2024-11-07T11:13:35-06:00 2023-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990PF 2023-01-01 522005222 CAPLAN FAMILY FOUNDATION CAPL 4437967435 11433 CRONRIDGE DR OWINGS MILLS MD 211172294 MARK M CAPLAN TREASURER 4437967435 2024-10-09 1 0 JULIA FLANNERY P00928918 4102469300 2024-10-09 2023 2024-10-15 13:58:12Z X 3464865 X X 27937 27937 128809 128809 128809 6436 6436 6436 163182 163182 0 0 0 4845 2423 2422 7793 7793 0 2780 302 0 1798 298 1500 17216 10816 3922 118043 118043 135259 10816 121965 27923 152366 30031 12382 12382 843672 877743 1249891 368540 381041 2194053 8539 8539 8539 1250782 1279705 3464865 0 0 X 0 0 0 0 1250782 1279705 1250782 1279705 1250782 1279705 1250782 27923 1000 1279705 0 1279705 CAPITAL GAINS DIVIDENDS P 6436 6436 6436 6436 2118 0 2118 0 2118 1869 0 1000 0 2869 28 723 723 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A MARK CAPLAN 4437967435 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSTANCE R CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 PRESIDENT/SECRETARY, JOINED 05/1997 0.20 0 0 0 MARK M CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 VICE PRES/TREASURER, JOINED 05/1997 0.00 0 0 0 CATHERINE CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 DIRECTOR, JOINED 05/1997 0.00 0 0 0 JONATHAN CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 DIRECTOR, JOINED 05/1997 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) 0 0 1134174 38191 2202592 3374957 0 0 3374957 50624 3324333 166217 166217 2118 2118 164099 1000 165099 0 165099 121965 0 121965 165099 0 0 81329 69643 27446 178418 121965 0 0 0 121965 0 43134 43134 135284 0 0 0 0 0 0 38195 97089 69643 27446 MARK CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 4437967373 WRITTEN NONE NONE ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC TO PROVIDE LEGAL PRESENTATION IN CASES INVOLVING ISSUES OF CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTS RANGING FROM ADMINISTRATIVE HEARINGS TO TRIALS AND APPEALS. 3500 AMERICAN FOLK ART MUSEUM 2 LINCOLN SQUARE NEW YORK NY 10023 NONE PC TO SUPPORT THE DEVELOPMENT AND PRESENTATION OF EXHIBITS, AND EDUCATE PEOPLE OF ALL BACKGROUNDS THROUGH ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS, AND PROGRAMS AS THE LEADING FORUM SHAPING THE UNDERSTANDING AND APPRECIATION OF FOLD AND SELF-TAUGHT ART ACROSS TIME AND PLACE. 250 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENERSITY OF DONORS 2000 ARTIST SPACE 11 CORTLANDT ALLEY NEW YORK NY 10013 NONE PC FOSTERS THE ARTISTIC AND CULTURAL LIFE OF NEW YORK CITY AS A PRIMARY VENUE FOR ARTISTS WORK IN ALL FORMS 11000 ASSOCIATED BLACK CHARITIES 2 HAMILL ROAD 272 NORTH QUADRANGLE BALTIMORE MD 21210 NONE PC FACILITATE THE CREATION OF MEASURABLY HEALTHIER AND WEALTHIER COMMUNITIES THROUGHOUT MARYLAND THROUGH RESPONSIBLE LEADERSHIP AND PHILANTHROPIC INVESTMENT. 