Joan and Marvin Kaplan Family Charitable Foundation
EIN 760205105Total Given 2020–2024
$1.4M
5 grants · $287K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$290K
typical big bets · $284K–$294K
grant size
100%
deep partner · 1/1 multi-year
repeat
$9.0M
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(713) 782-5781
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $284K | $5.9M | $482K | 1 |
| 2021 | $187K | $6.9M | $222K | 1 |
| 2022 | $290K | $6.0M | $211K | 1 |
| 2023 | $294K | $8.3M | $1.7M | 1 |
| 2024 | $381K | $9.0M | $412K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$187K
25th Pctl
$284K
Median
$290K
Average
$287K
75th Pctl
$294K
Maximum
$381K
Geographic Distribution
Officers & Directors
RK
Richard E Kaplan
2 yrs
President
Leadership
SB
Susan K Bruch
5+ yrs
Vice President
Leadership
KB
Karen K Brooks
5+ yrs
Secretary
Leadership
RK
Richard E Kaplan
2 yrs
President
Leadership
SB
Susan K Bruch
5+ yrs
Vice President
Leadership
KB
Karen K Brooks
5+ yrs
Secretary
Leadership
JK
Joan Kaplan
3 yrs
President
Leadership
SB
Susan K Bruch
5+ yrs
Vice President
Leadership
RK
Richard Kaplan
3 yrs
Treasurer
Leadership
KB
Karen K Brooks
5+ yrs
Secretary
Leadership
JK
Joan Kaplan
3 yrs
President
Leadership
SB
Susan K Bruch
5+ yrs
Vice President
Leadership
RK
Richard Kaplan
3 yrs
Treasurer
Leadership
KB
Karen K Brooks
5+ yrs
Secretary
Leadership
JK
Joan Kaplan
3 yrs
President
Leadership
SB
Susan K Bruch
5+ yrs
Vice President
Leadership
RK
Richard Kaplan
3 yrs
Treasurer
Leadership
KB
Karen K Brooks
5+ yrs
Secretary
Leadership
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Statement C-1 | Houston, TX | $381,000 | The purpose of these contributionsis to provide funds to charitable organizations | 2024 |
| See Attached Statement C-1 | Houston, TX | $294,500 | The purpose of these contributionsis to provide funds to charitable organizations | 2023 |
| See Attached Statement C-1 | Houston, TX | $289,500 | The purpose of these contributionsis to provide funds to charitable organizations | 2022 |
| See Attached Statement C-1 | Houston, TX | $283,750 | The purpose of these contributionsis to provide funds to charitable organizations | 2020 |
| See Attached Statement C-1 | Houston, TX | $187,200 | The purpose of these contributionsis to provide funds to charitable organizations | 2021 |