· Private foundation
Julius H Caplan Charity Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
98% of Julius H Caplan Charity Foundation’s FY2024 grant dollars went to Trustees Of The University Of Pennsylvania, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 6 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k8 grants · $16k
- $250k+1 grant · $603k
| Recipient | Amount |
|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | $602,600 |
| FRANKLIN & MARSHALL COLLEGE | $7,500 |
| CASA OF LANCASTER COUNTY | $2,000 |
| CRISPUS ATTUCKS COMMUNITY CENTER | $2,000 |
| NEVET | $1,800 |
| ORWIGSBURG FREE LIBRARY | $1,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | $1,000 |
| LANCASTER LEBANON HABITAT FOR HUMANITY | $200 |
| DEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY | $100 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–24, $55k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
9 repeat relationships — 5 still active in FY2024, 4 since wound down; 3 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 81% of grant dollars renewed an existing relationship; $3k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- COCASA OF LANCASTER AND LEBANON COUNTIES8× · 2017–2024 · $52k · revenue +203%
- FMFRANKLIN & MARSHALL COLLEGE3× · 2022–2024 · $23k · revenue +2%
- LCLANCASTER COUNTY THERAPEUTIC RIDING INC D/B/A GREYSTONE MANOR THERAPEUTIC RIDING2× · 2022–2023 · $4k · revenue +50%
Funded once
- PUPHILADELPHIA UNIVERSITYgraduatedone grant, 2017 · $3k · revenue +29%
- LDLANCASTER DAY CARE CENTERone grant, 2023 · $2k · revenue +2%
- LGLANCASTER GENERAL HEALTHgraduatedone grant, 2023 · $500 · revenue +28%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The lancaster general health foundation is organized and operated to benefit, perform the functions of, or carry out the purposes of members of the healthcare system of lancaster general health, a non-profit corporation described in…
Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.
The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…
We heal, comfort, and care for the people of our community by providing advanced and compassionate health care of superior quality and value supported by education and clinical research.
See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…
Gettysburg college is a residential, undergraduate college of the liberal arts and sciences.
As philadelphia's jesuit catholic university, saint joseph's provides a rigorous, student-centered education rooted in the liberal arts. we prepare students for personal excellence, professional success, and engaged citizenship. striving…
A dynamic and academically rigorous institution, pennsylvania college of health sciences (the "college") is a private, accredited, four-year college offering associate, baccalaureate and graduate degree programs, as well as certificate…
The lancaster chamber of commerce & industry's mission is to create the environment, facilitate partnerships, and lead on issues that elevate business success. the chamber has 5 strategic priorities: public policy, workforce, business…
La roche university advances learning informed by ethical and service-oriented values, reflecting its catholic heritage and the charism of the sisters of divine providence.
Lebanon valley college educates students for lifelong success through exceptional undergraduate liberal-arts programs and professional graduate programs delivered in an engaging and supportive academic and co-curricular environment.…
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
For reference, the grantee most central to the portfolio’s shape is Lancaster General Health and the most unlike its peers is Germantown Residents for Economic Alternatives Together. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
20 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 20 of the 24 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
- Who funds CASA OF LANCASTER AND LEBANON COUNTIES ↗
- Who funds FRANKLIN & MARSHALL COLLEGE ↗
- Who funds CRISPUS ATTUCKS COMMUNITY CENTER INC ↗
- Who funds WORLD BLINDNESS OUTREACH INC ↗
- Who funds LANCASTER COUNTY THERAPEUTIC RIDING INC D/B/A GREYSTONE MANOR THERAPEUTIC RIDING ↗
- Who funds MAKE-A-WISH FOUNDATION OF AMERICA ↗
- Who funds LANCASTER AREA HABITAT FOR HUMANITY INC ↗
- Who funds PHILADELPHIA UNIVERSITY ↗
- Who funds LANCASTER DAY CARE CENTER ↗
- Who funds LANCASTER GENERAL HEALTH ↗
- Who funds CREATIVE PURSUITS ACADEMY ↗
- Who funds LEBANON VALLEY ECONOMIC DEVELOPMENT CORPORATION ↗
- Who funds JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA ↗
- Who funds GERMANTOWN RESIDENTS FOR ECONOMIC ALTERNATIVES TOGETHER ↗
- Who funds PARKINSON'S FOUNDATION INC ↗
- Who funds AMERICAN CANCER SOCIETY INC ↗
- Who funds AMERICAN JEWISH COMMITTEE ↗
- Who funds DEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY ↗
- Who funds Bread and Roses Community Fund ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Lancaster County Community Foundation · United Way of Lancaster County · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Julius H Caplan Charity Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.