The Charles I and Mary Kaplan

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $16.7M in total assets. In 2025, it awarded 1 grant totaling $900K. Net investment income was $1.4M.

The Charles I and Mary Kaplan at a glance

In short: The Charles I and Mary Kaplan gave $900K across 1 grant in 2025 (avg $900K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$900,000
+12.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$900,000
+12.5% vs 2024
Median grant
$900,000
Total assets
$16,713,677
+3.3% vs 2024
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Charles I and Mary Kaplan funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Vanguard Charitable Endowment Prog: $900KVanguard Charitable EndowmentProg$900K

The largest 2025 recipient was Vanguard Charitable Endowment Prog ($900K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Boston

How The Charles I and Mary Kaplan gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 98% 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

$0$250K$500K$750K$1M1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $600K (2019) to $900K (2025). In 2025 it made 1 grant totaling $900K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Vanguard Charitable Endowment Prog Boston, MAUnrestricted Donation$900,000
Your AI grants department

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

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$16,713,677$1,569,339$923,478$900,0001$900,000$1,407,697$915,398
2024$16,174,687$1,480,912$844,410$800,0001$800,000$2,728,229$800,935
2023$15,609,533$2,893,531$820,122$775,0001$775,000$3,008,609$728,793
2022$13,545,460$1,504,065$688,558$675,0001$675,000$605,096$722,937
2021$12,405,070$879,404$660,192$650,0001$650,000$564,807$666,806
2020$12,101,588$914,529$639,795$630,0001—$514,529$652,759
2019$11,715,445$870,194$607,492$600,0001—$470,194$621,532

Under IRS private-foundation payout rules, The Charles I and Mary Kaplan reported a distributable amount of $915K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Charles I and Mary Kaplan is led by Irene R. Kaplan, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Irene R. Kaplan

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Edward H. Kaplan

    Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

  • Martine Kaplan

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Barbara Show (2020–2022) — Vice President

Data from IRS Form 990 filings, 2019–2025. "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 The Charles I and Mary Kaplan

How much does The Charles I and Mary Kaplan give each year?

The Charles I and Mary Kaplan gave $900K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $800K across 1 grant.

How large is The Charles I and Mary Kaplan?

The Charles I and Mary Kaplan reported $16.7M in total assets on its 2025 IRS Form 990-PF. It paid out $900K in qualifying distributions that year, against a required minimum of $915K (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.

Where does The Charles I and Mary Kaplan operate?

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

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 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 27, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 28, 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

Similar funders in District of Columbia

NCRC Community Development Fund Inc

Washington, DC

NCRC Community Development Fund supports affordable housing and homeownership, small businesses—especially minority-owned, women-owned, and low-income businesses—and certain nonprofit programs that provide capital or services to underserved communities. Its listed awards range from $5,000 to $50,000, though typical giving is not stated; it serves communities across the U.S., with some programs focused on Illinois. The profile does not state whether it accepts unsolicited requests.

Assets

$55.6M

Grants

2,666

Total Given

$149.3M

Greater Washington Community Foundation

Washington, DC

The Greater Washington Community Foundation supports nonprofits working across areas such as economic opportunity, education, health, arts, and human services, with an emphasis on equity and economic justice. Its 2025 grants had a median of $20,000, and it generally funds organizations serving DC, Montgomery County, Prince George’s County, and specified Northern Virginia communities; it offers scheduled open competitive grant rounds as well as invite-only opportunities.

Philanthropy, Voluntarism & Grantmaking

Assets

$518.3M

Grants

1,417

Total Given

$116.9M

National Fish and Wildlife Foundation

Washington, DC

The National Fish and Wildlife Foundation makes competitive grants for science-based projects that conserve or restore fish, wildlife, plants, and habitats; it does not fund advocacy or litigation. Its 2025 grants had a median of about $106,500, and it supports projects across all 50 states and U.S. territories. Applications are competitive and program-specific; whether pre-proposals are required varies by program.

Assets

$3.6B

Grants

1,286

Total Given

$464.4M

AARP

Washington, DC

AARP funds nonprofits and other organizations working on aging-related issues, including caregiving, health, research, education, and community programs. Its 2024 grants had a median award of $15,000, with amounts ranging widely, and it supports work through offices across the states and territories; whether AARP accepts unsolicited requests is not stated.

Assets

$13.1B

Grants

688

Total Given

$35.8M

Frontstream Global Fund

Washington, DC

FrontStream Global Fund distributes donations raised through workplace giving, corporate philanthropy, and other fundraising activities to donor-designated IRS-recognized 501(c)(3) charities across the United States. Its 2025 grants had a median of $13,714 and ranged from $5,003 to $358,589. It distributes funds according to donor recommendations; unsolicited requests are not addressed in the information provided.

Human Services

Assets

$421K

Grants

556

Total Given

$13.4M

Corporation for Public Broadcasting

Washington, DC

The Corporation for Public Broadcasting supported public radio and television stations, programming, infrastructure, and related services across the United States. Its 2026 grants had a median of $22,300, though awards ranged widely; CPB’s 2025 filing was marked as its final return, and the profile does not state whether it accepts unsolicited requests.

Arts, Culture & Humanities

Assets

—

Grants

555

Total Given

$175.8M

More similar funders

More Funders in District of Columbia

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Charles I and Mary Kaplan's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

The Charles I and Mary Kaplan down — hundreds of funders to go?

Want AI to do this for you?