The Robert E Kaplan Charitable

TULSA, OK EIN: 88-2428795

The Robert E Kaplan Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 7 grants totaling $116K. Net investment income was $35K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

+2.0% YoY

Annual Giving

$116K

Grant Count

7

Avg Grant Size

$17K

Under IRS private-foundation payout rules, The Robert E Kaplan Charitable reported a distributable amount of $152K for 2024 — the minimum it must pay out in qualifying distributions.

About The Robert E Kaplan Charitable

Based on IRS filings

The Robert E Kaplan Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 7 grants totaling $116K. Net investment income was $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BartlesvilleSand SpringsTulsa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$835K$2M$3M$3M20202021202220232024
Metric202420232022
Total Assets$3,041,113$2,982,201
Revenue$186,633$3,034,848
Expenses$204,721$52,647
Qualifying Distributions$141,300
Net Investment Income$35,476$93,543
Distributable Amount$151,888$115,607

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$58K$87K$116K0 grants20200 grants20210 grants20220 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

The Spring Shelter$50KLittle Lighthouse$25KBuilding All Children$25KWashington Co Elder Care$8KTulsa Day Center$4KFirst Serve of Tulsa$3KHopestone Cancer Support$2K

Grant Size Distribution

7 grants across all recorded years

6<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Spring Shelter ($50,000), Little Lighthouse ($25,000), Building All Children ($25,000).

RecipientPurposeAmount
First Serve of Tulsa Tulsa, OKCommunity Support$2,500
Little Lighthouse Tulsa, OKCommunity Support$25,000
Washington Co Elder Care Bartlesville, OKCommunity Support$7,500
Tulsa Day Center Tulsa, OKCommunity Support$4,000
The Spring Shelter Sand Springs, OKCommunity Support$50,000
Building All Children Tulsa, OKCommunity Support$25,000
Hopestone Cancer Support Bartlesville, OKCommunity Support$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Thomas ZeidersTrustee$45K

From 2024 filing

NameTitleHoursCompensation
Thomas ZeidersTrustee10$45,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Robert E Kaplan Charitable?

The Robert E Kaplan Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $3.0M in total assets as of 2024.

How large is The Robert E Kaplan Charitable?

As of 2024, The Robert E Kaplan Charitable holds $3.0M in total assets with $187K in annual revenue. It awarded 7 grants totaling $116K in 2024.

Where does The Robert E Kaplan Charitable operate?

The Robert E Kaplan Charitable has awarded grants in Oklahoma.

What size grants does The Robert E Kaplan Charitable award?

In 2024, The Robert E Kaplan Charitable awarded 7 grants totaling $116K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is The Robert E Kaplan Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert E Kaplan Charitable reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Robert E Kaplan Charitable's EIN?

The Robert E Kaplan Charitable's EIN (Employer Identification Number) is 88-2428795. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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