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
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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