Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Caplin Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6078981
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,998,255J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 71,399
2 Check right arrow.............
3 Interest on savings and temporary cash investments 19,233 19,233  
4 Dividends and interest from securities... 69,005 69,005  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 256,725
b Gross sales price for all assets on line 6a 1,459,387
7 Capital gain net income (from Part IV, line 2)... 254,038
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,154    
12 Total. Add lines 1 through 11........ 429,516 342,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,981 15,981    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,299 1,367    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,834 1,128   38,706
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,114 18,476   38,706
25 Contributions, gifts, grants paid....... 403,050 403,050
26 Total expenses and disbursements. Add lines 24 and 25 466,164 18,476   441,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,648
b Net investment income (if negative, enter -0-) 323,800
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 63,626 613,548 613,548
3 Accounts receivable right arrow1,896
Less: allowance for doubtful accounts right arrow     1,896 1,896
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
206,416 		206,306
b Investments—corporate stock (attach schedule)....... 2,108,445 Click to see attachment
List of Attached Documents:
// Content
1,314,563 		7,076,505
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
0 		100,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,172,071 2,136,423 7,998,255
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,172,071 2,136,423
29 Total net assets or fund balances (see instructions)..... 2,172,071 2,136,423
30 Total liabilities and net assets/fund balances (see instructions). 2,172,071 2,136,423
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,172,071
2
Enter amount from Part I, line 27a .....................
2
-36,648
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
2,136,423
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,136,423
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,459,387   1,205,349 254,038
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       254,038
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 254,038
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,501
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,501
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,501
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,736
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,736
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 234
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow234 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Catherine Caplin Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeremy Caplin Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Caplin Dir, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,949,950
b
Average of monthly cash balances.......................
1b
522,598
c
Fair market value of all other assets (see instructions)................
1c
100,000
d
Total (add lines 1a, b, and c).........................
1d
8,572,548
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,572,548
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
128,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,443,960
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
422,198
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
422,198
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,501
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
2,243
c
Add lines 2a and 2b............................
2c
6,744
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
415,454
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
416,454
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
416,454
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
441,756
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
441,756
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 416,454
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 182,291
e From 2023...... 2,400,122
f Total of lines 3a through e ........ 2,582,413
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 441,756
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 416,454
e Remaining amount distributed out of corpus 25,302
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,607,715
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,607,715
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 182,291
d Excess from 2023.... 2,400,122
e Excess from 2024.... 25,302
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

24TH STREET THEATRE COMPANY

1117 W 24TH ST
LOS ANGELES,CA90007 		N/A PC General & Unrestricted 1,300

A NOISE WITHIN

3352 E FOOTHILL BLVD
PASADENA,CA91107 		N/A PC General & Unrestricted 2,500

ACADEMY OF MUSIC FOR THE BLIND

911 NORUMBEGA DR
MONROVIA,CA91016 		N/A PC General & Unrestricted 1,000

ACTORS STUDIO

432 W 44TH ST
NEW YORK,NY10036 		N/A PC the West Coast Branch 1,500

ALABAMA-COUSHATTA TRIBE OF TEXAS

571 STATE PARK RD 56
LIVINGSTON,TX77351 		N/A GOV Chief Kina Health Clinic 2,500

ALBEMARLE COUNTY HISTORICAL SOCIETY INC

200 2ND ST NE
CHARLOTTESVILLE,VA22902 		N/A PC Charitable Event 15,000

ALBEMARLE COUNTY HISTORICAL SOCIETY INC

200 2ND ST NE
CHARLOTTESVILLE,VA22902 		N/A PC Door To Door Book Project 5,000

ALBEMARLE COUNTY HISTORICAL SOCIETY INC

200 2ND ST NE
CHARLOTTESVILLE,VA22902 		N/A PC to purchase 100 copies of July Magazine 1,600

ALBEMARLE HIGH SCHOOL

2775 HYDRAULIC RD
CHARLOTTESVILLE,VA22901 		N/A GOV to support the activities of the drama department and theatre kids 1,000

ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO

3355 BERKMAR DR
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 200

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC Hurricane Relief fund in Virginia and North Carolina 1,000

