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· Private foundation

A & E Kaplan Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$7k
Granted FY2020
10
Grants FY2020
2
States reached
$2k
Largest
01What it funds
0186% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Education$30kArts & Culture$30kCrime & Legal$25kYouth Development$15kAnimals$15kHealth$13kPhilanthropy$13kCivil Rights$7kOther$0
02FY2020 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
GIRLS INC OF SHELBYVILLE INDIANA$1,972
WESTERN COLORADO UNIVERSITY FOUNDAT$1,000
TRITON CENTRAL HIGH SCHOOL ROBOTICS$500
Individual grant recipient$500
BLUE RIVER FOUNDATION$500
HERITAGE FOUNDATION$500
EARLY LEARNING SHELBY COUNTY$500
COLUMBUS REGIONAL HOSPITAL$500
MAJOR HOSPITAL FOUNDATION$500
SHELBYVILLE CENTRAL SCHOOLS FOUNDAT$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–20, $11k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 50% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 9%EARLY LEARNING SHELBY COUNTY: $5k → 14%COUNCIL FOR JEWISH ELDERLY: $2k → 8%COUNCIL FOR JEWISH ELDERLY: $2k → 8%COUNCIL FOR JEWISH ELDERLY: $2k → 8%EARLY LEARNING SHELBY COUNTY: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$203k · 33 repeat orgs$9k to everyone else

Grantees it renews have grown median revenue +53% since the first grant, against -3% for those funded once.

33 repeat relationships: 9 still active in FY2020, 24 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

33
11

Total granted

$203k
$9k

Median revenue growth · since first grant

+53%
-3%

Still filing today

33%
9%

New vs renewed · share of each year

In FY2020, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20
Arts & CultureHuman ServicesHealthHousing & ShelterRecreation & SportsAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SO
    SOUTHERN OREGON HUMANE SOCIETY
    2× · 2018–2019 · $15k · revenue +47%
  • RAVINIA FESTIVAL ASSOCIATION
    3× · 2017–2019 · $12k · revenue +53%
  • CF
    COUNCIL FOR JEWISH ELDERLY
    3× · 2017–2019 · $6k · revenue +8%

Funded once

  • HF
    HONOYE FALLS- LIMA SPORTS BOOSTER C
    one grant, 2017 · $2k
  • CB
    CRESTED BUTTE SNOW SPORTS FOUNDATIO
    one grant, 2019 · $2k
  • WL
    WASHINGTON LEGAL CLINIC FOR THE HOM
    one grant, 2017 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lyric Opera of Chicago

We believe in the life-changing, transformational, revelatory power of great art and opera. Lyric Opera of Chicago exists to provide a broad, deep, and relevant cultural service to the Chicago region and the nation, and to advance the…

Arts & Culture
2
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
3
Sound Credit Union

A member owned cooperative providing financial services, including loans and share deposits to its members.

—
4
Colorado Symphony Association

The colorado symphony association (csa) is a not-for-profit organization established to fund and operate the colorado symphony orchestra for the enjoyment and benefit of the citizens of metropolitan denver and (cont'd on schedule…

Arts & Culture
5
Opera Theatre of Saint Louis

Opera theatre's mission is to shape a vibrant future for opera by connecting, inspiring, and entertaining our communities through the power and beauty of the art form; to foster the next generation by empowering a diverse group of artists,…

Arts & Culture
6
Union Hospital Inc

We exist to serve our patients with compassionate health care of the highest quality.

Health
7
Hawaii Symphony Orchestra

To present the highest-quality performances of great music, bringing national and international distinction to the orchestra and its community; to delight and educate audiences of all ages and backgrounds, and enhance the cultural vitality…

Arts & Culture
8
San Diego Opera Association

Mission: the mission of san diego opera is to deliver exceptional performances and exciting, accessible programs to diverse audiences, focusing on community partnerships, and the transformative and expressive power of the human voice. as…

Arts & Culture
9
Wisconsin Chamber Orchestra Inc

Strengthen communities by providing high-quality and innovative artistic experiences that entertain, inspire, and unite diverse audiences.

Arts & Culture
10
Bel Canto Chorus of Milwaukee Inc

The mission of bel canto chorus is to connect singers, audiences, and the community through experiences with diverse choral music.

—
11
Senior Life Resources Northwest

To preserve and enhance the quality of life at home, with dignity and care.

