The William and Elaine Kaplan Family
The William and Elaine Kaplan Family is a private foundation based in Newburgh, New York. In 2024, it reported 94 grants totaling $3,673,266, with recipients including organizations in education, health care, human services, arts and culture, and community programming.
The William and Elaine Kaplan Family at a glance
In short: The William and Elaine Kaplan Family gave $3.7M across 94 grants in 2024 (avg $39K), mostly in New York. 48% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,673,266
- -13.4% vs 2023
- Grants made (2024)
- 94
- +14.6% vs 2023
- Average grant
- $39,077
- -24.5% vs 2023
- Median grant
- $5,000
- Total assets
- $49,957,003
- -4.0% vs 2023
- New grantees (estimate)
- 48% first-time grantees (41 of 85, 2024)
- Primary geography
- New York (91% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The William and Elaine Kaplan Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Pkfod 11 Balmville Road, Newburgh, NY 12550-2047
Phone: (845) 565-5400
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The William and Elaine Kaplan Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Kol Yisrael ($572K). Together the top 10 received $2.6M.
Organizations only. It also paid 2 individual scholarships ($54,324), which are not listed by name.
Grant Size Distribution
434 grants across all recorded years
The most common grant size was under $50K: 351 grants of 434 (81%).
Geographic Focus
Where this funder awards grants
In 2024, the reported shares of grant dollars by recipient state were New York 91%, Massachusetts 7%, Pennsylvania 1%, California 1%, and Florida 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 94 itemized grants.
States
Cities
Is The William and Elaine Kaplan Family open to new grantees?
48%
first-time grantees, 2024
In 2024, 41 of 85 grantees (48%) were first-time recipients. First grants averaged $8K; repeat grants $76K. How we count
Medians: $5K first-time, $18K repeat.
- 42% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+14%). Method
- In 2024 it paid out 149% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3.2M (2020) to $5.1M (2022). In 2024 it made 94 grants totaling $3.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kol Yisrael Great Neck, NY | Operating Support | $572,393 |
| Mount Saint Mary's College Newburgh, NY | Operating Support | $401,800 |
| Education Foundation of Occc Middletown, NY | Operating Support | $250,320 |
| Newburgh Armory Unity Center Newburgh, NY | Operating Support | $228,592 |
| Congregation Agudas Israel Newburgh, NY | Operating Support | $211,169 |
| Food Bank of the Hudson Valley Cornwallonhudson, NY | Operating Support | $200,000 |
| Foundation for Neurological Diseases Newburyport, MA | Operating Support | $200,000 |
| Cornerstone Family Healthcare Newburgh, NY | Operating Support | $187,500 |
| Pine Meadow Farm Animal Sanctuary Newburgh, NY | Animal Sanctuary | $175,573 |
| Habitat for Humanity of Greater Newburgh Newburgh, NY | Operating Support | $123,025 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $49,957,003 | $2,567,733 | $4,675,675 | $3,673,266 | 94 | $4,287,627 | $2,209,664 | $2,876,169 |
| 2023 | $52,064,945 | $1,073,185 | $4,960,097 | $4,242,249 | 82 | $4,679,163 | $1,099,483 | $2,806,129 |
| 2022 | $55,951,857 | $1,775,079 | $5,865,048 | $5,067,752 | 67 | $5,419,540 | $1,438,816 | $3,122,779 |
| 2021 | $60,041,826 | $14,271,084 | $3,825,733 | $3,209,615 | 97 | $3,474,210 | $14,146,033 | $3,041,676 |
| 2020 | $49,596,475 | $2,235,432 | $3,674,636 | $3,201,702 | 94 | — | $2,028,819 | $2,916,477 |
Under IRS private-foundation payout rules, The William and Elaine Kaplan Family reported a distributable amount of $2.9M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants support organizations whose work spans several areas. For example, Newburgh Armory Unity Center says it creates partnerships to expand programming focused primarily on inner-city youth and families, including athletics, education, and business advancement. Cornerstone Family Healthcare describes itself as providing a broad range of health services to a largely underserved population. Other 2024 recipients include Bethel Woods Center for the Arts, which says it uses arts and humanities to inspire, educate, and empower, and Sparrow’s Nest of the Hudson Valley, which says it provides meals to families of people receiving cancer treatment.
Grantmaking
In 2024, the foundation made 94 grants totaling $3,673,266. Grant amounts ranged from $271 to $572,393, with a median grant of $5,000.
