Caplan Family Foundation Trust
Caplan Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $479K in total assets. In 2024, it awarded 14 grants totaling $306K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$479K
-42.3% YoY
Annual Giving
$306K
+259.7% YoY
Grant Count
14
+180.0% YoY
Avg Grant Size
$22K
+28.5% YoY
Under IRS private-foundation payout rules, Caplan Family Foundation Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About Caplan Family Foundation Trust
Based on IRS filings
Caplan Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $479K in total assets. In 2024, it awarded 14 grants totaling $306K. Net investment income was $17K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $478,968 | $829,446 | $778,392 |
| Revenue | $426,490 | $178,286 | $56,813 |
| Expenses | $305,750 | $128,207 | $257,302 |
| Qualifying Distributions | $305,750 | $85,000 | $211,000 |
| Net Investment Income | $16,662 | $11,388 | $10,813 |
| Distributable Amount | $31,332 | $38,950 | $42,906 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fordham University ($100,000), Orthodox Jewish Cong of America ($50,000), Tikva Org ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUSCHWITZ JEWISH CENTER NEW YORK, NY | GENERAL PURPOSE | $2,500 |
| FORDHAM UNIVERSITY WEST HARRISON, NY | GENERAL PURPOSE | $100,000 |
| FORDHAM UNIVERSITY WEST HARRISON, NY | GENERAL PURPOSE | $20,000 |
| GLASSWING INT'L NEW YORK, NY | GENERAL PURPOSE | $10,000 |
| JCC DUBAI | GENERAL PURPOSE | $10,000 |
| MERIT SPREAD FOUNDATION NEW YORK, NY | GENERAL PURPOSE | $25,000 |
| PAN MASS CHALLENGE INC NEEDHAM, MA | GENERAL PURPOSE | $750 |
| PRISON MINISTRIES INC ELIZABETHPORT, NJ | GENERAL PURPOSE | $500 |
| READ AHEAD INC NEW YORK, NY | GENERAL PURPOSE | $5,000 |
| ORTHODOX JEWISH CONG OF AMERICA NEW YORK, NY | GENERAL PURPOSE | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GORDON CAPLAN | PRESIDENT | — | — |
| AMY CAPLAN | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caplan Family Foundation Trust?
Caplan Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. It holds $479K in total assets as of 2024.
How large is Caplan Family Foundation Trust?
As of 2024, Caplan Family Foundation Trust holds $479K in total assets with $426K in annual revenue. It awarded 14 grants totaling $306K in 2024.
Where does Caplan Family Foundation Trust operate?
Caplan Family Foundation Trust has awarded grants in Arizona, California, Connecticut, Florida, Iowa, Illinois, Massachusetts, New Jersey, New York, Texas.
What size grants does Caplan Family Foundation Trust award?
In 2024, Caplan Family Foundation Trust awarded 14 grants totaling $306K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Caplan Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caplan Family Foundation Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caplan Family Foundation Trust's EIN?
Caplan Family Foundation Trust's EIN (Employer Identification Number) is 13-7258430. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Caplan Family Foundation 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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