The Kaplen Brothers Fund Inc

Foundation · Grantmaker Montclair, NJ EIN: 45-4694896

THE KAPLEN BROTHERS FUND INC is a private foundation based in Montclair, New Jersey, that makes grants to charitable organizations. Its 2025 grants included support for theatre, literature, public media, climate activism, medical research, and social services.

Key facts about The Kaplen Brothers Fund Inc

In short: The Kaplen Brothers Fund Inc gave $6.4M across 56 grants in 2025 (avg $114K), mostly in New York. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
45-4694896
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$6,362,000
Grants made (2025)
56
Average grant
$113,607
Median grant
$50,000
New grantees (estimate)
7% first-time grantees (3 of 45, 2025)
Total assets
$95,185,120
Primary geography
New York (72% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$95.2M

+4.2% YoY

Annual Giving

$6.4M

+3.9% YoY

Grant Count

56

+16.7% YoY

Avg Grant Size

$114K

-11.0% YoY

Under IRS private-foundation payout rules, The Kaplen Brothers Fund Inc reported a distributable amount of $5.9M for 2025 — the minimum it must pay out in qualifying distributions.

Is The Kaplen Brothers Fund Inc open to new grantees?

7%

first-time grantees, 2025

In 2025, 3 of 45 grantees (7%) were first-time recipients. First grants averaged $142K; repeat grants $141K. How we count

Medians: $50K first-time, $50K repeat.

  • 93% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the fund is provided. Its 2025 grants show support for organizations working in a range of areas. For example, Roundabout Theatre Company says its mission is to celebrate theatre through classic and new works and education; StoryCorps describes its mission as preserving and sharing people’s stories to build connections and a more compassionate and just world. Climate Emergency Fund says it supports nonviolent climate activists, while Sanctuary for Families describes itself as a service provider and advocate for survivors of domestic violence, sex trafficking, and related gender violence.

Other 2025 recipients include Yiddish Book Center, PEN America, WNYC New York Public Radio, Columbia University’s Department of Ophthalmology, Film Forum, New York Philharmonic, and Abundant Waters. Film Forum describes its work as presenting challenging films and historically important movies to the public. Abundant Waters says it serves needs unmet by the New York City public school system through afterschool arts and athletic workshops.

Grantmaking

In 2025, the fund made 56 grants totaling $6,362,000. Grants ranged from $4,000 to $1,000,000, with a median of $50,000. Larger grants included $1,000,000 each to Roundabout Theatre Company for its capital campaign and Yiddish Book Center for general operating support; $500,000 each to PEN America for general operating support and its Centenary Campaign, and to StoryCorps for general operating support; and $400,000 to WNYC New York Public Radio for its “Hear the Future” capital campaign.

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Geographic Focus

Where this funder awards grants

In 2025, 72% of grant dollars went to recipients in New York, 18% to Massachusetts, 6% to California, 3% to Washington, D.C., and 1% to New Jersey.

Grant Distribution by State

10states

Share of all 56 itemized 2025 grant dollars.

Cities

New YorkBrooklynWashingtonBostonAmherstCanaanClosterEnglewoodRichardRockleighBeverly HillsPortlandWest NewtownAmagansettEast HamptonMichigan CitySleepy HallowWest HollywoodDurhamJackson

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M43 grants202046 grants202156 grants202249 grants202348 grants202456 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Roundabout Theatre Company: $1.0M across 2 grantsRoundabout Theatre Company$1.0M · 2 grantsYiddish Book Center: $1.0M across 2 grantsYiddish Book Center$1.0M · 2 grantsStorycorps: $600K across 2 grantsStorycorps$600K · 2 grantsPen America: $500KPen America$500KWnyc New York Public Radio: $400KWnyc New York Public Radio$400KClimate Emergency Fund: $350K across 2 grantsClimate Emergency Fund$350K · 2 grantsColumbia University Dept of Ophthalmology: $350K across 2 grantsColumbia University Dept ofOphthalmology$350K · 2 grantsThe Play Company: $250K across 3 grantsThe Play Company$250K · 3 grantsAbundant Waters Inc: $200K across 3 grantsAbundant Waters Inc$200K · 3 grantsFilm Forum: $200KFilm Forum$200K