APPALACHIAN VOICES

589 WEST KING ST
BOONE,NC28607 		N/A PC General & Unrestricted 500

BANKS COLLAGE

34 WOODLAKE DR
CHARLOTTESVLE,VA22901 		N/A PC Charitable Event 1,000

BETHEL BAPTIST CHURCH

227 BETHEL CHURCH RD
PALMYRA,VA22963 		N/A PC General & Unrestricted 300

BIG CAT HABITAT GULF COAST SANCTUARY INC

7101 PALMER BLVD
SARASOTA,FL34240 		N/A PC General & Unrestricted 500

BLANK THEATRE COMPANY

7665 HOLLYWOOD BLVD APT 4
LOS ANGELES,CA90046 		N/A PC The Young Playwright's Festival fund 1,500

BLUE RIDGE AREA FOOD BANK INC

PO BOX 937
VERONA,VA24482 		N/A PC General & Unrestricted 1,000

BLUE RIDGE FENCING CENTER

1326 E HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 1,000

BOTANICAL GARDEN OF THE PIEDMONT

PO BOX 6224
CHARLOTTESVLE,VA22906 		N/A PC General & Unrestricted 250

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA

PO BOX 707
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 2,000

BURNON INC

1006 E MAIN ST
VENTURA,CA93001 		N/A PC Summer Youth Education Programing 1,500

CABRILLO MUSIC THEATRE INC

2100 E THOUSAND OAKS BLVD STE B
THOUSAND OAKS,CA91362 		N/A PC General & Unrestricted 1,500

CANCER PATIENTS ALLIANCE

312 HALF FOUNTAIN AVE
PACIFIC GROVE,CA93950 		N/A PC General & Unrestricted 500

CELEBRATION PRODUCTIONS CORPORATION

3141 HOLLYRIDGE DR
HOLLYWOOD,CA90068 		N/A PC General & Unrestricted 1,500

CENTER FOR BIOLOGICAL DIVERSITY INC

PO BOX 710
TUCSON,AZ85702 		N/A PC General & Unrestricted 1,000

CENTER FOR NONPROFIT EXCELLENCE

1701A ALLIED ST
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 10,000

CENTER ON HALSTED

3656 N HALSTED
CHICAGO,IL60613 		N/A PC General & Unrestricted 1,000

CENTER THEATRE GROUP OF LOS ANGELES

601 W TEMPLE ST
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 1,500

CHARLOTTESVILLE ABUNDANT LIFE MINISTRIES INC

PO BOX 71
CHARLOTTESVLE,VA22902 		N/A PC SYM Campaign led by Alex Zan 4,000

CHARLOTTESVILLE AREA TREE STEWARDS

PO BOX 4211
CHARLOTTESVLE,VA22905 		N/A PC General & Unrestricted 1,000

CHARLOTTESVILLE BABE RUTH LEAGUE INC

PO BOX 6934
CHARLOTTESVLE,VA22906 		N/A PC summer season! Play Ball! program 1,500

CHARLOTTESVILLE FREE CLINIC

901 PRESTON AVE STE 301
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 1,000

CHARLOTTESVILLE HIGH

1400 MELBOURNE RD
Charlottesville,VA22901 		N/A GOV To support the cheerleading squad 500

CHARLOTTESVILLE HIGH

1400 MELBOURNE RD
Charlottesville,VA22901 		N/A GOV to support the work of Drama teacher and Drama kids 1,000

CHARLOTTESVILLE OPERA

226 EAST HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 3,250

CHARLOTTESVILLE POLICE DEPARTMENT FOUNDATION

2465 WILLISTON DR
CHARLOTTESVLE,VA22901 		N/A PC General & Unrestricted 1,000

CHARLOTTESVILLE TOMORROW

PO BOX 1591
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 250

CITY OF PROMISE INC

PO BOX 5628
CHARLOTTESVLE,VA22905 		N/A PC gardening and landscaping fund for around your building and community garden 800

