Civic Intelligence

Caplan Family Charitable Trust

990PF • Fiscal year 2021 • EIN 23-7749795

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

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.

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

55th percentile

9.1%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

62%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,230,361

Up $186,372 (+9.1%) from 2020

Net Assets

Up

$2,230,361

Up $186,372 (+9.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin95th percentile

Revenue

Up

$223,822

Up $85,589 (+62%) from 2020

Expenses

Up

$37,450

Up $9,257 (+33%) from 2020

Net Income

Up

$186,372

Up $76,332 (+69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,319,929Liabilities 2011: $0Net Assets 2011: $1,319,9292011Assets 2012: $1,488,197Liabilities 2012: $0Net Assets 2012: $1,488,1972012Assets 2013: $1,545,773Liabilities 2013: $0Net Assets 2013: $1,545,7732013Assets 2014: $1,627,562Liabilities 2014: $0Net Assets 2014: $1,627,5622014Assets 2015: $1,589,263Liabilities 2015: $0Net Assets 2015: $1,589,2632015Assets 2016: $1,703,170Liabilities 2016: $0Net Assets 2016: $1,703,1702016Assets 2017: $1,818,620Liabilities 2017: $0Net Assets 2017: $1,818,6202017Assets 2018: $1,815,086Liabilities 2018: $0Net Assets 2018: $1,815,0862018Assets 2019: $1,933,949Liabilities 2019: $0Net Assets 2019: $1,933,9492019Assets 2020: $2,043,989Liabilities 2020: $0Net Assets 2020: $2,043,9892020Assets 2021: $2,230,361Liabilities 2021: $0Net Assets 2021: $2,230,3612021Assets 2024: $2,201,707Liabilities 2024: $0Net Assets 2024: $2,201,7072024

Highlighted filing

2021

Assets$2,230,361
Liabilities$0
Net Assets$2,230,361
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $20,7722011Expenses 2012: $50,0482012Revenue 2013: $127,245Expenses 2013: $44,469Net Income 2013: $82,7762013Revenue 2014: $180,242Expenses 2014: $102,536Net Income 2014: $77,7062014Revenue 2015: $136,563Expenses 2015: $174,862Net Income 2015: -$38,2992015Revenue 2016: $184,229Expenses 2016: $70,322Net Income 2016: $113,9072016Revenue 2017: $185,621Expenses 2017: $70,171Net Income 2017: $115,4502017Revenue 2018: $80,709Expenses 2018: $84,243Net Income 2018: -$3,5342018Revenue 2019: $153,563Expenses 2019: $34,700Net Income 2019: $118,8632019Revenue 2020: $138,233Expenses 2020: $28,193Net Income 2020: $110,0402020Revenue 2021: $223,822Expenses 2021: $37,450Net Income 2021: $186,3722021Revenue 2024: $19,277Expenses 2024: $265,010Net Income 2024: -$245,7332024

Highlighted filing

2021

Revenue$223,822
Expenses$37,450
Net Income$186,372
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A CaplanTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable givingFundraisingPCBryn Mawr, PA, US$37,450
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
2022-09-20
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 Appendix264 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0Held for earnings to be fully distributed
CompensationExplanation/CompensationExplanationGrp/PersonNm0James A Caplan
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0None
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02230361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02230361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Assets cash stock fixed inc
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015840
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052421
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052421
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0186372
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0276819
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09856
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0113822
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015840
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt051545
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt051545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt037450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0113822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0223822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0216826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159993
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Stocks - Wells Fargo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Mutual Fund Lord Abbett Invt Tr
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09856
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015840
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0186372
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02230361
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02043989
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02230361
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103674
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103674
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103674
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0105256
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01582
IRS990PF/DistributableAmountGrp/TotalTaxAmt01582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01582
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02043989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02043989
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02043989
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02043989
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02230361
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02043989
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02230361
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02137175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02137175
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032058
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0105256
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02105117
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02137175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James A Caplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Post Office Box 14
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt0239063
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0239063
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/CurrentYearAmt062277
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt062277
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt015840
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt015840
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt013464
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt013464
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01993-12-17
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0239063
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0239063
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt02230361
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt08023385
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt02043989
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt01933949
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt01815086
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt070171
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt070171
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0James A Caplan
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Post Office Box 14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bryn Mawr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0190100014
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06104162118
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Charitable giving and fund raising
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt037450
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Thornburg Limited Term Municipal Fund Cl A 225422
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0Thornburg Income Tr LTD Term Income Fd Cl A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt0239063
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0239063
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter outlining the charitable purpose of he grant
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0James Caplan
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06104162118
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 14
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bryn Mawr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0190100014
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Must be for charitable purposes
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0November 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable givingFundraising
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bryn Mawr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103674
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103674
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0135389
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0239063
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0135389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135389
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0James A Caplan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 14
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bryn Mawr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0190100014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Unrealized gain on securities
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt051545
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051545
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0James Caplan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 14
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Bryn Mawr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0190100014
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James A Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06104162118
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caplan Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CAPL
ReturnHeader/Filer/EIN0237749795
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 14
ReturnHeader/Filer/USAddress/CityNm0Bryn Mawr
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190100014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David I Klein CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 Lee Lynn Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntingdon Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190067969
ReturnHeader/PreparerPersonGrp/PhoneNum02159478584
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David I Klein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-20T12:41:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Caplan
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,230,361
Liabilities
$0
Net assets
$2,230,361
Revenue
$223,822
Expenses
$37,450
Net income
$186,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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