Kaplan Family Charitable Trust
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.
Kaplan Family Charitable Trust at a glance
In short: Kaplan Family Charitable Trust gave $7K across 3 grants in 2024 (avg $2K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,000
- -59.5% vs 2023
- Grants made (2024)
- 3
- -40.0% vs 2023
- Average grant
- $2,333
- -32.6% vs 2023
- Median grant
- $2,500
- Total assets
- $51,119
- -9.2% vs 2023
- Primary geography
- Massachusetts (57% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Kaplan Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Alzheimers Association ($3K). Together the top 3 received $7K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Kaplan Family Charitable Trust gives
- Giving grew 218% from 2021 to 2024. Method
- In 2024 it paid out 61% 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 2024, annual grant giving ranged from $2K (2021) to $17K (2023). In 2024 it made 3 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $51,119 | $6,259 | $11,420 | $7,000 | 3 | $7,000 | $1,948 | $11,521 |
| 2023 | $56,280 | $9,332 | $19,079 | $17,300 | 5 | $17,300 | $7,819 | $9,040 |
| 2022 | $66,027 | $11,374 | $20,031 | $15,000 | 3 | $15,000 | $6,739 | $9,362 |
| 2021 | $74,684 | $1,367 | $5,947 | $2,200 | 4 | $2,200 | — | $10,640 |
| 2020 | $79,264 | $1,329 | $5,630 | $4,250 | 5 | — | — | $8,169 |
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.
Leadership & Key People
Officers and directors from IRS filings
Kaplan Family Charitable Trust is led by Jerome Kaplan, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Jerome Kaplan
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Kaplan Family Charitable Trust
How much does Kaplan Family Charitable Trust give each year?
Kaplan Family Charitable Trust gave $7K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 5 grants.
What is Kaplan Family Charitable Trust's typical grant size?
Kaplan Family Charitable Trust's median grant in 2024 was $2,500, and its average grant was $2,333, across 3 grants on its 2024 IRS Form 990-PF.
Where does Kaplan Family Charitable Trust give grants?
Kaplan Family Charitable Trust gives mostly in Massachusetts: 57% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (43%). The most frequent recipient cities were Newton, MA (2 grants).
Does Kaplan Family Charitable Trust give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Kaplan Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
How large is Kaplan Family Charitable Trust?
Kaplan Family Charitable Trust reported $51K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $12K (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.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 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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