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 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 1 grants totaling $381K. Net investment income was $89K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.1M
-0.3% YoY
Annual Giving
$381K
+29.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$381K
+29.4% YoY
About Joan and Marvin Kaplan Family Charitable Foundation
Based on IRS filings
Joan and Marvin Kaplan Family Charitable Foundation is a private foundation, based in BELLAIRE, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 1 grants totaling $381K. Net investment income was $89K.
Ready to take the next step with Joan and Marvin Kaplan Family Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,139,016 | $5,155,401 | $3,818,964 |
| Revenue | $411,561 | $1,674,320 | $211,395 |
| Expenses | $427,946 | $337,883 | $333,695 |
| Qualifying Distributions | $3,600 | $3,600 | $293,100 |
| Net Investment Income | $88,723 | $157,537 | $181,221 |
| Distributable Amount | $440,947 | $337,058 | $329,542 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard E Kaplan | President | 1 | — |
| Karen K Brooks | Secretary | — | — |
| Susan K Bruch | VP | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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