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