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· 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 FY2024still arriving
12
Grants FY2024still arriving
1
States reached
$75k
Largest
01What it funds
0195% 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
02FY2024 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 12 grants below total $328,500, the rows itemized in this filing. The $381,000 headline is the total grant expense on the return; the other $52,500 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k1 grant · $3k
  • $10k–50k9 grants · $176k
  • $50k–250k2 grants · $150k
$20,000
Median grant
1
States reached
$5.1M
Total assets
Largest grants
RecipientAmount
Hobby Center for the Performing Arts$75,000
The Emery/Weiner School$75,000
Houston Symphony Society$45,000
Barbara Bush Literacy Foundation$30,000
Jewish Federation of Houston$30,000
University of Houston$20,000
Jewish Family Services$11,000
St. Lukes Foundation$10,000
Texas Children's Hospital$10,000
Houston Congregation of Reform Judaism$10,000
MD Anderson Cancer Center$10,000
Ronald McDonald House$2,500
02Its grantees
repeat funding

Who it funds again

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

32%of every dollar goes to organizations it has funded before.
$140k · 3 repeat orgs$299k to everyone else

3 repeat relationships: 3 still active in FY2024, 0 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

3
18

Total granted

$140k
$78k

Still filing today

0%
61%

New vs renewed · share of each year

In FY2024, 33% of grant dollars renewed an existing relationship; $221k went to new ones.

50%100%’21’24
RenewedFirst-time

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

’21’24
Arts & CultureHealthEducationReligionOther
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

  • HC
    Hobby Center for the Performing Arts
    2× · 2021–2024 · $80k
  • JF
    Jewish Federation of Houston
    2× · 2021–2024 · $55k
  • RM
    Ronald McDonald House
    2× · 2021–2024 · $5k

Funded once

  • HS
    Houston Symphony Societygraduated
    one grant, 2021 · $27k · revenue +63%
  • HM
    Houston Museum of Nat. Science
    one grant, 2021 · $5k
  • TM
    THE METHODIST HOSPITAL FOUNDATIONgraduated
    one grant, 2021 · $5k · revenue +52%
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.

03Its 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
Houston Museum of Natural Science

The mission of the Houston Museum of Natural Science shall be to preserve and advance the general knowledge of natural science; to enhance in individuals the knowledge of and delight in natural science and related subjects; and to maintain…

Arts & Culture
2
The Methodist Hospital

To provide high quality, cost-effective health care that delivers the best value to the people we serve in a spiritual environment of caring in association with internationally recognized teaching and research.

Health
3
Harris County Medical Society

Our mission is to be the leading advocate for our member physicians, their patients and our community, in promoting the highest standards of ethical medical practice, access to quality medical care, medical education, research, and…

—
4
John P McGovern Museum of Health & Medical Science

The Health Museum is an innovative science center that provides an interactive and entertaining experience for all ages, promotes understanding and appreciation of the human body, mind, and spirit, and inspires a lifelong commitment to…

Arts & Culture
5
Memorial Hermann Health System

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
6
Memorial Hermann Medical Group

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
7
Tmh Physician Organization

This organization is part of the methodist hospital, doing business as houston methodist hospital, whose mission is: to provide high quality, cost-effective health care that delivers the best value to the people we serve in a spiritual…

—
8
Children's Health System of Texas

With more than 1 million patient visits each year, Children's Health is North Texas' leading pediatric health system and among the largest in the nation. For more than a century, our mission has been clear: make life better for children.…

Health
9
Houston Academy of Medicine

The mission of the Houston Academy of Medicine is to support the community service, education, scientific, and charitable programs for physicians, their patients, and the community at large in Harris County.

Education
10
The Museum of Fine Arts Houston

The museum of fine arts, houston serves as a welcoming and inclusive place for all people, connecting the communities of houston with diverse histories of art spanning 6,000 years and six continents. through our permanent collections,…

Arts & Culture
11
Houston Botanic Garden

To enrich life through discovery, education, and the conservation of plants and the natural environment.

Environment
12
Mhs Physicians of Texas

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
How this is measured
The grantee most central to the portfolio’s shape is The Methodist Hospital Foundation; the most unlike its peers is Alley Theatre. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

12 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. 12 of the 31 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)
0
Early backer (in before they grew)
12/12
Grantees still filing
10/12
Grew since first funded

Where the money sits, by cause and then by grantee

Hobby Center for the Performing Arts: $80,000 · OtherHobby Center for the Performing ArtsThe Emery/Weiner School: $75,000 · OtherThe Emery/Weiner SchoolJewish Federation of Houston: $55,000 · OtherJewish Federation of HoustonHouston Symphony Society: $45,000 · OtherHouston Symphony SocietyBarbara Bush Literacy Foundation: $30,000 · OtherBarbara Bush Literacy FoundationUniversity of Houston: $20,000 · Other+14 more: $74,500 · Other+14 moreHouston Symphony Society: $26,500 · Arts & CultureALLEY THEATRE: $3,000 · Arts & CultureHouston Ballet Foundation: $3,000 · Arts & CultureCHILDREN'S MUSEUM INC: $2,000 · Arts & CultureGREATER HOUSTON COMMUNITY FOUNDATION: $25,000 · PhilanthropyTHE METHODIST HOSPITAL FOUNDATION: $5,000 · HealthTexas Children's Hospital: $5,000 · HealthST LUKE'S FOUNDATION: $5,000 · HealthBaylor College of Medicine: $5,000 · EducationYES Prep Public Schools Inc: $1,500 · EducationEvelyn Rubenstein Jewish Community Center of Houston: $3,000 · Religion
Other$379,500Arts & Culture$34,500Philanthropy$25,000Health$15,000Education$6,500Religion$3,000

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

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetHouston Symphony Society: $26,500 over 1y, 0.1% of budgetGREATER HOUSTON COMMUNITY FOUNDATION: $25,000 over 1y, 0.0% 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
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 Houston Symphony Society ↗
  • Who funds GREATER HOUSTON COMMUNITY FOUNDATION ↗
  • Who funds THE METHODIST HOSPITAL FOUNDATION ↗
  • Who funds Texas Children's Hospital ↗
  • Who funds ST LUKE'S FOUNDATION ↗
  • Who funds Baylor College of Medicine ↗
  • Who funds ALLEY THEATRE ↗
  • Who funds Houston Ballet Foundation ↗
  • Who funds Evelyn Rubenstein Jewish Community Center of Houston ↗
  • Who funds CHILDREN'S MUSEUM INC ↗
  • Who funds YES Prep Public Schools Inc ↗
  • Who funds The Houston Food Bank ↗
04Through Plinth

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.

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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