1000 BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST 808 NORTH CHARLES STREET BALTIMORE MD 21201 NONE PC RECRUIT AND SUPPORT THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA. 10000 BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 NONE PC TO SEEK INNOVATION AND EXCELLENCE IN AN ARTISTIC PROGRAM THAT FOCUSES ON ART OF THE MODERN ERA, FROM THE 19TH CENTURY TO THE PRESENT. 2000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 NONE PC PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 20000 BETH AM 2501 EUTAW PLACE BALTIMORE MD 21217 NONE PC TO SUPPORT THE 5782 OPEN DOORS ANNUAL FUND WHICH ENABLES BETH AM TO KEEP THE SYNAGOGUE'S DOORS OPEN TO EVERYONE, REGARDLESS OF MEANS. 11768 B'MORE CLUBHOUSE 831 N CALVERT ST BALTIMORE MD 21202 NONE PC EMPOWERS ADULTS LIVING WITH MENTAL ILLNESS TO LEAD MEANINGFUL AND PRODUCTIVE LIVES OF THEIR CHOICE IN THE COMMUNITY 250 CHELSEA MUSIC FESTIVAL POBOX 20435 NEW YORK CITY NY 10025 NONE PC TO CELEBRATE GREAT MUSIC BY BRINGING TOGETHER WORLD-LEADING MUSICIANS AND EXCITING NEWCOMERS TO THE INTERNATIONAL STAGE 300 CITYMEALS ON WHEELS 355 LEXINGTON AVE NEW YORK NY 10017 NONE PC TO PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED 1000 COALITION FOR THE HOMELESS 2201 P STREET NW WASHINGTON DC 20037 NONE PC HELPS OVER 3,500 CLIENTS WITH THE TOOLS AND SUPPORT TO RECLAIM THEIR LIVES 500 COLUMBIA GREENE HOSPITAL FOUNDATION 71 PROSPECT AVENUE HUDSON NY 12534 NONE PC TO ASSIST THE COLUMBIA MEMORIAL HOSPITAL TO DEVELOP, EXPAND AND FUND MEDICAL SERVICES PROVIDED TO RESIDENTS OF COLUMBIA, GREENE, AND NORTHERN DUTCHESS COUNTIES, NEW YORK. 200 DEMOCRACY NOW 207 W 25TH STREET 11TH FLOOR NEW YORK NY 10001 NONE PC TO PROVIDE LISTENERS AND VIEWERS ACCESS TO PEOPLE AND PERSPECTIVES RARELY HEARD IN THE U.S. CORPORATE-SPONSORED MEDIA, INCLUDING INDEPENDENT AND INTERNATIONAL JOURNALIST, ORDINARY PEOPLE FROM AROUND THE WORLD WHO ARE DIRECTLY AFFECTED BY U.S. FOREIGN POLICY, GRASSROOTS LEADERS AND PEACE ACTIVISTS, ARTISTS, ACADEMICS AND INDEPENDENT ANALYSTS. 1000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC TO RAISE FUNDS, CREATE AWARENESS, RECRUIT FIELD STAFF, AND ADVOCATE WITH THE UNITED NATIONS AND US GOVERNMENT ON HUMANITARIAN CONCERNS. 600 FILM SOCIETY OF LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC TO CELEBRATE AMERICAN AND INTERNATIONAL CINEMA, TO RECOGNIZE AND SUPPORT NEW FILMMAKERS, AND TO ENHANCE AWARENESS, ACCESSIBILITY AND UNDERSTANDING OF THE ART AMONG A BROAD AND DIVERSE FILM GOING AUDIENCE. 500 FOOD BANK FOR NEW YORK CITY 39 BROADWAY NEW YORK NY 10006 NONE PC TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL AND DIGNITY. 