Civic Intelligence

The Stephen R Caplan Foundation

990PF • Fiscal year 2021 • EIN 54-1298749

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 17, 2022

Organization Profile
4004 Atlantic Ave 901Virginia Beach, VA 23451

(757) 623-1062

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-230%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-5.2%

Faster asset growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-87%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$185,455

Down $10,199 (-5.2%) from 2020

Net Assets

Down

$185,455

Down $10,199 (-5.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$4,436

Down $30,261 (-87%) from 2020

Expenses

Up

$14,635

Up $2,747 (+23%) from 2020

Net Income

Down

-$10,199

Down $33,008 (-145%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2012: $23,068Liabilities 2012: $02012Assets 2013: $23,291Liabilities 2013: $02013Assets 2014: $19,058Liabilities 2014: $02014Assets 2015: $19,890Liabilities 2015: $02015Assets 2019: $172,845Liabilities 2019: $02019Assets 2020: $195,654Liabilities 2020: $0Net Assets 2020: $195,6542020Assets 2021: $185,455Liabilities 2021: $0Net Assets 2021: $185,4552021Assets 2022: $325,920Liabilities 2022: $0Net Assets 2022: $325,9202022Assets 2023: $412,280Liabilities 2023: $0Net Assets 2023: $412,2802023Assets 2024: $556,397Liabilities 2024: $0Net Assets 2024: $556,3972024Assets 2025: $527,078Liabilities 2025: $0Net Assets 2025: $527,0782025

Highlighted filing

2021

Assets$185,455
Liabilities$0
Net Assets$185,455
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $1,396Expenses 2012: $11,070Net Income 2012: -$9,6742012Revenue 2013: $1,346Expenses 2013: $1,123Net Income 2013: $2232013Revenue 2014: $1,677Expenses 2014: $5,910Net Income 2014: -$4,2332014Revenue 2015: $1,437Expenses 2015: $605Net Income 2015: $8322015Revenue 2019: $69,050Expenses 2019: $19,302Net Income 2019: $49,7482019Revenue 2020: $34,697Expenses 2020: $11,888Net Income 2020: $22,8092020Revenue 2021: $4,436Expenses 2021: $14,635Net Income 2021: -$10,1992021Revenue 2022: $142,373Expenses 2022: $1,908Net Income 2022: $140,4652022Revenue 2023: $89,372Expenses 2023: $3,012Net Income 2023: $86,3602023Revenue 2024: $152,248Expenses 2024: $8,131Net Income 2024: $144,1172024Revenue 2025: $22,250Expenses 2025: $51,569Net Income 2025: -$29,3192025

Highlighted filing

2021

Revenue$4,436
Expenses$14,635
Net Income-$10,199
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 17, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R CAPLANPresident-$0--
EMILY C NIEDVice Preside-$0--
RENEE S CAPLANSecretary-$0--
JAMES M CAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen R Caplan Foundation
EIN
54-1298749
Phone
7576231062
Address
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451

Signing Officer

Name
Stephen R Caplan
Title
President
Phone
7576231062
Signed
2022-01-17

Preparer

Firm
Sherman Spero Safarino & Co Cpas Pc
Address
760 LYNNHAVEN PKWY STE 108, VIRGINIA BEACH, VA 23452-7332
Preparer
Barry W Cheatham
Phone
7574682279
Raw XML Appendix282 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt058070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UNILEVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD TOTAL STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt04434
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04436
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01021
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04434
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10199
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014635
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01235
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10199
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0185455
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0195654
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0185455
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014125
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014125
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014125
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014187
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt062
IRS990PF/DistributableAmountGrp/TotalTaxAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt062
IRS990PF/FMVAssetsEOYAmt0298005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt098019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt098019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0210569
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0195654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0185455
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt097635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt087436
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt087436
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0195654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0185455
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0298005
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0195654
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0185455
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0195654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0185455
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0288069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092548
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0195521
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0283748
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0288069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN R CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EMILY C NIED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RENEE S CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES M CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04004 ATLANTIC AVE 901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14701 COLUMBUS ST STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24004 ATLANTIC AVE 901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34701 COLUMBUS ST STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VIRGINIA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VIRGINIA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VIRGINIA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VIRGINIA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd323462
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013400
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013400
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013400
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/IndividualWithBooksNm0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04004 ATLANTIC AVE APT 901
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023451
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07576276416
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN R CAPLAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07576276416
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04004 ATLANTIC AVE 901
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd023451
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN R CAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION FOR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASSISTANCE FOR ACCIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RELIGIOUS EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EASTERN VA MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDSHIP CIRCLE OF MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SURF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HELP HOPE LIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHABAD OF VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1980
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18700 SW 112 STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 CLEARFIELD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 MATSONFORD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45000 CORPORATE WOODS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5817 SALTMEADOW BAY ARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd523451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013400
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/AppliedToCurrentYearAmt013400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02273
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07038
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013400
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017715
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOREIGN STOCK FEES
TaxesSchedule/TaxesDetail/Amt094
TaxesSchedule/TaxesDetail/Amt178
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRATION FEE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576231062
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN R CAPLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0541298749
ReturnHeader/Filer/PhoneNum07576231062
ReturnHeader/Filer/USAddress/AddressLine1Txt04004 ATLANTIC AVE 901
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023451
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472401657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERMAN SPERO SAFARINO & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 LYNNHAVEN PKWY STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0234527332
ReturnHeader/PreparerPersonGrp/PhoneNum07574682279
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W CHEATHAM
ReturnHeader/ReturnTs02022-01-17T08:59:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPLAN
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$185,455
Liabilities
$0
Net assets
$185,455
Revenue
$4,436
Expenses
$14,635
Net income
-$10,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.22$0.52$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$1.52$0.08$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.89$0.03$0.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$1.42$0.02$1.40
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04$0.15$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.35$0.12$0.23
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.69$0.19$0.50
2015Summary only. Only limited summary data is available for this year.$0.20$0.00$0.01$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.02$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.11$0.10