The Stephen R Caplan Foundation
The Stephen R Caplan Foundation is a private foundation based in Virginia Beach, Virginia. It supports charitable organizations through grants, including organizations involved in medical research, community service, hunger relief, and Jewish cultural activities, as reflected in its 2025 grants.
Key facts about The Stephen R Caplan Foundation
In short: The Stephen R Caplan Foundation gave $47K across 11 grants in 2025 (avg $4K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- EIN
- 54-1298749
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $47,200
- Grants made (2025)
- 11
- Average grant
- $4,291
- Median grant
- $5,000
- Total assets
- $527,078
- Primary geography
- Virginia (87% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation stated in its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$527K
-5.3% YoY
Annual Giving
$47K
+505.1% YoY
Grant Count
11
+266.7% YoY
Avg Grant Size
$4K
+65.0% YoY
Under IRS private-foundation payout rules, The Stephen R Caplan Foundation reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
How The Stephen R Caplan Foundation gives
- 9% of 2025 grantees were also funded in 2024. Method
- Giving grew 2522% from 2022 to 2025. Method
- In 2025 it paid out 135% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations with purposes including medical research, community service, helping the hungry, supporting the Jewish community, preserving Jewish history, and providing medical assistance.
Among the organizations it supported, Hospice House of Hampton Roads received $5,000 in 2025. The hospice’s stated mission is to provide hospice care with compassion, dignity, and respect for patients and caregivers, so that no one in the community faces life’s final journey alone.
Grantmaking
In 2025, the foundation gave 11 grants totaling $47,200. Grant amounts ranged from $100 to $10,000, with a median grant of $5,000. Notable grants included $10,000 each to EVMS Foundation for medical research and Judeo-Christian Outreach Center for community service; $5,000 each to Hospice House of Hampton Roads, Food Bank of Southeast Virginia, United Way of South Hampton Roads, and Jewish Cultural High School; and $3,500 to Jewish Museum & Cultural Center.
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Geographic Focus
Where this funder awards grants
In 2025, 87% of grant dollars went to recipients in Virginia, 11% to recipients in Florida, and 2% to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $2K (2022) to $47K (2025). In 2025 it made 11 grants totaling $47K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Evms Foundation ($10K). Together the top 10 received $47K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Evms Foundation Norfolk, VA | To Promote Medical Research | $10,000 |
| Judeo-Christian Outreach Ctr Virginia Beach, VA | Community Service | $10,000 |
| Hospice House of Hampton Roads Virginia Beach, VA | Community Service | $5,000 |
| Food Bank of Se Virginia Norfolk, VA | To Help the Hungry | $5,000 |
| United Way of S Hampton Roads Norfolk, VA | Community Service | $5,000 |
| Jewish Cultural High School Miami, FL | To Help Jewish Community | $5,000 |
| Jewish Museum & Cultural Center Portsmouth, VA | To Preserve Jewish History | $3,500 |
| Evms Norfolk, VA | Medical Research | $2,500 |
| Tunnel to Towers Foundation Staten Island, NY | To Support Families of Heros | $1,000 |
| Beth El the Beaches Synagogue Ponte Vedra Beach, FL | In Memory of David Cohen | $100 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $527,078 | $22,250 | $51,569 | $47,200 |
| 2024 | $556,397 | $152,248 | $8,131 | $7,800 |
| 2023 | $412,280 | $89,372 | $3,012 | $2,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $527,078 | $556,397 | $412,280 |
| Revenue | $22,250 | $152,248 | $89,372 |
| Expenses | $51,569 | $8,131 | $3,012 |
| Qualifying Distributions | $47,200 | $7,800 | $2,000 |
| Net Investment Income | $22,250 | $22,248 | $24,372 |
| Distributable Amount | $35,010 | $28,880 | $24,367 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 28, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephen R Caplan as president, Emily C Nied as vice preside, Renee S Caplan as secretary, and James M Caplan as treasurer.
The Stephen R Caplan Foundation is led by Stephen R. Caplan, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stephen R. Caplan
President
On filings since 2021
No compensation reported
Emily C. Nied
Vice President
On filings since 2021
No compensation reported
James M. Caplan
Treasurer
On filings since 2021
No compensation reported
Renee S. Caplan
Secretary
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Stephen R Caplan
Mailing address: 4004 Atlantic Ave 901, Virginia Beach, VA 23451
Phone: (757) 627-6416
Frequently asked questions about The Stephen R Caplan Foundation
How much does The Stephen R Caplan Foundation give each year?
The Stephen R Caplan Foundation gave $47K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 3 grants.
What is The Stephen R Caplan Foundation's typical grant size?
The Stephen R Caplan Foundation's median grant in 2025 was $5,000, and its average grant was $4,291, across 11 grants on its 2025 IRS Form 990-PF.
Where does The Stephen R Caplan Foundation give grants?
The Stephen R Caplan Foundation gives mostly in Virginia: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (11%). The most frequent recipient cities were Norfolk, VA (4 grants) and Virginia Beach, VA (3 grants).
Does The Stephen R Caplan Foundation give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on The Stephen R Caplan Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Service" (3 grants).
Who are The Stephen R Caplan Foundation's largest grantees?
The Stephen R Caplan Foundation's largest 2025 grantees include Evms Foundation ($10,000), Judeo-Christian Outreach Ctr ($10,000) and Hospice House of Hampton Roads ($5,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is The Stephen R Caplan Foundation?
The Stephen R Caplan Foundation reported $527K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
What does The Stephen R Caplan Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations with purposes including medical research, community service, helping the hungry, supporting the Jewish community, preserving Jewish history, and providing medical assistance. See mission & focus areas ↑
How do I apply for a grant from The Stephen R Caplan Foundation?
The foundation stated in its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Stephen R Caplan Foundation's EIN?
The Stephen R Caplan Foundation's EIN (Employer Identification Number) is 54-1298749. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Stephen R Caplan Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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