THE J.M. KAPLAN FUND, INC.

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2024-07-19
Name of individual signing	WILLIAM FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2023-09-18
Name of individual signing	WILLIAM FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2022-09-01
Name of individual signing	WILLIAM FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2021-03-19
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2020-04-14
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2019-05-10
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2018-06-06
Name of individual signing	WILLIAM P. FALAHEE
Role	Employer/plan sponsor
Date	2018-06-06
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2017-07-10
Name of individual signing	WILLIAM P. FALAHEE
Role	Employer/plan sponsor
Date	2017-07-10
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	71 WEST 23RD STREET, 9TH FLOOR, NEW YORK, NY, 10010

Signature of

Role	Plan administrator
Date	2016-06-16
Name of individual signing	WILLIAM P. FALAHEE
Role	Employer/plan sponsor
Date	2016-06-16
Name of individual signing	WILLIAM P. FALAHEE

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1982-02-15
Business code	813000
Sponsor’s telephone number	2127670633
Plan sponsor’s address	261 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, 10016

Signature of

Role	Plan administrator
Date	2015-06-29
Name of individual signing	WILLIAM P. FALAHEE

In Care of Name	% CODON O MEARA MCGINTY & DONNELLY
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	Private non-operating foundation
Tax Period	2023-12
Asset	50,000,000 to greater
Income	5,000,000 to 9,999,999
Filing Requirement	990 - Not required to file (all other)
PF Filing Requirement	990-PF return
Accounting Period	Dec
Asset Amount	139934026
Income Amount	6801029
Form 990 Revenue Amount	-
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202212
Filing Type	E
Return Type	990PF
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202212
Filing Type	E
Return Type	990T
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202112
Filing Type	E
Return Type	990PF
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202112
Filing Type	E
Return Type	990T
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202012
Filing Type	E
Return Type	990T
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	202012
Filing Type	E
Return Type	990PF
File	View File
Organization Name	JM KAPLAN FUND INC
EIN	13-6090286
Tax Period	201912
Filing Type	E
Return Type	990PF
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201912
Filing Type	P
Return Type	990T
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201812
Filing Type	P
Return Type	990PF
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201812
Filing Type	P
Return Type	990T
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201712
Filing Type	P
Return Type	990PF
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201712
Filing Type	P
Return Type	990T
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201612
Filing Type	P
Return Type	990PF
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201612
Filing Type	P
Return Type	990T
File	View File
Organization Name	J M KAPLAN FUND INC
EIN	13-6090286
Tax Period	201512
Filing Type	P
Return Type	990T
File	View File