Caplan Family Foundation Trust
Caplan Family Foundation Trust is a private foundation based in Greenwich, Connecticut. Its 2024 filing reports 14 grants totaling $305,750, including grants to a university, charitable organizations, and other organizations.
Caplan Family Foundation Trust at a glance
In short: Caplan Family Foundation Trust gave $306K across 14 grants in 2024 (avg $22K), mostly in New York. 82% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $305,750
- +259.7% vs 2023
- Grants made (2024)
- 14
- +180.0% vs 2023
- Average grant
- $21,839
- +28.5% vs 2023
- Median grant
- $10,000
- Total assets
- $478,968
- -42.3% vs 2023
- New grantees (estimate)
- 82% first-time grantees (9 of 11, 2024; small sample)
- Primary geography
- New York (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Caplan Family Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 20 Brynwood Lane, Greenwich, CT 06831
Phone: (212) 223-6300
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Caplan Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Fordham University ($120K across 2 grants). Together the top 10 received $305K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 33 grants of 42 (79%).
Geographic Focus
Where this funder awards grants
In 2024, 70% of grant dollars went to recipients in New York and 25% to recipients in New Jersey. The filing also reports 2% to Florida, less than 1% to Massachusetts, and 3% in a category marked “?”.
Grant Distribution by State
Share of 2024 grant dollars across all 14 itemized grants.
Cities
Is Caplan Family Foundation Trust open to new grantees?
82%
first-time grantees, 2024
In 2024, 9 of 11 grantees (82%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $12K; repeat grants $98K. How we count
Medians: $7K first-time, $98K repeat.
- 18% of 2024 grantees were also funded in 2023. Method
- Giving grew 22% from 2021 to 2024. Method
- In 2024 it paid out 976% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $85K (2023) to $306K (2024). In 2024 it made 14 grants totaling $306K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fordham University West Harrison, NY | General Purpose | $100,000 |
| Orthodox Jewish Cong of America New York, NY | General Purpose | $50,000 |
| Tikva Org West Caldwell, NJ | General Purpose | $50,000 |
| Merit Spread Foundation New York, NY | General Purpose | $25,000 |
| Fordham University West Harrison, NY | General Purpose | $20,000 |
| Tikva Org West Caldwell, NJ | General Purpose | $15,000 |
| Glasswing Int'l New York, NY | General Purpose | $10,000 |
| JCC Dubai | General Purpose | $10,000 |
| Tikva Org West Caldwell, NJ | General Purpose | $10,000 |
| Warriors of Light Highland Beach, FL | General Purpose | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $478,968 | $426,490 | $305,750 | $305,750 | 14 | $305,750 | $16,662 | $31,332 |
| 2023 | $829,446 | $178,286 | $128,207 | $85,000 | 5 | $85,000 | $11,388 | $38,950 |
| 2022 | $778,392 | $56,813 | $257,302 | $211,000 | 9 | $211,000 | $10,813 | $42,906 |
| 2021 | $982,196 | $307,430 | $249,600 | $249,600 | 8 | $249,600 | $9,315 | $50,099 |
| 2020 | $985,579 | $290,258 | $153,700 | $153,700 | 6 | — | $8,934 | $32,138 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for Fordham University, which describes its mission as discovering wisdom and transmitting learning through research and education. Read Ahead Inc. says it helps New York City youth build literacy and social-emotional skills through mentoring.
Grantmaking
In 2024, the foundation reported 14 grants totaling $305,750. Grants ranged from $500 to $100,000, with a median grant of $10,000. Larger grants included $100,000 and $20,000 to Fordham University; $50,000, $15,000, and $10,000 to TIKVA ORG; $50,000 to Orthodox Jewish Cong of America; and $25,000 to Merit Spread Foundation. Other listed recipients included Glasswing Int’l ($10,000), JCC Dubai ($10,000), Warriors of Light ($7,000), Read Ahead Inc. ($5,000), and Auschwitz Jewish Center ($2,500). The filing lists the grants’ purposes as “general purpose.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gordon Caplan as president and Amy Caplan as vice president.
Caplan Family Foundation Trust is led by Gordon Caplan, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gordon Caplan
President
On filings since 2020
No compensation reported
Amy Caplan
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Caplan Family Foundation Trust
How much does Caplan Family Foundation Trust give each year?
Caplan Family Foundation Trust gave $306K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $85K across 5 grants.
What is Caplan Family Foundation Trust's typical grant size?
Caplan Family Foundation Trust's median grant in 2024 was $10,000, and its average grant was $21,839, across 14 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Caplan Family Foundation Trust that year got $12K on average.
Where does Caplan Family Foundation Trust give grants?
Caplan Family Foundation Trust gives mostly in New York: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (25%). The most frequent recipient cities were New York, NY (5 grants), West Caldwell, NJ (3 grants) and West Harrison, NY (2 grants).
Does Caplan Family Foundation Trust give general operating support?
Yes: 100% of Caplan Family Foundation Trust's 2024 grants with a stated purpose (14 of 14) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Caplan Family Foundation Trust's largest grantees?
Caplan Family Foundation Trust's largest 2024 grantees include Fordham University ($120,000 across 2 grants), Tikva Org ($75,000 across 3 grants) and Orthodox Jewish Cong of America ($50,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is Caplan Family Foundation Trust?
Caplan Family Foundation Trust reported $479K in total assets on its 2024 IRS Form 990-PF. It paid out $306K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What does Caplan Family Foundation Trust fund?
No mission statement for the foundation is provided. Its 2024 grants include support for Fordham University, which describes its mission as discovering wisdom and transmitting learning through research and education. See mission & focus areas ↑
How do I apply for a grant from Caplan Family Foundation Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Caplan Family Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Caplan Family Foundation Trust funds
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Cite this profile
Grantable. (2026). Caplan Family Foundation Trust funder profile. GrantGraph. Retrieved October 31, 2026, from https://grantable.co/funders/caplan-family-foundation-trust-morg_4bbe54258f944f09947406f835aaa944
BibTeX
@misc{grantable_137258430_2026,
author = {{Grantable}},
title = {{Caplan Family Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/caplan-family-foundation-trust-morg_4bbe54258f944f09947406f835aaa944},
note = {Accessed 2026-10-31. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Caplan Family Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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