Julius H Caplan Charity Foundation
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.
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
9
+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.
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
Cities
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
| 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 |
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 include Trustees of the University of Pennsylvania ($602,600), Franklin & Marshall College ($7,500), Casa of Lancaster County ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA OF LANCASTER COUNTY LANCASTER, PA | GENERAL FUND | $2,000 |
| CRISPUS ATTUCKS COMMUNITY CENTER YORK, PA | GENERAL FUND | $2,000 |
| FRANKLIN & MARSHALL COLLEGE LANCASTER, PA | GENERAL FUND | $7,500 |
| ORWIGSBURG FREE LIBRARY ORWIGSBURG, PA | 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 |
| MAKE-A-WISH FOUNDATION OF AMERICA PHOENIX, AZ | GENERAL FUND | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | GENERAL FUND | $602,600 |
| NEVET | GENERAL FUND | $1,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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?
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.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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