Julius H Caplan Charity Foundation
The Julius H Caplan Charity Foundation is a private foundation based in Palmyra, Pennsylvania. Its 2025 filing reports grants to charitable organizations, including the Trustees of the University of Pennsylvania, Franklin & Marshall College, and CASA of Lancaster County.
Julius H Caplan Charity Foundation at a glance
In short: Julius H Caplan Charity Foundation gave $514K across 4 grants in 2025 (avg $129K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $514,300
- -16.8% vs 2024
- Grants made (2025)
- 4
- -55.6% vs 2024
- Average grant
- $128,575
- +87.2% vs 2024
- Median grant
- $6,250
- Total assets
- $8,197,751
- +20.8% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Julius H Caplan Charity Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 815 E Arch Street, Palmyra, PA 17078
Phone: (717) 838-2387
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
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Trustees of Univ of Pennsylvania ($500K). Together the top 4 received $514K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 34 grants of 39 (87%).
Geographic Focus
Where this funder awards grants
All grant dollars in the 2025 filing were reported as going to recipients in Pennsylvania.
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Julius H Caplan Charity Foundation gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 80% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $514K (2025) to $637K (2022). In 2025 it made 4 grants totaling $514K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trustees of Univ of Pennsylvania Philadelphia, PA | General Fund | $500,000 |
| Franklin & Marshall College Lancaster, PA | General Fund | $7,500 |
| CASA of Lancaster County Lancaster, PA | General Fund | $5,000 |
| Nevet Org | General Fund | $1,800 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,197,751 | $2,221,495 | $791,315 | $514,300 | 4 | $514,300 | $1,944,480 | $645,844 |
| 2024 | $6,787,498 | $402,399 | $880,587 | $618,200 | 9 | $618,200 | $402,399 | $656,701 |
| 2023 | $7,260,362 | $481,784 | $889,140 | $635,000 | 8 | $635,000 | $227,644 | $624,682 |
| 2022 | $7,663,622 | $197,161 | $903,053 | $637,000 | 7 | $642,000 | — | $636,219 |
| 2021 | $8,376,535 | $806,454 | $851,529 | $588,105 | 11 | $593,897 | $423,086 | $637,172 |
| 2020 | $8,419,071 | $606,907 | $815,148 | $569,000 | 8 | — | $159,962 | $587,376 |
Under IRS private-foundation payout rules, Julius H Caplan Charity Foundation reported a distributable amount of $646K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grants went to the organizations listed above and to NEVET ORG. Franklin & Marshall College describes itself as a residential college dedicated to excellence in undergraduate liberal arts education, with aims that include inspiring a love of learning and teaching students to read, write, and think critically.
Grantmaking
In 2025, the foundation reported 4 grants totaling $514,300. Grant amounts ranged from $1,800 to $500,000, with a median of $6,250. The largest grants were $500,000 to the Trustees of the University of Pennsylvania for its general fund, $7,500 to Franklin & Marshall College for its general fund, and $5,000 to CASA of Lancaster County for its general fund. NEVET ORG received $1,800 for its general fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Eli Caplan, Perry Caplan, Sloan Caplan, and Patrick Fruzzetti as directors.
Julius H Caplan Charity Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eli Caplan
Director
On filings since 2020
5 hrs/week
No compensation reported
Perry Caplan
Director
On filings since 2020
1 hr/week
No compensation reported
Sloan Caplan
Director
On filings since 2020
1 hr/week
No compensation reported
Patrick Fruzzetti
Director
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Pamela Rosenau (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "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 Julius H Caplan Charity Foundation
How much does Julius H Caplan Charity Foundation give each year?
Julius H Caplan Charity Foundation gave $514K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $618K across 9 grants.
What is Julius H Caplan Charity Foundation's typical grant size?
Julius H Caplan Charity Foundation's median grant in 2025 was $6,250, and its average grant was $128,575, across 4 grants on its 2025 IRS Form 990-PF.
Where does Julius H Caplan Charity Foundation give grants?
Julius H Caplan Charity Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lancaster, PA (2 grants).
Does Julius H Caplan Charity Foundation give general operating support?
Yes: 100% of Julius H Caplan Charity Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Julius H Caplan Charity Foundation?
Julius H Caplan Charity Foundation reported $8.2M in total assets on its 2025 IRS Form 990-PF. It paid out $514K in qualifying distributions that year, against a required minimum of $646K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Julius H Caplan Charity Foundation fund?
The available information does not state a mission for the foundation. Its 2025 grants went to the organizations listed above and to NEVET ORG. See mission & focus areas ↑
How do I apply for a grant from Julius H Caplan Charity Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Julius H Caplan Charity Foundation 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2021–2024
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