David and Carole Caplan Charitable Foundation
David and Carole Caplan Charitable Foundation is a private foundation, 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.
David and Carole Caplan Charitable Foundation at a glance
- Total assets
- $4,007,682
- +2.9% vs 2023
- Revenue (2024)
- $112,903
- -1.0% vs 2023
- Qualifying distributions (2024)
- $250
- -100.0% vs 2023
- Expenses (2024)
- $250
- -100.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who David and Carole Caplan Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How David and Carole Caplan Charitable Foundation gives
- Giving held roughly steady from 2020 to 2023 (+0%). Method
- In 2024 it paid out 0% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $1.0M (2020) to $1.0M (2023). In 2023 it made 1 grant totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Michigan Ann Arbor, MI | General Purpose | $1,000,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,007,682 | $112,903 | $250 | — | — | $250 | $112,903 | $110,426 |
| 2023 | $3,895,029 | $114,004 | $1,006,550 | $1,000,000 | 1 | $1,003,400 | $110,854 | $129,573 |
| 2022 | $4,787,589 | $43,780 | $1,000,250 | $1,000,000 | 1 | $1,000,250 | $43,780 | $176,309 |
| 2021 | $5,744,047 | $292 | $1,008,321 | $1,000,000 | 1 | $1,006,158 | — | $218,052 |
| 2020 | $6,752,076 | $22,114 | $1,007,836 | $1,000,000 | 1 | — | $21,217 | $264,321 |
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.
Leadership & Key People
Officers and directors from IRS filings
David and Carole Caplan Charitable Foundation is led by Jane C. Och, President & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jane C. Och
President & