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Texas · Private foundation

Joan and Marvin Kaplan Family Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$381k
Granted FY2024(still arriving)
12
Itemized grants FY2024
21
Organizations funded FY2021
Read the full brief
Itemized, FY2024
$329k
The rest is grants the schedule does not break out
Median grant, FY2024
$20,000
Largest grant, FY2024
$75,000
States reached, FY2024
1
Total assets, FY2024
$5.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$948kArts & Culture$163kEducation$129kHealth$47kReligion$23kHuman Services$17kScience & Tech$5kFood & Nutrition$1kOther$0

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 11 grantees
All grantees of Joan and Marvin Kaplan Family Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Houston Symphony Society$26,50010%
The Methodist Hospital Foundation$5,00010%
Texas Children's Hospital$5,00010%
St Luke's Foundation$5,00010%
Baylor College of Medicine$5,00010%
Alley Theatre$3,00010%
Houston Ballet Foundation$3,00010%
Evelyn Rubenstein Jewish Community Center of Houston$3,00010%
Children's Museum Inc$2,00010%
YES Prep Public Schools Inc$1,50010%
The Houston Food Bank$1,00010%

Plus 19 recipients with no EIN on record ($379k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Joan and Marvin Kaplan Family Charitable Foundation supplied at peak.

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetHouston Symphony Society: $26,500 over 1y, 0.1% of budgetThe Methodist Hospital Foundation: $5,000 over 1y, 0.0% of budgetTexas Children's Hospital: $5,000 over 1y, 0.0% of budgetSt Luke's Foundation: $5,000 over 1y, 0.1% of budgetBaylor College of Medicine: $5,000 over 1y, 0.0% of budgetAlley Theatre: $3,000 over 1y, 0.0% of budgetHouston Ballet Foundation: $3,000 over 1y, 0.0% of budgetEvelyn Rubenstein Jewish Community Center of Houston: $3,000 over 1y, 0.0% of budgetChildren's Museum Inc: $2,000 over 1y, 0.0% of budgetYES Prep Public Schools Inc: $1,500 over 1y, 0.0% of budgetThe Houston Food Bank: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 11.

Compare Joan and Marvin Kaplan Family Charitable Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Joan and Marvin Kaplan Family Charitable Foundation?

Find your warmest path to Joan and Marvin Kaplan Family Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Joan and Marvin Kaplan Family Charitable Foundation

How much does Joan and Marvin Kaplan Family Charitable Foundation give?
Joan and Marvin Kaplan Family Charitable Foundation reported 12 itemized grants totaling $328,500, out of $381,000 in total grant expense reported on the return in its FY2024 IRS filing.
What does Joan and Marvin Kaplan Family Charitable Foundation fund?
By grant dollars over FY2021 to FY2024, its largest causes are Philanthropy (66%), Arts & Culture (11%), Education (9%).
Who are Joan and Marvin Kaplan Family Charitable Foundation's largest grantees?
By total granted over FY2021 to FY2024: Houston Symphony Society ($27k), The Methodist Hospital Foundation ($5k), Texas Children's Hospital ($5k).
Does Joan and Marvin Kaplan Family Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Joan and Marvin Kaplan Family Charitable Foundation based?
Joan and Marvin Kaplan Family Charitable Foundation is based in TX.

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 31 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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