Caplan Family Charitable Trust
BRYN MAWR, PA EIN: 23-7749795
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.2M
-5.2% YoY
Annual Giving
$263K
+424.7% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$88K
+249.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,201,707 | $2,322,013 | $2,253,147 |
| Revenue | $19,277 | $82,720 | $127,713 |
| Expenses | $265,010 | $56,956 | $104,927 |
| Qualifying Distributions | $263,235 | $2,378,969 | $2,358,074 |
| Net Investment Income | $107,033 | $82,720 | — |
| Distributable Amount | — | $113,209 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Caplan Family Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES A CAPLAN | TRUSTEE | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Pennsylvania $399K (100%)
States
Cities
Bryn MawrPhiladelphia
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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