Harold Plotnek Charitable Foundation Inc

Private foundation · Grantmaker Miami, FL EIN: 26-3355557

Harold Plotnek Charitable Foundation Inc is a private foundation focused on Education, based in Miami, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $493K in total assets. In 2025, it awarded 9 grants totaling $28K. Net investment income was $30K.

Key facts about Harold Plotnek Charitable Foundation Inc

In short: Harold Plotnek Charitable Foundation Inc gave $28K across 9 grants in 2025 (avg $3K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
26-3355557
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,500
Grants made (2025)
9
Average grant
$3,056
Median grant
$1,000
Total assets
$493,307
Primary geography
Florida (53% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$493K

+4.1% YoY

Annual Giving

$28K

+4.6% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$3K

-7.1% YoY

Under IRS private-foundation payout rules, Harold Plotnek Charitable Foundation Inc reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

How Harold Plotnek Charitable Foundation Inc gives

  • Giving grew 129% from 2022 to 2025. Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

WashingtonNew YorkRockvilleNew OrleansCollege ParkCharlottesvilleSyracuseWalthamMiamiMiami BeachPB GardensBethesdaClarksburgLos AngelesPotomacUniversity Park

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K14 grants2019 10 grants2020 8 grants2021 6 grants2022 4 grants2023 8 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $12K (2022) to $56K (2021). In 2025 it made 9 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Friends of the Bass Inc: $10KFriends of the Bass Inc$10KGarden of Remembrance: $8KGarden of Remembrance$8KGreater Miami Jewish Federation: $3KGreater Miami JewishFederation$3KTulane University: $3KTulane University$3KAlzheimer's Drug Discovery Foundati: $1KAlzheimer's Drug DiscoveryFoundati$1KCharles E Smith Life Communities: $1KCharles E Smith LifeCommunities$1KHealth in the Hood Inc: $1KHealth in the Hood Inc$1KInsight Through Education Inc: $1KInsight Through Education Inc$1KMontgomery Hospice Inc: $1KMontgomery Hospice Inc$1K

The largest 2025 recipient was Friends of the Bass Inc ($10K). Together the top 9 received $28K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Friends of the Bass Inc Miami Beach, FLCharitable Contribution$10,000
Garden of Remembrance Clarksburg, MDCharitable Contribution$7,500
Greater Miami Jewish Federation Miami, FLCharitable Contribution$2,500
Tulane University New Orleans, LACharitable Contribution$2,500
Alzheimer's Drug Discovery Foundati New York, NYCharitable Contribution$1,000
Charles E Smith Life Communities Rockville, MDCharitable Contribution$1,000
Health in the Hood Inc Miami, FLCharitable Contribution$1,000
Insight Through Education Inc PB Gardens, FLCharitable Contribution$1,000
Montgomery Hospice Inc Rockville, MDCharitable Contribution$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$493,307$474,067$467,351
Revenue$53,918$39,667$28,598
Expenses$34,678$32,951$21,399
Qualifying Distributions$27,500$26,300$15,000
Net Investment Income$29,957$19,698$14,493
Distributable Amount$29,546$28,220$25,790

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 4, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 28, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Harold Plotnek Charitable Foundation Inc is led by Avril Plotnek, President & Director on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Avril Plotnek

    President & Director

    On filings since 2019

    No compensation reported

  • Bernice Kaufman

    Vice President & Director

    On filings since 2019

    No compensation reported

  • David Plotnek

    Vice President & Director

    On filings since 2019

    No compensation reported

  • Jay Kaufman

    Vice President, Director, S & T

    On filings since 2019

    10 hrs/week

    No compensation reported

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 Harold Plotnek Charitable Foundation Inc

How much does Harold Plotnek Charitable Foundation Inc give each year?

Harold Plotnek Charitable Foundation Inc gave $28K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 8 grants.

What is Harold Plotnek Charitable Foundation Inc's typical grant size?

Harold Plotnek Charitable Foundation Inc's median grant in 2025 was $1,000, and its average grant was $3,056, across 9 grants on its 2025 IRS Form 990-PF.

Where does Harold Plotnek Charitable Foundation Inc give grants?

Harold Plotnek Charitable Foundation Inc gives mostly in Florida: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (35%) and Louisiana (9%). The most frequent recipient cities were Miami, FL (2 grants) and Rockville, MD (2 grants).

Who are Harold Plotnek Charitable Foundation Inc's largest grantees?

Harold Plotnek Charitable Foundation Inc's largest 2025 grantees include Friends of the Bass Inc ($10,000), Garden of Remembrance ($7,500) and Greater Miami Jewish Federation ($2,500), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is Harold Plotnek Charitable Foundation Inc?

Harold Plotnek Charitable Foundation Inc reported $493K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Harold Plotnek Charitable Foundation Inc?

Harold Plotnek Charitable Foundation Inc is a private foundation focused on Education, based in Miami, FL. It holds $493K in total assets as of 2025.

What is Harold Plotnek Charitable Foundation Inc's EIN?

Harold Plotnek Charitable Foundation Inc's EIN (Employer Identification Number) is 26-3355557. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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