Among its largest 2024 grants were $572,393 to KOL YISRAEL for operating support; $401,800 to an individual recipient Mary’s College for operating support; $250,320 to Education Foundation of OCCC for operating support; and $228,592 to Newburgh Armory Unity Center for operating support. Other notable grants included $211,169 to Congregation Agudas Israel, $200,000 to Food Bank of the Hudson Valley, and $200,000 to Foundation for Neurological Diseases.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William Kaplan as director and chairman; Joan P. Kaplan as director and president; Amy Kaplan as director and vice president; and David Marks as director and treasurer. Other listed officers and directors were Glen L. Heller, secretary; Richard J. Drake, Dr. Harold Kaplan, A. Vincent Mazzie, and James O’Donnell, directors; and Justin Rider, director through February 2024.
The William and Elaine Kaplan Family is led by Joan P. Kaplan, Director & President on every filing since 2020; 1 of 11 officers listed in 2024 is compensated.
Officers on the 2024 filing
Joan P. Kaplan
Director & President
On filings since 2020
20 hrs/week
$60K (2020) → $143K (2024)
William Kaplan
Director & Chairman
On filings since 2020
1 hr/week
No compensation reported
A. Vincent Mazzie
Director
On filings since 2020
1 hr/week
No compensation reported
Amy Kaplan
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
David Marks
Director & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Harold Kaplan
Director
On filings since 2020
1 hr/week
No compensation reported
James O'Donnell
Director
On filings since 2020
1 hr/week
No compensation reported
Richard J. Drake Esq.
Director
Director & Secretary → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Ian Rieger
Director
On filings since 2021
1 hr/week
No compensation reported
Justin Rider
Director
On filings since 2021
1 hr/week
No compensation reported
Glen L. Heller Esq.
Secretary
Assistant Secretary → Secretary, 2021
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Sister Ann Sakac (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $143K, to Joan P Kaplan (Director, President).
Frequently asked questions about The William and Elaine Kaplan Family
How much does The William and Elaine Kaplan Family give each year?
The William and Elaine Kaplan Family gave $3.7M across 94 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.2M across 82 grants.
What is The William and Elaine Kaplan Family's typical grant size?
The William and Elaine Kaplan Family's median grant in 2024 was $5,000, and its average grant was $39,077, across 94 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The William and Elaine Kaplan Family that year got $8K on average.
Where does The William and Elaine Kaplan Family give grants?
The William and Elaine Kaplan Family gives mostly in New York: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (7%). The most frequent recipient cities were Newburgh, NY (28 grants), New Windsor, NY (7 grants), Montgomery, NY (5 grants) and New York, NY (5 grants).
Does The William and Elaine Kaplan Family give general operating support?
Yes: 85% of The William and Elaine Kaplan Family's 2024 grants with a stated purpose (80 of 94) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Unite Children of Israel" (3 grants).
Who are The William and Elaine Kaplan Family's largest grantees?
The William and Elaine Kaplan Family's largest 2024 grantees include Kol Yisrael ($572,393), Mount Saint Mary's College ($401,800) and Education Foundation of Occc ($250,320), according to its 2024 IRS Form 990-PF. It also paid 2 individual scholarships ($54,324), which are not listed by name. Together they received 33% of its itemized 2024 grant dollars.
How large is The William and Elaine Kaplan Family?
The William and Elaine Kaplan Family reported $50.0M in total assets on its 2024 IRS Form 990-PF. It paid out $4.3M in qualifying distributions that year, against a required minimum of $2.9M (roughly 5% of its investment assets).
What does The William and Elaine Kaplan Family fund?
No mission statement for the foundation is provided. Its grants support organizations whose work spans several areas. See mission & focus areas ↑
How do I apply for a grant from The William and Elaine Kaplan Family?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The William and Elaine Kaplan Family's EIN?
The William and Elaine Kaplan Family's EIN (Employer Identification Number) is 22-2470361. IRS Form 990 filing data is available on this page for 2020–2024.
Does The William and Elaine Kaplan Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The William and Elaine Kaplan Family funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/the-william-and-elaine-kaplan-family-morg_4741c60de6cc46fb9375c212d78fdf61
BibTeX
@misc{grantable_222470361_2026,
author = {{Grantable}},
title = {{The William and Elaine Kaplan Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-william-and-elaine-kaplan-family-morg_4741c60de6cc46fb9375c212d78fdf61},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The William and Elaine Kaplan Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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