The Robert & Kelly Kaplan Foundation

Foundation · Grantmaker WILMINGTON, DE EIN: 85-3247532

The Robert & Kelly Kaplan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 36 grants totaling $139K. Net investment income was $177K.

Key facts about The Robert & Kelly Kaplan Foundation

EIN: 85-3247532
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $138,500
Grants made (2024): 36
Average grant: $3,847
Median grant: $2,750
Total assets: $3,340,317
Primary geography: California (44% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who The Robert & Kelly Kaplan Foundation funds

By grant dollars, the top recipient states for The Robert & Kelly Kaplan Foundation's 36 itemized 2024 grants were California (44%), District of Columbia (14%) and New York (11%). The most frequent recipient cities were San Diego, CA (8 grants), Washington, DC (4 grants), New York, NY (4 grants) and Palm Springs, CA (2 grants). 92% of grants with a stated purpose were for general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

+0.5% YoY

Annual Giving

$139K

-5.5% YoY

Grant Count

+20.0% YoY

Avg Grant Size

$4K

-21.2% YoY

Under IRS private-foundation payout rules, The Robert & Kelly Kaplan Foundation reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

About The Robert & Kelly Kaplan Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $192K (47%)

District of Columbia $65K (16%)

New York $45K (11%)

Washington $21K (5%)

Florida $20K (5%)

Hawaii $15K (4%)

Massachusetts $15K (4%)

Virginia $15K (4%)

+4 more states

States

California District of Columbia Florida Hawaii Massachusetts Maryland North Carolina New York Tennessee Utah Virginia Washington

Cities

San DiegoWashingtonNew YorkPalm SpringsDel MarOlympiaEncinitasFort PierceSanta AnaArlingtonBrooklynHagerstownHonoluluRancho Santa FeSan FranciscoSanta MonicaWailukuYarmouth PortAshevilleHohenwald

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,340,317	$3,324,675	$3,305,329
Revenue	$195,883	$202,387	$29,018
Expenses	$181,241	$183,041	$150,064
Qualifying Distributions	$160,844	$163,868	$134,995
Net Investment Income	$177,326	$94,764	$22,956
Distributable Amount	$170,926	$161,217	$168,061

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

99 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Aclu Foundation of San Diego and Imperial Counties ($10,000), Save the Chimps Inc ($10,000), University of San Diego ($10,000).

Recipient	Purpose	Amount
ACLU FOUNDATION OF SAN DIEGO AND IMPERIAL COUNTIES SAN DIEGO, CA	General & Unrestricted	$10,000
SAVE THE CHIMPS INC FORT PIERCE, FL	General & Unrestricted	$10,000
UNIVERSITY OF SAN DIEGO SAN DIEGO, CA	University Law School	$10,000
WORLD WILDLIFE FUND INC WASHINGTON, DC	General & Unrestricted	$10,000
CASA CORNELIA LEGAL SERVICES SAN DIEGO, CA	General & Unrestricted	$5,000
EARTHRIGHTS INTERNATIONAL INC WASHINGTON, DC	General & Unrestricted	$5,000
EVERGREEN STATE COLLEGE FOUNDATION OLYMPIA, WA	General & Unrestricted	$5,000
INTERNATIONAL FUND FOR ANIMAL WELFARE INC YARMOUTH PORT, MA	General & Unrestricted	$5,000
JACOBS & CUSHMAN SAN DIEGO FOOD BANK SAN DIEGO, CA	General & Unrestricted	$5,000
JEWISH FAMILY SERVICE OF SAN DIEGO SAN DIEGO, CA	General & Unrestricted	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Kelly J Kaplan	Co- Pres, Dir, Sec, Treas	1	—
Robert J Kaplan	Co- Pres, Dir	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Robert & Kelly Kaplan Foundation?

The Robert & Kelly Kaplan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $3.3M in total assets as of 2024.

How large is The Robert & Kelly Kaplan Foundation?

As of 2024, The Robert & Kelly Kaplan Foundation holds $3.3M in total assets with $196K in annual revenue. It awarded 36 grants totaling $139K in 2024.

Where does The Robert & Kelly Kaplan Foundation operate?

The Robert & Kelly Kaplan Foundation has awarded grants in California, District of Columbia, Florida, Hawaii, Massachusetts, Maryland, North Carolina, New York, Tennessee, Utah, Virginia, Washington.

What size grants does The Robert & Kelly Kaplan Foundation award?

In 2024, The Robert & Kelly Kaplan Foundation awarded 36 grants totaling $139K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Robert & Kelly Kaplan Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert & Kelly Kaplan Foundation reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Robert & Kelly Kaplan Foundation's EIN?

The Robert & Kelly Kaplan Foundation's EIN (Employer Identification Number) is 85-3247532. IRS Form 990 filing data is available on this page for 2020–2024.