STRATEGY STUDIO / PUBLIC DATA EXPLORER

NAOMI KAPLAN FAMILY FOUNDATION

Cite this

Plain text NAOMI KAPLAN FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/030452265. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). NAOMI KAPLAN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/030452265

MLA “NAOMI KAPLAN FAMILY FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/030452265. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $3.3M · expenses $654K · assets $12.0M

EIN
03-0452265
Address
120 PALMETTO DUNES CIR, NAPLES, FL 34113-7560
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2002
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Richard Hayden TRUSTEE2023-2024 $19,052$19,052 1
James O'Connor TRUSTEE2010-2024 $19,051$19,051 2
John Ferguson TRUSTEE2010-2024 $19,051$19,051 1

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Naomi Kaplan (former) TRUSTEE2010-2022 1 $0 reported 2

People by year

2024 · 3 people listed · 3 paid, $57K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD HAYDEN TRUSTEE1 $19,052-$0 $19,0521
JAMES O'CONNOR TRUSTEE1 $19,051-$0 $19,0512
JOHN FERGUSON TRUSTEE1 $19,051-$0 $19,0511
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES O'CONNOR TRUSTEE1 $0-$0 $02
JOHN FERGUSON TRUSTEE1 $0-$0 $01
RICHARD HAYDEN TRUSTEE1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE1 $0-$0 $02
JAMES O'CONNOR TRUSTEE1 $0-$0 $02
JOHN FERGUSON TRUSTEE1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NAOMI KAPLAN TRUSTEE0 $0-$0 $02
JAMES O'CONNOR TRUSTEE0 $0-$0 $02
JOHN FERGUSON TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 6 grants to organizations · $420K
2023 · 2 grants to organizations · $165K
2022 · 2 grants to organizations · $75K
2021 · 4 grants to organizations · $127K
2020 · 1 grant to organizations · $25K
2019 · 3 grants to organizations · $78K
2018 · 2 grants to organizations · $75K
2017 · 2 grants to organizations · $125K
2016 · 2 grants to organizations · $85K
2015 · 4 grants to organizations · $150K
2014 · 9 grants to organizations · $108K
2013 · 4 grants to organizations · $184K
2011 · 7 grants to organizations · $206K
2010 · 4 grants to organizations · $177K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $3.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF NAOMI KAPLAN Organization or other LARCHMONT, NY $3,000,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $5.5M
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF NAOMI KAPLAN Organization or other LARCHMONT, NY $5,455,376$707,764 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $2.7M
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF NAOMI KAPLAN Organization or other LARCHMONT, NY $2,669,744- Form 990PF Sch. B, 2022 · filing
2014 · 1 contributor · $350K
#ContributorTypeCity, stateTotalNoncashSource
1 NAOMI KAPLAN Person LARCHMONT, NY $350,000- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,330,419$654,253 $12,001,110$12,001,110 $3,000,000- $57,154--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$5,686,556$294,926 $9,324,944$9,324,944 $5,455,376- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,652,510$131,052 $3,933,314$3,933,314 $2,669,744- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$97,924$169,032 $1,411,856$1,411,856 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$82,187$64,163 $1,434,636$1,434,636 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$54,127$98,794 $1,416,612$1,416,612 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$41,055$106,628 $1,461,279$1,461,279 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$121,470$149,367 $1,526,852$1,526,852 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$42,623$106,859 $1,554,749$1,554,749 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$161,798$180,594 $1,618,985$1,618,985 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$457,497$131,947 $1,637,781$1,637,781 $350,000- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$41,457$202,738 $339,984$339,984 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$50,260$215,489 $344,557$344,557 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$6,994$191,364 $509,786$509,786 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CLINE FAMILY FOUNDATIONFLT22 $3,452,810$1,562,236 EXECUTIVE DI$151,116 Same NTEE code T22, revenue within 2x, same state, similar name
TOLER FAMILY FOUNDATIONFLT22 $3,529,444$1,700,105 PRESIDENT/TREASURER$0 Same NTEE code T22, revenue within 2x, same state, similar name
RUANE FAMILY FOUNDATIONFLT22 $3,977,365$5,888,075 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
DINOVI FAMILY FOUNDATIONFLT22 $3,671,583$2,193,197 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
FREE FAMILY FOUNDATION CORPFLT22 $2,635,955$3,313,378 SECRETARY$336,989 Same NTEE code T22, revenue within 2x, same state, similar name
GERSON FAMILY FOUNDATION TRFLT22 $2,608,837$191,355 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
BURTON FAMILY FOUNDATION INCFLT22 $4,436,154$1,090,115 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
WILLIAMS FAMILY FOUNDATION INCFLT22 $4,002,434$1,918,225 Pres./Dir.$0 Same NTEE code T22, revenue within 2x, same state
ROBERT J BAUER FAMILY FOUNDATIONFLT22 $3,853,676$1,708,470 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MANN FAMILY FOUNDATION TR 060700FLT22 $4,384,038$782,148 OFFICER$0 Same NTEE code T22, revenue within 2x, same state
DOUGLAS R MOORE FAMILY FOUNDATIONFLT22 $4,500,533$958,807 President$0 Same NTEE code T22, revenue within 2x, same state
ROBERT E DODS FAMILY FOUNDATION INCFLT22 $3,749,318$742,341 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SNYDER FAM FOUNDATIONFLT22 $3,919,824$514,777 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CLAY AND DEBBIEJONES FAMILY FOUNDATIONFLT22 $2,881,250$1,297,099 President$0 Same NTEE code T22, revenue within 2x, same state
CHRISTOPHER B GALVIN FAMILY FOUNDATIONFLT22 $2,879,443$424,826 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JILL AND JAY BERNSTEIN FAMILY FOUNDATIONFLT22 $2,958,544$1,616,849 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FARLIGHT FOUNDATIONFLT22 $3,269,612$984,137 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
776 FOUNDATIONFLT22 $2,763,693$2,250,356 FOUNDATION PERSON$278,687 Same NTEE code T22, revenue within 2x, same state
MCJUNKIN FAMILY CHARITABLE FOUNDATION INCFLT22 $3,729,039$4,486,381 PRES/SEC/DIR$135,000 Same NTEE code T22, revenue within 2x, same state
JOSE MILTON FOUNDATIONFLT22 $2,647,044$1,340,585 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BILL AND LINDA STAVROPOULOS FAMILY FOUNDATIONFLT22 $3,253,178$2,690,376 President$0 Same NTEE code T22, revenue within 2x, same state
DAHNA FOUNDATION INCFLT22 $3,072,476$80,515 PRESIDENT, SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HAWK ROCK FOUNDATIONFLT22 $2,694,763$3,419,996 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATIONFLT22 $2,575,908$66,711 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LOS GATOS FOUNDATION INCFLT22 $3,101,733$8,283 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHN P AND JUNE D HEFFERNAN FOUNDATION Private foundation$2,966,7651 12013–2013 HEFFERNAN FAMILY FOUNDATION
HAMILTON COUNTY COMMUNITY FOUNDATION INC DAF sponsor$200,0001 12010–2010 DOUGLAS R MOORE FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $654,253 spent · pay $57,154 · grants $420,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $420,000 64.2%
Fees: other professional $149,784 22.9%
Pay: officers, directors, trustees $57,154 8.7%
Fees: accounting $20,160 3.1%
Taxes $6,405 1.0%
Other expenses $750 0.1%
Total$654,253100%

