Joan and Marvin Kaplan Family Charitable Foundation
Joan and Marvin Kaplan Family Charitable Foundation is a private foundation, based in Bellaire, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 1 grant totaling $458K. Net investment income was $111K.
Joan and Marvin Kaplan Family Charitable Foundation at a glance
In short: Joan and Marvin Kaplan Family Charitable Foundation gave $458K across 1 grant in 2025 (avg $458K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $458,000
- +20.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $458,000
- +20.2% vs 2024
- Median grant
- $458,000
- Total assets
- $5,202,270
- +1.2% vs 2024
- Primary geography
- Texas (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 Joan and Marvin Kaplan Family Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 5 (80%).
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 Joan and Marvin Kaplan Family Charitable Foundation gives
- Giving grew 58% from 2022 to 2025. Method
- In 2025 it paid out 1% 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 $187K (2021) to $458K (2025). In 2025 it made 1 grant totaling $458K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement C-1 Houston, TX | The purpose of these contributionsis to provide funds to charitable organizations | $458,000 |
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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 | $5,202,270 | $570,554 | $507,300 | $458,000 | 1 | $3,600 | $110,645 | $486,972 |
| 2024 | $5,139,016 | $411,561 | $427,946 | $381,000 | 1 | $3,600 | $88,723 | $440,947 |
| 2023 | $5,155,401 | $1,674,320 | $337,883 | $294,500 | 1 | $3,600 | $157,537 | $337,058 |
| 2022 | $3,818,964 | $211,395 | $333,695 | $289,500 | 1 | $293,100 | $181,221 | $329,542 |
| 2021 | $3,941,264 | $222,400 | $228,966 | $187,200 | 1 | $191,532 | $195,163 | $309,914 |
| 2020 | $3,947,830 | $481,964 | $319,684 | $283,750 | 1 | — | $445,439 | $261,782 |
Under IRS private-foundation payout rules, Joan and Marvin Kaplan Family Charitable Foundation reported a distributable amount of $487K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan and Marvin Kaplan Family Charitable Foundation is led by Richard E Kaplan, President since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard E Kaplan
President
Treasurer → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Karen K Brooks
Secretary
On filings since 2020
No compensation reported
Susan K Bruch
Vice President
On filings since 2020
No compensation reported
Former officers (1)
- Former: Joan Kaplan (2020–2022) — President
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.
Frequently asked questions about Joan and Marvin Kaplan Family Charitable Foundation
How much does Joan and Marvin Kaplan Family Charitable Foundation give each year?
Joan and Marvin Kaplan Family Charitable Foundation gave $458K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $381K across 1 grant.
How large is Joan and Marvin Kaplan Family Charitable Foundation?
Joan and Marvin Kaplan Family Charitable Foundation reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $487K (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.
Where does Joan and Marvin Kaplan Family Charitable Foundation operate?
Joan and Marvin Kaplan Family Charitable Foundation has awarded grants in Texas.
What is Joan and Marvin Kaplan Family Charitable Foundation's EIN?
Joan and Marvin Kaplan Family Charitable Foundation's EIN (Employer Identification Number) is 76-0205105. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 20, 2026)
- IRS filings on file for fiscal years 2020–2024
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