Caplin Foundation
EIN 526078981Total Given 2018–2023
$4.6M
1,209 grants · $773K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$1K
typical micro grants · $500–$2K
grant size
51%
supporter · 257/500 multi-year
repeat
$8.0M
Assets (2023)
500
Distinct Recipients
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,758,410. This amount represents 25% or more of the Foundation's net assets of $10,711,742 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $244K | $5.0M | $443K | 164 |
| 2019 | N/A | $9.4M | $2.9M | N/A |
| 2020 | $406K | $10.9M | $40K | 264 |
| 2021 | $513K | $13.6M | $408K | 241 |
| 2022 | $718K | $10.7M | $2.0M | 274 |
| 2023 | $2.8M | $8.0M | $107K | 266 |
Grant Size Distribution
Based on 1209 grants on record
Minimum
$100
25th Pctl
$500
Median
$1K
Average
$4K
75th Pctl
$2K
Maximum
$2.2M
Geographic Distribution
Officers & Directors
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
LC
Lee Caplin
5 yrs
Dir, Vice President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
LC
Lee Caplin
5 yrs
Dir, Vice President
Leadership
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
LC
Lee Caplin
5 yrs
Dir, Vice President
Leadership
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
LC
Lee Caplin
5 yrs
Dir, Vice President
Leadership
MC
Mortimer Caplin
2 yrs
Dir, chair
Leadership
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
MC
Mortimer Caplin
2 yrs
Dir, chair
Leadership
LC
Lee Caplin
5 yrs
Dir, Vice President
Leadership
JC
Jeremy Caplin
6+ yrs
Dir, President
Leadership
MC
Michael Caplin
6+ yrs
Dir, Sec, Treasurer
Leadership
CC
Catherine Caplin
6+ yrs
Dir
Grants Awarded (1,209 total)
| Purpose | ||||
|---|---|---|---|---|
| The Miami Foundation Inc | Miami, FL | $2,250,000 | general & unrestricted | 2023 |
| Florida International University Foundation Inc | Miami, FL | $75,000 | Lee Caplin Immersive Studio for Altered Reality (istar) | 2022 |
| Florida International University Foundation Inc | Miami, FL | $70,000 | Lee Caplin Immersive Studio for Altered Reality | 2021 |
| Florida International University Foundation Inc | Miami, FL | $60,000 | CARTA iSTAR | 2020 |
| Baptist Health South Florida Foundation Inc | Coral Gables, FL | $42,500 | General & Unrestricted | 2022 |
| Colonnade Club of the University of Virginia | Charlottesville, VA | $30,000 | For the purchase of the historic 1875 Green Peyton map of Albemarle County | 2018 |
| University of Virginia Law School Foundation | Charlottesville, VA | $30,000 | MMC Public Service Center Endowment & the MMC public service award endowment | 2021 |
| Interlochen Center for the Arts | Interlochen, MI | $30,000 | to fund NY Philharmonic musicians and the venue for rehearsal in preparation for their performance on March 03, 2023 | 2022 |
| University of Virginia Law School Foundation | Charlottesville, VA | $30,000 | the Mortimer Caplin Public Service Center, the mortimer caplin public service award fund | 2022 |
| Adrienne Arsht Center Foundation Inc | Miami, FL | $25,000 | General & Unrestricted | 2018 |
| Adrienne Arsht Center Foundation Inc | Miami, FL | $25,000 | ARSHT Endowment | 2020 |
| Adrienne Arsht Center Foundation Inc | Miami, FL | $25,000 | ARSHT Endowment | 2021 |
| George Washington University | Washington, DC | $25,000 | The Mary Ellen Caplin Scholarship Fund | 2021 |
| University of Virginia | Charlottesville, VA | $25,000 | Department Of Drama: Ruth Caplin Award In Dance | 2021 |
| George Washington University | Washington, DC | $25,000 | Mary Ellen Caplin Scholarship Fund | 2023 |
| University of Virginia | Charlottesville, VA | $25,000 | Ruth Caplin Dance Fund | 2023 |
| Adrienne Arsht Center Foundation Inc | Miami, FL | $25,000 | General & Unrestricted | 2022 |
| George Washington University | Washington, DC | $25,000 | Mary Ellen Caplin scholarship fund | 2022 |
| University of Virginia | Charlottesville, VA | $25,000 | Ruth Caplin Dance Fund in the Dance Department | 2022 |
| Friends of Downtown | Charlottesville, VA | $22,000 | to commission public art sculpture of distinguished citizen | 2022 |
| Florida International University Foundation Inc | Miami, FL | $20,000 | General & Unrestricted | 2018 |
| Charlottesville Area Community Foundation | Charlottesvle, VA | $19,750 | Friends of Downtown Charlottesville Committee | 2021 |
| Southern Environmental Law Center | Charlottesville, VA | $15,500 | General & Unrestricted | 2021 |
| Southern Environmental Law Center | Charlottesville, VA | $15,500 | General & Unrestricted | 2023 |
| Southern Environmental Law Center | Charlottesville, VA | $15,500 | General & Unrestricted | 2022 |