View the filing

2023 · Form 990PF · $294,926 spent · pay $0 · grants $165,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $165,000 55.9%
Fees: other professional $116,727 39.6%
Fees: accounting $11,550 3.9%
Taxes $1,399 0.5%
Other expenses $250 0.1%
Total$294,926100%

View the filing

2022 · Form 990PF · $131,052 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 57.2%
Fees: other professional $45,890 35.0%
Fees: accounting $8,600 6.6%
Taxes $1,312 1.0%
Other expenses $250 0.2%
Total$131,052100%

View the filing

2021 · Form 990PF · $169,032 spent · pay $0 · grants $127,322 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $127,322 75.3%
Other expenses $33,123 19.6%
Fees: accounting $7,600 4.5%
Taxes $987 0.6%
Total$169,032100%

View the filing

2020 · Form 990PF · $64,163 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 39.0%
Other expenses $23,393 36.5%
Fees: accounting $15,075 23.5%
Taxes $695 1.1%
Total$64,163100%

View the filing

2019 · Form 990PF · $98,794 spent · pay $0 · grants $78,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $78,000 79.0%
Other expenses $20,794 21.0%
Total$98,794100%

View the filing

2018 · Form 990PF · $106,628 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 70.3%
Other expenses $21,555 20.2%
Fees: accounting $8,450 7.9%
Taxes $1,623 1.5%
Total$106,628100%

View the filing

2017 · Form 990PF · $149,367 spent · pay $0 · grants $125,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $125,000 83.7%
Other expenses $17,528 11.7%
Fees: accounting $6,600 4.4%
Taxes $239 0.2%
Total$149,367100%

View the filing

2016 · Form 990PF · $106,859 spent · pay $0 · grants $85,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $85,000 79.5%
Other expenses $17,981 16.8%
Taxes $3,878 3.6%
Total$106,859100%

View the filing

2015 · Form 990PF · $180,594 spent · pay $0 · grants $150,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $150,000 83.1%
Other expenses $20,201 11.2%
Fees: accounting $6,800 3.8%
Taxes $3,593 2.0%
Total$180,594100%

View the filing

2014 · Form 990PF · $131,947 spent · pay $0 · grants $107,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $107,500 81.5%
Other expenses $17,317 13.1%
Fees: accounting $6,700 5.1%
Taxes $430 0.3%
Total$131,947100%

View the filing

2013 · Form 990PF · $202,738 spent · pay $0 · grants $183,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $183,500 90.5%
Fees: accounting $15,075 7.4%
Other expenses $4,135 2.0%
Taxes $28 0.0%
Total$202,738100%

View the filing

2011 · Form 990PF · $215,489 spent · pay $0 · grants $206,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $206,000 95.6%
Other expenses $5,689 2.6%
Fees: accounting $3,800 1.8%
Total$215,489100%

View the filing

2010 · Form 990PF · $191,364 spent · pay $0 · grants $177,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $177,000 92.5%
Other expenses $7,964 4.2%
Fees: accounting $6,400 3.3%
Total$191,364100%

View the filing