Caplan Family Charitable Trust

990PF • Fiscal year 2018 • EIN 23-7749795

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profile

Post Office Box 14Bryn Mawr, PA 19010-0014

(215) 947-8584

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

-4.4%

Higher net margin than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

-0.2%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-57%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$1,815,086

Down $3,534 (-0.2%) from 2017

Net Assets

Down

$1,815,086

Down $3,534 (-0.2%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin30th percentile

Revenue

Down

$80,709

Down $104,912 (-57%) from 2017

Expenses

$84,243

Up $14,072 (+20%) from 2017

Net Income

Down

-$3,534

Down $118,984 (-103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$1,815,086

Liabilities$0

Net Assets$1,815,086

Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$80,709

Expenses$84,243

Net Income-$3,534

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 8, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James A Caplan	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Caplan Family Charitable Trust
EIN: 23-7749795
Address: Post Office Box 14, Bryn Mawr, PA 19010-0014

Signing Officer

Name: James A Caplan
Title: Trustee
Phone: 6104162118
Signed: 2019-11-08
Discuss with paid preparer: Yes

Preparer

Firm: David I Klein CPA
Address: 31 Lee Lynn Lane, Huntingdon Valley, PA 19006-7969
Preparer: David I Klein
Phone: 2159478584

Raw XML Appendix261 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	James A Caplan
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	None
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1815086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1815086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Assets cash stock fixed inc
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd	0	900001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt	0	57459
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/BusinessCd	0	900001
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc	0	Partnership dist
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt	0	1169
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	58628
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	58628
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	53365
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	49412
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3534
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2056021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	8047
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-27919
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	30878
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	1169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	84243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	80709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	30878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	2083940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-27919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-27919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	2056021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Securities sold by Wells Fargo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-27919
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-3534
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1815086
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1818620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1815086
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1818620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1818620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1818620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1818620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1815086
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	1818620
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	1815086
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	3.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	James A Caplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	Post Office Box 14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Bryn Mawr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	190100014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	268
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt	0	268
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	228
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt	0	228
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	1993-12-17
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	53365
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	53365
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	53365
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	53365
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt	0	1815086
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	6857850
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt	0	1750331
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt	0	1703170
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt	0	1589263
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	69921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	66822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	88801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	69630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	44469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.016121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.040015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.040591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1747356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	1646217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	53365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.080607
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	53365
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	53365
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	53365
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	James A Caplan
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	Post Office Box 14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Bryn Mawr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	190100014
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6104162118
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Charitable giving Gifts
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	53365
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	Wells Fargo held stocks money market and mutual funds
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	53365
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Charitable giving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Various see attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 14
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Bryn Mawr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	190100014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	53365
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	53365
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	53365
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	53365
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	53365
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	53365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	James A Caplan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO Box 14
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Bryn Mawr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	190100014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	50000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Unrealized loss on securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	30878
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Partnership distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1169
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	James Caplan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	PO Box 14
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	Bryn Mawr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	190100014
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James A Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6104162118
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Caplan Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	CAPL
ReturnHeader/Filer/EIN	0	237749795
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Post Office Box 14
ReturnHeader/Filer/USAddress/CityNm	0	Bryn Mawr
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	190100014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	FE2E9C93C9CE3EFA337CB4CA1D489497FC64F2C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	FE2E9C93C9CE3EFA337CB4CA1D489497FC64F2C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	2406572019311jmu35ua
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	69.249.54.193
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-11-07
ReturnHeader/FilingSecurityInformation/IPTm	0	08:36:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	David I Klein CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	31 Lee Lynn Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Huntingdon Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	190067969
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2159478584
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David I Klein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-11-07T08:35:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,815,086
Liabilities: $0
Net assets: $1,815,086
Revenue: $80,709
Expenses: $84,243
Net income: -$3,534

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.02	$0.27	$0.25
2021Detailed filing. Detailed filing data is available for this year.	$2.23	$0.00	$2.23	$0.22	$0.04	$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.04	$0.00	$2.04	$0.14	$0.03	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$0.15	$0.03	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.08	$0.08	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.82	$0.00	$1.82	$0.19	$0.07	$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.70	$0.00	$1.70	$0.18	$0.07	$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.59	$0.00	$1.59	$0.14	$0.17	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.18	$0.10	$0.08
2013Detailed filing. Detailed filing data is available for this year.	$1.55	$0.00	$1.55	$0.13	$0.04	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$1.49	$0.00	$1.49		$0.05
2011Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32		$0.02