Henry & Miriam Kaplan Fdn-Tr
Henry & Miriam Kaplan Fdn-Tr is a private foundation focused on N/A, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.1M in total assets. In 2025, it awarded 3 grants totaling $255K. Net investment income was $728K.
Henry & Miriam Kaplan Fdn-Tr at a glance
In short: Henry & Miriam Kaplan Fdn-Tr gave $255K across 3 grants in 2025 (avg $85K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $255,315
- +12.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $85,105
- +12.0% vs 2024
- Median grant
- $85,105
- Total assets
- $6,111,807
- +7.4% vs 2024
- Primary geography
- Virginia (33% 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 Henry & Miriam Kaplan Fdn-Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Diabetes Assoc ($85K). Together the top 3 received $255K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Henry & Miriam Kaplan Fdn-Tr gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $228K (2024) to $282K (2022). In 2025 it made 3 grants totaling $255K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Diabetes Assoc Merrifield, VA | Unrestricted General | $85,105 |
| Memorial Sloan Kettering Ctr New York, NY | Unrestricted General | $85,105 |
| Texas Heart Institute Houston, TX | Unrestricted General | $85,105 |
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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 | $6,111,807 | $795,033 | $373,176 | $255,315 | 3 | $298,099 | $728,067 | $311,481 |
| 2024 | $5,691,809 | $525,415 | $333,929 | $228,042 | 3 | $268,396 | $460,537 | $295,669 |
| 2023 | $5,510,133 | $349,776 | $332,774 | $241,698 | 3 | $277,692 | $287,851 | $264,037 |
| 2022 | $5,504,517 | $250,169 | $388,057 | $281,826 | 3 | $312,278 | $176,237 | $272,149 |
| 2021 | $5,649,053 | $524,985 | $354,404 | $245,970 | 3 | $301,303 | $464,646 | $337,161 |
| 2020 | $5,487,490 | $184,049 | $341,233 | $251,343 | 3 | — | $129,717 | $294,777 |
Under IRS private-foundation payout rules, Henry & Miriam Kaplan Fdn-Tr reported a distributable amount of $311K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Henry & Miriam Kaplan Fdn-Tr is led by Melvyn Atlas, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Melvyn Atlas
Trustee
On filings since 2020
3 hrs/week
$20K (2020) → $20K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $20K, to Melvyn Atlas (Trustee).
Frequently asked questions about Henry & Miriam Kaplan Fdn-Tr
How much does Henry & Miriam Kaplan Fdn-Tr give each year?
Henry & Miriam Kaplan Fdn-Tr gave $255K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $228K across 3 grants.
What is Henry & Miriam Kaplan Fdn-Tr's typical grant size?
Henry & Miriam Kaplan Fdn-Tr's median grant in 2025 was $85,105, and its average grant was $85,105, across 3 grants on its 2025 IRS Form 990-PF.
Where does Henry & Miriam Kaplan Fdn-Tr give grants?
Henry & Miriam Kaplan Fdn-Tr's top state is Virginia, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (33%) and Texas (33%).
Does Henry & Miriam Kaplan Fdn-Tr give general operating support?
Yes: 100% of Henry & Miriam Kaplan Fdn-Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Henry & Miriam Kaplan Fdn-Tr?
Henry & Miriam Kaplan Fdn-Tr reported $6.1M in total assets on its 2025 IRS Form 990-PF. It paid out $298K in qualifying distributions that year, against a required minimum of $311K (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 Henry & Miriam Kaplan Fdn-Tr?
Henry & Miriam Kaplan Fdn-Tr is a private foundation focused on N/A, based in Pennington, NJ. It holds $6.1M in total assets as of 2025.
What is Henry & Miriam Kaplan Fdn-Tr's EIN?
Henry & Miriam Kaplan Fdn-Tr's EIN (Employer Identification Number) is 46-6991481. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 10, 2026)
- IRS filings on file for fiscal years 2020–2024
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