Harold J Kaplan MD Charitable Trust
Harold J Kaplan MD Charitable Trust is a private foundation, based in Owings Mills, MD. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $112K.
Harold J Kaplan MD Charitable Trust at a glance
In short: Harold J Kaplan MD Charitable Trust gave $100K across 1 grant in 2025 (avg $100K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $100,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $100,000
- +0.0% vs 2024
- Median grant
- $100,000
- Total assets
- $1,600,133
- +0.3% vs 2024
- Primary geography
- Maryland (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Harold J Kaplan MD Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Towson University Foundation Inc ($100K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Harold J Kaplan MD Charitable Trust gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $70K (2019) to $100K (2025). In 2025 it made 1 grant totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Towson University Foundation Inc Towson, MD | Education | $100,000 |
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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 | $1,600,133 | $120,719 | $115,357 | $100,000 | 1 | $104,689 | $111,517 | $104,139 |
| 2024 | $1,594,771 | $118,300 | $118,408 | $100,000 | 1 | $104,364 | $105,360 | $100,103 |
| 2023 | $1,594,879 | $91,309 | $116,549 | $100,000 | 1 | $103,935 | $79,411 | $92,697 |
| 2022 | $1,620,119 | $64,402 | $99,015 | $80,000 | 1 | $84,199 | $51,539 | $96,536 |
| 2021 | $1,654,732 | $155,402 | $98,154 | $80,000 | 1 | $82,122 | $140,505 | $113,972 |
| 2020 | $1,597,484 | $94,905 | $85,921 | $70,000 | 1 | — | $81,649 | $95,008 |
| 2019 | $1,588,500 | $66,800 | $91,345 | $70,000 | 1 | — | $50,121 | $93,865 |
Under IRS private-foundation payout rules, Harold J Kaplan MD Charitable Trust reported a distributable amount of $104K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harold J Kaplan MD Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
A. Michael Sidle
Trustee
On filings since 2019
0.5 hrs/week
$2K (2021) → $3K (2025)
Irvin M. Baddock
Trustee
On filings since 2019
0.8 hrs/week
$2K (2019) → $3K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Irvin M Baddock (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Harold J Kaplan MD Charitable Trust
How much does Harold J Kaplan MD Charitable Trust give each year?
Harold J Kaplan MD Charitable Trust gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 1 grant.
How large is Harold J Kaplan MD Charitable Trust?
Harold J Kaplan MD Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
Where does Harold J Kaplan MD Charitable Trust operate?
Harold J Kaplan MD Charitable Trust has awarded grants in Maryland.
What is Harold J Kaplan MD Charitable Trust's EIN?
Harold J Kaplan MD Charitable Trust's EIN (Employer Identification Number) is 22-6908681. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 16, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2024)
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