Henry & Miriam Kaplan Fdn-Tr

Foundation · Grantmaker Pennington, NJ EIN: 46-6991481
N/A

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.

Key facts about Henry & Miriam Kaplan Fdn-Tr

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.

EIN
46-6991481
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$255,315
Grants made (2025)
3
Average grant
$85,105
Median grant
$85,105
Total assets
$6,111,807
Primary geography
Virginia (33% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.1M

+7.4% YoY

Annual Giving

$255K

+12.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$85K

+12.0% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2025 grant dollars.

Cities

HoustonNew YorkArlingtonMerrifield

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

American Diabetes Assoc: $85KAmerican Diabetes Assoc$85KMemorial Sloan Kettering Ctr: $85KMemorial Sloan Kettering Ctr$85KTexas Heart Institute: $85KTexas Heart Institute$85K

Grant Size Distribution

15 grants across all recorded years

<$50K15$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Diabetes Assoc Merrifield, VAUNRESTRICTED GENERAL$85,105
MEMORIAL SLOAN KETTERING CTR New York, NYUNRESTRICTED GENERAL$85,105
TEXAS HEART INSTITUTE Houston, TXUNRESTRICTED GENERAL$85,105

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$6,111,807$5,691,809$5,510,133
Revenue$795,033$525,415$349,776
Expenses$373,176$333,929$332,774
Qualifying Distributions$298,099$268,396$277,692
Net Investment Income$728,067$460,537$287,851
Distributable Amount$311,481$295,669$264,037

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS August 10, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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

Melvyn Atlas — Trustee: $20KMelvyn AtlasTrustee$20K

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).

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.

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