JULIUS H CAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS H CAPLAN CHARITABLE FOUNDATION (EIN 13-6067379)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202521289349100407
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T06:01:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232770983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKSCHER TEILLON TERRILL & SAGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD STE | AddressLine1Txt |
| Address Line2 | 1-300 | AddressLine2Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136067379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIUS H CAPLAN CHARITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 6109404181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HTTS 1001 CONSHOHOCKEN ST RD 1-300 | AddressLine1Txt |
| City | W CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELI CAPLAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6109404181 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL R FOWLER ESQUIRE | PreparerPersonNm |
| PTIN | P00554942 | PTIN |
| Phone | 6109402600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,199,091 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $641,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $262,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $618,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $618,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $880,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $618,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$478,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,387,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,020,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,020,559 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,213,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,106,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,891,125 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,659,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,659,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,286,407 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,260,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,787,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,199,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,260,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,787,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,260,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,787,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,260,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,787,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,260,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$478,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,324 | OtherIncreasesAmt |
| Subtotal | $6,787,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,787,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,320 CAMECO CORPP | P | 2021-11-26 | 2024-01-11 | $152,771 | $79,660 | $73,111 | $73,111 |
| 1,520 DIAGEO PLC | P | 2023-06-06 | 2024-12-11 | $192,283 | $257,126 | -$64,843 | -$64,843 |
| 1,130 FISERV INC | P | 2021-01-12 | 2024-02-29 | $168,242 | $125,900 | $42,342 | $42,342 |
| 599 NEXSTAR MEDIA GROUP INC | P | 2020-03-13 | 2024-11-08 | $103,325 | $46,100 | $57,225 | $57,225 |
| 899 KENVUE INC. | P | 2007-01-26 | 2024-01-03 | $19,181 | $7,400 | $11,781 | $11,781 |
| CAPITAL GAINS DIVIDENDS | P | $5,941 | $5,941 | $5,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,186 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,186 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $2,497 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKSCHER TEILLON TERRILL & SAGER PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109402600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN ST RD STE 1-300 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELI CAPLAN | ||||||||
| 836 FOUNDERS WAY | EAST PETERSBURG | PA | 17520 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PERRY CAPLAN | ||||||||
| 4977 ORE BANK ROAD | YORK | PA | 17406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SLOAN CAPLAN | ||||||||
| 622 WILLOW GREEN | LITITZ | PA | 17543 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK FRUZZETTI | ||||||||
| 505 FIFTH AVENUE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,084,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,363,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,447,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,447,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,245,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $662,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $662,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,593 | TotalTaxAmt |
| Distributable Before Adj | $656,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $656,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $656,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $618,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $618,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,781 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $618,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $618,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,099 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,099 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,402 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CASA OF LANCASTER COUNTY | |||||||||
| 53 NORTH DUKE STREET 218 | LANCASTER | PA | 17602 | PUBLIC CHARITY | GENERAL FUND | $2,000 | |||
| CRISPUS ATTUCKS COMMUNITY CENTER | |||||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | PUBLIC CHARITY | GENERAL FUND | $2,000 | |||
| FRANKLIN & MARSHALL COLLEGE | |||||||||
| 637 COLLEGE AVE | LANCASTER | PA | 17603 | PUBLIC CHARITY | GENERAL FUND | $7,500 | |||
| ORWIGSBURG FREE LIBRARY | |||||||||
| 216 W INDEPENDENCE ST | ORWIGSBURG | PA | 17961 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||
| LANCASTER LEBANON HABITAT FOR HUMANITY | |||||||||
| 1061 MANHEIM PIKE | LANCASTER | PA | 17601 | PUBLIC CHARITY | GENERAL FUND | $200 | |||
| DEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY | |||||||||
| 1126 WALNUT STREET | LEBANON | PA | 17042 | PUBLIC CHARITY | GENERAL FUND | $100 | |||
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||||
| 1702 E HIGHLAND AVE NO 400 | PHOENIX | AZ | 85016 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | PUBLIC CHARITY | GENERAL FUND | $602,600 | |||
| NEVET | |||||||||
| NC | GENERAL FUND | $1,800 | HAMASGER ST 1 | RAANANA | IS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $618,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $134 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $276,708 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $125,557 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $402,399 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,399 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE ORGANIZING DOCUMENT FOR THE JULIUS H. CAPLAN CHARITY FOUNDATION IS THE CERTIFICATE OF INCORPORATION OF THE JULIUS H. CAPLAN CHARITY FOUNDATION DATED DECEMBER 14, 1944. PURSUANT TO PARAGRAPH 2 OF THE CERTIFICATE OF INCORPORATION THE DIRECTORS SHALL COLLECT AND OTHERWISE RAISE MONEY FOR CHARITABLE, PHILANTHROPIC AND BENEVOLENT PURPOSES AND TO DISTRIBUTE THE SAME TO SUCH ORGANIZATIONS WITH THE SAME PURPOSES. SUCH ORGANIZATIONS ARE THE TYPE DESCRIBED IN EACH OF SECTIONS 170(C), 2055(A), 2522(A) AND 170(B)(1)(A) OF THE INTERNAL REVENUE CODE |
| 8 | SAME EXPLANATION AS LINE 4. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT #XXXX-1752 | StockNm |
| EOY Book Value | $4,106,069 | EOYBookValueAmt |
| EOYFMV | $9,891,125 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB ACCOUNT #XXXX-1752 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,659,870 | BookValueAmt |
| EOYFMV | $2,286,407 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANUAL ADJUSTMENT | Desc |
| Amt | $5,324 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB SERVICE FEES | $262,322 | $0 | $0 |
| PNC WEALTH MANAGEMENT - FEES | $65 | $0 | $0 |