Charles and Florence Kaplan Foundation
The Charles and Florence Kaplan Foundation is a private foundation based in Rome, New York. In 2025, it made 31 grants totaling $315,956 to charitable organizations.
Charles and Florence Kaplan Foundation at a glance
In short: Charles and Florence Kaplan Foundation gave $316K across 31 grants in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $315,956
- +79.1% vs 2024
- Grants made (2025)
- 31
- +72.2% vs 2024
- Average grant
- $10,192
- +4.0% vs 2024
- Median grant
- $1,000
- Total assets
- $6,696,114
- +170.1% vs 2024
- Primary geography
- New York (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Charles and Florence Kaplan Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1300 Floyd Ave, Rome, NY 13440
Phone: (315) 337-9141
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles and Florence Kaplan Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Ican ($100K). Together the top 10 received $295K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 64 grants of 70 (91%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in New York and 2% to recipients in Vermont. The filing also lists shares for Washington, D.C. (1%), New Jersey (0%), and Massachusetts (0%). The largest listed grants went to organizations in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
Cities
How Charles and Florence Kaplan Foundation gives
- 35% of 2025 grantees were also funded in 2024. Method
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $58K (2019) to $2.3M (2023). In 2025 it made 31 grants totaling $316K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ican Utica, NY | General Purpose | $100,000 |
| Dollars for Scholars Rome, NY | General Purpose | $95,000 |
| Temple Beth El Utica, NY | General Purpose | $38,126 |
| Community Foundation of Herkimer and Oneida Counties Utica, NY | General Purpose | $22,000 |
| Jewish Community Center Utica, NY | General Purpose | $13,600 |
| Rome Hospital Rome, NY | General Purpose | $10,000 |
| Hospice of Oneida County New Hartford, NY | General Purpose | $5,000 |
| UVM Health Network Hospice Colchester, VT | General Purpose | $5,000 |
| Sitrin Foundation New Hartford, NY | General Purpose | $3,250 |
| Abraham House Rome, NY | General Purpose | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,696,114 | $4,535,418 | $318,552 | $315,956 | 31 | $315,956 | $4,535,418 | $287,056 |
| 2024 | $2,479,248 | $184,995 | $195,484 | $176,435 | 18 | $176,435 | $184,995 | $297,581 |
| 2023 | $2,489,737 | $1,273,295 | $2,258,550 | $2,254,100 | 4 | $2,254,100 | $1,273,295 | $300,734 |
| 2022 | $3,474,992 | $293,278 | $508,801 | $500,100 | 2 | $500,100 | $293,278 | $326,013 |
| 2021 | $3,690,515 | $300,617 | $368,648 | $365,500 | 15 | — | $300,617 | $358,589 |
| 2020 | $3,758,546 | $2,950,612 | $86,820 | $85,500 | 14 | — | $87,672 | $108,552 |
| 2019 | $894,754 | $30,545 | $59,692 | $58,000 | 10 | — | $30,545 | $52,920 |
Under IRS private-foundation payout rules, Charles and Florence Kaplan Foundation reported a distributable amount of $287K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, Project Fibonacci Foundation describes its mission as introducing youth to interdisciplinary STEAM learning and helping them become creative, independent leaders of community resurgence. Sitrin Foundation says it raises funds and awareness for projects and services that improve the lives of people served by Sitrin Network of Homes & Services and its affiliates. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation awarded 31 grants totaling $315,956. Grant amounts ranged from $100 to $100,000, with a median of $1,000. Its largest listed grants were $100,000 to ICAN and $95,000 to Dollars for Scholars, followed by $38,126 to Temple Beth El and $22,000 to the Community Foundation of Herkimer and Oneida Counties. Other listed grants included $13,600 to the Jewish Community Center and $10,000 to Rome Hospital. The stated purpose for these grants was general purpose.
For comparison, the foundation reported four grants totaling $2,254,100 in 2023 and 18 grants totaling $176,435 in 2024.
Leadership & Key People
Leadership team and compensation from IRS filings
Lori Kaplan Felice is listed as a trustee.
Charles and Florence Kaplan Foundation is led by Lori Kaplan Felice, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lori Kaplan Felice
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Former officers (2)
- Former: Florence Kaplan (2019–2024) — Trustee
- Former: Charles Kaplan (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles and Florence Kaplan Foundation
How much does Charles and Florence Kaplan Foundation give each year?
Charles and Florence Kaplan Foundation gave $316K across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $176K across 18 grants.
What is Charles and Florence Kaplan Foundation's typical grant size?
Charles and Florence Kaplan Foundation's median grant in 2025 was $1,000, and its average grant was $10,192, across 31 grants on its 2025 IRS Form 990-PF.
Where does Charles and Florence Kaplan Foundation give grants?
Charles and Florence Kaplan Foundation gives mostly in New York: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rome, NY (10 grants), Utica, NY (8 grants), New York, NY (3 grants) and New Hartford, NY (2 grants).
Does Charles and Florence Kaplan Foundation give general operating support?
Yes: 100% of Charles and Florence Kaplan Foundation's 2025 grants with a stated purpose (31 of 31) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Charles and Florence Kaplan Foundation's largest grantees?
Charles and Florence Kaplan Foundation's largest 2025 grantees include Ican ($100,000), Dollars for Scholars ($95,000) and Temple Beth El ($38,126), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Charles and Florence Kaplan Foundation?
Charles and Florence Kaplan Foundation reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $316K in qualifying distributions that year, against a required minimum of $287K (roughly 5% of its investment assets).
What does Charles and Florence Kaplan Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Charles and Florence Kaplan Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Charles and Florence Kaplan Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 20, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Charles and Florence Kaplan Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/charles-and-florence-kaplan-foundation-morg_7cee4961d0e84eb6a821f94ad45f5864
BibTeX
@misc{grantable_813833007_2026,
author = {{Grantable}},
title = {{Charles and Florence Kaplan Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-and-florence-kaplan-foundation-morg_7cee4961d0e84eb6a821f94ad45f5864},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles and Florence Kaplan Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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