Harold and Nancy Kaplan Foundation

Tax-deductible

Naples, FL501(c)(3)Foundations & GrantmakersEIN 23-2831054Revenue $76K in FY2025

On file with the IRS7484 Little Ln Unit 601, 34105-7374 · Naples, FLTax-exempt since Jun 1997Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2025 · Form 990-PFIndependent: 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
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $5K a year · 5% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$76K
+10% vs prior year
Spent
$104K
Net assets
$677K
By yearFY2020–FY2025
Revenue
$76K
FY2025▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$183K
FY2021$128K
FY2022$96K
FY2023$72K
FY2024$70K
FY2025$76K
Expenses
$104K
FY2025▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$100K
FY2021$126K
FY2022$134K
FY2023$102K
FY2024$91K
FY2025$104K
Net assets
$677K
FY2025▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2020$791K
FY2021$793K
FY2022$755K
FY2023$726K
FY2024$705K
FY2025$677K

From the FY2025 Form 990 (year ending September 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1997.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 85% · $88K Operating & administrative 15% · $16K

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

1 person listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
See Harold and Nancy Kaplan Foundation executive salaries →

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Programs and updates

A private foundation based in Naples, FL.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 10 grants · $88K · 2024–2024
American Technical SocietyFY2024$25,000
Theatre ZoneFY2024$8,500
The Shelter for Abused Women ChilFY2024$5,000
Salvation ArmyFY2024$5,000
Collier Senior CenterFY2024$2,000
Friends of the LibraryFY2024$1,000
Hospice of Collier CountyFY2024$100
Dystonia Medical FoundationFY2024$100

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV2
Average grantPart XV$9K
Median grantPart XV$5K
Largest grantPart XV$40K
Top cause focusNTEEInternational (10%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$76K
Investment income$76K
Money out
$104K
Grants paid$88K
Running costs$16K
Owns and owes
$677K
net assets
Cash and savings$47K
Total assets$677K
Liabilities$0
People
1
listed
Paid0
2In more detail
Revenue in detail
Investment income$76K
Total revenue$76K
Assets in detailEnd of year
Cash and savings together$47K
Total assets$677K
Liabilities$0
Net assets$677K
Operations
Fiscal year endsSeptember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $76K$104K−$28K$677K 990 PDF
FY2024 $70K$91K−$21K$705K 990 PDF
FY2023 $72K$102K−$29K$726K 990 PDF
FY2022 $96K$134K−$38K$755K 990 PDF
FY2021 $128K$126K$2K$793K 990 PDF
FY2020 $183K$100K$83K$791K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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