The Theresa and Frank Caplan Foundation

Private foundation · Grantmaker Lock Haven, PA EIN: 46-5370094

The Theresa and Frank Caplan Foundation is a private foundation located in Lock Haven, PA, established in 2014. It focuses on providing funding for pediatric health and early childhood education initiatives, particularly the pediatric health heart connect project and the beyond the written world project aimed at supporting preschoolers' school readiness. The foundation reviews letters of inquiry from diverse organizations and makes grants to support innovative approaches in early childhood development, education, and family support.

The Theresa and Frank Caplan Foundation at a glance

In short: The Theresa and Frank Caplan Foundation gave $434K across 9 grants in 2024 (avg $48K), top state Massachusetts. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$434,091
+62.6% vs 2023
Grants made (2024)
9
+125.0% vs 2023
Average grant
$48,232
-27.7% vs 2023
Median grant
$49,998
Total assets
$11,614,384
+8.6% vs 2023
Primary geography
Massachusetts (28% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

How to apply to The Theresa and Frank Caplan Foundation

Who The Theresa and Frank Caplan Foundation funds

How this funder distributes its grants

Grant Size Distribution

36 grants across all recorded years

15<$50K19$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 19 grants of 36 (53%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

18states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

BostonLos AngelesMadisonAthensAtlantaAugustaBaltimoreCorvallisDentonDetroitHadleyItascaLoganMiamiNew YorkPhiladelphiaPittsburghPortlandTampaTuscaloosa

How The Theresa and Frank Caplan Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−16%). 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

$0$200K$400K$600K7 grants2020 9 grants2021 7 grants2022 4 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $267K (2023) to $518K (2021). In 2024 it made 9 grants totaling $434K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
9 grants to individuals Recipients not named —$434,091
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$11,614,384$589,551$580,438$434,0919$431,701$589,551—
2023$10,695,918$88,782$421,129$266,9044$266,904$224,705—
2022$9,308,442$572,663$569,292$416,7887$449,212$502,583—
2021$12,817,697$1,709,051$682,819$517,6509$525,450$569,086—
2020$11,795,547$259,026$523,826$347,1197—$162,752$518,186

About The Theresa and Frank Caplan Foundation

Based on IRS filings

The Theresa and Frank Caplan Foundation is a private foundation focused on Education, based in Lock Haven, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.6M in total assets. In 2024, it awarded 9 grants totaling $434K. Net investment income was $590K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

The Theresa and Frank Caplan Foundation is led by Judith Inglese, President on every filing since 2020; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Judith Inglese

    President

    On filings since 2020

    5 hrs/week

    $25K (2020) → $25K (2024)

  • Richard L Caplan

    Treasurer

    On filings since 2020

    5 hrs/week

    $25K (2020) → $25K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Richard L Caplan — Treasurer: $25KRichard L CaplanTreasurer$25KJudith Inglese — President: $25KJudith InglesePresident$25K

The highest reported compensation on the 2024 filing was $25K, to Richard L Caplan (Treasurer). 2 officers or directors reported compensation on that filing.

Frequently asked questions about The Theresa and Frank Caplan Foundation

How much does The Theresa and Frank Caplan Foundation give each year?

The Theresa and Frank Caplan Foundation gave $434K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $267K across 4 grants.

What is The Theresa and Frank Caplan Foundation's typical grant size?

The Theresa and Frank Caplan Foundation's median grant in 2024 was $49,998, and its average grant was $48,232, across 9 grants on its 2024 IRS Form 990-PF.

Where does The Theresa and Frank Caplan Foundation give grants?

The Theresa and Frank Caplan Foundation's top state is Massachusetts, with 28% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (22%) and Texas (20%).

Does The Theresa and Frank Caplan Foundation give general operating support?

Not in 2024: none of the 9 grants with a stated purpose on The Theresa and Frank Caplan Foundation's 2024 IRS Form 990-PF were described as general or operating support.

How large is The Theresa and Frank Caplan Foundation?

The Theresa and Frank Caplan Foundation reported $11.6M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $590K.

What is The Theresa and Frank Caplan Foundation?

The Theresa and Frank Caplan Foundation is a private foundation focused on Education, based in Lock Haven, PA. It holds $11.6M in total assets as of 2024.

What is The Theresa and Frank Caplan Foundation's EIN?

The Theresa and Frank Caplan Foundation's EIN (Employer Identification Number) is 46-5370094. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 23, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Theresa and Frank Caplan Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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