COMMUNITY INVESTMENT COLLABORATIVE

PO BOX 2976
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 1,250

CONGREGATION BETH ISRAEL

PO BOX 320
CHARLOTTESVILLE,VA22902 		N/A PC Annual Campaign 1,000

CONSERVATION FOUNDATION OF THE GULF COAST INC

PO BOX 902
OSPREY,FL34229 		N/A PC General & Unrestricted 1,000

CORNELL LABORATORY OF ORNITHOLOGY

159 SAPSUCKER WOODS RD
ITHACA,NY14850 		N/A PC General & Unrestricted 300

CRYSTAL CATHEDRAL CHURCH OF CHRIST

PO BOX 53
DILLWYN,VA23936 		N/A PC hvac fund 10,000

CRYSTAL CATHEDRAL CHURCH OF CHRIST

PO BOX 53
DILLWYN,VA23936 		N/A PC General & Unrestricted 3,500

CRYSTAL CATHEDRAL CHURCH OF CHRIST

PO BOX 53
DILLWYN,VA23936 		N/A PC children or young adults fund 3,500

CURESEARCH FOR CHILDRENS CANCER

PO BOX 45781
BALTIMORE,MD21297 		N/A PC General & Unrestricted 500

DEAF WEST THEATRE COMPANY INC

11333 MOORPARK ST 75
STUDIO CITY,CA91602 		N/A PC General & Unrestricted 1,500

DOCUMENTARY FILM FUND

118 OAKHURST CIR 1
CHARLOTTESVLE,VA22903 		N/A PC Italian Factor Film Project 1,500

DREAM A WORLD EDUCATION

1707 S CRESCENT HEIGHTS BLVD
LOS ANGELES,CA90035 		N/A PC General & Unrestricted 1,000

EARLY MUSIC MINNESOTA

275 E 4TH ST
SAINT PAUL,MN55101 		N/A PC General & Unrestricted 500

EARTH UNIVERSITY FOUNDATION

151 ELLIS ST NE FL 1 STE 133
ATLANTA,GA30303 		N/A PC General & Unrestricted 2,500

EMERGENCY FOOD NETWORK INC

PO BOX 4373
CHARLOTTESVILLE,VA22905 		N/A PC General & Unrestricted 1,500

FIRST BAPTIST CHURCH

1501 DECATUR ST
RICHMOND,VA23224 		N/A PC General & Unrestricted 500

FLORIDA STUDIO THEATRE INC

1241 N PALM AVE
SARASOTA,FL34236 		N/A PC BUILDING MAINTENANCE/UPGRADES FUND OR FURNISHINGS FUND FOR THE FST 4 APARTMENT PROPERTY AT 1271 4th STReet 2,500

FOOTHILLS CHILD ADVOCACY CENTER

1106 E HIGH ST
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 250

FORK UNION BAPTIST CHURCH

4745 JAMES MADISON HWY
FORK UNION,VA23055 		N/A PC Charitable Event 300

FOUNDATION FOR DIVERSITY IN THE ARTS

C/O D JANKI 255 W 108TH ST 1D
NEW YORK,NY10025 		N/A PC Stage Management stipend fund and running costs for workshops, readings and production 2,000

FOUR COUNTY PLAYERS INC

PO BOX 1
BARBOURSVILLE,VA22923 		N/A PC General & Unrestricted 1,000

FREE UNION COUNTRY SCHOOL INC

PO BOX 250
FREE UNION,VA22940 		N/A PC Charitable Event 1,000

FRIENDS OF DOWNTOWN

PO BOX 253
CHARLOTTESVILLE,VA22902 		N/A PC Board Member fund 15,000

FRIENDS OF DUNBAR

1095 WINNSVILLE DR
BREMO BLUFF,VA23022 		N/A PC General & Unrestricted 3,000

FRIENDS OF TORRANCE THEATRE COMPANY

21143 HAWTHORNE BLVD
TORRANCE,CA90503 		N/A PC costume fund for the upcoming production of Terrence McNally's "It's Only a Play" 2,500

GONZALES YOUTH BALLET

23 CREEKWOOD DR
GONZALES,TX78629 		N/A PC Charitable Event 1,500

GRACKLE ART GALLERY INC

4621 EL CAMPO AVE
FORT WORTH,TX76107 		N/A PC General & Unrestricted 10,500

GROUP REPERTORY THEATRE

10900 BURBANK BLVD
N HOLLYWOOD,CA91601 		N/A PC General & Unrestricted 1,000

H E THROUGH THE ARTS INC

2524 3RD AVE
LOS ANGELES,CA90018 		N/A PC General & Unrestricted 750

HAMNER THEATER

1358 MCCAULEY ST
CROZET,VA22932 		N/A PC to support the pilot film, "The Charlottesvillian" 1,500

HER SPORTS

388 SHEPHERD LN
TROY,VA22974 		N/A PC General & Unrestricted 500

HISTORICAL SOCIETY OF SARASOTA COUNTY

PO BOX 1632
SARASOTA,FL34230 		N/A PC General & Unrestricted 1,000

HOMEWARD TRAILS ANIMAL RESCUE INCORPORATED

11116 FAIRFAX STA RD
FAIRFAX STA,VA22039 		N/A PC Hurricane pets support 400

HOSPICE OF THE PIEDMONT INC

675 PETER JEFFERSON PKWY SUITE 3
CHARLOTTESVILLE,VA22911 		N/A PC General & Unrestricted 1,000

HOSPITALITY HOUSE YOUTH DEVELOPMENT

PO BOX 11008
MINNEAPOLIS,MN55411 		N/A PC General & Unrestricted 1,000

HOUSE RABBIT SOCIETY

1478 BROADWAY
RICHMOND,CA94806 		N/A PC General & Unrestricted 1,000

INLAND VALLEY REPERTORY THEATRE INC

PO BOX 7743
LA VERNE,CA91750 		N/A PC General & Unrestricted 3,000

INNISFREE INC

5505 WALNUT LEVEL RD
CROZET,VA22932 		N/A PC General & Unrestricted 500

INTERACT THEATRE COMPANY

11333 MOORPARK ST PMB 391
NORTH HOLLYWOOD,CA91602 		N/A PC General & Unrestricted 1,500

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI49643 		N/A PC Camp Endowed Scholarship fund in Dance, Theatre Arts, Music, Creative Writing and Film and New Media 35,000

