Financial Statements

Investment Management

The Mayer & Morris Kaplan Family Foundation investments are managed by Alan Tinsmon, Chief Financial Officer of Kaplan Family Investments, with portfolio investment advice provided by Monticello & Associates.

Financial Statements

Financial statements 2020
Financial statements 2019
Financial statements 2018
Financial statements 2017
Financial statements 2016

IRS 990 Forms

IRS form 990 2020
IRS form 990 2019
IRS form 990 2018
IRS form 990 2017
IRS form 990 2016

Financial Statements: News