Human Services
12
The Santa Fe Opera

To further the operatic art form by presenting ensemble performances of the highest quality in a varied repertoire of new as well as rarely performed and standard works, to ensure excellence of opera's future through its apprentice…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Blue River Foundation Inc; the most unlike its peers is San Francisco Opera Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 45 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
13/13
Grantees still filing
12/13
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $45,000 · OtherIndividual grant recipientCAMPAIGN FOR LEGAL SERVICES: $24,000 · OtherCAMPAIGN FOR LEGAL SERVICESGIRLS INC OF SHELBYVILLE INDIANA: $14,972 · OtherGIRLS INC OF SHELBYVILLE INDIANASHELBYVILLE CENTRAL SCHOOLS FOUNDAT: $6,500 · OtherIndividual grant recipient: $6,500 · OtherTRITON CENTRAL HIGH SCHOOL ROBOTICS: $6,000 · OtherALLEMAN HIGH SCHOOL: $6,000 · Other+30 more: $59,350 · Other+30 moreSOUTHERN OREGON HUMANE SOCIETY: $14,500 · AnimalsRAVINIA FESTIVAL ASSOCIATION: $12,000 · Arts & CultureSAN FRANCISCO OPERA ASSOCIATION: $1,000 · Arts & CultureCOUNCIL FOR JEWISH ELDERLY: $5,500 · Human ServicesEarly Learning Shelby County: $5,500 · Human ServicesBLUE RIVER FOUNDATION INC: $9,500 · PhilanthropyMAJOR HOSPITAL FOUNDATION: $3,500 · HealthMIDWEST ACCESS COALITION: $2,000 · Civil Rights
Other$168,322Animals$14,500Arts & Culture$13,000Human Services$11,000Philanthropy$9,500Health$3,500Civil Rights$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSOUTHERN OREGON HUMANE SOCIETY: $14,500 over 2y, 0.7% of budgetRAVINIA FESTIVAL ASSOCIATION: $12,000 over 3y, 0.0% of budgetBLUE RIVER FOUNDATION INC: $9,500 over 4y, 0.1% of budgetCOUNCIL FOR JEWISH ELDERLY: $5,500 over 3y, 0.0% of budgetEarly Learning Shelby County: $5,500 over 2y, 4.1% of budgetMAJOR HOSPITAL FOUNDATION: $3,500 over 4y, 0.1% of budgetSOUTHERN OREGON REPERTORY SINGERS: $2,500 over 2y, 0.5% of budgetMIDWEST ACCESS COALITION: $2,000 over 2y, 1.5% of budgetWESTERN COLORADO UNIVERSITY FOUNDATION: $2,000 over 2y, 0.0% of budgetTHE LAKE COUNTY HAVEN: $1,500 over 3y, 0.1% of budgetSAN FRANCISCO OPERA ASSOCIATION: $1,000 over 1y, 0.0% of budgetAMERICAN CIVIL LIBERTIES UNION OF ILLINOIS: $1,000 over 2y, 0.0% of budgetDonner Swim Club Inc: $750 over 2y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds SOUTHERN OREGON HUMANE SOCIETY ↗
  • Who funds RAVINIA FESTIVAL ASSOCIATION ↗
  • Who funds BLUE RIVER FOUNDATION INC ↗
  • Who funds COUNCIL FOR JEWISH ELDERLY ↗
  • Who funds Early Learning Shelby County ↗
  • Who funds MAJOR HOSPITAL FOUNDATION ↗
  • Who funds SOUTHERN OREGON REPERTORY SINGERS ↗
  • Who funds MIDWEST ACCESS COALITION ↗
  • Who funds WESTERN COLORADO UNIVERSITY FOUNDATION ↗
  • Who funds THE LAKE COUNTY HAVEN ↗
  • Who funds SAN FRANCISCO OPERA ASSOCIATION ↗
  • Who funds AMERICAN CIVIL LIBERTIES UNION OF ILLINOIS ↗
  • Who funds Donner Swim Club Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Online Giving Foundation IncDE5.5× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization A & E Kaplan Foundation funds: left to right is the share of its income from government, bottom to top the share from A & E Kaplan Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 5%
  • Southern Oregon Repertory Singers: 5% of income from government
no gov moneyreceives it· size = income
1get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 45 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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