INTERNATIONAL CITY THEATRE

67 LONG BEACH BLVD
LONG BEACH,CA90802 		N/A PC General & Unrestricted 1,500

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 500

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC Humanitarian aid in the Middle East 1,000

IVY CREEK FOUNDATION INC

PO BOX 956
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 250

IX ART PARK FOUNDATION

522 2ND ST SE STE D
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 3,500

JABBERWOCKY THEATRE COMPANY

12405 VENICE BLVD 153
LOS ANGELES,CA90066 		N/A PC General & Unrestricted 1,200

JAMES MADISON UNIVERSITY

738 S MASON ST RM 5100 MSC 3516
HARRISONBURG,VA22807 		N/A PC to support the radio station WMRA 1,000

JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER

233 4TH ST NW
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 3,500

KAREN BEASLEY SEA TURTLE RESCUE AND REHABILITATION

302 TORTUGA LN
SURF CITY,NC28445 		N/A PC General & Unrestricted 500

LEMUR CONSERVATION FOUNDATION INC

PO BOX 249
MYAKKA CITY,FL34251 		N/A PC General & Unrestricted 500

LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 22324
NEW YORK,NY10087 		N/A PC General & Unrestricted 250

LIBRARIES WITHOUT BORDERS

244 MADISON AVE STE 1018
NEW YORK,NY10016 		N/A PC General & Unrestricted 250

LISTEN4LIFE FOUNDATION

336 PEORIA ST
DALY CITY,CA94014 		N/A PC General & Unrestricted 300

LITTLE LEAGUE BASEBALL INC

1541 DAIRY RD
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 600

LIVE ARTS INC

PO BOX 1231
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 1,000

LIVE ARTS INC

PO BOX 1231
CHARLOTTESVILLE,VA22902 		N/A PC "Crumbs from the Table of Joy" fund 5,000

LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDA

369 E 1ST ST 3RD FL STE 3
LOS ANGELES,CA90012 		N/A PC Feather in the Cap scholarship fund, Promising Young Artist Award fund, Excellence in Dance Award fund, and Artistic Merit Award fund 5,000

LOS ANGELES GAY AND LESBIAN COMMUNITY SERVICES CEN

1118 N MCCADDEN PL
LOS ANGELES,CA90038 		N/A PC General & Unrestricted 1,500

LYMELIGHT FOUNDATION INC

1229 BURLINGAME AVE STE 205
BURLINGAME,CA94010 		N/A PC General & Unrestricted 2,000

MARINE MAMMAL CENTER

2000 BUNKER RD FORT CRONKHITE
SAUSALITO,CA94965 		N/A PC General & Unrestricted 500

MEDECINS SANS FRONTIERES USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 1,000

MEDIA MATTERS FOR AMERICA

800 MAINE AVE SW STE 500
WASHINGTON,DC20024 		N/A PC General & Unrestricted 250

MIDDLE OAK BAPTIST CHURCH

4735 PRESIDENTS RD
SCOTTSVILLE,VA24590 		N/A PC General & Unrestricted 1,000

MISSION OF OUR LADY OF MERCY

1140 W JACKSON BLVD
CHICAGO,IL60607 		N/A PC General & Unrestricted 1,000

MOVING FORWARD CONTEMPORARY ASIAN AMERICAN DANCE C

2745 ARIZONA AVE NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 500

MUSIC ANCESTRY

203 29TH AVE NE UNIT 30
HICKORY,NC28601 		N/A PC General & Unrestricted 500

MUSICAL THEATRE GUILD

13333 VENTURA BLVD STE 201
SHERMAN OAKS,CA91423 		N/A PC Student Outreach Programming 500

MUSICAL THEATRE WEST

4350 E 7TH ST
LONG BEACH,CA90804 		N/A PC Student Outreach Programming 1,500

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC THE WINNY OBURE FOUNDATION REPRESENTATION FUND 2,500

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC General & Unrestricted 250

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 300

NETWORK FOR GOOD INC

1140 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036 		N/A PC Hospitality House Youth Development fund in North Minneapolis 1,000

