KAPLAN IDA & JOSEPH FOUNDATION THE
https://N/ATotal Given 2017–2018
$793K
6 grants · $397K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$38K
typical mid grants · $20K–$50K
grant size
50%
supporter · 2/4 multi-year
repeat
$751K
Assets · 2018
4
Distinct recipients
About
AS PART OF ITS TERMINATION PROCESS, THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS TO A QUALIFIED PUBLIC CHARITY. RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND, 200 SEAPORT MAIL ZONE NCW4B, BOSTON, MA 02210 ASSETS DISTRIBUTED AND FAIR MARKET VALUES: CASH: $3,597 PUBLICLY TRADED SECURITIES: $713,495 THE FOUNDATION MADE A FINAL DISTRIBUTION TO THIS RECIPIENT IN NOVEMBER 2018.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2023371393
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $75K | $751K | $69K | 3 |
| 2018 | $718K | $0 | $28K | 3 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$5K
25th Pctl
$20K
Median
$38K
Average
$132K
75th Pctl
$50K
Maximum
$643K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| LAURIE KAPLAN | MANAGING TRUSTEE | — |
| DAVID APPELMAN | TRUSTEE | — |
| RACHEL MYEROWITZ | TRUSTEE | — |
Grants Awarded (6 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | BOSTON, MA | $643,117 | INITIAL TRANSFER IN LIQUIDATION | 2018 |
| THE EQUITY PROJECT CHARTER SCHOOL | NEW YORK, NY | $50,000 | GENERAL OPERATING EXPENSE | 2017 |
| THE EQUITY PROJECT CHARTER SCHOOL | NEW YORK, NY | $50,000 | GENERAL OPERATING EXPENSE | 2018 |
| WEST END HOUSE GIRLS CAMP INC | ALLSTON, MA | $25,000 | GENERAL OPERATING EXPENSE | 2018 |
| WEST END HOUSE GIRLS CAMP INC | ALLSTON, MA | $20,000 | GENERAL OPERATING EXPENSE | 2017 |
| UNIVERSITY SETTLEMENT SOCIETY | NEW YORK, NY | $5,000 | GENERAL OPERATING EXPENSE | 2017 |