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Nonprofit · EIN 54-1298749

STEPHEN R CAPLAN FOUNDATION

Tax-exempt · VIRGINIA BCH, VA 23451

Financials

$89K$3K2022$152K$8K2023$22K$52K2024
Revenue Expenses · by fiscal year end
Financials of STEPHEN R CAPLAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$22,250$51,569-$29,319$527,078$0$527,078
September 30, 2024990-PF (amended)$152,248$8,131$144,117$556,397$0$556,397
September 30, 2023990-PF$89,372$3,012$86,360$412,280$0$412,280
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$21,706
Interest
$544

Expenses

Grants and similar amounts paid
$47,200
Disbursements for charitable purposes
$47,200
Excise tax on investment income
$309

Balance sheet and other

Total assets, start of year
$556,397
Total assets, end of year
$527,078
Total liabilities, end of year
$0
Net assets, end of year
$527,078
Fair market value of assets
$728,674
Qualifying distributions
$47,200
Net investment income
$22,250

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN R CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
PRESIDENT0$0
EMILY C NIED
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
VICE PRESIDE0$0
RENEE S CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
SECRETARY0$0
JAMES M CAPLAN
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
TREASURER0$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
STEPHEN R CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
PRESIDENT0$0
EMILY C NIED
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
VICE PRESIDE0$0
RENEE S CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
SECRETARY0$0
JAMES M CAPLAN
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
TREASURER0$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
STEPHEN R CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
PRESIDENT0$0
EMILY C NIED
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
VICE PRESIDE0$0
RENEE S CAPLAN
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451
SECRETARY0$0
JAMES M CAPLAN
4701 COLUMBUS ST STE 300, VIRGINIA BEACH, VA 23462
TREASURER0$0

Address and contacts

Address (IRS master file)
4004 ATLANTIC AVE APT 901, VIRGINIA BCH, VA 23451-2627
Signed the 990-PF
STEPHEN R CAPLAN, PRESIDENT
Phone
(757) 623-1062
Return prepared by
SHERMAN SPERO SAFARINO & CO CPAS PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
54-1298749
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1986
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$527,078
Income (IRS master file)
$22,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$22,250$51,569$527,078XML
990-PFSeptember 2024$152,248$8,131$556,397XML
990-PFSeptember 2023$89,372$3,012$412,280XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1298749).

Questions about STEPHEN R CAPLAN FOUNDATION

What is the EIN of STEPHEN R CAPLAN FOUNDATION?
The employer identification number (EIN) of STEPHEN R CAPLAN FOUNDATION is 54-1298749.
Is STEPHEN R CAPLAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Which annual return does STEPHEN R CAPLAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHEN R CAPLAN FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHEN R CAPLAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of STEPHEN R CAPLAN FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STEPHEN R CAPLAN FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $22,250, expenses of $51,569 and total assets of $527,078 at year end.

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