NEW CITY ARTS INITIATIVE

114 3RD ST NE
CHARLOTTESVILLE,VA22902 		N/A PC Charlottesville SOUP fund 500

NEW VICTORY THEATRE

3326 W VICTORY BLVD
BURBANK,CA91505 		N/A PC exterior windows of the theatre fund 4,000

NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA

987 LOMAS SANTA FE DR STE D
SOLANA BEACH,CA92075 		N/A PC General & Unrestricted 1,500

OAK GROVE THEATER INC

PO BOX 3040
STAUNTON,VA24402 		N/A PC General & Unrestricted 1,000

OAKLAND PROMISE

484 9TH ST
OAKLAND,CA94607 		N/A PC General & Unrestricted 500

OCEAN CONSERVANCY INC

1300 19TH ST NW 8TH FLOOR
WASHINGTON,DC20036 		N/A PC General & Unrestricted 400

OCEANA INC

1025 CONNECTICUT AVE NW STE 200
WASHINGTON,DC20036 		N/A PC General & Unrestricted 300

OGLALA LAKOTA COLLEGE

PO BOX 490
KYLE,SD57752 		N/A PC General & Unrestricted 1,500

ONEWORLD ROWING

PO BOX 304
IVY,VA22945 		N/A PC General & Unrestricted 1,500

OPERA ON THE JAMES

PO BOX 1450
LYNCHBURG,VA24505 		N/A PC Charitable Event 2,500

PADI AWARE FOUNDATION

30151 TOMAS STE 200
RANCHO SANTA MARGARITA,CA92688 		N/A PC General & Unrestricted 500

PALESTINE CHILDRENS RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		N/A PC General & Unrestricted 2,500

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 1,000

PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC

39 S EL MOLINO AVE
PASADENA,CA91101 		N/A PC General & Unrestricted 10,000

PETER WESTBROOK FOUNDATION INC

GPO 7554
NEW YORK,NY10116 		N/A PC General & Unrestricted 500

PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC

818 E HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 2,000

PILGRIM BAPTIST CHURCH

211 ALBEMARLE ST
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 5,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC27603 		N/A PC General & Unrestricted 2,000

PLAYWRIGHTS ARENA

514 S SPRING ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 1,500

PLEASANT GROVE BAPTIST CHURCH

PO BOX 751
EARLYSVILLE,VA22936 		N/A PC General & Unrestricted 1,000

PRESERVATION PIEDMONT

PO BOX 2803
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 14,000

PRESERVERS OF THE DAUGHTERS OF ZION CEMETERY

201 6TH ST NW
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 500

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 250

PROJECT SUCCESS-STUDENTS UNDERTAKING CREATIVE CONT

ONE GROVELAND TERRACE STE 300
MINNEAPOLIS,MN55403 		N/A PC General & Unrestricted 200

PUBLIC EDUCATION FUND OF CHARLOTTESVILLE-ALBEMARLE

PO BOX 175
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 1,000

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA

PO BOX 37963
BOONE,IA50037 		N/A PC Arts Council Annual fund 2,500

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA

PO BOX 400331
CHARLOTTESVILLE,VA22904 		N/A PC Virginia Theater Festival fund 7,500

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA

PO BOX 400869
CHARLOTTESVILLE,VA22904 		N/A PC 2024 Season fund 7,500

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA

PO BOX 400869
CHARLOTTESVILLE,VA22904 		N/A PC the 2024 Film Festival fund 1,000

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA

PO BOX 400811
CHARLOTTESVILLE,VA22904 		N/A PC Charitable Event 1,000

REEF ENVIRONMENTAL EDUCATION FOUNDATION INCORPORAT

PO BOX 370246
KEY LARGO,FL33037 		N/A PC General & Unrestricted 300

RICHMOND FENCING CLUB

3411 1/2 CARLTON ST
RICHMOND,VA23230 		N/A PC General & Unrestricted 1,000

RICHMOND SOCIETY FOR THE PREVENTION OF CRUELTY TO

2519 HERMITAGE RD
RICHMOND,VA23220 		N/A PC Charitable Event 500

RIVANNA CONSERVATION ALLIANCE

1150 RIVER RD STE ONE
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 250

ROCKFISH WILDLIFE SANCTUARY INC

5450 WHEELERS COVE RD
SHIPMAN,VA22971 		N/A PC General & Unrestricted 1,000

ROCKY FOUNDATION

5793 LOUISA RD
KESWICK,VA22947 		N/A PC General & Unrestricted 2,500

SAFE CHILDREN FOUNDATION

PO BOX 148
FAIRFAX,VA22038 		N/A PC General & Unrestricted 1,500

SAN DIEGO MUSICAL THEATRE

4650 MERCURY ST
SAN DIEGO,CA92111 		N/A PC General & Unrestricted 1,500

SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC

PO BOX 1754
SARASOTA,FL34230 		N/A PC Charitable Event 1,000

SARASOTA OPERA ASSOCIATION INC

61 N PINEAPPLE AVE
SARASOTA,FL34236 		N/A PC General & Unrestricted 2,500

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 250

SAVEABUNNY INC

PO BOX 2143
MILL VALLEY,CA94942 		N/A PC General & Unrestricted 500

SHELTER FOR HELP IN EMERGENCY

PO BOX 1013
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 250

SIDE BY SIDE VA INC

PO BOX 5542
RICHMOND,VA23220 		N/A PC CHARLOTTESVILLE PROGRAMS 1,000

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Mary Ellen Caplin Theater renovation fund 250

