J M Kaplan Fund INC FY2022 filing

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501(c)(3) charity; gifts are tax-deductible.
$356K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2022 · Form 990-TIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-T
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $2.7M a year · 34% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$356K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
990-PF Pt VIII
10 mo
of spending, in cash
Looks good: 10.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5.5M
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.6M
-17% vs prior year
Spent
$9.0M
Net assets
$130.0M
By yearFY2020–FY2024
Revenue
$7.6M
FY2022▼ -17%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.1M
FY2021$9.2M
FY2022$7.6M
FY2023$7.1M
FY2024$11.1M
Expenses
$9.0M
FY2022▼ -28%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.6M
FY2021$12.5M
FY2022$9.0M
FY2023$11.5M
FY2024$11.3M
Net assets
$130.0M
FY2022▼ -21%
Tap a bar for its year
Net assets by fiscal year
FY2020$157.4M
FY2021$165.1M
FY2022$130.0M
FY2023$133.7M
FY2024$138.0M

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1950.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 54% · $4.9M Operating & administrative 46% · $4.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990-T; $356K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Secretary and Executive Director
$298,500Pt VII · Sec A
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A
$7,000Pt VII · Sec A
$6,000Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Julia Bator$300,000$38,636——
Amy Freitag——$298,500$299,200
Peter Davidson$9,000$9,000$8,000$9,000
J Matthew Davidson$9,000$8,000$8,000$9,000
Brad Davidson$9,000$9,000$8,000$9,000
Elizabeth Davidson Pickering$9,000$9,000$8,000$9,000
Caio Fonseca$6,000$5,000$6,000$9,000
Isabel Fonseca$9,000$9,000$8,000$9,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See J M Kaplan Fund INC executive salaries →

Programs and updates

A private foundation based in New York, NY.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 259 grants · $6.4M · 2023–2023
Movement Voter FundMA · FY2023$300,000
European Climate FoundationFY2023$250,000
Prince Claus Fund for Culture and DevelopmentFY2023$225,000
Individual RecipientFY2023$150,000
Equally American Legal Defense and Education FundFY2023$150,000
BiladiFY2023$114,900
Turquoise Mountain FoundationDC · FY2023$100,000
The Academic Research Institute in Iraq (tarii)FY2023$100,000
Pax Peace by Peace at Nevada Community FoundationFY2023$100,000
Natural Areas Conservancy INCNY · FY2023$100,000
Hopewell FundDC · FY2023$100,000
Hopewell FundDC · FY2023$100,000
Balkan Heritage FoundationFY2023$100,000
The Pew Charitable TrustsDC · FY2023$80,000
See all 259 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV152
Average grantPart XV$25K
Median grantPart XV$6K
Largest grantPart XV$300K
Top cause focusNTEEArts & Culture (20%)

By the numbers

The FY2022 990-T, line by line.

1The main four
Money in
$7.6M
Investment income$7.4M
Other income$192K
Money out
$9.0M
Grants paid$4.9M
Running costs$4.1M
Owns and owes
$130.0M
net assets
Cash and savings$7.6M
Total assets$135.4M
Liabilities$5.5M
People
10
listed
Paid9
2In more detail
Revenue in detail
Investment income$7.4M
Other income$192K
Total revenue$7.6M
Assets in detailEnd of year
Cash and savings together$7.6M
Total assets$135.4M
Liabilities$5.5M
Net assets$130.0M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $11.1M$11.3M−$211K$138.0M 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $7.1M$11.5M−$4.4M$133.7M 990 PDF
FY2022 Viewing $7.6M$9.0M−$1.4M$130.0M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $9.2M$12.5M−$3.3M$165.1M 990 PDF
FY2020Filed with the IRS Nov 11, 2021 $5.1M$9.6M−$4.5M$157.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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