Robert S Kaplan Foundation

NEW YORK, NY EIN: 13-3637444

Robert S Kaplan Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $78.9M in total assets. In 2024, it awarded 2 grants totaling $3.0M. Net investment income was $3.8M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$78.9M

+3.3% YoY

Annual Giving

$3.0M

-15.0% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$1.5M

-57.5% YoY

Under IRS private-foundation payout rules, Robert S Kaplan Foundation reported a distributable amount of $4.5M for 2024 — the minimum it must pay out in qualifying distributions.

About Robert S Kaplan Foundation

Based on IRS filings

Robert S Kaplan Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $78.9M in total assets. In 2024, it awarded 2 grants totaling $3.0M. Net investment income was $3.8M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$16M$25M$33M20202021202220232024
Metric202420232022
Total Assets$78,885,269$76,386,019$74,686,930
Revenue$6,679,451$7,154,862$1,498,160
Expenses$3,145,635$3,541,842$3,149,683
Qualifying Distributions$2,974,826$3,500,178$3,117,388
Net Investment Income$3,778,317$4,093,260$858,584
Distributable Amount$4,530,738$3,749,239$3,704,248

Giving Over Time

Total grant dollars and number of grants per year

$0$874K$2M$3M$3M1 grants20201 grants20211 grants20221 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SEE ATTACHED$2.6MSEE ATTACHED$345K

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached ($2,625,176), See Attached ($344,900).

RecipientPurposeAmount
SEE ATTACHED New York, NYGENERAL PURPOSE$2,625,176
SEE ATTACHED New York, NYGENERAL PURPOSE$344,900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT S KAPLANTRUSTEE1

Frequently Asked Questions

How large is Robert S Kaplan Foundation?

As of 2024, Robert S Kaplan Foundation holds $78.9M in total assets with $6.7M in annual revenue. It awarded 2 grants totaling $3.0M in 2024.

Where does Robert S Kaplan Foundation operate?

Robert S Kaplan Foundation has awarded grants in New York.

What size grants does Robert S Kaplan Foundation award?

In 2024, Robert S Kaplan Foundation awarded 2 grants totaling $3.0M — an average of about $1.5M per grant, based on its IRS Form 990 filings.

How much is Robert S Kaplan Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert S Kaplan Foundation reported a distributable amount of $4.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert S Kaplan Foundation's EIN?

Robert S Kaplan Foundation's EIN (Employer Identification Number) is 13-3637444. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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