The Charles I and Mary Kaplan

WASHINGTON, DC EIN: 52-6043928

The Charles I and Mary Kaplan is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.2M in total assets. In 2024, it awarded 1 grants totaling $800K. Net investment income was $2.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.2M

+3.6% YoY

Annual Giving

$800K

+3.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$800K

+3.2% YoY

Under IRS private-foundation payout rules, The Charles I and Mary Kaplan reported a distributable amount of $801K for 2024 — the minimum it must pay out in qualifying distributions.

About The Charles I and Mary Kaplan

Based on IRS filings

The Charles I and Mary Kaplan is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.2M in total assets. In 2024, it awarded 1 grants totaling $800K. Net investment income was $2.7M.

Ready to take the next step with The Charles I and Mary Kaplan?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$827K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$16,174,687$15,609,533$13,545,460
Revenue$1,480,912$2,893,531$1,504,065
Expenses$844,410$820,122$688,558
Qualifying Distributions$800,000$775,000$675,000
Net Investment Income$2,728,229$3,008,609$605,096
Distributable Amount$800,935$728,793$722,937

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

VANGUARD CHARITABLE ENDO…$800K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vanguard Charitable Endowment Prog ($800,000).

RecipientPurposeAmount
VANGUARD CHARITABLE ENDOWMENT PROG BOSTON, MAUNRESTRICTED DONATION$800,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
IRENE R KAPLANPRESIDENT1
EDWARD H KAPLANSECRETARY/TR1
MARTINE KAPLANVICE PRESIDE1

Frequently Asked Questions

How large is The Charles I and Mary Kaplan?

As of 2024, The Charles I and Mary Kaplan holds $16.2M in total assets with $1.5M in annual revenue. It awarded 1 grants totaling $800K in 2024.

Where does The Charles I and Mary Kaplan operate?

The Charles I and Mary Kaplan has awarded grants in Massachusetts.

What size grants does The Charles I and Mary Kaplan award?

In 2024, The Charles I and Mary Kaplan awarded 1 grants totaling $800K — an average of about $800K per grant, based on its IRS Form 990 filings.

How much is The Charles I and Mary Kaplan required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charles I and Mary Kaplan reported a distributable amount of $801K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Charles I and Mary Kaplan's EIN?

The Charles I and Mary Kaplan's EIN (Employer Identification Number) is 52-6043928. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Charles I and Mary Kaplan's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

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

What could you do with The Charles I and Mary Kaplan on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities