The William and Elaine Kaplan Family
The William and Elaine Kaplan Family Charitable Foundation is a private foundation based in Newburgh, New York. Established in 1983, it operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$50.0M
-4.0% YoY
Annual Giving
$3.7M
-13.4% YoY
Grant Count
94
+14.6% YoY
Avg Grant Size
$39K
-24.5% YoY
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.
Mission & Focus Areas
The foundation's charitable purposes include funding in the following areas:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Community Health
- Health and Wellness
Grantmaking
The foundation is an active grantmaker with significant annual giving. Recent grant activity includes:
Grant Range
** $140 to $2,428,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New York
- Massachusetts
- Florida
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $49,957,003
- Total Giving: $3,673,266
- Revenue: $2,567,733
- Expenses: $4,675,675
As of 2023:
- Total Assets: $52,064,945
- Total Revenues: $1,073,185
- Total Expenses: $4,960,097
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $49,957,003 | $52,064,945 | $55,951,857 |
| Revenue | $2,567,733 | $1,073,185 | $1,775,079 |
| Expenses | $4,675,675 | $4,960,097 | $5,865,048 |
| Qualifying Distributions | $4,287,627 | $4,679,163 | $5,419,540 |
| Net Investment Income | $2,209,664 | $1,099,483 | $1,438,816 |
| Distributable Amount | $2,876,169 | $2,806,129 | $3,122,779 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kol Yisrael ($572,393), Education Foundation of Occc ($250,320), Congregation Agudas Israel ($211,169).
| Recipient | Purpose | Amount |
|---|---|---|
| ABILITIES FIRST INC WAPPINGERS FALLS, NY | OPERATING SUPPORT | $25,000 |
| ACCESS SUPPORT FOR LIVING FOUNDATION WEST MIDDLETOWN, NY | OPERATING SUPPORT | $108,000 |
| ACT THROUGH MUSIC INC GLEN SPREY, NY | OPERATING SUPPORT | $10,000 |
| ALCOHOLICS ANONYMOUS WORLD SERVICES INC NEWBURGH, NY | OPERATING SUPPORT | $348 |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC NEW YORK, NY | OPERATING SUPPORT | $5,000 |
| AMHERST CINEMA ARTS CENTER INC AMHERST, MA | OPERATING SUPPORT | $500 |
| ARMY AND NAVY CLUB WEST POINT, NY | OPERATING SUPPORT | $10,000 |
| ARMY WEST POINT ATHLETIC ASSOCIATION INC WEST POINT, NY | OPERATING SUPPORT | $1,480 |
| BETHEL WOODS CENTER FOR THE ARTS BETHEL, NY | OPERATING SUPPORT | $70,345 |
| BISCHOP DUNN MEMORIAL SCHOOL NEWBURGH, NY | OPERATING SUPPORT | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's trustees include:
- William Kaplan
- Joan P. Kaplan
- Amy Kaplan
The foundation operates with one employee.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM KAPLAN | DIRECTOR, CHAIRMAN | 1 | — |
| JOAN P KAPLAN | DIRECTOR, PRESIDENT | 20 | $143,000 |
| AMY KAPLAN | DIRECTOR, VICE PRESIDENT | 1 | — |
| DAVID MARKS | DIRECTOR, TREASURER | 1 | — |
| GLEN L HELLER ESQ | SECRETARY | 1 | — |
| RICHARD J DRAKE ESQ | DIRECTOR | 1 | — |
| DR HAROLD KAPLAN | DIRECTOR | 1 | — |
| A VINCENT MAZZIE | DIRECTOR | 1 | — |
| JAMES O'DONNELL | DIRECTOR | 1 | — |
| JUSTIN RIDER | DIRECTOR THROUGH 02/24 | 1 | — |
| IAN RIEGER | DIRECTOR | 1 | — |
Recent News & Activity
Recent developments and announcements
The Kaplan family has made significant educational commitments in recent years:
Doubling Impact: Kaplan Family empowers Clemson students through $5 million**Clemson University:** The family established a $5 million scholarship challenge to empower Clemson students
Doubling Impact: Kaplan Family empowers Clemson students through $5 million**University of Michigan:** The Kaplan family endowed the men's basketball head coaching position
Doubling Impact: Kaplan Family empowers Clemson students through $5 million**National Institute of Social Sciences:** The foundation made a grant to support the institute's work
Kaplan Fund Makes Grant to National Institute \u2014 The National Institute\Frequently Asked Questions
What does The William and Elaine Kaplan Family fund?
The foundation's charitable purposes include funding in the following areas: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health • Health and Wellness
How do I apply for a grant from The William and Elaine Kaplan Family?
The foundation is an active grantmaker with significant annual giving. Recent grant activity includes: • **Total giving (2024):** $3,673,266 • **Typical grant range:** $140 to $2,428,000 • **Grant approach:** The foundation makes grants to organizations and, in some cases, to individuals Recent notable grants include: • Montefiore St Luke's Cornwall Hospital: $1,029,841 (Operating Support) • Kol Yisrael: $533,030 (Operating Support) • National Purple Heart Honor Mission: $215,000 (Operating Sup…
Where does The William and Elaine Kaplan Family make grants?
The foundation primarily funds organizations in: • New York • Massachusetts • Florida
What size grants does The William and Elaine Kaplan Family award?
In 2024, The William and Elaine Kaplan Family awarded 94 grants totaling $3.7M — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is The William and Elaine Kaplan Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William and Elaine Kaplan Family reported a distributable amount of $2.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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