2024-11-13T13:17:12-06:00 2023-12-31 362260623 Lipschultz Levin & Gray LLC 425 Huehl Road Bldg7 Northbrook IL 60062 990PF 2023-01-01 366099675 Mayer and Morris Kaplan Foundation MAYE 8476815051 161 N Clark Street 3030 Chicago IL 60601 Executive Director Vice President 8476815051 2024-11-08 1 0 William Finestone P01230529 8472725300 2024-11-08 2023 2024-10-15 13:58:12Z X 25051382 X 746301 201441 201441 432382 432382 867141 867141 37262 37262 2284527 1538226 172000 0 172000 194131 0 194131 15950 15950 0 132580 132580 0 54804 54804 0 43994 0 0 11474 0 11474 437085 342104 85831 1062018 545438 463436 1368500 1920500 2430518 545438 2383936 -145991 992788 106688 25127 25127 817931 636477 636477 1057471 8289 1057471 1057471 500000 0 500000 500000 500000 9988085 10653518 10653518 12172593 12178789 12178789 105425 105425 23593586 25051382 25051382 753550 186000 31000 13991 784550 199991 X 22809036 24851391 22809036 24851391 23593586 25051382 22809036 -145991 2188346 24851391 0 24851391 Securities P 196091 196091 Securities P 671050 671050 867141 13800 0 13800 0 13800 26147 0 10000 0 36147 0 22347 22347 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 1 0 0 1 kapfam.com Alan Tinsmon 8476815066 161 N Clark Street 3030 Chicago IL 60601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dinaz I Mansuri 161 N Clark Street 3030 Chicago IL 60601 Executive Director 40.00 172000 0 0 Jessica Kaplan Lundevall 161 N Clark Street 3030 Chicago IL 60601 Trustee 0.00 0 0 0 Charles Kaplan 161 N Clark Street 3030 Chicago IL 60601 Trustee 0.00 0 0 0 Anne Kaplan 161 N Clark Street 3030 Chicago IL 60601 Vice President/Trustee 0.00 0 0 0 Aura de La Fuente 161 N Clark Street 3030 Chicago IL 60601 Chairperson/Trustee 0.00 0 0 0 David Kaplan 161 N Clark Street 3030 Chicago IL 60601 Trustee 0.00 0 0 0 Sarah Moore 161 N Clark Street 3030 Chicago IL 60601 Trustee 0.00 0 0 0 Hilary Kaplan Loretta 161 N Clark Street 3030 Chicago IL 60601 President/Trustee 0.00 0 0 0 Michael Kaplan 161 N Clark Street 3030 Chicago IL 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Trustee 0.00 0 0 0 Iselin Lundevall 161 N Clark Street 3030 Chicago IL 60601 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 24322484 793111 0 25115595 0 0 25115595 376734 24738861 1236943 1236943 13800 6962 20762 1216181 0 1216181 0 1216181 2383936 0 2383936 1216181 0 0 1247821 972366 1011477 762455 1066576 5060695 2383936 0 0 0 1216181 1167755 0 0 6228450 0 0 0 0 0 0 1247821 4980629 972366 1011477 762455 1066576 1167755 Dinaz I Mansuri Executive Director 161 N Clark Street 3030 Chicago IL 60601 8476815051 Please contact for: Application Procedures/Document Checklist None None American Rivers Inc 1101 14th Street NW Suite 1400 Washington DC 20005 PC general operating support 10000 Anti-Defamation League 1120 Lincoln St Ste 1301 Denver CO 80203 PC general operating support 5000 Apex for Youth Inc 195 Chrystie Street 200 New York NY 10002 PC general operating support 10000 Aspen Center for Environmental Studies 100 Puppy Smith Street Aspen CO 81611 PC general operating support 1000 Burke Mountain Academy 60 Alpine Lane East Burke VT 05832 PC scholarship support 35000 Central Queens Academy 55-30 Junction Boulevard Elmhurst NY 11373 PC general operating support 35000 Children's Rights 88 Pine Street 800 New York NY 10005 PC general operating support 2500 Concerned Citizens of Montauk PO Box 915 Montauk NY 11954 PC general operating support 10000 Conservation International 2011 Crystal Drive Suite 500 Arlington VA 22202 PC general operating support 2500 Cool Culture 80 Hanson Place Suite 604 Brooklyn NY 11217 PC general operating support 2000 Doctors Without Borders 40 Rector Street 16th Floor New York NY 100061705 PC general operating support 6000 EveryTown for Gun Safety Support Fund PO Box 3886 New York NY 10163 PC general operating support 6000 Fund for the City of New York Scholarship Plus 525 E 80th St 11a New York NY 10013 PC support of Scholarship Plus 10000 Jumpstart 308 Congress Street 6th Floor Boston MA 02210 PC general operating support 5000 Louisiana Bucket Brigade 2803 Saint Phillip Street New Orleans LA 70119 PC general operating support 25000 Mountain Rescue Aspen 37925 Highway 82 Aspen CO 81611 PC general operating support 500 Natural Resources Defense Council 40 West 20th Street 11th Floor New York NY 10011 PC