Harold J Kaplan Md Charitable Trust

OWINGS MILLS, MD EIN: 22-6908681

Harold J Kaplan Md Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OWINGS MILLS, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $105K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.0% YoY

Annual Giving

$100K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

+0.0% YoY

Under IRS private-foundation payout rules, Harold J Kaplan Md Charitable Trust reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold J Kaplan Md Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $430K (100%)

States

Maryland

Cities

Towson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,594,771	$1,594,879	$1,620,119
Revenue	$118,300	$91,309	$64,402
Expenses	$118,408	$116,549	$99,015
Qualifying Distributions	$104,364	$103,935	$84,199
Net Investment Income	$105,360	$79,411	$51,539
Distributable Amount	$100,103	$92,697	$96,536

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Towson University Foundation Inc ($100,000).

Recipient	Purpose	Amount
TOWSON UNIVERSITY FOUNDATION INC TOWSON, MD	EDUCATION	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
IRVIN M BADDOCK	TRUSTEE	0.75	$2,433
A MICHAEL SIDLE	TRUSTEE	0.5	$2,433

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Harold J Kaplan Md Charitable Trust?

Harold J Kaplan Md Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OWINGS MILLS, MD. It holds $1.6M in total assets as of 2024.

How large is Harold J Kaplan Md Charitable Trust?

As of 2024, Harold J Kaplan Md Charitable Trust holds $1.6M in total assets with $118K in annual revenue. It awarded 1 grants totaling $100K in 2024.

Where does Harold J Kaplan Md Charitable Trust operate?

Harold J Kaplan Md Charitable Trust has awarded grants in Maryland.

What size grants does Harold J Kaplan Md Charitable Trust award?

In 2024, Harold J Kaplan Md Charitable Trust awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Harold J Kaplan Md Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold J Kaplan Md Charitable Trust reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.