The Kaplan Foundation Inc
The Kaplan Foundation Inc is a private foundation, based in Broomall, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $103K in total assets. In 2025, it awarded 3 grants totaling $11K. Net investment income was $21K.
The Kaplan Foundation Inc at a glance
In short: The Kaplan Foundation Inc gave $11K across 3 grants in 2025 (avg $4K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,500
- +5.0% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $3,500
- -30.0% vs 2024
- Median grant
- $4,500
- Total assets
- $103,286
- +7.8% vs 2024
- Primary geography
- Ohio (57% 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 Kaplan Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Jeff Ruby Foundation ($5K). Together the top 3 received $11K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Kaplan Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 99% 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
From 2020 to 2025, annual grant giving ranged from $8K (2020) to $11K (2022). In 2025 it made 3 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Jeff Ruby Foundation Cincinnati, OH | Contribution | $5,000 |
| PSPCA Philadelphia, PA | Contribution | $4,500 |
| Genesis at Work Foundation Cincinnati, OH | Contribution | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $103,286 | $20,970 | $13,816 | $10,500 | 3 | $10,825 | $20,970 | $10,938 |
| 2024 | $95,841 | $8,827 | $12,698 | $10,000 | 2 | $10,000 | $8,827 | $9,444 |
| 2023 | $99,591 | $14,677 | $13,231 | $10,450 | 5 | $10,450 | $14,677 | $9,940 |
| 2022 | $97,939 | $20,347 | $13,310 | $10,513 | 6 | $10,513 | $17,550 | $11,079 |
| 2021 | $90,655 | $16,698 | $11,533 | $8,800 | 5 | — | $16,698 | $9,899 |
| 2020 | $85,307 | $4,862 | $10,349 | $7,800 | 6 | — | $4,862 | $325 |
Under IRS private-foundation payout rules, The Kaplan Foundation Inc reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Kaplan Foundation Inc's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dean Kaplan
Trustee
On filings since 2020
No compensation reported
Rita Kaplan
Trustee
On filings since 2020
No compensation reported
Sharon Berman
Trustee
On filings since 2020
No compensation reported
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 Kaplan Foundation Inc
How much does The Kaplan Foundation Inc give each year?
The Kaplan Foundation Inc gave $11K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 2 grants.
What is The Kaplan Foundation Inc's typical grant size?
The Kaplan Foundation Inc's median grant in 2025 was $4,500, and its average grant was $3,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Kaplan Foundation Inc give grants?
The Kaplan Foundation Inc gives mostly in Ohio: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (43%). The most frequent recipient cities were Cincinnati, OH (2 grants).
Does The Kaplan Foundation Inc give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Kaplan Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribution" (3 grants).
How large is The Kaplan Foundation Inc?
The Kaplan Foundation Inc reported $103K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (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.
What is The Kaplan Foundation Inc's EIN?
The Kaplan Foundation Inc's EIN (Employer Identification Number) is 22-3471257. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work The Kaplan Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Kaplan Foundation Inc's focus areas in our free grants database
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