2024-05-14T08:55:55-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2023-01-01 311423392 THE KAPLAN FOUNDATION KAPL 5137215086 9435 WATERSTONE BLVD 390 CINCINNATI OH 452498227 BARBARA KAPLAN PRESIDENT 5137215086 2024-05-10 1 BARBARA KAPLAN XXX-XX-XXXX 0 PATRICK M SEMANCIK P00058765 5132413111 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 19227783 X 0 X 24 24 220805 216264 1337624 4371989 1333113 571 571 1559024 1549972 0 0 0 3150 630 2520 78 16 62 1062 0 0 77845 15569 62276 82135 16215 64858 813000 813000 895135 16215 877858 663889 1533757 242177 165794 165794 213370 221542 221532 8803206 9449929 15206093 1727777 1813154 3634364 10986530 11650419 19227783 0 0 X 0 0 0 0 10986530 11650419 10986530 11650419 10986530 11650419 10986530 663889 0 11650419 0 11650419 US BANK 367369 324288 43081 43081 US BANK 3920068 2708730 1211338 1211338 IRA REALIZED GAINS 3439 3439 0 0 IRA CAPITAL GAIN DISTRIBUTIONS 2419 2419 0 0 CAPITAL GAINS DIVIDENDS P 78694 78694 78694 1333113 21319 0 21319 0 21319 16382 0 0 0 16382 0 4937 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A BARBARA S KAPLAN M D 5137856060 9435 WATERSTONE BLVD SUITE 390 CINCINNATI OH 452498227 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA S KAPLAN MD 3076 EDGEWOOD ROAD CLEVELAND OH 44124 PRESIDENT 1.00 0 0 0 STEVEN J KAPLAN 9856 BENNINGTON DRIVE CINCINNATI OH 45241 TRUSTEE 1.00 0 0 0 RICHARD M KAPLAN 169 LAKE BUFF DRIVE COLUMBUS OH 43235 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 17526045 534861 0 18060906 0 0 18060906 270914 17789992 889500 889500 21319 21319 868181 0 868181 0 868181 877858 0 877858 868181 872425 2021 3540 0 877858 872425 3540 0 1893 0 0 0 0 0 0 0 0 866288 0 0 0 STEVEN KAPLAN 9435 WATERSTONE BLVD SUITE 390 CINCINNATI OH 45249 5137215086 THE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. APPLICATIONS ACCEPTED AT ANY TIME. IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. ANIMAL FRIENDS HUMANE SOCIETY 1820 PRINCETON ROAD HAMILTON OH 45011 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 ATHENS COUNTY FOOD PANTRY 13183A STATE ROUTE 13 MILLFIELD OH 45761 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 ATHENS COUNTY HUMANE SOCIETY PO BOX 765 ATHENS OH 45701 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 BHUTANESE COMMUNITY OF CENTRAL OHIO 1925 E DUBLIN GRANVILLE RD SUITE 210 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 BIG DOG RANCH RESCUE 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 BROWN COUNTY HUMANE SOCIETY PO BOX 228 GEORGETOWN OH 45121 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 CANCER SUPPORT COMMUNITY 1200 OLD HENDERSON RD COLUMBUS OH 43220 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CENTRAL OHIO PIT SAVERS PO BOX 297751 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 CET 1223 CENTRAL PARKWAY CINCINNATI OH 452142890 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 40000 CHRIST'S TABLE PO BOX 233 ZANESVILLE OH 43702 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 CINCINNATI ANIMAL CARE HUMANE SOCIETY 3949 COLERAIN AVE CINCINNATI OH 45223 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 CLARK COUNTY CARES INC PO BOX 4402 WINCHESTER KY 40391 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILLEY AVENUE CLEVELAND OH 44113 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 CLINTON COUNTY HUMANE SOCIETY PO BOX 1024 WILMINGTON OH 45177 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 COLUMBUS DOG CONNECTION 2761 JOHNSTOWN RD COLUMBUS OH 43219 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 20000 COLUMBUS ZOO & AQUARIUM 4850 W POWELL RD POWELL OH 43065 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 CROHNS & COLITIS FOUNDATION 733 THIRD AVENUE STE 510 NEW YORK NY 10017 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 FAYETTE HUMANE SOCIETY 153 S MAIN ST WASHINGTON CH OH 43160 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 FREESTORE FOODBANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 FRIENDSHIP ANIMAL PROTECTIVE LEAGUE 8303 MURRAY RIDGE ROAD ELYRIA OH 44035 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 GEAUGA HUMANE SOCIETY - RESCUE VILLAGE PO BOX 116 NOVELTY OH 44072 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 GOD'S PANTRY FOOD BANK 1685 