2025-06-03T08:23:13-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2024-01-01 208233326 CAPLIN FAMILY CHARITIES INC CAPL 2679275000 6097 EASTON ROAD PIPERSVILLE PA 18947 LAWRENCE B CAPLIN FOUNDER 2679275000 2025-05-30 1 0 PAUL CONNIFF P00322740 2017129800 2025-05-30 2024 2025-03-06 01:10:19Z LAWRENCE B CAPLIN 6097 EASTON ROAD PIPERSVILLE PA 18947 605 0 X CFCHARITIES.ORG X 2006 PA THE MISSION OF CF CHARITIES IS TO CHAMPION EDUCATIONAL AND ENRICHMENT OPPORTUNITIES FOR YOUTH BY PROVIDING THEM THE TOOLS, EXPERIENCE AND RESOURCES ESSENTIAL FOR A BRIGHT AND HEALTHY FUTURE. 8 8 0 0 55 0 0 550 0 0 61 55 0 0 61 605 14500 15000 0 0 0 0 0 0 0 32007 28391 46507 43391 -46446 -42786 291434 248648 0 0 291434 248648 CAPLIN FAMILY CHARITIES FOSTERS OPPORTUNITIES FOR DISADVANTAGED YOUTH TO PURSUE CAREERS IN ORAL HEALTHCARE. THIS IS ACCOMPLISHED THROUGH LOCAL INTIATIVES WHICH FURTHER RESULT IN THE PROVISION OF MUCH NEEDED ORAL HEAL CARE TO UNDER SERVED COMMUNITIES. 0 0 27073 15000 OUR PROMISE SCHOLARS PROGRAM IS A SUPPORT INITIATIVE FOR YOUTH SEEKING TO TAKE FULL ADVANTAGE OF THE OPPORTUNITIES AND RESOURCES THAT PROMOTE HIGH SCHOOL GRADUATION, COLLEGE ACCESS, AND CAREER EXPLORATION. THE OVERALL GOAL OF THE PROGRAM IS TO ENHANCE CHARACTER AND LEADERSHIP SKILLS, SUPPORT A PASSION FOR ACHIEVING, AND REFLECT THE VALUE OF SERVICE. WE ARE EXTREMELY PROUD OF THE COLLEGE SIGNING DAY EVENT, THAT REACHED ALMOST 5,000 GRADUATING-SENIORS IN THE PHILADELPHIA-AREA WHO ARE FIRST-GENERATION IN THEIR FAMILY TO ATTEND COLLEGE. 27073 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 PA X DAN DECARLO 2673625869 6097 EASTON ROAD PIPERSVILLE PA 18947 LAWRENCE B CAPLIN FOUNDER - BOARD CHAIR 1.00 X X 0 0 0 KELLI-ANN CAPLIN VICE-CHAIR 1.00 X X 0 0 0 GARRETT KLETJIAN TREASURER 1.00 X X 0 0 0 DRLOIS COHEN SECRETARY 1.00 X X 0 0 0 DRCHESTER DOUGLAS TRUSTEE 1.00 X 0 0 0 GEORGE WOLFE TRUSTEE 1.00 X 0 0 0 WILLIAM BACCAGLINI TRUSTEE 1.00 X 0 0 0 DAN SPERLING TRUSTEE 1.00 X 0 0 0 JOHN SUGGS EXECUTIVE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 550 550 55 55 605 0 55 0 15000 15000 14500 14500 140 140 1093 1093 PRODUCTION EXPENSE 12073 12073 BANK SERVICE CHARGE 585 585 43391 27073 16318 0 291434 248648 291434 248648 0 0 X 0 0 0 0 291434 248648 291434 248648 291434 248648 -42786 0 X 0 0 0 X 82191 409166 65440 0 550 557347 82191 409166 65440 550 557347 141952 415395 29950 13916 43866 601213 0.69090 0.81550 X 0 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST REVENUE 1 SCHOLARSHIPS 8 15000 CASH VALUE PART I, LINE 2: ALL SCHOLARSHIPS AWARDED TO PROGRAM PARTICIPANTS OF CF CHARITIES SHOULD BE USED TO SUPPORT A STUDENT'S PURSUIT OF THEIR HIGHER EDUCATION AND/OR POST-SECONDARY OPPORTUNITY. SCHOLARSHIPS ARE USED BY THE STUDENTS TO HELP PAY FOR THEIR EDUCATION INCLUDING TUITION, BOOKS AND SCHOOL SUPPLIES, DORM SUPPLIES, GUIDANCE AND SUPPORT ONCE ALL OTHER AID HAS BEEN OFFICIALLY APPLIED TO SUCH ACCOUNTS. THE EXACT ALLOCATION OF THE AWARD REFLECTS THE PRE-APPROVED PARAMETERS SET BY THE BOARD OF DIRECTORS. SCHOLARSHIP DISBURSEMENTS ARE MADE TWICE ANNUALLY - IN THE FALL AND SPRING SEMESTERS OF EACH YEAR. DISBURSEMENTS ARE MADE ONLY TO THOSE STUDENTS WHO HAVE MET THE PROGRAM PARTICIPATION REQUIREMENTS, AND ARE ELIGIBLE FOR THE AWARD. ALL DISBURSEMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION. ALL RECIPIENTS WILL RECEIVE THEIR SCHOLARSHIPS AT THE START OF THE ACADEMIC SEMESTER. TO RECEIVE THE AWARD, THE RECIPIENT MUST SIGN AND SUBMIT REQUIRED DOCUMENTATION PRIOR TO DISBURSEMENT: SUBMIT A FUNDING AGREEMENT APPLICATION; SUBMIT PROOF OF ENROLLMENT (CURRENT SEMESTER SCHEDULE, ACCEPTANCE LETTER ETC.). CF CHARITIES ACKNOWLEDGES THAT SOME EDUCATIONAL GRANTS AWARDED TO PROGRAM PARTICIPANTS ARE MERIT-BASED, PASS-THROUGH FUNDING, OR RESTRICTED FOR A PARTICULAR REASON ALL GIVEN TO HELP THE STUDENT DIRECTLY FOR EDUCATIONAL PURPOSES. SUCH FUNDING AWARDS ARE DISCRETIONARY AND ARE MANAGED ON A CASE-BY-CASE BASIS BY THE EXECUTIVE DIRECTOR. FINALLY, REGARDING DISPLACEMENT, ALL CF CHARITIES SCHOLARSHIPS ARE GRANTED TO PROVIDE THE STUDENTS WITH "BENEFITS" THAT PLACE THEM IN BETTER POSITIONS THAN IF THEY HAD NOT RECEIVED THE AWARDS. IT IS INTENDED THAT THE STUDENTS, NOT THE INSTITUTION, BENEFIT FROM THE SCHOLARSHIP AWARD. FORM 990, PART VI, SECTION A, LINE 2 LAWRENCE AND KELLI-ANN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FINAL RETURN ARE PROVIDED TO THE GOVERNING BODY PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12 THE CAPLIN FAMILY CHARITIES HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO BOARD MEMBERS. THE POLICY IS MONITORED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE COMMITTEE. MEMBERS AREN'T REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OFFICERS: (C) ASK THE PERSON TO AGREE TO PARTICIPATE IN A BID PROCESS WITH AT LEAST 2 OTHER VENDORS AND RECUES FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE CHARITY; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE CHARITY OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL. THE CHARITY'S EXECUTIVE DIRECTOR WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST AT 6097 EASTON ROAD, PIPERSVILLE, PA 18947.