The Kaplan Sisters Foundation
The Kaplan Sisters Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 4 grants totaling $820K. Net investment income was $10K.
Key facts about The Kaplan Sisters Foundation
In short: The Kaplan Sisters Foundation gave $820K across 4 grants in 2022 (avg $205K), top state Massachusetts. Source: 2022 IRS Form 990-PF.
- EIN
- 20-6934832
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $819,577
- Grants made (2022)
- 4
- Average grant
- $204,894
- Median grant
- $204,895
- Primary geography
- Massachusetts (33% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$820K
+1572.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$205K
+2408.9% YoY
Under IRS private-foundation payout rules, The Kaplan Sisters Foundation reported a distributable amount of $17K for 2022 — the minimum it must pay out in qualifying distributions.
How The Kaplan Sisters Foundation gives
- In 2022 it paid out well above 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 2022 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $48K (2020) to $820K (2022). In 2022 it made 4 grants totaling $820K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2022
The largest 2022 recipient was Fidelity Charitable Investment FD ($273K across 2 grants). Together the top 3 received $820K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 13 grants of 17 (76%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mariner Foundation Bountiful, UT | General Purpose | $273,192 |
| The Belle Buoy Foundation Naples, FL | General Purpose | $273,192 |
| Fidelity Charitable Investment FD Boston, MA | General Purpose | $136,597 |
| Fidelity Charitable Investment FD Boston, MA | General Purpose | $136,596 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $705,809 | $722,805 |
| Revenue | $129,351 | $39,659 | $32,737 |
| Expenses | $835,159 | $56,553 | $61,561 |
| Qualifying Distributions | $819,577 | $49,000 | — |
| Net Investment Income | $10,037 | $25,106 | $14,376 |
| Distributable Amount | $17,422 | $49,389 | $42,886 |
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 November 3, 2021)
- IRS filings on file for fiscal years 2020–2022
Leadership & Key People
Officers and directors from IRS filings
The Kaplan Sisters Foundation's 2022 filing lists 3 officers; none of the 3 officers listed in 2022 report compensation.
Officers on the 2022 filing
Lilly Combias
Trustee
On filings since 2020
No compensation reported
Ruth Kaplan
Trustee
On filings since 2020
No compensation reported
Sara Abramson
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "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 Sisters Foundation
How much does The Kaplan Sisters Foundation give each year?
The Kaplan Sisters Foundation gave $820K across 4 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $49K across 6 grants.
What is The Kaplan Sisters Foundation's typical grant size?
The Kaplan Sisters Foundation's median grant in 2022 was $204,895, and its average grant was $204,894, across 4 grants on its 2022 IRS Form 990-PF.
Where does The Kaplan Sisters Foundation give grants?
The Kaplan Sisters Foundation's top state is Massachusetts, with 33% of the grant dollars itemized on its 2022 IRS Form 990-PF. The next largest states were Utah (33%) and Florida (33%). The most frequent recipient cities were Boston, MA (2 grants).
Does The Kaplan Sisters Foundation give general operating support?
Yes: 100% of The Kaplan Sisters Foundation's 2022 grants with a stated purpose (4 of 4) were for general or operating support, per its 2022 IRS Form 990-PF.
How much is The Kaplan Sisters Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, The Kaplan Sisters Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Kaplan Sisters Foundation's EIN?
The Kaplan Sisters Foundation's EIN (Employer Identification Number) is 20-6934832. IRS Form 990 filing data is available on this page for 2020–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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