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Class of 1969 Scholarship Fund 250

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Mary Ellen Caplin Theater fund 4,000

SOME INC

71 O ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 500

SOURCE SONG FESTIVAL

PO BOX 3605
MINNEAPOLIS,MN55403 		N/A PC General & Unrestricted 500

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST STE 400
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 10,000

STAGE DIRECTORS & CHOREOGRAPHERS WORKSHOP FOUNDATI

321 W 44TH ST STE 804
NEW YORK,NY10036 		N/A PC General & Unrestricted 1,500

STEPPENWOLF THEATRE CO

1700 N HALSTED ST
CHICAGO,IL60614 		N/A PC General & Unrestricted 1,000

STRONG QUALITY BASKETBALL ASSOCIATION

362 TWYMANS MILL RD
RADIANT,VA22732 		N/A PC academic scholarship fund and athletic training fund 3,000

THE CHANCE THEATER

5522 E LA PALMA AVE
ANAHEIM,CA92807 		N/A PC General & Unrestricted 1,500

THE DANCE RESOURCE CENTER OF GREATER LOS ANGELES

3773 CRENSHAW BLVD
LOS ANGELES,CA90016 		N/A PC Performing Arts fund for All programming and running costs associated with productions nurtured by Heather Lipson Bell 2,000

THE EDGAR AND ELEANOR SHANNON FDN FOR EXCELLENCE I

1368 REAS FORD RD
EARLYSVILLE,VA22936 		N/A PC General & Unrestricted 1,000

THE LAGUNA PLAYHOUSE

606 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC General & Unrestricted 1,500

THE MINNESOTA OPERA

620 N 1ST ST
MINNEAPOLIS,MN55401 		N/A PC General & Unrestricted 1,000

THE NEW YORK CENTER FOR CHILDREN

333 EAST 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 2,000

THE OPEN FIST THEATRE COMPANY INC

14535 ARMINTA ST STE E
VAN NUYS,CA91402 		N/A PC General & Unrestricted 1,000

THE PARAMOUNT THEATER INC

215 E MAIN ST
CHARLOTTESVLE,VA22902 		N/A PC Grand Marque fund 5,000

THE PERFORMANCE ZONE INC

161 SIXTH AVE
NEW YORK,NY10013 		N/A PC New Art City's new works development programming fund 1,500

THE SALVATION ARMY

PO BOX 296
CHARLOTTESVILLE,VA22901 		N/A PC Low Barrier 24-hour homeless shelter fund on Cherry Avenue 3,500

THEATRE FORTY INC

17595 HARVARD STE C 139
IRVINE,CA92614 		N/A PC to support steven Deitz's play "Becky's New Car" 2,500

THEATRE PALISADES

PO BOX 881
PACIFIC PLSDS,CA90272 		N/A PC to support production costs for "A View from the Bridge" 2,000

TOM TOM FOUNDATION

100 W S ST APT 1D
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 2,500

TRINITY EPISCOPAL CHURCH

1118 PRESTON AVE
CHARLOTTESVILLE,VA22903 		N/A PC The BREAD AND ROSES program 750

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 1,000

UNION RIDGE BAPTIST CHURCH

2980 HYDRAULIC RD
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 1,000

UNITED WAY OF GREATER CHARLOTTESVILLE

200 GARRETT ST STE I
CHARLOTTESVILLE,VA22902 		N/A PC ENVISION Enterprise fund 3,000

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

580 MASSIE RD
CHARLOTTESVILLE,VA22903 		N/A PC Caplin Public Service Center Summer Grants Program 2,500

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

580 MASSIE RD
CHARLOTTESVILLE,VA22903 		N/A PC Mortimer Caplin Public Service Center summer grants program 4,500

URBANITE THEATRE INC

1487 2ND ST
SARASOTA,FL34236 		N/A PC "From 145th to 98th" fund 3,500

VIRGINIA ATHLETIC FOUNDATION

PO BOX 400833
CHARLOTTESVILLE,VA22904 		N/A PC Rowing Coach Program Enhancement Fund 750

