Kaplan Family Charitable Trust
Kaplan Family Charitable Trust is a private foundation, based in AUBURNDALE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $51K in total assets. In 2024, it awarded 3 grants totaling $7K. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$51K
-9.2% YoY
Annual Giving
$7K
-59.5% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$2K
-32.6% YoY
About Kaplan Family Charitable Trust
Based on IRS filings
Kaplan Family Charitable Trust is a private foundation, based in AUBURNDALE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $51K in total assets. In 2024, it awarded 3 grants totaling $7K. Net investment income was $2K.
Ready to take the next step with Kaplan Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $51,119 | $56,280 | $66,027 |
| Revenue | $6,259 | $9,332 | $11,374 |
| Expenses | $11,420 | $19,079 | $20,031 |
| Qualifying Distributions | $7,000 | $17,300 | $15,000 |
| Net Investment Income | $1,948 | $7,819 | $6,739 |
| Distributable Amount | $11,521 | $9,040 | $9,362 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
20 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 |
|---|---|---|---|
| JEROME KAPLAN | TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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