OF CANADA 330,000 327,195
WELLS FARGO    
ALLY BANK 250,000 248,145
ALLY FINANCIAL    
AMERICAN EXPRESS    
APPLE INC    
BANK MONTREAL    
BARCLAYS BANK    
BARCLAYS BANK    
BNP PARIBAS    
BOEING CO 242,780 244,775
BOEING CO 238,575 248,628
BRIGHTHOUSE FINANCIAL    
CAPITAL ONE 241,693 247,648
CITIBANK 250,000 261,400
CITIBANK 250,000 248,040
COMMERCIAL BANK 250,000 249,928
CVS HEALTH CORP 250,026 246,473
DR BANK 250,000 248,428
EXXON MOBIL CORP    
FIDELITY COOP BANK    
FIRST BANK OF HIGHLAND PARK    
FIRST NATIONAL BANK OF AMERICA 250,000 237,993
FORD MOTOR CREDIT    
GENERAL MILLS    
GENERAL MOTORS    
GENERAL MOTORS    
GOLDMAN SACHS 501,489 493,475
JOHNSON & JOHNSON    
JPMORGAN CHASE 365,286 363,591
JPMORGAN CHASE    
JPMORGAN CHASE    
MARRIOTT INTL 619,534 623,802
MERCK & CO    
MICROSOFT CORP    
MORGAN STANLEY BANK    
MORGAN STANLEY BANK    
NEW YORK COMMUNITY BANK 250,000 242,290
ROYAL BANK CANADA 450,000 471,645
SALLIE MAE BANK 250,000 242,523
STATE BANK OF INDIA 250,000 244,865
SYNCHRONY BANK    
TAPESTRY INC    
TEXAS EXCHANGE BANK 250,000 245,073
VANGUARD SHORT TERM 394,695 396,400
UBS AG 250,000 230,800
WELLS FARGO 250,000 246,345
WELLS FARGO 248,605 248,943

TY 2024 InvestmentsCorpStockSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC    
AMERICAN EXPRESS CO    
AUTOLIV INC    
AUTOZONE INC    
BANK OF AMERICA    
BANK OF NEW YORK MELLON    
BERKSHIRE HATHAWAY INC    
CNH INDUSTRIAL NV    
COCA COLA    
CONCENTRIX CORP    
DIAGEO PLC    
ENVISTA HOLDINGS    
FEDEX CORP    
FMC CORP    
HEINEKEN NV    
JOHNSON & JOHNSON    
KENVUE INC    
NESTLE S.A.    
NOVARTIS AG    
ROCHE HOLDINGS    
SEALED AIR CORP    
TRUIST FINANCIAL CORP    
U-HAUL HOLDING    
UNILEVER NV    
WELLS FARGO    
VANGUARD DIVIDEND GROWTH 1,655,291 3,053,819
VANGUARD FUND TOTAL INTL    
VANGUARD INDEX 722,088 4,087,816
AAR CORP    
ACADIA PHARMA INC    
AGILYSIS INC    
CADRE HOLDINGS    
CASELLA WASTE SYS    
CECO ENVIRONMENTAL    
CORE LABS    
DEFINITIVE HEALTHCARE CORP    
FIRST ADVANTAGE CORP    
FIRSTSERVICE CORP    
FLYWIRE CORP    
GLAUKOS CORP    
HAMILTON LANE    
IMPINJ INC    
INMODE LTD    
INOGEN INC    
INSPIRE MEDICAL SYSTEMS    
INTAPP INC    
IRHYTHM TECHNOLOGIES    
KRATOS DEFENSE    
LOAR HOLDINGS    
MONTROSE ENVIRONMENTAL    
NATERA INC    
NCINO INC    
NEOGEN CORP    
NEOGENOMICS INC    
NEVRO CORP    
NOVANTA INC    
OLLIE'S BARGAIN OUTLET HOLDINGS    
PALOMAR HOLDINGS    
PAR TECHNOLOGY CORP    
PLANET FITNESS    
PROGYNY INC    
PROS HOLDINGS INC    
RXO INC    
SAVERS VALUE VILLAGE    
SEMTECH CORP    
SITEONE LANDSCAPE    
SITIME CORP    
SPROUT SOCIAL INC    
SPS COMMERCE INC    
STEPSTONE GROUP    
TANDEM DIABETES CARE    
TRANSCAT INC    
ULTRAGENYX PHARMA    
UPSTART HOLDINGS    
US PHYSICAL THERAPY    
VERTEX INC    
WINGSTOP INC    
XOMETRY INC    
JANUS HENDERSON INTERNATIONAL RESEAR    
TB GLOBAL VALUE FUND 3,831,180 4,808,806
TWEEDY BROWNE VALUE FUND 2,556,355 2,510,773
VANGUARD INSTITUTIONAL INDEX 1,225,764 3,339,057
CONOCOPHILLIPS 184,549 286,020
INTEL CORP 75,180 59,400
JPMORGAN CHASE 161,126 888,720
MONDELEZ INTERNATIONAL 111,479 243,881
NEWELL BRANDS INC 125,343 20,516
PHILLIPS 66 160,884 308,950
3M COMPANY 56,686 89,532
QUALCOMM INC 90,161 220,140
SOLVENTUM CORP 10,415 10,704

TY 2024 InvestmentsGovtObligationsSch
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


5,581,256
State & Local Government Securities - End of Year Fair Market Value:


5,517,077


TY 2024 OtherAssetsSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSIT 2,000 2,000 2,000


TY 2024 OtherDecreasesSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Description Amount
UNREALIZED GAINS ON INVESTMENTS 2,820,636


TY 2024 OtherExpensesSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
HOSPITALIZATION INSURANCE 75,709     75,709
GENERAL INSURANCE 6,719     6,719
INTERNET 4,755     4,755
OFFICE EXPENSE 11,852     11,852
POSTAGE 2,157     2,157
RENTAL EXPENSES 19,611     19,611
TELEPHONE 4,331     4,331
UTILITIES 2,830     2,830
MISCELLANEOUS 5,809     5,809


TY 2024 OtherProfessionalFeesSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORS 139,915 139,915    


TY 2024 TaxesSchedule
Name:
THE KAPLEN FOUNDATION
EIN:
22-6048152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 150,000     150,000
PAYROLL TAXES - FEDERAL 21,670 2,167   18,503
PAYROLL TAXES - STATE 697 70   627