Private Foundation

CHARLES AND FLORENCE KAPLAN FOUNDATION

CHARLES AND FLORENCE KAPLAN FOUNDATION, of ROME, NY, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.5M in revenue, $319K in expenses, $6.7M in total assets. IRS filings disclose 103 grants awarded by this foundation, totaling roughly $3.9M.

EIN: 813833007 ROME, NY Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$4.5M
Total Expenses$319K
Total Assets$6.7M
Grants Given103
Grant Total$3.9M
Filing Years2021–2025

Before you apply to Charles and Florence Kaplan Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Often funds new orgs 60% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

ICAN
UTICA, NY · 2024
GENERAL PURPOSE
$100,000
DOLLARS FOR SCHOLARS
ROME, NY · 2024
GENERAL PURPOSE
$95,000
TEMPLE BETH EL
UTICA, NY · 2024
GENERAL PURPOSE
$38,126
COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES
UTICA, NY · 2024
GENERAL PURPOSE
$22,000
JEWISH COMMUNITY CENTER
UTICA, NY · 2024
GENERAL PURPOSE
$13,600

Showing up to 5 of 103 total records — full history available with membership.

Officers & Directors

TRUSTEE Lori Kaplan Felice

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,471,341 76 grants
Health & Medicine
$70,000 4 grants
Human & Social Services
$66,600 14 grants
Public Safety & Disaster Relief
$10,000 1 grant
Education
$7,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $4.5M $319K $6.7M
2024 $185K $195K $2.5M
2023 $1.3M $2.3M $2.5M
2022 $293K $509K $3.5M
2021 $301K $369K $3.7M

Between 2021 and 2025, reported annual revenue grew from $301K to $4.5M (+1409%), with total assets most recently reported at $6.7M.

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

Grant Geography

Grants from this foundation were reported to recipients in DC, MA, NJ, NY, VA, VT.

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

See the full picture for CHARLES AND FLORENCE KAPLAN FOUNDATION

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