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Julius H Caplan Charity Foundation at a glance

· Private foundation

Julius H Caplan Charity Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$514k
Granted FY2025still arriving
4
Grants FY2025still arriving
1
States reached
$500k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

97% of Julius H Caplan Charity Foundation’s FY2025 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. FY2025 names 2 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

5
’17
4
’18
4
’19
5
’20
9
’21
6
’22
7
’23
6
’24
2
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$4.5MHuman Services$71kHealth$9kInternational$4kHousing & Shelter$3kAnimals$2kCommunity Improvement$1kArts & Culture$500Other$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $14k
  • $250k+1 grant · $500k
$7,500
Median grant
1
States reached
$8.2M
Total assets
Largest grants
RecipientAmount
TRUSTEES OF UNIV OF PENNSYLVANIA$500,000
FRANKLIN & MARSHALL COLLEGE$7,500
CASA OF LANCASTER COUNTY$5,000
Individual grant recipient$1,800
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $60k) 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. Its grants skew toward lower-need ZIPs.

area typical 11%CASA of Lancaster County: $10k → 9%Jewish Family and Children's Service of Greater Philadelphia: $500 → 22%CASA of Lancaster County: $10k → 9%CASA of Lancaster County: $10k → 9%CASA of Lancaster County: $10k → 9%CASA OF LANCASTER COUNTY: $5k → 9%CASA OF LANCASTER COUNTY: $5k → 9%CASA OF LANCASTER COUNTY: $3k → 9%CASA OF LANCASTER COUNTY: $2k → 9%CASA OF LANCASTER COUNTY: $2k → 9%LANCASTER EARLY EDUCATION CENTER: $2k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$160k · 9 repeat orgs$12k to everyone else

9 repeat relationships: 2 still active in FY2025, 7 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
13

Total granted

$160k
$10k

Median revenue growth · since first grant

+20%
+28%

Still filing today

67%
85%

New vs renewed · share of each year

In FY2025, 87% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
HealthHuman ServicesEducationCommunity ImprovementInternationalArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • CO
    CASA OF LANCASTER AND LEBANON COUNTIES
    9× · 2017–2025 · $57k · revenue +203%
  • FM
    FRANKLIN & MARSHALL COLLEGE
    4× · 2022–2025 · $30k · revenue +2%
  • LC
    LANCASTER COUNTY THERAPEUTIC RIDING INC D/B/A GREYSTONE MANOR THERAPEUTIC RIDING
    2× · 2022–2023 · $4k · revenue +50%

Funded once

  • PU
    PHILADELPHIA UNIVERSITYgraduated
    one grant, 2017 · $3k · revenue +29%
  • LD
    LANCASTER DAY CARE CENTER
    one grant, 2023 · $2k · revenue +2%
  • N
    NEVET
    one grant, 2024 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lancaster General Health Foundation

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…

Philanthropy
2
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
3
Lehigh University

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…

Education
4
Lehigh Valley Health Network

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.

—
5
Delaware Valley University

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…

—
6
Gettysburg College

Gettysburg college is a residential, undergraduate college of the liberal arts and sciences.

Education
7
Pennsylvania College of Health Sciences

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…

—
8
Saint Joseph's University

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…

Education
9
La Roche University

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.

Education
10
Lebanon Valley College

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.…

Education
11
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
12
Lancaster Country Day School

The mission of lancaster country day school is to empower students to explore their passions, find purpose, and become the best versions of themselves.

Education
How this is measured
The grantee most central to the portfolio’s shape is Lancaster General Health; 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.
04the grantee network

20 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 20 of the 25 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
19/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $4,925,400 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA+2 more: $32,500 · EducationFranklin and Marshall University: $32,500 · OtherCRISPUS ATTUCKS COMMUNITY CENTER INC: $16,000 · OtherPHILLY TOOLS FOR SCHOOL: $10,000 · OtherMAKE-A-WISH FOUNDATION OF AMERICA: $3,500 · OtherLANCASTER AREA HABITAT FOR HUMANITY INC: $2,700 · Other+4 more: $4,700 · OtherCASA OF LANCASTER AND LEBANON COUNTIES: $57,000 · Human ServicesLANCASTER DAY CARE CENTER: $2,000 · Human Services+1 more: $500 · Human ServicesLANCASTER COUNTY THERAPEUTIC RIDING INC D/B/A GREYSTONE MANOR THERAPEUTIC RIDING: $4,000 · HealthLANCASTER GENERAL HEALTH: $500 · HealthPARKINSON'S FOUNDATION INC: $200 · HealthAMERICAN CANCER SOCIETY INC: $200 · Health+1 more: $100 · HealthWORLD BLINDNESS OUTREACH INC: $4,025 · InternationalLEBANON VALLEY ECONOMIC DEVELOPMENT CORPORATION: $500 · Community ImprovementGERMANTOWN RESIDENTS FOR ECONOMIC ALTERNATIVES TOGETHER: $500 · Community ImprovementCREATIVE PURSUITS ACADEMY: $500 · Arts & CultureAMERICAN JEWISH COMMITTEE: $180 · Civil Rights
Education$4,957,900Other$69,400Human Services$59,500Health$5,000International$4,025Community Improvement$1,000Arts & Culture$500Civil Rights$180

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $4,925,400 over 9y, 0.0% of budgetCASA OF LANCASTER AND LEBANON COUNTIES: $57,000 over 9y, 2.5% of budgetFRANKLIN & MARSHALL COLLEGE: $30,000 over 4y, 0.0% of budgetCRISPUS ATTUCKS COMMUNITY CENTER INC: $16,000 over 8y, 0.6% of budgetWORLD BLINDNESS OUTREACH INC: $4,025 over 4y, 2.8% of budgetLANCASTER COUNTY THERAPEUTIC RIDING INC D/B/A GREYSTONE MANOR THERAPEUTIC RIDING: $4,000 over 2y, 0.6% of budgetMAKE-A-WISH FOUNDATION OF AMERICA: $3,500 over 4y, 0.0% of budgetLANCASTER AREA HABITAT FOR HUMANITY INC: $2,700 over 3y, 0.0% of budgetPHILADELPHIA UNIVERSITY: $2,500 over 1y, 0.0% of budgetLANCASTER DAY CARE CENTER: $2,000 over 1y, 0.1% of budgetCREATIVE PURSUITS ACADEMY: $500 over 1y, 0.8% of budgetLANCASTER GENERAL HEALTH: $500 over 1y, 0.0% of budgetJEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA: $500 over 1y, 0.0% of budgetPARKINSON'S FOUNDATION INC: $200 over 1y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $200 over 1y, 0.0% of budgetAMERICAN JEWISH COMMITTEE: $180 over 1y, 0.0% of budgetDEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY: $100 over 1y, 0.0% of budgetBread and Roses Community Fund: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Lancaster County Comm…United Way of Lancast…Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Lancaster County Community FoundationPA15.5× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Julius H Caplan Charity Foundation funds: left to right is the share of its income from government, bottom to top the share from Julius H Caplan Charity Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 25 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Julius H Caplan Charity’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home