The Stephen R Caplan Foundation
The Stephen R Caplan Foundation is a private foundation, based in VIRGINIA BEACH, VA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $22K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$556K
+35.0% YoY
Annual Giving
$8K
+290.0% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$3K
+160.0% YoY
Under IRS private-foundation payout rules, The Stephen R Caplan Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About The Stephen R Caplan Foundation
Based on IRS filings
The Stephen R Caplan Foundation is a private foundation, based in VIRGINIA BEACH, VA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $22K.
Ready to take the next step with The Stephen R Caplan Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $556,397 | $412,280 | $325,920 |
| Revenue | $152,248 | $89,372 | $142,373 |
| Expenses | $8,131 | $3,012 | $1,908 |
| Qualifying Distributions | $7,800 | $2,000 | $1,800 |
| Net Investment Income | $22,248 | $24,372 | $17,373 |
| Distributable Amount | $61,003 | $24,367 | $13,191 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Cultural Center ($3,500), Evms ($2,500), Bonei Olam ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH CULTURAL CENTER PORTSMOUTH, VA | TO HELP JEWISH COMMUNITY | $3,500 |
| EVMS NORFOLK, VA | TO PROMOTE MEDICAL RESEARCH | $2,500 |
| BONEI OLAM BROOKLYN, NY | TO SUPPORT MEDICAL CONCERNS | $1,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN R CAPLAN | PRESIDENT | — | — |
| EMILY C NIED | VICE PRESIDE | — | — |
| RENEE S CAPLAN | SECRETARY | — | — |
| JAMES M CAPLAN | TREASURER | — | — |
Frequently Asked Questions
How large is The Stephen R Caplan Foundation?
As of 2024, The Stephen R Caplan Foundation holds $556K in total assets with $152K in annual revenue. It awarded 3 grants totaling $8K in 2024.
Where does The Stephen R Caplan Foundation operate?
The Stephen R Caplan Foundation has awarded grants in Florida, New York, Pennsylvania, Virginia.
What size grants does The Stephen R Caplan Foundation award?
In 2024, The Stephen R Caplan Foundation awarded 3 grants totaling $8K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Stephen R Caplan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stephen R Caplan Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Stephen R Caplan Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.