Charles and Florence Kaplan Foundation
Charles and Florence Kaplan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROME, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 18 grants totaling $176K. Net investment income was $185K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-0.4% YoY
Annual Giving
$176K
-92.2% YoY
Grant Count
18
+350.0% YoY
Avg Grant Size
$10K
-98.3% YoY
Under IRS private-foundation payout rules, Charles and Florence Kaplan Foundation reported a distributable amount of $298K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles and Florence Kaplan Foundation
Based on IRS filings
Charles and Florence Kaplan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROME, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 18 grants totaling $176K. Net investment income was $185K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,479,248 | $2,489,737 | $3,474,992 |
| Revenue | $184,995 | $1,273,295 | $293,278 |
| Expenses | $195,484 | $2,258,550 | $508,801 |
| Qualifying Distributions | $176,435 | $2,254,100 | $500,100 |
| Net Investment Income | $184,995 | $1,273,295 | $293,278 |
| Distributable Amount | $297,581 | $300,734 | $326,013 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rome Hospital ($115,000), Jewish Community Center ($10,000), Uvm Health Network Hospice ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WORLD JEWISH CONGRESS MERRIFIELD, VA | GENERAL PURPOSE | $100 |
| JEWISH COMMUNITY CENTER UTICA, NY | GENERAL PURPOSE | $10,000 |
| MUSON WILLIAMS UTICA, NY | GENERAL PURPOSE | $85 |
| ROME HOSPITAL ROME, NY | GENERAL PURPOSE | $115,000 |
| HOSPICE OF ONEIDA COUNTY NEW HARTFORD, NY | GENERAL PURPOSE | $5,000 |
| ABRAHAM HOUSE ROME, NY | GENERAL PURPOSE | $3,000 |
| JERVIS LIBRARY ROME, NY | GENERAL PURPOSE | $250 |
| HOLOCAUST MEMORIAL WASHINGTON DC, DC | GENERAL PURPOSE | $3,600 |
| HADDASSAH NATIONAL PROCESSING CENTER WASHINGTON DC, DC | GENERAL PURPOSE | $1,800 |
| MEMORIAL SLOAN KETTERING CANCER SOCIETY OFFICE OF DEVELOPMENT NEW YORK, NY | GENERAL PURPOSE | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FLORENCE KAPLAN | TRUSTEE | 5 | — |
| LORI KAPLAN FELICE | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles and Florence Kaplan Foundation?
Charles and Florence Kaplan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROME, NY. It holds $2.5M in total assets as of 2024.
How large is Charles and Florence Kaplan Foundation?
As of 2024, Charles and Florence Kaplan Foundation holds $2.5M in total assets with $185K in annual revenue. It awarded 18 grants totaling $176K in 2024.
Where does Charles and Florence Kaplan Foundation operate?
Charles and Florence Kaplan Foundation has awarded grants in District of Columbia, New Jersey, New York, Virginia, Vermont.
What size grants does Charles and Florence Kaplan Foundation award?
In 2024, Charles and Florence Kaplan Foundation awarded 18 grants totaling $176K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Charles and Florence Kaplan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles and Florence Kaplan Foundation reported a distributable amount of $298K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles and Florence Kaplan Foundation's EIN?
Charles and Florence Kaplan Foundation's EIN (Employer Identification Number) is 81-3833007. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles and Florence Kaplan Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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