The Kaplan Foundation Inc

Private foundation · Grantmaker Broomall, PA EIN: 22-3471257

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.

Key facts about The Kaplan Foundation Inc

In short: The Kaplan Foundation Inc gave $11K across 3 grants in 2025 (avg $4K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
22-3471257
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,500
Grants made (2025)
3
Average grant
$3,500
Median grant
$4,500
Total assets
$103,286
Primary geography
Ohio (57% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$103K

+7.8% YoY

Annual Giving

$11K

+5.0% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$4K

-30.0% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

CincinnatiPhiladelphiaGrand RapidsDarien CountyBlue AshCherry HillIndianapolisLawrenceburgMasonNew YorkPittsburgh

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K6 grants2020 5 grants2021 6 grants2022 5 grants2023 2 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $8K (2020) to $11K (2022). In 2025 it made 3 grants totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

The Jeff Ruby Foundation: $5KThe Jeff Ruby Foundation$5KPSPCA: $5KPSPCA$5KGenesis at Work Foundation: $1KGenesis at Work Foundation$1K

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

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Jeff Ruby Foundation Cincinnati, OHContribution$5,000
PSPCA Philadelphia, PAContribution$4,500
Genesis at Work Foundation Cincinnati, OHContribution$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$103,286$95,841$99,591
Revenue$20,970$8,827$14,677
Expenses$13,816$12,698$13,231
Qualifying Distributions$10,825$10,000$10,450
Net Investment Income$20,970$8,827$14,677
Distributable Amount$10,938$9,444$9,940

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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.

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