Shirley H Kapland Charitable Trust

LOS ANGELES, CA EIN: 13-7158167

Shirley H Kapland Charitable Trust is a private foundation, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 2 grants totaling $7K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16K

+6.6% YoY

Annual Giving

$7K

-62.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

-62.5% YoY

Under IRS private-foundation payout rules, Shirley H Kapland Charitable Trust reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Shirley H Kapland Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $91K (97%)

California $3K (3%)

States

California Maryland

Cities

College ParkMalibuTowson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$16,107	$15,107	$18,227
Revenue	$8,460	$16,416	$19,718
Expenses	$7,460	$19,535	$22,093
Qualifying Distributions	$7,230	$19,200	$19,738
Net Investment Income	$8,440	$16,336	$17,510
Distributable Amount	$2,955	$2,827	$3,854

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cole Field House Project ($4,680), Turtle Athletic Foundation ($2,500).

Recipient	Purpose	Amount
COLE FIELD HOUSE PROJECT COLLEGE PARK, MD	UNRESTRICTED SUPPORT	$4,680
TURTLE ATHLETIC FOUNDATION TOWSON, MD	UNRESTRICTED SUPPORT	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MICHAEL KAPLAND	TRUSTEE	1	—

Frequently Asked Questions

How large is Shirley H Kapland Charitable Trust?

As of 2024, Shirley H Kapland Charitable Trust holds $16K in total assets with $8K in annual revenue. It awarded 2 grants totaling $7K in 2024.

Where does Shirley H Kapland Charitable Trust operate?

Shirley H Kapland Charitable Trust has awarded grants in California, Maryland.

What size grants does Shirley H Kapland Charitable Trust award?

In 2024, Shirley H Kapland Charitable Trust awarded 2 grants totaling $7K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Shirley H Kapland Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shirley H Kapland Charitable Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shirley H Kapland Charitable Trust's EIN?

Shirley H Kapland Charitable Trust's EIN (Employer Identification Number) is 13-7158167. IRS Form 990 filing data is available on this page for 2020–2024.