Kaplan Family Charitable Trust is a private foundation focused on Education, 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
Under IRS private-foundation payout rules, Kaplan Family Charitable Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Kaplan Family Charitable Trust
Based on IRS filings
Kaplan Family Charitable Trust is a private foundation focused on Education, 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.
Focus Areas
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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
Among its reported 2024 grants, the largest include Alzheimers Association ($3,000), Newton Free Library ($2,500), Understanding Our Differences ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMERS ASSOCIATION CHICAGO, IL | MEDICAL | $3,000 |
| NEWTON FREE LIBRARY NEWTON, MA | EDUCATION | $2,500 |
| UNDERSTANDING OUR DIFFERENCES NEWTON, MA | EDUCATION | $1,500 |
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 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kaplan Family Charitable Trust?
Kaplan Family Charitable Trust is a private foundation focused on Education, based in AUBURNDALE, MA. It holds $51K in total assets as of 2024.
How large is Kaplan Family Charitable Trust?
As of 2024, Kaplan Family Charitable Trust holds $51K in total assets with $6K in annual revenue. It awarded 3 grants totaling $7K in 2024.
Where does Kaplan Family Charitable Trust operate?
Kaplan Family Charitable Trust has awarded grants in Alabama, District of Columbia, Illinois, Massachusetts, Maryland, New York.
What size grants does Kaplan Family Charitable Trust award?
In 2024, Kaplan Family Charitable Trust awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Kaplan Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kaplan Family Charitable Trust reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kaplan Family Charitable Trust's EIN?
Kaplan Family Charitable Trust's EIN (Employer Identification Number) is 23-7667825. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Kaplan Family Charitable Trust'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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