Julius H Caplan Charity Foundation

Foundation · Grantmaker W Conshohocken, PA EIN: 13-6067379

The Julius H Caplan Charity Foundation is a private foundation located in Conshohocken, Pennsylvania. Established in 1945, the foundation operates as a 501(c)(3) charitable organization with no employees.

Key facts about Julius H Caplan Charity Foundation

EIN: 13-6067379
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $618,200
Grants made (2024): 9
Average grant: $68,689
Median grant: $1,800
Total assets: $6,787,498
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals: No

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Julius H Caplan Charity Foundation funds

By grant dollars, the top recipient states for Julius H Caplan Charity Foundation's 9 itemized 2024 grants were Pennsylvania (100%). The most frequent recipient cities were Lancaster, PA (3 grants). 100% of grants with a stated purpose were for general or operating support.

How Julius H Caplan Charity Foundation gives

Giving held roughly steady from 2021 to 2024 (+5%). Method
In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Julius H Caplan Charity Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.8M

-6.5% YoY

Annual Giving

$618K

-2.6% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$69K

-13.5% YoY

Under IRS private-foundation payout rules, Julius H Caplan Charity Foundation reported a distributable amount of $657K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

According to its certificate of incorporation dated December 14, 1944, the foundation's purpose is to collect and raise money for charitable, philanthropic, and benevolent purposes and to distribute funds to organizations serving these purposes. The foundation focuses on supporting organizations described under sections 170(c), 2055(a), 2522(a), and 170(b)(1)(a) of the Internal Revenue Code.

Grantmaking

The foundation makes grants to charitable organizations, with recent activity showing:

Grant Range

**: $1,000 to $603,000

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Geographic Focus

Where this funder awards grants

The foundation is based in Pennsylvania and primarily supports organizations within the state.

Grant Distribution by State

Pennsylvania $615K (100%)

Arizona $1K (0%)

All other $2K (0%)

Share of all 9 itemized 2024 grant dollars.

States

Arizona Florida Georgia New York Pennsylvania

Cities

LancasterPhiladelphiaPhoenixYorkLebanonKennesawMiamiNew YorkOrwigsburg

Financial History

Multi-year comparison from IRS filings

Total assets: $6.8 million (2024)
Total revenues: $402,399 (2024)
Total expenses: $880,587 (2024)
Giving rate: 9.1% of assets

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,787,498	$7,260,362	$7,663,622
Revenue	$402,399	$481,784	$197,161
Expenses	$880,587	$889,140	$903,053
Qualifying Distributions	$618,200	$635,000	$642,000
Net Investment Income	$402,399	$227,644	—
Distributable Amount	$656,701	$624,682	$636,219

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2021–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

35 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Trustees of the University of Pennsylvania ($602,600), Franklin & Marshall College ($7,500), CASA of Lancaster County ($2,000).

Recipient	Purpose	Amount
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA Philadelphia, PA	GENERAL FUND	$602,600
FRANKLIN & MARSHALL COLLEGE Lancaster, PA	GENERAL FUND	$7,500
CASA OF LANCASTER COUNTY Lancaster, PA	GENERAL FUND	$2,000
CRISPUS ATTUCKS COMMUNITY CENTER York, PA	GENERAL FUND	$2,000
NEVET	GENERAL FUND	$1,800
ORWIGSBURG FREE LIBRARY Orwigsburg, PA	GENERAL FUND	$1,000
MAKE-A-WISH FOUNDATION OF AMERICA Phoenix, AZ	GENERAL FUND	$1,000
LANCASTER LEBANON HABITAT FOR HUMANITY Lancaster, PA	GENERAL FUND	$200
DEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY Lebanon, PA	GENERAL FUND	$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Eli Caplan	Director	5	—
Perry Caplan	Director	1	—
Sloan Caplan	Director	1	—
Patrick Fruzzetti	Director	1	—

Frequently Asked Questions

What does Julius H Caplan Charity Foundation fund?

How do I apply for a grant from Julius H Caplan Charity Foundation?

The foundation makes grants to charitable organizations, with recent activity showing: • **Annual giving**: Approximately $618,000 (2024) • **Number of grants**: 7-8 grants annually • **Grant range**: $1,000 to $603,000 • **Median grant size**: $2,000 • **Application policy**: Does not accept unsolicited applications; operates on an invite-only basis Recent grantees include the Trustees of the University of Pennsylvania Retiree Medical and Death Benefits Trust and Psi Chi at Franklin and Marsha…

Where does Julius H Caplan Charity Foundation make grants?

The foundation is based in Pennsylvania and primarily supports organizations within the state.

What size grants does Julius H Caplan Charity Foundation award?

In 2024, Julius H Caplan Charity Foundation awarded 9 grants totaling $618K — an average of about $69K per grant, based on its IRS Form 990 filings.

How much is Julius H Caplan Charity Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Julius H Caplan Charity Foundation reported a distributable amount of $657K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Julius H Caplan Charity Foundation's EIN?

Julius H Caplan Charity Foundation's EIN (Employer Identification Number) is 13-6067379. IRS Form 990 filing data is available on this page for 2021–2024.