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New York · Nonprofit

THE JM KAPLAN FUND INC

THE JM KAPLAN FUND INC (New York) receives grants from 2 organizations whose IRS filings report $120,000 to it, the largest being THE WHITE CEDAR FUND FORMERLY NOLEN BRADLEY FAMILY FUND ($100,000). 0 of them have funded it in more than one year.

Revenue FY2024
$11M
Funders on record
2
Grants received
$120k
Net assets
$138M
0/2 repeat funderspeak grant-dependency 1%
01What it does

What The Jm Kaplan Fund Inc does

Program

  1. The innovation prize brings the awardees together for two convenings each year. Each of these meetings, spotlighting a different awardee's organization, offers opportunities for peer learning and mentoring from experts in organizational development, board cultivation, media coaching, leadership training, and more.

    $485,934 spent

The program described on its FY2024 Form 990-PF.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.

100 = 20192019 Revenue 100 ($54M) Expenses 100 ($12M) Net assets 100 ($134M)2020 Revenue 9 ($5.1M) Expenses 83 ($9.6M) Net assets 117 ($157M)2021 Revenue 17 ($9.2M) Expenses 107 ($12M) Net assets 123 ($165M)2022 Revenue 14 ($7.6M) Expenses 77 ($9.0M) Net assets 97 ($130M)2023 Revenue 13 ($7.1M) Expenses 99 ($12M) Net assets 100 ($134M)2024 Revenue 20 ($11M) Expenses 97 ($11M) Net assets 103 ($138M)
201920202021202220232024
Revenue (20)Expenses (97)Net assets (103)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $174M to $135M (−22%).

$138M
$161M
$174M
$135M
$140M
$144M
201920202021202220232024
Total assetsTotal liabilities

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Julia Bator

Executive director

Board chair

Peter Davidson

Chairman

As listed on its FY2024 Form 990-PF.

The chief executive listed changed between the FY2021 and FY2022, and between the FY2022 and FY2023 filings.

201920202021202220232024
Listed999888
Joined·+0+0+1+1+0
No longer listed·00210
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 1 funder, grant income rose $20k → $100k.

From the IRS filings of THE JM KAPLAN FUND INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE JM KAPLAN FUND INC leans on a few funders — its largest provides 83% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

83%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

THE JM KAPLAN FUND INC draws 100% of its grant income from funders outside New York, across 2 states in all.

WY
OH

In-state vs out-of-state, by year

’17
’23
New York out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding THE JM KAPLAN FUND INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $156 on record.

State$156
Top programs
  • REFUNDS - GENERAL $156

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like THE JM KAPLAN FUND INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New York

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for THE JM KAPLAN FUND INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE JM KAPLAN FUND INC?
THE JM KAPLAN FUND INC (New York) receives grants from 2 organizations whose IRS filings report $120,000 to it, the largest being THE WHITE CEDAR FUND FORMERLY NOLEN BRADLEY FAMILY FUND ($100,000). 0 of them have funded it in more than one year.
How many funders does THE JM KAPLAN FUND INC have?
IRS filings report 2 organizations giving $120,000 in grants to THE JM KAPLAN FUND INC.
Who is the largest funder of THE JM KAPLAN FUND INC?
THE WHITE CEDAR FUND FORMERLY NOLEN BRADLEY FAMILY FUND is the largest funder on record, with $100,000 in grants. The full list of funders is on this page.
How can an organization like THE JM KAPLAN FUND INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing