Civic Intelligence

Caplin Foundation

990PF • Fiscal year 2023 • EIN 52-6078981

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,172,071

Flat from 2023

Net Assets

Flat

$2,172,071

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$107,079

Flat from 2023

Expenses

Flat

$2,845,865

Flat from 2023

Net Income

Flat

-$2,738,786

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,591,493Liabilities 2011: $02011Assets 2012: $1,115,281Liabilities 2012: $02012Assets 2013: $992,579Liabilities 2013: $02013Assets 2014: $1,329,841Liabilities 2014: $02014Assets 2015: $1,273,758Liabilities 2015: $02015Assets 2018: $1,696,396Liabilities 2018: $0Net Assets 2018: $1,696,3962018Assets 2019: $4,313,658Liabilities 2019: $0Net Assets 2019: $4,313,6582019Assets 2020: $3,873,879Liabilities 2020: $0Net Assets 2020: $3,875,5732020Assets 2021: $3,697,925Liabilities 2021: $0Net Assets 2021: $3,697,9252021Assets 2022: $4,906,557Liabilities 2022: $0Net Assets 2022: $4,906,5572022Assets 2023: $2,172,071Liabilities 2023: $0Net Assets 2023: $2,172,0712023Assets 2023: $2,172,071Liabilities 2023: $0Net Assets 2023: $2,172,0712023Assets 2024: $2,136,423Liabilities 2024: $0Net Assets 2024: $2,136,4232024

Highlighted filing

2023

Assets$2,172,071
Liabilities$0
Net Assets$2,172,071
Open 2023 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $438,288Expenses 2011: $267,743Net Income 2011: $170,5452011Revenue 2012: -$233,576Expenses 2012: $251,097Net Income 2012: -$484,6732012Revenue 2013: $40,633Expenses 2013: $163,335Net Income 2013: -$122,7022013Revenue 2014: $495,132Expenses 2014: $157,870Net Income 2014: $337,2622014Revenue 2015: $92,081Expenses 2015: $148,164Net Income 2015: -$56,0832015Revenue 2018: $443,251Expenses 2018: $295,368Net Income 2018: $147,8832018Revenue 2019: $2,899,248Expenses 2019: $281,986Net Income 2019: $2,617,2622019Revenue 2020: $39,921Expenses 2020: $481,700Net Income 2020: -$441,7792020Revenue 2021: $408,292Expenses 2021: $584,646Net Income 2021: -$176,3542021Revenue 2022: $1,994,697Expenses 2022: $786,315Net Income 2022: $1,208,3822022Revenue 2023: $107,079Expenses 2023: $2,845,865Net Income 2023: -$2,738,7862023Revenue 2023: $107,079Expenses 2023: $2,845,865Net Income 2023: -$2,738,7862023Revenue 2024: $429,516Expenses 2024: $466,164Net Income 2024: -$36,6482024

Highlighted filing

2023

Revenue$107,079
Expenses$2,845,865
Net Income-$2,738,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine CaplinDirector-$0--
Jeremy CaplinDir, Pres-$0--
Michael CaplinDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Caplin Foundation
EIN
52-6078981
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
jeremy caplin
Title
president
Phone
8008391754
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SHIMANO INC UNSP ADR EACH REPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SONY GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STMICROELECTRONICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SVENSKA HANDELSBK UNS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SX5E URNS ISSUER BNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TECHTRONIC INDS SPD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TEMPLETON GLOBAL BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TOKYO ELECTRON LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITED OVRSEAS BK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VERALTO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WAL-MART DE MEX V SP/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WOLTERS KLUWER S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90YUM CHINA HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL RIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt086649
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08616
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01036
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INCOME FROM MINING & LEASEHOLD INTERESTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt06150
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt096301
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt06150
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0102451
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02758410
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02758410
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04628
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2738786
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0760887
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01036
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08616
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt074551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt039156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018982
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02796310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02845865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0107079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt087455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0752192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0760887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08695
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2738786
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02172071
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04906557
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02172071
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0392137
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0387837
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0392137
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0826
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0389699
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04300
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01036
IRS990PF/DistributableAmountGrp/TotalTaxAmt01862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt08010484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0299773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02316803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02108445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07946858
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04906557
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02289981
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt063626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt063626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04906557
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08010484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04906557
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04906557
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02172071
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07912664
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0190021
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07722643
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0118690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0389699
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07793974
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07912664
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Catherine Caplin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeremy Caplin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael Caplin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,172,071
Liabilities
$0
Net assets
$2,172,071
Revenue
$107,079
Expenses
$2,845,865
Net income
-$2,738,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.43$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$2.85$2.74
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$2.85$2.74
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.99$0.79$1.21
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.41$0.58$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.88$0.04$0.48$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$2.90$0.28$2.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.44$0.30$0.15
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$0.09$0.15$0.06
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$0.50$0.16$0.34
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.16$0.12
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.23$0.25$0.48
2011Summary only. Only limited summary data is available for this year.$1.59$0.00$0.44$0.27$0.17