general operating support 2500 Natural Resources Defense Council 40 West 20th Street 11th Floor New York NY 10011 PC general operating support 50000 Oxfam America 226 Causeway Street 5th Floor Boston MA 021142206 PC general operating support 6000 Partners in Health PO Box 996 Frederick MD 217059942 PC general operating support 6000 Ravinia Festival Association 418 Sheridan Road Highland Park IL 60035 PC general operating support 5000 Southern Poverty Law Center 400 Washington Ave Montgomery AL 36104 PC general operating support 10000 Stratton Mountain School World Cup Circle Stratton Mountain VT 051559402 PC general operating support 2500 The Art Base PO Box 4300 Basalt CO 82621 PC general operating support 1500 The Aspen Institute 2300 N Street Suite 700 Washington DC 20037 PC $1,500 for Society of Fellows and $1,500 for Winter Words 3000 The Aspen Institute 2300 N Street Suite 700 Washington DC 20037 PC support of Society of Fellows 1000 The Kitchen 512 W 19th Street New York NY 10011 PC general operating support 2500 The New 42nd Street Inc 229 West 42nd Street 10th Floor New York NY 10036 PC support of the Annual Fund of New Victory Theater 5000 Tulane University PO Box 61075 New Orleans LA 70118 PC general operating support 7500 US Ski and Snowboard Foundation PO Box 100 1 Victory Lane Park City UT 84060 PC Marolt Athlete Endowment campaign - Bob Beattie Athlete Travel Fund 50000 US Ski and Snowboard Foundation PO Box 100 1 Victory Lane Park City UT 84060 PC annual Inner Circle donation 20000 Union of Concerned Scientists Inc Two Brattle Square 6th Floor Cambridge MA 02138 PC general operating support 25000 United States Holocaust Memorial Museum 100 Raoul Wallenberg Pl SW Washington DC 20024 PC general operating support 2500 University of Colorado Foundation INVST Community Studies Boulder CO 803090471 PC the Parent Fund 2500 University of Colorado Foundation INVST Community Studies Boulder CO 803090471 PC support of the INVST program 2500 University of Denver Attn Gift Processing Denver CO 802910585 PC general operating support 7500 Wagner Free Institute of Science 1700 West Montgomery Avenue Philadelphia PA 19121 PC general operating support 2000 Williams College 75 Park Street Williamstown MA 01267 PC financial aid 25000 Action for the Climate Emergency 4696 Broadway Suite 2 Boulder CO 80304 PC general operating support 35000 All Chicago 651 W Washington Suite 504 Chicago IL 60661 PC support of the Student Emergency Fund 10000 Art Institute of Chicago 111 South Michigan Avenue Chicago IL 606036110 PC support of racial equity and community engagement initiatives 5000 Bottom Line Chicago 65 East Wacker Place Suite 800 Chicago IL 60601 PC general operating support of Chicago program 40000 Braven Inc 100 N LaSalle Street Suite 310 Chicago IL 60602 PC general operating support of Braven Chicago 30000 California Community Foundation 221 S Figueroa St 400 Los Angeles CA 90012 PC support of LASIF 45000 Campaign for College Opportunity 1149 S Hill St Ste 925 Los Angeles CA 90015 PC general operating support 32000 Campus Climate Network 269 S Beverly Drive Ste 338 Beverly Hills CA 90212 PC recommended for support of Campus Climate Network 15000 Capital & Main 1910 W Sunset Blvd Ste 740 Los Angeles CA 900263263 PC support of investigative journalism and climate reporting in Colorado 25000 Chicago Botanic Garden 1000 Lake Cook Road Glencoe IL 600220400 PC support of racial equity and community engagement initiatives 5000 Chicago CRED 300 E Randolph St Suite 3850 Chicago IL 60601 PC general operating support 500 Chicago CRED 300 E Randolph St Suite 3850 Chicago IL 60601 PC support of 100 Blocks, 100 Churches 60000 Chicago Public Media 848 East Grand Avenue Navy Pier Chicago IL 60611 PC general operating support 5000 Chicago State Foundation 9501 S King Dr ADM 322 Chicago IL 606281598 PC general operating support 30000 Chicago Symphony Orchestra 220 South Michigan Avenue Chicago IL 60604 PC support of racial equity and community engagement initiatives 5000 Chicagoland Workforce Funders Alliance 33 S State Street Suite 750 Chicago IL 60603 PC support of Chicagoland Workforce Funder Alliance's Pro Path Fund 15000 Children First Fund The Chicago Public Schools Foundation 200 West Madison Street 2nd Floor Chicago IL 60606 PC the CPS Dream Fund 500 City Colleges of Chicago