1000 FRIENDS OF BOBST LIBRARY NYU 70 WASHINGTON SQUARE SOUTH ROOM 1116 NEW YORK NY 10012 NONE PC PROVIDES ACCESS TO THE ELMER HOLMES BOBST LIBRARY FOR INDIVIDUALS WHO ARE NOT AFFILIATED WITH NYU. 625 FRIENDS OF RAWLINGS CONSERVATORY PO BOX 5668 BALTIMORE MD 21210 NONE PC DEDICATED TO DEVELOPING AND PROMOTING THE PUBLICS ENJOYMENT, APPRECIATION AND UNDERSTANDING OF PLANTS AND THEIR DIFFERENT ENVIRONMENTS FROM AROUND THE WORLD THROUGH EDUCATIONAL PROGRAMMING, EXHIBITS AND EVENTS AT THE HOWARD PETERS RAWLINGS CONSERVATORY & BOTANIC GARDENS IN BALTIMORE. 100 FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES STREET SUITE 400 BALTIMORE MD 21201 NONE PC TO EXPAND RESOURCES, IDENTIFY AND ACCELERATE SOLUTIONS, AND RECOGNIZE EXCELLENCE SO THAT ALL CHILDREN IN BALTIMORE CITY PUBLIC SCHOOLS CAN EXPERIENCE AND EFFECTIVE AND EQUITABLE EDUCATION. 2750 IRISH REPERTORY THEATER 132 WEST 22ND STREET NEW YORK NY 10011 NONE PC TO BRING WORKS BY IRISH AND IRISH AMERICAN MASTERS AND CONTEMPORARY PLAYWRIGHTS TO AMERICAN AUDIENCES 1000 JAPAN SOCIETY 333 EAST 47TH STREET NEW YORK NY 10017 NONE PC COMMITTED TO DEEPENING MUTUAL UNDERSTANDING BETWEEN THE UNITED STATES AND JAPAN IN A GLOBAL CONTEXT. 500 JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 NONE PC TO INTERPRET THE JEWISH EXPERIENCE IN AMERICA, WITH SPECIAL ATTENTION TO JEWISH LIFE IN THE STATE OF MARYLAND 750 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NONE PC TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED 450 LITTLE RED SCHOOL HOUSE INC 40 CHARLTON STREET NEW YORK NY 10014 NONE PC TO TEACH CHILDREN TO BE INDEPENDENT THINKERS WHO WORK TOGETHER TO SOLVE COMPLEX PROBLEMS 500 MADISON SQUARE PARK CONSERVANCY 11 MADISON AVENUE 15TH FLOOR NEW YORK NY 10010 NONE PC TO PROTECT, NURTURE, AND ENHANCE MADISON SQUARE PARK, A DYNAMIC SEVEN ACRE PUBLIC GREEN SPACE, CREATING AN ENVIRONMENT THAT FOSTERS MOMENTS OF INSPIRATION 500 MIDDLE GRADES PARTNERSHIP 1500 UNION AVENUE SUITE 1320 BALTIMORE MD 21211 NONE PC TO PROVIDE SUMMER AND SCHOOL-YEAR LEARNING OPPORTUNITIES FOR ACADEMICALLY PROMISING BALTIMORE CITY MIDDLE SCHOOL STUDENTS AS WELL AS INNOVATIVE PROFESSIONAL LEARNING OPPORTUNITIES FOR PUBLIC AND PRIVATE SCHOOL TEACHERS 2500 MILLENNIUM FILM WORKSHOP 167 WILSON AVE BROOKLYN NY 11237 NONE PC TO PROVIDE IN-DEPTH, PRIMARY SOURCE INFORMATION IN MULTIPLE FORMATS, ABOUT A FIELD THAT IS RAPIDLY BECOMING A BELLWETHER FOR THE CULTURE OF THE 21ST CENTURY. 4000 MONTEFIORE MEDICAL CENTER 3325 BAINBRIDGE BRONX NY 10467 NONE PC TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. 500 MORGAN LIBRARY 225 MADISON AVENUE NEW YORK NY 10016 NONE PC TO PRESERVE, BUILD, STUDY, PRESENT, AND INTERPRET A COLLECTION OF EXTRAORDINARY QUALITY, IN ORDER TO STIMULATE ENJOYMENT, EXCITE THE IMAGINATION, ADVANCE LEARNING, AND NURTURE CREATIVITY. 