David and Carole Caplan Charitable Foundation
GREENWICH, CT EIN: 27-3246789
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$4.0M
+2.9% YoY
Annual Giving
—
-100.0% YoY
Grant Count
0
-100.0% YoY
Avg Grant Size
—
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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 .
Who else does David and Carole Caplan Charitable Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Michigan $4.0M (100%)
States
Cities
Ann Arbor
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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