Kaplan Family Foundation

  • Philadelphia, PA
  • Tax exemption issued: Aug. 1995
  • EIN: 41-1794327

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$355,211
Expenses
$687,164
Net Income
-$331,953
Net Assets
$2,778,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $89
0.0%
Dividends $156,964
44.2%
Sales of Assets $190,764
53.7%
Other Income $7,394
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $612,405
89.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,825,315
Total Liabilities $46,723
Net Assets $2,778,592
Compensation
Key Employees and Officers Compensation Other
Helen Kaplan (President) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Rachel Kaplan (Director) $0 $0
Bob Riesman (Director) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 5, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,233,923
Expenses
$556,761
Net Income
$677,162
Net Assets
$3,088,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $36
0.0%
Dividends $169,978
13.8%
Sales of Assets $1,063,909
86.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $510,885
91.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,088,545
Total Liabilities $0
Net Assets $3,088,545
Compensation
Key Employees and Officers Compensation Other
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (President) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (Director) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Secretary) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on June 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$293,275
Expenses
$544,351
Net Income
-$251,076
Net Assets
$2,399,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $132
0.0%
Dividends $130,186
44.4%
Sales of Assets $162,957
55.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $491,892
90.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,412,766
Total Liabilities $13,383
Net Assets $2,399,383
Compensation
Key Employees and Officers Compensation Other
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (President) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (Director) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Secretary) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$793,771
Expenses
$500,211
Net Income
$293,560
Net Assets
$2,597,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $43
0.0%
Dividends $115,462
14.5%
Sales of Assets $678,266
85.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $457,473
91.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,597,959
Total Liabilities $0
Net Assets $2,597,959
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$433,988
Expenses
$508,106
Net Income
-$74,118
Net Assets
$2,376,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $108,933
25.1%
Sales of Assets $325,046
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $449,333
88.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,376,924
Total Liabilities $0
Net Assets $2,376,924
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$840,316
Expenses
$425,612
Net Income
$414,704
Net Assets
$2,385,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $135,816
16.2%
Sales of Assets $704,490
83.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $392,900
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,385,685
Total Liabilities $1
Net Assets $2,385,684
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$255,388
Expenses
$418,380
Net Income
-$162,992
Net Assets
$1,827,109
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $75,132
29.4%
Interest Revenue $45
0.0%
Dividends $111,910
43.8%
Sales of Assets $68,301
26.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $386,560
92.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,827,110
Total Liabilities $1
Net Assets $1,827,109
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$269,849
Expenses
$404,673
Net Income
-$134,824
Net Assets
$2,065,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $260
0.1%
Dividends $106,433
39.4%
Sales of Assets $163,156
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $373,350
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,065,367
Total Liabilities $0
Net Assets $2,065,367
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,653
Expenses
$358,693
Net Income
-$182,040
Net Assets
$2,199,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $215
0.1%
Dividends $114,272
64.7%
Sales of Assets $62,166
35.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $344,369
96.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,199,499
Total Liabilities $0
Net Assets $2,199,499
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$146,803
Expenses
$309,775
Net Income
-$162,972
Net Assets
$2,369,468
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78
0.1%
Dividends $90,921
61.9%
Sales of Assets $55,804
38.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $288,392
93.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,369,468
Total Liabilities $0
Net Assets $2,369,468
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$656,423
Expenses
$291,677
Net Income
$364,746
Net Assets
$2,548,279
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $155
0.0%
Dividends $86,421
13.2%
Sales of Assets $569,847
86.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $278,071
95.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,548,279
Total Liabilities $0
Net Assets $2,548,279
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (Director) $0 $0
Marjorie Kaplan (Director) $0 $0
Helen Kaplan (Secretary) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (President) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Vice President) $0 $0
Ross Kaplan (Treasurer) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$405,766
Expenses
$306,857
Net Income
$98,909
Net Assets
$2,175,156
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $67,170
16.6%
Sales of Assets $338,590
83.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $281,592
91.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,175,156
Total Liabilities $0
Net Assets $2,175,156
Compensation
Key Employees and Officers Compensation Other
Harvey Kaplan (President) $0 $0
Marjorie Kaplan (Vice President) $0 $0
Helen Kaplan (Treasurer) $0 $0
Laura Kaplan (Director) $0 $0
Rachel Kaplan (Secretary) $0 $0
Bob Riesman (Director) $0 $0
Leah Kaplan (Director) $0 $0
Ross Kaplan (Director) $0 $0
Jon Smollen (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$405,356
Expenses
$268,055
Net Income
$137,301
Net Assets
$2,076,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $57,812
14.3%
Sales of Assets $347,537
85.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $258,262
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,076,475
Total Liabilities $0
Net Assets $2,076,475

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$209,947
Expenses
$193,299
Net Income
$16,648
Net Assets
$1,884,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $87,455
41.7%
Sales of Assets $122,487
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $179,218
92.7%
Compensation of Officers* $2,500
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,884,610
Total Liabilities $1
Net Assets $1,884,609

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,138
Expenses
$162,066
Net Income
-$34,928
Net Assets
$1,863,493
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $50,052
39.4%
Sales of Assets $77,072
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $147,132
90.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,863,493
Total Liabilities $0
Net Assets $1,863,493

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Types of Nonprofits

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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