The Evelyn and Philip Kaplan Charitable Foundation Trust
The Evelyn and Philip Kaplan Charitable Foundation Trust is a private foundation, based in Chester, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $415K in total assets. In 2025, it awarded 7 grants totaling $22K. Net investment income was $14K.
Key facts about The Evelyn and Philip Kaplan Charitable Foundation Trust
In short: The Evelyn and Philip Kaplan Charitable Foundation Trust gave $22K across 7 grants in 2025 (avg $3K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- EIN
- 46-5493670
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $22,400
- Grants made (2025)
- 7
- Average grant
- $3,200
- Median grant
- $1,500
- Total assets
- $414,608
- Primary geography
- New Jersey (71% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$415K
-2.4% YoY
Annual Giving
$22K
+1.8% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$3K
+1.8% YoY
Under IRS private-foundation payout rules, The Evelyn and Philip Kaplan Charitable Foundation Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How The Evelyn and Philip Kaplan Charitable Foundation Trust gives
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2023) to $25K (2021). In 2025 it made 7 grants totaling $22K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 7 grants to individuals Recipients not named | — | $22,400 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $414,608 | $424,736 | $412,562 |
| Revenue | $13,761 | $39,043 | $12,149 |
| Expenses | $29,095 | $26,869 | $23,314 |
| Qualifying Distributions | $22,400 | $22,000 | $20,000 |
| Net Investment Income | $13,761 | $12,567 | $14,223 |
| Distributable Amount | $21,559 | $10,118 | $19,419 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
The Evelyn and Philip Kaplan Charitable Foundation Trust is led by Eric Schoenfeld, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Eric Schoenfeld
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: Herbert Schoenfeld (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Evelyn and Philip Kaplan Charitable Foundation Trust
How much does The Evelyn and Philip Kaplan Charitable Foundation Trust give each year?
The Evelyn and Philip Kaplan Charitable Foundation Trust gave $22K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 7 grants.
What is The Evelyn and Philip Kaplan Charitable Foundation Trust's typical grant size?
The Evelyn and Philip Kaplan Charitable Foundation Trust's median grant in 2025 was $1,500, and its average grant was $3,200, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Evelyn and Philip Kaplan Charitable Foundation Trust give grants?
The Evelyn and Philip Kaplan Charitable Foundation Trust gives mostly in New Jersey: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (16%) and Pennsylvania (7%).
Does The Evelyn and Philip Kaplan Charitable Foundation Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on The Evelyn and Philip Kaplan Charitable Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (7 grants).
How large is The Evelyn and Philip Kaplan Charitable Foundation Trust?
The Evelyn and Philip Kaplan Charitable Foundation Trust reported $415K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is The Evelyn and Philip Kaplan Charitable Foundation Trust's EIN?
The Evelyn and Philip Kaplan Charitable Foundation Trust's EIN (Employer Identification Number) is 46-5493670. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Evelyn and Philip Kaplan Charitable Foundation Trust by hand.
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