250 MT VERNON PLACE CONSERVANCY P O BOX 2394 BALTIMORE MD 21203 NONE PC TO RESTORE, MAINTAIN, AND MANAGE BALTIMORES WASHINGTON MONUMENT AND THE SURROUNDING SQUARES OF MOUNT VERNON PLACE THROUGH A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF BALTIMORE 5000 NEW YORK CARES 65 BROADWAY 19TH FLOOR NEW YORK NY 10006 NONE PC TO DEVELOP VOLUNTEER PROGRAMMING IN RESPONSE TO PRESSING COMMUNITY NEEDS 250 NEW YORK PHILHARMONIC 10 LINCOLN CENTER NEW YORK NY 10023 NONE PC MAINTAINING AND FOSTERING INTEREST AND ENJOYMENT OF MUSIC 250 NEW YORK PUBLIC LIBRARY 476 FIFTH AVENUE NEW YORK NY 10018 NONE PC TO PROVIDE LIFELONG LEARNING, ADVANCE KNOWLEDGE, AND STRENGTHEN OUR COMMUNITIES 100 PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK NY 10065 NONE PC TO ENABLE A DIVERSE RANGE OF ARTISTS TO CREATE, STUDENTS TO EXPLORE, AND AUDIENCES TO EXPERIENCE EPIC, ADVENTUROUS, RELEVANT WORK THAT CANNOT BE DONE ELSEWHERE IN NEW YORK. 500 PHILLIPS COLLECTION 1600 21ST ST STREET NW WASHINGTON DC 20009 NONE PC TO PROVIDE MANAGEMENT AND MAINTENANCE TO THE MUSEUM'S PERMANENT COLLECTION. TO PROVIDE WUPPORT FOR PUBLIC ACTIVITIES AND OUTREACH. 1000 PINE RIDGE GIRLS' SCHOOL 5300 MEMORIAL DRIVE SUITE 475 HOUSTON TX 77007 NONE PC AIMS TO BE RECOGNIZED AS A TOP INDEPENDENT 6-12 SECONDARY SCHOOL 500 PROFESSIONAL CHILDREN'S SCHOOL 132 WEST 60TH STREET NEW YORK NY 10023 NONE PC TO PROVIDE ALL OF THE NECESSARY ACADEMIC TOOLS TO ENSURE SUCCESS IN LEADING COLLEGES, UNIVERSITIES AND CONSERVATORIES, AS WELL AS THROUGHOUT LIFE, WHILE ENABLING STUDENTS TO PURSUE THEIR INDIVIDUAL GOALS OUTSIDE OF SCHOOL 500 PUBLIC THEATRE 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC TO PROVIDE ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS 500 PURCHASE COLLEGE 735 ANDERSON HILL ROAD PURCHASE NY 10577 NONE PC TO PROVIDE STUDENTS WITH SCHOLARSHIPS AND AN ENVIRONMENT THAT ENSURES SUCCESS, HELPS US RECRUIT TALENTED FACULTY, AND FOSTERS ENGAGEMENT WITH MEMBERS OF OUR COMMUNITY 100 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 NONE PC TO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLDS RAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT 1000 ROLAND PARK COUNTRY SCHOOL 5204 ROLAND AVENUE BALTIMORE MD 12210 NONE PC TO PROVIDE VALUABLE, LIFELONG OPPORTUNITIES ALLOWING OUR STUDENTS TO ACTIVELY DISCOVER AND PURSUE THEIR PASSIONS. 2000 SHRIVER HALL CONCERT SERIES 3400 N CHARLES STREET BALTIMORE MD 21218 NONE PC TO FOSTER AND MAINTAIN AN ORGANIZATION DEDICATED TO THE MAKING OF MUSIC CONSONANT WITH THE HIGHEST ASPIRATIONS OF MUSICAL ART, CREATING PERFORMANCES, AND PROVIDING EDUCATIONAL AND TRAINING PROGRAMS AT THE HIGHEST LEVEL OF EXCELLENCE 1000 SIGNATURE THEATER 480 WEST 42ND STREET NEW YORK NY 10036 NONE PC TO BROADEN AND BRIGHTEN THE REGIONS CULTURAL LANDSCAPE WITH BOLD PRODUCTIONS OF CHALLENGING NEW AND ESTABLISHED WORKS AND ENGAGING EDUCATION AND OUTREACH PROGRAMS. 500 SQUASHWISE 2801 SISSON STREET BALTIMORE MD 21211 NONE PC TO ADVANCE EQUITY IN SQUASH, EDUCATION, AND PERSONAL DEVELOPMENT OPPORTUNITIES. 