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
Under IRS private-foundation payout rules, Joan and Marvin Kaplan Family Charitable Foundation reported a distributable amount of $441K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include See Attached Statement C-1 ($381,000).
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement C-1 Houston, TX | The purpose of these contributionsis to provide funds to charitable organizations | $381,000 |
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 | — | — |
Frequently Asked Questions
How large is Joan and Marvin Kaplan Family Charitable Foundation?
As of 2024, Joan and Marvin Kaplan Family Charitable Foundation holds $5.1M in total assets with $412K in annual revenue. It awarded 1 grants totaling $381K in 2024.
Where does Joan and Marvin Kaplan Family Charitable Foundation operate?
Joan and Marvin Kaplan Family Charitable Foundation has awarded grants in Texas.
What size grants does Joan and Marvin Kaplan Family Charitable Foundation award?
In 2024, Joan and Marvin Kaplan Family Charitable Foundation awarded 1 grants totaling $381K — an average of about $381K per grant, based on its IRS Form 990 filings.
How much is Joan and Marvin Kaplan Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joan and Marvin Kaplan Family Charitable Foundation reported a distributable amount of $441K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Browse active grant opportunities in Joan and Marvin Kaplan Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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