VIRGINIA REPERTORY THEATRE

114 W BROAD ST
RICHMOND,VA23220 		N/A PC General & Unrestricted 1,000

VOLUNTEERS IN PSYCHOTHERAPY INC

7 S MAIN ST STE 208
WEST HARTFORD,CT06107 		N/A PC General & Unrestricted 2,000

WAKE FOREST BAPTIST CHURCH

3075 ROLLING RD
SCOTTSVILLE,VA24590 		N/A PC General & Unrestricted 1,000

WARTIME FITNESS WARRIORS

1147 RIVER RD STE 2
CHARLOTTESVLE,VA22901 		N/A PC General & Unrestricted 500

WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC

1012 N ORANGE AVE
SARASOTA,FL34236 		N/A PC General & Unrestricted 1,000

WESTERN ALBEMARLE HIGH

5941 ROCKFISH GAP TPKE
Crozet,VA22932 		N/A GOV General & Unrestricted 1,000

WESTMINSTER PRESBYTERIAN CHURCH

400 RUGBY RD
CHARLOTTESVILLE,VA22903 		N/A PC Charitable Event 1,000

WHITE STORK - UNITED STATES LTD

512 CHESTNUT ST UNIT 11
WINNETKA,IL60093 		N/A PC General & Unrestricted 1,000

WILDLIFE CENTER OF VIRGINIA

1800 S DELPHINE AVE
WAYNESBORO,VA22980 		N/A PC General & Unrestricted 2,000

WOMEN LIKE US FOUNDATION INC

3200 LA ROTONDA DR UNIT 512
RCH PALOS VRD,CA90275 		N/A PC Computer fund for the Women Like Us Center 2,500

WOMENS REFUGEE COMMISSION INC

15 WEST 37TH ST 9TH FLOOR
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

WOODWELL CLIMATE RESEARCH CENTER INC

149 WOODS HOLE RD
FALMOUTH,MA02540 		N/A PC General & Unrestricted 500

YOUTH ORCHESTRAS OF CENTRAL VIRGINIA INC

PO BOX 4845
CHARLOTTESVLE,VA22905 		N/A PC General & Unrestricted 1,000

ZEPHYRUS

1702 KING MOUNTAIN RD
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 500
Total .................................right arrow 3a 403,050
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 19,233  
4 Dividends and interest from securities ....     14 69,005  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 256,725  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM MINING & LEASEHOLD INTERESTS 		211120 13,154      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 13,154 344,963  
13Total. Add line 12, columns (b), (d), and (e)..................
13
358,117
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Caplin Foundation
 
Employer identification number

52-6078981
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Caplin Foundation
  		Employer identification number
52-6078981
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Estate of Mortimer M Caplin
317 Rivanwood Pl
 
Charlottesville, VA22901

$ 71,399


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Caplin Foundation
  		Employer identification number

52-6078981
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Caplin Foundation
  		Employer identification number

