Nonprofit · EIN 23-7749795
CAPLAN FAMILY CHARITABLE TR 121593
Also known as CAPLAN JAMES TTEE
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,121 | $73,010 | -$23,889 | $2,319,362 | $0 | $2,319,362 |
| December 31, 2024 | 990-PF | $19,277 | $265,010 | -$245,733 | $2,201,707 | $0 | $2,201,707 |
| December 31, 2023 | 990-PF | $82,720 | $56,956 | $25,764 | $2,322,013 | $0 | $2,322,013 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $49,056
- Interest
- $99
- Net gain from sales of assets
- -$34
Expenses
- Grants and similar amounts paid
- $71,110
- Disbursements for charitable purposes
- $71,110
- Excise tax on investment income
- $657
Balance sheet and other
- Total assets, start of year
- $2,201,707
- Total assets, end of year
- $2,319,362
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,319,362
- Fair market value of assets
- $2,319,362
- Qualifying distributions
- $71,110
- Net investment income
- $49,155
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A CAPLAN PO BOX 14, BRYN MAWR, PA 190101612 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A CAPLAN PO BOX 14, BRYN MAWR, PA 190101612 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A CAPLAN PO BOX 14, BRYN MAWR, PA 190101612 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 14, BRYN MAWR, PA 19010-0014
- In care of
- % JAMES A CAPLAN
- Signed the 990-PF
- JAMES A CAPLAN, TRUSTEE
- Phone
- (610) 416-2118
- Return prepared by
- Gormley CPA Services LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7749795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,319,362
- Income (IRS master file)
- $199,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,121 | $73,010 | $2,319,362 | XML |
| 990-PF | December 2024 | $19,277 | $265,010 | $2,201,707 | XML |
| 990-PF | December 2023 | $82,720 | $56,956 | $2,322,013 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7749795).
Questions about CAPLAN FAMILY CHARITABLE TR 121593
- What is the EIN of CAPLAN FAMILY CHARITABLE TR 121593?
- The employer identification number (EIN) of CAPLAN FAMILY CHARITABLE TR 121593 is 23-7749795.
- Is CAPLAN FAMILY CHARITABLE TR 121593 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CAPLAN FAMILY CHARITABLE TR 121593 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAPLAN FAMILY CHARITABLE TR 121593 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAPLAN FAMILY CHARITABLE TR 121593 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPLAN FAMILY CHARITABLE TR 121593 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAPLAN FAMILY CHARITABLE TR 121593?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CAPLAN FAMILY CHARITABLE TR 121593 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,121, expenses of $73,010 and total assets of $2,319,362 at year end.
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