Grant Size Distribution

255 grants across all recorded years

120<$50K58$50–100K37$100–250K24$250–500K11$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ROUNDABOUT THEATRE COMPANY New York, NYFOR THE CAPITAL CAMPAIGN$1,000,000
YIDDISH BOOK CENTER Amherst, MAFOR GENERAL OPERATING SUPPORT$1,000,000
PEN AMERICA New York, NYGENERAL OPERATING SUPPORT AND THE CENTENARY CAMPAIGN$500,000
STORYCORPS Brooklyn, NYFOR GENERAL OPERATING SUPPORT$500,000
WNYC NEW YORK PUBLIC RADIO New York, NYCAPITAL CAMPAIGN "HEAR THE FUTURE"$400,000
CLIMATE EMERGENCY FUND West Hollywood, CAFOR GENERAL OPERATING SUPPORT$250,000
COLUMBIA UNIVERSITY DEPT OF OPHTHALMOLOGY New York, NYAGE-RELATED MACULAR DEGENERATION RESEARCH$250,000
FILM FORUM New York, NYFOR GENERAL OPERATING SUPPORT$200,000
NEW YORK PHILHARMONIC New York, NYFOR RADIO BROADCASTS$200,000
SANCTUARY FOR FAMILIES New York, NYFOR GENERAL OPERATING SUPPORT$150,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant count
2025 $6,362,000 56
2024 $6,124,000 48
2023 $5,816,500 49
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M202020212022202320242025
Metric202520242023
Total Assets$95,185,120$91,342,188$90,181,324
Revenue$10,658,568$7,678,444$2,318,882
Expenses$6,816,411$6,517,000$6,100,608
Qualifying Distributions$6,413,058$6,171,964$5,869,088
Net Investment Income$10,427,594$7,417,537$2,451,357
Distributable Amount$5,929,122$5,735,520$5,348,170

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Veronica Kaplen and Lawrence Kaplen as trustees.

The Kaplen Brothers Fund Inc's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lawrence Kaplen

    Trustee

    On filings since 2020

    1 hr/week

    $500 (2020) → $0 (2025)

  • Veronica Kaplen

    Trustee

    On filings since 2020

    1 hr/week

    $500 (2020) → $0 (2025)

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.

Compensation Overview

From 2023 IRS filing

Veronica Kaplen — Trustee: $500Veronica KaplenTrustee$500Lawrence Kaplen — Trustee: $500Lawrence KaplenTrustee$500

Contact

Mailing address: 572 Valley Road 43019, Montclair, NJ 07043
Phone: (973) 509-9509

Frequently asked questions about The Kaplen Brothers Fund Inc

How much does The Kaplen Brothers Fund Inc give each year?

The Kaplen Brothers Fund Inc gave $6.4M across 56 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.1M across 48 grants.

What is The Kaplen Brothers Fund Inc's typical grant size?

The Kaplen Brothers Fund Inc's median grant in 2025 was $50,000, and its average grant was $113,607, across 56 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Kaplen Brothers Fund Inc that year got $142K on average.

Where does The Kaplen Brothers Fund Inc give grants?

The Kaplen Brothers Fund Inc gives mostly in New York: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (18%) and California (6%). The most frequent recipient cities were New York, NY (31 grants), Brooklyn, NY (5 grants), Washington, DC (4 grants) and Boston, MA (3 grants).

Does The Kaplen Brothers Fund Inc give general operating support?

Yes: 75% of The Kaplen Brothers Fund Inc's 2025 grants with a stated purpose (42 of 56) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Kaplen Brothers Fund Inc's largest grantees?

The Kaplen Brothers Fund Inc's largest 2025 grantees include Roundabout Theatre Company ($1,025,000 across 2 grants), Yiddish Book Center ($1,018,000 across 2 grants) and Storycorps ($600,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.

How large is The Kaplen Brothers Fund Inc?

The Kaplen Brothers Fund Inc reported $95.2M in total assets on its 2025 IRS Form 990-PF. It paid out $6.4M in qualifying distributions that year, against a required minimum of $5.9M (roughly 5% of its investment assets).

What does The Kaplen Brothers Fund Inc fund?

No mission statement for the fund is provided. Its 2025 grants show support for organizations working in a range of areas. For example, Roundabout Theatre Company says its mission is to celebrate theatre through classic and new works and education; StoryCorps describes its mission as preserving and sharing people’s stories to build connections and a more compassionate and just world. Climate Emergency Fund says it supports nonviolent climate activists, while Sanctuary for Families describes its…

How do I apply for a grant from The Kaplen Brothers Fund Inc?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Kaplen Brothers Fund Inc's EIN?

The Kaplen Brothers Fund Inc's EIN (Employer Identification Number) is 45-4694896. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Kaplen Brothers Fund Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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