Caplan Family Charitable Trust
EIN 237749795Total Given 2016–2024
$623K
12 grants · $69K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$36K
typical mid grants · $25K–$57K
grant size
80%
deep partner · 4/5 multi-year
repeat
$2.2M
Assets (2024)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
James Caplan
Phone
(610) 416-2118
Deadlines
November 15
How to Apply
Letter outlining the charitable purpose of he grant
Restrictions
Must be for charitable purposes
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $67K | $1.8M | $184K | 1 |
| 2017 | $70K | $1.8M | $186K | 1 |
| 2018 | $53K | $1.8M | $81K | 1 |
| 2019 | $35K | $0 | $154K | 1 |
| 2020 | $28K | $2.0M | $138K | 1 |
| 2021 | $37K | $2.2M | $224K | 1 |
| 2022 | $20K | $2.3M | $128K | 1 |
| 2023 | $50K | $2.3M | $83K | 2 |
| 2024 | $263K | $2.2M | $19K | 3 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$20K
25th Pctl
$25K
Median
$36K
Average
$52K
75th Pctl
$57K
Maximum
$200K
Geographic Distribution
Officers & Directors
JC
James a Caplan
9+ yrs
Trustee
JC
James a Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
JC
James A Caplan
9+ yrs
Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Rosemont College | Bryn Mawr, PA | $200,000 | CHARITIES | 2024 |
| Various see attached schedule | Bryn Mawr, PA | $69,921 | Charitable giving | 2017 |
| Various see attached schedule | Bryn Mawr, PA | $66,822 | Charitable giving | 2016 |
| Various see attached schedule | Bryn Mawr, PA | $53,365 | Charitable giving | 2018 |
| Various See Attached Worksheet | Philadelphia, PA | $38,235 | CHARITIES | 2024 |
| See attached schedule | Bryn Mawr, PA | $37,450 | Charitable givingFundraising | 2021 |
| Various see attached schedule | Bryn Mawr, PA | $34,700 | Charitable giving | 2019 |
| See attached schedule | Bryn Mawr, PA | $28,193 | Charitable givingFundraising | 2020 |
| Various See Attached Worksheet | Philadelphia, PA | $25,170 | CHARITIES | 2023 |
| Jewish Federation of Philadelphia | Philadelphia, PA | $25,000 | CHARITABLE CONTRIBUTIONS | 2023 |
| Jewish Federation of Philadelphia | Philadelphia, PA | $25,000 | CHARITABLE CONTRIBUTIONS | 2024 |
| See attached schedule | Bryn Mawr, PA | $19,555 | Charitable givingFundraising | 2022 |