Private Foundation

Joan and Marvin Kaplan Family Charitable Foundation

Joan and Marvin Kaplan Family Charitable Foundation, of Bellaire, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $412K in revenue, $428K in expenses, $5.1M in total assets. IRS filings disclose 5 grants awarded by this foundation, totaling roughly $1.4M.

EIN: 760205105 Bellaire, TX Latest filing: 2024

Total Revenue$412K

Total Expenses$428K

Total Assets$5.1M

Grants Given5

Grant Total$1.4M

Filing Years2020–2024

Sample Grants Given

See Attached Statement C-1

Houston, TX · 2024

The purpose of these contributionsis to provide funds to charitable organizations

$381,000

See Attached Statement C-1

Houston, TX · 2023

The purpose of these contributionsis to provide funds to charitable organizations

$294,500

See Attached Statement C-1

Houston, TX · 2022

The purpose of these contributionsis to provide funds to charitable organizations

$289,500

See Attached Statement C-1

Houston, TX · 2021

The purpose of these contributionsis to provide funds to charitable organizations

$187,200

See Attached Statement C-1

Houston, TX · 2020

The purpose of these contributionsis to provide funds to charitable organizations

$283,750

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

Secretary Karen K Brooks

President Richard E Kaplan

VP Susan K Bruch

Officer compensation and complete director data available with membership.

Top Grant Purposes

The purpose of these contributionsis to provide funds to charitable organizations

$1,435,950 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$412K	$428K	$5.1M
2023	$1.7M	$338K	$5.2M
2022	$211K	$334K	$3.8M
2021	$222K	$229K	$3.9M
2020	$482K	$320K	$3.9M

Between 2020 and 2024, reported annual revenue declined from $482K to $412K (-15%), with total assets most recently reported at $5.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in TX.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Joan and Marvin Kaplan Family Charitable Foundation

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports