Caplan Family Charitable Trust is a private foundation focused on N/A, based in BRYN MAWR, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 3 grants totaling $263K. Net investment income was $107K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Caplan Family Charitable Trust
Based on IRS filings
Caplan Family Charitable Trust is a private foundation focused on N/A, based in BRYN MAWR, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 3 grants totaling $263K. Net investment income was $107K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Rosemont College ($200,000), Various See Attached Worksheet ($38,235), Jewish Federation of Philadelphia ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF PHILADELPHIA PHILADELPHIA, PA | CHARITABLE CONTRIBUTIONS | $25,000 |
| VARIOUS SEE ATTACHED WORKSHEET PHILADELPHIA, PA | CHARITIES | $38,235 |
| ROSEMONT COLLEGE BRYN MAWR, PA | CHARITIES | $200,000 |
Leadership & 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 | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caplan Family Charitable Trust?
Caplan Family Charitable Trust is a private foundation focused on N/A, based in BRYN MAWR, PA. It holds $2.2M in total assets as of 2024.
How large is Caplan Family Charitable Trust?
As of 2024, Caplan Family Charitable Trust holds $2.2M in total assets with $19K in annual revenue. It awarded 3 grants totaling $263K in 2024.
Where does Caplan Family Charitable Trust operate?
Caplan Family Charitable Trust has awarded grants in Pennsylvania.
What size grants does Caplan Family Charitable Trust award?
In 2024, Caplan Family Charitable Trust awarded 3 grants totaling $263K — an average of about $88K per grant, based on its IRS Form 990 filings.
What is Caplan Family Charitable Trust's EIN?
Caplan Family Charitable Trust's EIN (Employer Identification Number) is 23-7749795. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Caplan Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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