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Nonprofit · EIN 52-6043928

THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION

Tax-exempt · WASHINGTON, DC 20036

Financials

$2.9M$820K2023$1.5M$844K2024$1.6M$923K2025
Revenue Expenses · by fiscal year end
Financials of THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,569,339$923,478$645,861$16,713,677$0$16,713,677
December 31, 2024990-PF$1,480,912$844,410$636,502$16,174,687$0$16,174,687
December 31, 2023990-PF$2,893,531$820,122$2,073,409$15,609,533$31,820$15,577,713
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$630,192
Dividends
$603,034
Interest
$195,540
Net gain from sales of assets
$3,603
Other income
$136,970

Expenses

Grants and similar amounts paid
$900,000
Disbursements for charitable purposes
$900,000
Excise tax on investment income
$19,567

Balance sheet and other

Total assets, start of year
$16,174,687
Total assets, end of year
$16,713,677
Total liabilities, end of year
$0
Net assets, end of year
$16,713,677
Fair market value of assets
$19,975,423
Qualifying distributions
$900,000
Net investment income
$1,408,923

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
IRENE R KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
PRESIDENT1$0
EDWARD H KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
SECRETARY/TR1$0
MARTINE KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
VICE PRESIDE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
IRENE R KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
PRESIDENT1$0
EDWARD H KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
SECRETARY/TR1$0
MARTINE KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
VICE PRESIDE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
IRENE R KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
PRESIDENT1$0
EDWARD H KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
SECRETARY/TR1$0
MARTINE KAPLAN
1919 M STREET NW SUITE 320, WASHINGTON, DC 20036
VICE PRESIDE1$0

Address and contacts

Address (IRS master file)
1919 M ST NW STE 320, WASHINGTON, DC 20036-3516
Signed the 990-PF
EDWARD H KAPLAN, SECRETARY/TREASURER
Phone
(202) 293-6930
Return prepared by
PATRICK O'ROURKE CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-6043928
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1959
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,713,677
Income (IRS master file)
$2,199,530

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,569,339$923,478$16,713,677IRS
990-PFDecember 2024$1,480,912$844,410$16,174,687IRS
990-PFDecember 2023$2,893,531$820,122$15,609,533XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-6043928).

Questions about THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION

What is the EIN of THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION?
The employer identification number (EIN) of THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION is 52-6043928.
Is THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE CHARLES I AND MARY KAPLAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,569,339, expenses of $923,478 and total assets of $16,713,677 at year end.

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