Foundation 180 N Wabash Suite 200 Chicago IL 60601 PC general operating support 500 Cleveland Avenue Foundation for Education Group 222 N Canal St Chicago IL 606061206 PC DEI professional development for managers for LEAD 1500 Coalition for Humane Immigrant Rights (CHIRLA) 2533 West Third Street Ste 101 Los Angeles CA 90057 PC general operating support 30000 College Advising Corps 301 W 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support of equitable implementation of IRA in Illinois 15000 Embarc PO Box 221450 Chicago IL 60622 PC general operating support 40000 Enlace Chicago 2756 S Harding Chicago IL 60623 PC general operating support 35000 Gray Matter Experience 20 North Wacker Drive Suite 1200 Chicago IL 60606 PC general operating support 25000 Greenwood Project 118 N Clinton Street 202 Chicago IL 60661 PC general operating support 21000 Kids First Chicago for Education 21 S Clark St Ste 4301 Chicago IL 60603 PC support of summer internship program 9000 Louisiana Bucket Brigade 2803 Saint Phillip Street New Orleans LA 70119 PC recommended for support of Inclusive Louisiana 20000 Loyola University Chicago 820 North Michigan Avenue Chicago IL 60661 PC general operating support of Arrupe College 40000 National Center for Family Philanthropy 1667 K Street NW Ste 550 Washington DC 20006 PC Friend of the Family 1500 National Louis University 122 South Michigan Avenue Chicago IL 60603 PC general operating support 42000 Network for College Success 969 East 60th Street Chicago IL 60637 PC general operating support 42000 New York University School of Law Foundation 25 West 4th Street 4th Floor New York NY 10012 PC for the State Energy & Environmental Impact Center in support of oil & gas clean-up liability and accountability efforts 45000 NewRoot Learning Institute (formerly Umoja) 910 West Van Buren St Suite 710 Chicago IL 60607 PC general operating support 40000 North Lawndale College Preparatory School 1615 South Christiana Ave Chicago IL 60623 PC general operating support 500 North Lawndale College Preparatory School 1615 South Christiana Ave Chicago IL 60623 PC support of Peace Warriors, in honor of Jessica Nash 500 North Lawndale College Preparatory School 1615 South Christiana Ave Chicago IL 60623 PC general operating support 35000 One Million Degrees 180 N Wabash Suite 310 Chicago IL 60601 PC general operating support 500 One Million Degrees 180 N Wabash Suite 310 Chicago IL 60601 PC general operating support of Chicago program 40000 OneGoal 180 N Wabash Ave Suite 800 Chicago IL 60601 PC general operating support of Chicago program 35000 Partnership for College Completion 200 S Michigan Ave 14th Fl Chicago IL 60604 PC general operating support 20000 Proyecto Pastoral 135 N Mission Road Los Angeles CA 90033 PC support of Promesa Boyle Heights 30000 Ravinia Festival Association 418 Sheridan Road Highland Park IL 60035 PC support of racial equity and community engagement initiatives 5000 Rockefeller Family Fund Inc 475 Riverside Drive Suite 900 New York NY 10115 PC support of the oil & gas cleanup liabilities initiative 28000 Southern California College Attainment Network 1000 N Alameda St Ste 240 Los Angeles CA 90012 PC general operating support 42000 The Alliance Center 1536 Wynkoop St Suite 100 Denver CO 80202 PC support of the Just Transition Stakeholder Roundtable Series 20000 The Chicago Public Education Fund 200 West Adams Suite 1910 Chicago IL 60606 PC general operating support 10000 The Partnership for Los Angeles Schools 1055 Wilshire Boulevard Suite 1850 Los Angeles CA 90017 PC general operating support 30000 UCLA Luskin School of Public Affairs UCLA Office of Contract and Grant Administration 10889 Wilshire Boule Los Angeles CA 900951406 PC general operating support of LAERI 10000 University of Chicago - Consortium on School Research 969 E 60th St Chicago IL 60637 PC support of the Investor Council 10000 USC Neighborhood Academic Initiative 661 W Jefferson Blvd Los Angeles CA 90007 PC general operating support 45000 Year Up Chicago 233 West Jackson Blvd 400 Chicago IL 60606 PC general operating support of Chicago program 35000 Communities in Schools of Chicago 815 West Van Buren Street Suite 300 Chicago IL 60607 PC general operating support 500 Friends of Brentano School c/o Brentano Math and Science Academy Chicago IL 60647 PC general operating