The Charles I And Mary Kaplan Family Foundation

Washington, DC
Tax-exempt since Sept. 1959
EIN: 52-6043928

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$1.48M (2024)

Expenses

$844k (2024)

Total Assets

$16.2M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,480,912

Expenses

$844,410

Net Income

$636,502

Net Assets

$16,174,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$228,699	15.4%
Dividends	$451,699	30.5%
Sales of Assets	$619,270	41.8%
Other Income	$181,244	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$800,000	94.7%
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	$16,174,687
Total Liabilities	$0
Net Assets	$16,174,687

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0

990-PF

Filed on May 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$2,893,531

Expenses

$820,122

Net Income

$2,073,409

Net Assets

$15,577,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,273,020	44.0%
Interest Revenue	$115,823	4.0%
Dividends	$434,659	15.0%
Sales of Assets	$899,402	31.1%
Other Income	$170,627	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$775,000	94.5%
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	$15,609,533
Total Liabilities	$31,820
Net Assets	$15,577,713

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0

990-PF

Filed on April 28, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$1,504,065

Expenses

$688,558

Net Income

$815,507

Net Assets

$13,545,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100,000	73.1%
Interest Revenue	$19,705	1.3%
Dividends	$436,170	29.0%
Sales of Assets	-$201,263
Other Income	$149,453	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$675,000	98.0%
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	$13,545,460
Total Liabilities	$0
Net Assets	$13,545,460

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0
Barbara Show (Vice Preside)	$0	$0

990-PF

Filed on May 4, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$879,404

Expenses

$660,192

Net Income

$219,212

Net Assets

$12,404,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	45.5%
Interest Revenue	$43,502	4.9%
Dividends	$363,957	41.4%
Sales of Assets	-$85,519
Other Income	$157,464	17.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$650,000	98.5%
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	$12,405,070
Total Liabilities	$651
Net Assets	$12,404,419

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0
Barbara Show (Vice Preside)	$0	$0

990-PF

Filed on May 12, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$914,529

Expenses

$639,795

Net Income

$274,734

Net Assets

$12,099,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	43.7%
Interest Revenue	$56,336	6.2%
Dividends	$280,029	30.6%
Sales of Assets	$28,774	3.1%
Other Income	$149,390	16.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$630,000	98.5%
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	$12,101,588
Total Liabilities	$2,352
Net Assets	$12,099,236

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0
Barbara Show (Vice Preside)	$0	$0

990-PF

Filed on April 12, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$870,194

Expenses

$607,492

Net Income

$262,702

Net Assets

$11,713,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	46.0%
Interest Revenue	$48,241	5.5%
Dividends	$270,210	31.1%
Sales of Assets	$24,872	2.9%
Other Income	$126,871	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$600,000	98.8%
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	$11,715,445
Total Liabilities	$1,502
Net Assets	$11,713,943

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on July 27, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$3,241,592

Expenses

$517,227

Net Income

$2,724,365

Net Assets

$11,221,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,927,400	90.3%
Interest Revenue	$32,502	1.0%
Dividends	$145,548	4.5%
Sales of Assets	$26,227	0.8%
Other Income	$109,915	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,000	98.8%
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	$11,221,670
Total Liabilities	$0
Net Assets	$11,221,670

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on May 1, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$466,112

Expenses

$19,591

Net Income

$446,521

Net Assets

$8,102,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600,000	> 100%
Interest Revenue	$14,070	3.0%
Dividends	$111,702	24.0%
Sales of Assets	-$403,598
Other Income	$143,938	30.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,000	56.1%
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	$8,103,476
Total Liabilities	$592
Net Assets	$8,102,884

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,606,896

Expenses

$18,243

Net Income

$1,588,653

Net Assets

$7,577,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,807,893	> 100%
Interest Revenue	$4,764	0.3%
Dividends	$99,325	6.2%
Sales of Assets	-$421,848
Other Income	$116,762	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,500	57.6%
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	$7,577,877
Total Liabilities	$15
Net Assets	$7,577,862

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on May 11, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$1,216,547

Expenses

$28,741

Net Income

$1,187,806

Net Assets

$6,026,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	82.2%
Interest Revenue	$1,054	0.1%
Dividends	$85,782	7.1%
Sales of Assets	$26,642	2.2%
Other Income	$103,069	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	76.5%
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	$6,026,947
Total Liabilities	$0
Net Assets	$6,026,947

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on May 14, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,574,606

Expenses

$18,544

Net Income

$1,556,062

Net Assets

$3,912,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200,000	76.2%
Interest Revenue	$2,178	0.1%
Dividends	$9,121	0.6%
Sales of Assets	$182,763	11.6%
Other Income	$180,544	11.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,000	59.3%
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	$3,915,598
Total Liabilities	$2,772
Net Assets	$3,912,826

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on June 3, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$1,092,606

Expenses

$25,846

Net Income

$1,066,760

Net Assets

$2,230,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	91.5%
Interest Revenue	$743	0.1%
Dividends	$8,841	0.8%
Sales of Assets	$0
Other Income	$83,022	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,500	79.3%
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	$2,231,641
Total Liabilities	$1,149
Net Assets	$2,230,492

Compensation

Key Employees and Officers	Compensation	Other
Irene R Kaplan (President)	$0	$0
Martine Kaplan (Vice Preside)	$0	$0
Edward H Kaplan (Secretary/Tr)	$0	$0

990-PF

Filed on Aug. 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$260,155

Expenses

$3,632,499

Net Income

-$3,372,344

Net Assets

$840,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	57.7%
Interest Revenue	$145	0.1%
Dividends	$9,229	3.5%
Sales of Assets	$0
Other Income	$100,781	38.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,629,000	99.9%
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	$840,889
Total Liabilities	$0
Net Assets	$840,889

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$233,660

Expenses

$702,258

Net Income

-$468,598

Net Assets

$1,418,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	64.2%
Interest Revenue	$89	0.0%
Dividends	$8,400	3.6%
Sales of Assets	$0
Other Income	$75,171	32.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,000	99.5%
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	$1,418,187
Total Liabilities	$1
Net Assets	$1,418,186

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

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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The Charles I And Mary Kaplan Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.48M (2024)

Expenses $844k (2024)

Total Assets $16.2M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.48M (2024)

Expenses

$844k (2024)

Total Assets

$16.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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