52-6078981
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD ADR 11,485 8,387
AIR PRODS & CHEM INC 9,146 10,151
ALLIANZ SE 5,576 5,436
ALTRIA GROUP INC 3,644 4,863
APPLE INC 2,785 13,022
ARKEMA S/ADR 9,975 5,914
ASHTEAD GROUP PLC 7,253 7,580
ASML HOLDING NV NY REG SHS 4,912 7,624
BAE SYSTEMS PLC 8,814 8,803
BERKSHIRE HATHAWAY INC. CLASS 4,426 10,425
BLACKROCK INC 4,278 10,251
BROADCOM INC 2,495 12,288
CANADIAN PACIFIC RAILWAY LTD 11,197 9,553
CAP GEMINI SA UNSP/ADR 7,441 6,232
CELESTICA INC. SV 6,503 11,076
CGI INC 10,300 13,774
CHARLES SCHWAB CORP 5,106 7,327
CHEVRON CORP 3,431 5,504
CINCINNATI FINANCIAL CORP 4,041 5,173
CISCO SYSTEMS INC 5,157 6,275
COLOPLAST AS ADR 7,732 6,798
COMCAST CORP 4,793 3,490
COMPAGNIE FINANCIERE RICHEMONT 6,469 7,985
CRH PLC - AMERICAN DEPOSITARY 7,755 12,028
CROWN CASTLE INTL 8,055 3,812
CSL LTD 4,090 3,765
DANAHER CORP 6,930 4,940,375
DEUTSCHE BOERSE ADR 4,739 6,673
DEUTSCHE TELE AG ADS 5,201 5,552
DIAGEO PLC ADS 4,728 4,322
DOMINION ENERGY INC 7,946 6,140
FANUC LIMITED UNSPONSORED 7,509 6,377
FASTENAL COMPANY 2,577 5,753
FIDELITY NATIONAL INFORMATION 6,757 7,350
FLUTTER ENTERTAINMENT ORD SHS 3,192 6,978
FRANKLIN STREET PROPERTIES COR 89,984 31,637
HALEON PLC 8,649 10,380
HDFC BANK LTD ADR 14,427 14,879
HEINEKEN N V S ADR 8,064 5,413
HOYA CORP SPONS ADR 5,249 7,192
ICON PLC - AMERICAN DEPOSITARY 10,829 10,066
JOHNSON & JOHNSON 6,846 6,653
JP MORGAN STRATEGIC INCOME OPP 72,054 70,072
KINGSPAN GROUP 6,725 6,183
L'AIR LIQUIDE ADR OTC 7,092 7,934
LINDE PLC COM 5,771 7,117
LONDON STK EXCHANGE GROUP 10,422 12,206
LOWES COMPANIES INC 3,890 8,391
LVMH MOET HENN UNSP 10,118 10,455
M3 INC 4,520 3,191
MERCK & CO INC 4,837 6,267
MICROSOFT CORP 2,443 7,587
NESTLE S.A 13,541 9,886
NEW ORIENTAL ED & TECHNOLOGY G 3,954 3,722
NINTENDO CO LTD ADR UNSPON 6,950 7,227
NORFOLK SOUTHERN CORP 7,110 7,980
NORTHROP GRUMMAN CORP 5,259 5,631
NOVO NORDISK A S 6,666 12,473
PAYCHEX 3,767 6,590
PERNOD RICARD S A SPONSORED AD 10,032 6,294
PHILIP MORRIS INTL 7,215 9,387
PIMCO UNCONSTRAINED BOND FUND 40,443 36,820
PROGRESSIVE CORP OHIO 3,789 9,105
PT BANK RAKYAT ADR 8,438 7,502
PUBLICIS GROUPE S.A 9,968 12,283
R2000 STARS ISS TD - 8.35% DUE 199,999 195,600
RELX PLC 12,025 17,487
RENTOKIL INITIAL PLC SPON ADR 5,399 4,760
RITCHIE BROS AUCTIONEERS 8,702 12,359
ROYAL BANK OF CANADA 7,345 10,123
ROYAL DUTCH SHELL CL A (OLD) 7,708 8,583
SCHNEIDER ELEC UNSP/ADR 6,464 13,552
SGS SA UNSP ADR 5,539 5,079
SHIMANO INC UNSP ADR EACH REPR 12,672 10,517
SMC CORPORATION 8,496 7,481
SONY GROUP CORP 10,037 11,638
STARBUCKS CORP COM 6,078 6,023
STMICROELECTRONICS 4,765 2,747
SVENSKA HANDELSBK UNS ADR 5,213 5,953
SX5E URNS ISSUER BNS 299,999 349,800
TAIWAN SEMICONDUCTOR MFG CO LT 8,931 22,711
TE CONNECTIVITY LTD 6,048 5,862
TECHTRONIC INDS SPD ADR 8,066 9,907
TEVA PHARMACEUTICAL INDUSTRIES 9,040 11,461
TEXAS INSTRUMENTS INC 6,737 8,813
TOKYO ELECTRON LTD 6,855 8,757
TOTALENERGIES SE 7,729 7,685
TRIP COM GROUP ADR 5,402 8,514
TTVSY 9,825 6,975
UNITED OVRSEAS BK LTD ADR 8,925 11,521
UNITED PARCEL SERVICE 4,500 4,666
VERALTO CORPORATION 915 730,672
WAL-MART DE MEX V SP/ADR 10,868 8,950
WOLTERS KLUWER S/ADR 4,791 10,730

TY 2024 InvestmentsGovtObligationsSch
Name:
Caplin Foundation
EIN:
52-6078981
US Government Securities - End of Year Book Value:

206,416
US Government Securities - End of Year Fair Market Value:

206,306
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
Caplin Foundation
EIN:
52-6078981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MINERAL RIGHTS   0 100,000

TY 2024 OtherExpensesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 38,068     38,068
Bank Charges 1,128 1,128    
Registered Agent Fee 558     558
State or Local Filing Fees 80     80


TY 2024 OtherIncomeSchedule2
Name:
Caplin Foundation
EIN:
52-6078981
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM MINING & LEASEHOLD INTERESTS 13,154    


TY 2024 OtherIncreasesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description Amount
RETURNED GRANT 1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 15,981 15,981    


TY 2024 TaxesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 4,700      
990-PF Excise Tax for 2023 36      
990-PF Extension for 2023 36      
990-T Extension for 2023 873      
Foreign Tax Paid 1,367 1,367    
State Income Tax 2023 287