500 ST IGNATIUS LOYOLA ACADEMY 300 EAST GITTINGS STREET BALTIMORE MD 21201 NONE PC SERVES STUDENTS WITH LIMITED ECONOMIC MEANS FROM BALTIMORE CITY, WHO ARE REPRESENTATIVE OF DIVERSE RACES, ETHNIC GROUPS AND RELIGIONS. 2500 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 NONE PC A MUSEUM THAT CELEBRATES THE RELATIONSHIP BETWEEN SCULPTURE AND NATURE. 500 STUDIO MUSEUM HARLEM 144 WEST 125TH STREET NEW YORK NY 10027 NONE PC TO SUPPORT BLACK ART AND CULTURE. 1500 THE HOUSE FOUNDATION FOR THE ARTS INC 260 WEST BROADWAY SUITE 2 NEW YORK NY 10013 NONE PC TO CULTIVATE CULTURAL ENGAGEMENT THROUGH LIVE MUSIC CONCERTS, INTERDISCIPLINARY PERFORMANCES, EXHIBITIONS AND EDUCATIONAL INITIATIVES. 500 THE WALTERS ART MUSEUM 600 NORTH CHARLES STREET BALTIMORE MD 21201 NONE PC TO BRING ART AND PEOPLE TOGETHER FOR ENJOYMENT, DISCOVERY, AND LEARNING 2000 THIRD STREET MUSIC SCHOOL 235 EAST 11TH STREET NEW YORK NY 10003 NONE PC PROVIDES HIGH-QUALITY MUSIC AND DANCE EDUCATION THROUGH ON-SITE, PUBLIC-SCHOOL AND COMMUNITY PROGRAMS, AS WELL AS AN ARTS-INFUSED PRESCHOOL, TO NEW YORKERS OF ALL AGES, REGARDLESS OF BACKGROUND, ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCE 500 TIMES UP PO BOX 550 NEW YORK NY 10009 NONE PC TO SUPPORT VICTIMS OF SEXUAL HARASSMENT 250 TORAH INSTITUTE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 NONE PC TO DELIVER EDUCATIONAL EXCELLENCE, PRODUCING THE NEXT GENERATION OF HIGHLY MOTIVATED MEN PREPARED TO FULFILL THEIR RESPONSIBILITIES IN THE COMMUNITIES IN WHICH THEY SETTLE 100 UNITED WAY OF CENTRAL MARYLAND 1800 WASHINGTON BLVD SUITE 340 BALTIMORE MD 21230 NONE PC TO PROMOTE EQUITY, CREATE OPPORTUNITY, AND IMPROVE LIVES 15000 UNIVERSAL HIP HOP MUSEUM PO BOX 6001 BRONX NY 10451 NONE PC TO HELP CELEBRATE AND PRESERVE THE HISTORY OF LOCAL AND GLOBAL HIP-HOP MUSIC AND CULTURE TO INSPIRE, EMPOWER AND PROMOTE UNDERSTANDING 100 VOLUNTEER LAWYER FOR THE ARTS 1 EAST 53RD STREET NEW YORK NY 10022 NONE PC TO PROTECT THE ARTISTIC COMMUNITY'S LIVELIHOODS, BUSINESSES, AND CREATIVE WORKS THROUGH ACCESS TO DEDICATED LEGAL REPRESENTATION AND FOCUSED EDUCATION PROGRAMS. 100 118043 0 14 27937 16 128809 14 6436 0 163182 0 163182 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4845 2423 2422 VANGUARD 500 INDEX FUND 74467 233491 VANGUARD INTERNATIONAL VALUE 106581 120114 VANGUARD ADMIRAL SHRS INTER-TERM 45410 43443 VANGUARD HIGH-YIELD CORP FUND 76382 71732 VANGUARD WELLINGTON ADM/INV SHARES 167683 179780 VANGUARD MID-CAP INDEX FUND 64152 162730 ST BOND INDEX ADM 94193 91222 SMALL CAP GR INDEX ADM 32992 91300 CORE BOND FUND ADMIRAL 62967 58451 DEVEL MARKETS INDEX ADMIRAL 60787 67374 SMALL CAP VALUE INDEX ADM 61593 88056 GROWTH INDEX ADM 30536 42198 TENANCY IN COMMON JEFFERSON HOUSE APTS AT COST 381041 2194053 GROUND RENTS 8539 8539 8539 ADMINISTRATIVE EXPENSES 1500 0 1500 BANK CHARGES 298 298 0 PRIOR YEAR GRANT RETURNED 1000 CONSULTING FEES 7793 7793 0 FOREIGN TAX 302 302 0 EXCISE TAX 2478 0 0