support 1000 Memphis Center for Reproductive Health 1203 Poplar Avenue Memphis TN 38104 PC general operating support 1000 Midwest Access Project 5215 N Ravenswood Suite 206 Chicago IL 60640 PC general operating support 1000 RefugeeOne 6008 N California Ave Chicago IL 60659 PC general operating support 500 Sarah's Circle 4838 N Sheridan Road Chicago IL 60640 PC general operating support 1000 Southwest Organizing Project 2558 W 63rd St Chicago IL 60629 PC general operating support 1000 Youth Guidance 1 North LaSalle Street Suite 900 Chicago IL 60602 PC support of the Working on Womanhood program 1000 Aspen Center for Environmental Studies 100 Puppy Smith Street Aspen CO 81611 PC general operating support 1000 Aspen Youth Center PO Box 8266 Aspen CO 81612 PC general operating support 1000 Basalt Education Foundation PO Box 1278 Basalt CO 816211278 PC general operating support 1000 Bennington College One College Drive Bennington VT 05201 PC general operating support 2500 Heart of Los Angeles 2701 Wilshire Blvd Ste 100 Los Angeles CA 90057 PC general operating support 5000 Human Rights Watch 314 West Superior St Ste 300 Chicago IL 60654 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operationg support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 1500 James E Hughes Jr Foundation 2000 Morris Ave Apt 1300 Birmingham AL 352034163 PC general operating support 500 KZYX&Z PO Box 1 Philo CA 95466 PC general operating support 1000 Mark Schonwetter Holocaust Education Foundation Inc 184 South Livingston Ave Suite 9 349 Livingston NJ 07039 PC general operating support 4500 Midwest Access Project 5215 N Ravenswood Suite 206 Chicago IL 60640 PC general operating support 1000 North Shore Country Day School 310 Green Bay Road Winnetka IL 60093 PC general operating support 500 Openlands Project 25 E Washington St Suite 1650 Chicago IL 60602 PC $500 for gen op and $500 for Birds in My Neighborhood Program 1000 Planned Parenthood of Illinois 18 S Michigan 6th Floor Chicago IL 60603 PC general operating support 1000 RefugeeOne 6008 N California Ave Chicago IL 60659 PC general operating support 1000 Restore Justice Foundation PO Box 101099 Chicago IL 60610 PC general operating support 500 Skidmore College Office of Advancement North Hall Saratoga Springs NY 12866 PC general operating support 500 The Art Base PO Box 4300 Basalt CO 82621 PC general operating support 1500 Wesleyan University 318 High Street Middletown CT 06459 PC general operating support 1000 Willits Charter School 1431 South Main St Willits CA 95490 PC general operating support 1000 Willits Elementary Charter School 1431 South Main St Willits CA 95490 PC general operating support 1000 1920500 0 14 201441 14 432382 14 37262 36046 18 831095 36046 1502180 0 1538226 0 0 0 0 0 0 0 0 0 0 X X 1 Anne Kaplan 161 N Clark Street 3030 Chicago IL 60601 25000 X 2 Tellef Lundevall 161 N Clark Street 3030 Chicago IL 60601 350 X 3 Jessica Kaplan Lundevall 161 N Clark Street 3030 Chicago IL 60601 5000 X 4 Beth Kaplan Karmin 161 N Clark Street 3030 Chicago IL 60601 10000 X 5 Jean Kaplan 161 N Clark Street 3030 Chicago IL 60601 200000 X 6 Hilary Kaplan Loretta 161 N Clark Street 3030 Chicago IL 60601 5000 X 7 Michael Kaplan 161 N Clark Street 3030 Chicago IL 60601 200000 X 8 Michael Kaplan 161 N Clark Street 3030 Chicago IL 60601 195641 X 9 Michael Kaplan 161 N Clark Street 3030 Chicago IL 60601 105310 X 8 525 Shares of Microsoft 195641 2023-12-18 9 200 Shares of United Health 105310 2023-12-18 Accounting 15950 15950 0 Common stocks and mutual funds 10653518 10653518 Investments in limited partnerships FMV 12178789 12178789 Investment Expenses 342104 342104 0 Office Expenses 59368 0 50218 Consulting Expenses 35598 0 35598 Illinois Filing Fee 15 0 15 Other Income 37262 37262 37262 Unrealized Loss 2188346 Current and Deferred Income and Excise Taxes Payable, Net 31000 13991 Advisor Fees 132580 132580 0 Anne Kaplan 161 N Clark Street 3030 Chicago IL 60601 Sara Kaplan Moore 161 N Clark Street 3030 Chicago IL 60601 Beth Kaplan Karmin 161 N Clark Street 3030 Chicago IL 60601 Jessica Kaplan Lundevall 161 N Clark Street 3030 Chicago IL 60601 Curt Kaplan 161 N Clark Street 3030 Chicago IL 60601 Jean Kaplan 161 N Clark Street 3030 Chicago IL 60601 Michael Kaplan 161 N Clark Street 3030 Chicago IL 60601 Foreign & State Taxes 43994 0 0