Kaplan Family Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Kaplan Family Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 23-7667825
Foundation Overview
Based in Auburndale, MA, Kaplan Family Charitable Trust has awarded 23 grants totaling $68,750 to organizations in Massachusetts, Illinois and 4 other states across the US. Individual grants range from $200 to $5,000, with a median award of $3,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
43% of grants are awarded in Massachusetts, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Newton (40%), Boston (20%), Taunton (10%).
Funding Trajectory
Strong 307% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (40%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Kaplan Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Alzheimers Association | $3,500 | Chicago, IL, US | Medical | 2023 |
| Michael J Fox Foundation For Parkinson Research | $3,500 | Hagerstown, MD, US | Medical | 2023 |
| Newton Free Library | $5,000 | Newton, MA, US | Education | 2023 |
| Brady Ctr To Prevent Gun Violence | $5,000 | Washington, DC, US | Education | 2023 |
| Environment Massachusetts | $300 | Boston, MA, US | Education | 2023 |
| Alzheimers Association | $5,000 | Chicago, IL, US | Medical | 2022 |
| Michael J Fox Foundation For Parkinson Research | $5,000 | Hagerstown, MD, US | Medical | 2022 |
| Newton Free Library | $5,000 | Newton, MA, US | Education | 2022 |
| Alzheimers Association | $5,000 | Chicago, IL, US | Medical | 2022 |
| Michael J Fox Foundation For Parkinson Research | $5,000 | Hagerstown, MD, US | Medical | 2022 |
| Newton Free Library | $5,000 | Newton, MA, US | Education | 2022 |
| Alzheimers Association | $5,000 | Chicago, IL, US | Medical | 2022 |
| Michael J Fox Foundation For Parkinson Research | $5,000 | Hagerstown, MD, US | Medical | 2022 |
| Newton Free Library | $5,000 | Newton, MA, US | Education | 2022 |
| Ssp Food For Free | $500 | Taunton, MA, US | General | 2021 |
| Peabody Essex Museum | $1,000 | Salem, MA, US | The Arts | 2021 |
| Boston Area Gleaners | $500 | Acton, MA, US | Education And Advocacy | 2021 |
| West Newton Hearing Center | $200 | West Newton, MA, US | General | 2021 |
| Institute Of Contermporary Art | $1,000 | Boston, MA, US | The Arts | 2020 |
| Alzheimers Association | $1,000 | Chicago, IL, US | Education And Advocacy | 2020 |
| Southern Poverty Law Center | $1,000 | Montgomery, AL, US | Education And Advocacy | 2020 |
| New Israel Fund | $500 | New York, NY, US | Education And Advocacy | 2020 |
| Amnesty International | $750 | New York, NY, US | Education And Advocacy | 2020 |
Foundations Similar to Kaplan Family Charitable Trust
Discover 5 foundations with comparable assets ($201,246-$207,187), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Wood Family Foundation Trust
EIN: 22-3090482 | 6 grants awarded |
$203,762
(≈ Similar) |
$1,750
median grant |
Hampden, MA
Same state |
|
|
The Butterfield Foundation
EIN: 04-3545762 | 22 grants awarded |
$203,089
(≈ Similar) |
$2,775
median grant |
Boston, MA
Same state |
|
|
The Ilex Foundation
EIN: 34-7089903 | 36 grants awarded |
$202,898
(≈ Similar) |
$4,800
median grant |
Boston, MA
Same state |
|
|
Kasnet Family Foundation
EIN: 04-6986674 | 14 grants awarded |
$201,246
(≈ Similar) |
$2,500
median grant |
Manchesterbythesea, MA
Same state |
|
|
Henry French Testamentary Trust Fbo Visiting Nurse Agency
EIN: 04-6026813 | 12 grants awarded |
$207,187
(≈ Similar) |
$3,250
median grant |
Marshfield, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for Kaplan Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 23-7667825 |
| Website | N/A |
| Address | 125A SEMINARY AVE APT 133 Auburndale, MA 02466-2664 |
Key People (1)
Board members, trustees, and key staff who oversee Kaplan Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Jerome Kaplan |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Kaplan Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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