Nonprofit · EIN 76-0205105
THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION
Tax-exempt · BELLAIRE, TX 77401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $570,554 | $507,300 | $63,254 | $5,202,270 | $0 | $5,202,270 |
| December 31, 2024 | 990-PF | $411,561 | $427,946 | -$16,385 | $5,139,016 | $0 | $5,139,016 |
| December 31, 2023 | 990-PF | $1,674,320 | $337,883 | $1,336,437 | $5,155,401 | $0 | $5,155,401 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $317,194
- Interest
- $3
- Net gain from sales of assets
- $248,931
- Other income
- $4,426
Expenses
- Grants and similar amounts paid
- $458,000
- Disbursements for charitable purposes
- $3,600
- Excise tax on investment income
- $1,538
Balance sheet and other
- Total assets, start of year
- $5,139,016
- Total assets, end of year
- $5,202,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,202,270
- Fair market value of assets
- $9,432,261
- Qualifying distributions
- $3,600
- Net investment income
- $153,690
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard E Kaplan 4534 Oleander Street, Bellaire, TX 77401 | President | 1 | $0 |
| Karen K Brooks 1410 Regalia Ct, Houston, TX 77055 | Secretary | 0 | $0 |
| Susan K Bruch 5635 Shady River Drive, Houston, TX 77056 | VP | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard E Kaplan 4534 Oleander Street, Bellaire, TX 77401 | President | 1 | $0 |
| Karen K Brooks 1410 Regalia Ct, Houston, TX 77055 | Secretary | 0 | $0 |
| Susan K Bruch 5635 Shady River Drive, Houston, TX 77056 | VP | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard E Kaplan 4534 Oleander Street, Bellaire, TX 77401 | President | 1 | $0 |
| Karen K Brooks 1410 Regalia Ct, Houston, TX 77055 | Secretary | 0 | $0 |
| Susan K Bruch 5635 Shady River Drive, Houston, TX 77056 | VP | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4534 OLEANDER ST, BELLAIRE, TX 77401-5119
- In care of
- % MARVIN KAPLAN
- Signed the 990-PF
- Richard E Kaplan, President
- Phone
- (713) 828-3586
- Return prepared by
- Jeffery H Kaplan PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0205105
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,202,270
- Income (IRS master file)
- $3,449,846
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $570,554 | $507,300 | $5,202,270 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $411,561 | $427,946 | $5,139,016 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,674,320 | $337,883 | $5,155,401 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 76-0205105).
Questions about THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION
- What is the EIN of THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION is 76-0205105.
- Is THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOAN AND MARVIN KAPLAN FAMILY CHARITABLE 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 JOAN AND MARVIN KAPLAN FAMILY CHARITABLE 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 JOAN AND MARVIN KAPLAN FAMILY CHARITABLE 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 JOAN AND MARVIN KAPLAN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $570,554, expenses of $507,300 and total assets of $5,202,270 at year end.
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