David and Carole Caplan Charitable Foundation

GREENWICH, CT EIN: 27-3246789

David and Carole Caplan Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it made $250 in qualifying distributions. Net investment income was $113K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

+2.9% YoY

Revenue

$113K

-1.0% YoY

Qualifying Distributions

$250

-100.0% YoY

Expenses

$250

-100.0% YoY

Under IRS private-foundation payout rules, David and Carole Caplan Charitable Foundation reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.

About David and Carole Caplan Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $4.0M (100%)

States

Michigan

Cities

Ann Arbor

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,007,682	$3,895,029	$4,787,589
Revenue	$112,903	$114,004	$43,780
Expenses	$250	$1,006,550	$1,000,250
Qualifying Distributions	$250	$1,003,400	$1,000,250
Net Investment Income	$112,903	$110,854	$43,780
Distributable Amount	$110,426	$129,573	$176,309

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JANE C OCH	PRESIDENT/DIRECTOR	1	—
NANCY BERNSTEIN	VICE PRESIDENT	1	—
DANIEL S OCH	SECRETARY/TREASURER/DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is David and Carole Caplan Charitable Foundation?

David and Carole Caplan Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. It holds $4.0M in total assets as of 2024.

How large is David and Carole Caplan Charitable Foundation?

As of 2024, David and Carole Caplan Charitable Foundation holds $4.0M in total assets with $113K in annual revenue.

Where does David and Carole Caplan Charitable Foundation operate?

David and Carole Caplan Charitable Foundation has awarded grants in Michigan.

How much is David and Carole Caplan Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Carole Caplan Charitable Foundation reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is David and Carole Caplan Charitable Foundation's EIN?

David and Carole Caplan Charitable Foundation's EIN (Employer Identification Number) is 27-3246789. IRS Form 990 filing data is available on this page for 2020–2024.