• Occurred

  Dec 31, 2024
  Foundation officer left

  JOAN DAVIDSON (TRUSTEE) is no longer on J M Kaplan Fund Inc's 2024-12-31 return

  Form 990-PFobserved 5 days ago
• Occurred

  Dec 31, 2023
  Foundation officer left

  AMY FREITAG - THRU 622 (SECRETARY AND EXECUTIVE DIRECTOR) is no longer on J M Kaplan Fund Inc's 2023-12-31 return

  Form 990-PFobserved 5 days ago
• Occurred

  Dec 31, 2023
  Foundation officer joined

  JULIA BATOR (EXECUTIVE DIRECTOR AS OF 11/15/23) appears on J M Kaplan Fund Inc's 2023-12-31 return

  Form 990-PFobserved 5 days ago

Also named here, with no published line of their own (reach them through the firm): Peter Davidson (CHAIRMAN), J Matthew Davidson (TRUSTEE), Brad Davidson (TRUSTEE), Elizabeth Davidson Pickering (TRUSTEE), Caio Fonseca (TRUSTEE), Isabel Fonseca (TRUSTEE), Quina Fonseca (TRUSTEE), Julia Bator (EXECUTIVE DIRECTOR).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:3c4aff88-c3f9-4df1-a06e-dab9e85bb0a6

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.