JAGGIE FOX WAY LEXINGTON KY 40511 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO RD CLEVELAND OH 44110 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 HABITAT FOR HUMANITY - MID OHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5500 HABITAT FOR HUMANITY GREATER CINCINNATI 4910 PARA DRIVE CINCINNATI OH 45237 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 HAVEN HOUSE EMERGENCY SHELTER 550 HIGH STREET PO BOX 15099 HAMILTON OH 45015 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 HOMELESS FAMILIES FOUNDATION 33 N GRUBB ST COLUMBUS OH 43215 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 HUMANE ASSOCIATION OF WARREN COUNTY 230 COOK ROAD LEBANON OH 45036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 INTERFAITH HOUSE 5300 CHAPPARAL RD WEST UNION OH 45693 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1500 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER STREET YARMOUTH PORT MA 02675 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 30000 JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVE COLUMBUS OH 43209 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 LEXINGTON HUMANE SOCIETY 1600 OLD FRANKFORT PIKE LEXINGTON KY 40504 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 LIFE TOWN 6220 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 LOIS AND RICHARD ROSENTHAL CENTER FOR CONTEMPORARY ART 44 EAST 6TH ST CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 200000 MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES CA 90046 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 30000 MID OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 OHIO WILDLIFE CENTER 6131 COOK RD POWELL OH 43065 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 OUR DAILY BREAD SOUP KITCHEN & SOCIAL CENTER 1730 RACE STREET CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 PAWS OF MUSKINGUM COUNTY PO BOX 2364 ZANESVILLE OH 43702 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 PEOPLE FOR ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 35000 PLAYHOUSE SQUARE 1501 EUCLID AVENUE CLEVELAND OH 44115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 RIVER CITIES HARVEST 2516 CARTER AVENUE ASHLAND KY 41101 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 RONALD MCDONALD HOUSE OF CLEVELAND 10415 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 SHARED HARVEST FOODBANK 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 SIERRA'S HAVEN 80 EASTER DRIVE PORTSMOUTH OH 45662 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 SPCA CINCINNATI 11900 CONREY ROAD CINCINNATI OH 45249 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 ST STEPHAN'S COMMUNITY HOUSE 1500 E 17TH AVE COLUMBUS OH 43219 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 STEVEN A HUNTER HOPE FUND PO BOX 802 PORTSMOUTH OH 45662 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 SUNRISE SANCTUARY 16730 MARTIN WELCH RD MARYSVILLE OH 43040 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 TAFT MUSEUM OF ART 316 PIKE ST CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 50000 THE SALVATION ARMY 114 EAST CENTRAL PARKWAY CINCINNATI OH 45201 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 6000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 UNITED WAY OF CENTRAL OHIO 360 S 3RD ST COLUMBUS OH 43215 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 12000 WHHS ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 BEREA ANIMAL RESCUE 10015 EAST RIVER ROAD COLUMBIA TOWNSHIP OH 44028 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 CHILDREN'S HUNGER ALLIANCE 1105 SCHROCK ROAD STE 505 COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 SHOE4AFRICA CHURCH ST STATION PO BOX 3142 NEW YORK NY 10008 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 15000 813000 0 14 24 14 220805 14 571 18 1337624 0 1559024 0 1559024 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3150 630 2520 THE FOUNDATION ELECTS TO APPLY EXCESS 2023 DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME. COMMON STOCK 9449929 15206093 MUTUAL FUNDS AT COST 1666877 3467640 IRA MUTUAL FUNDS AT COST 146277 166724 INVESTMENT FEES AND MISC. 77845 15569 62276 LITIGATION SETTLEMENT AND OTHER 571 571 571 OTHER PROFESSIONAL FEES 78 16 62 FEDERAL TAX 1062 0 0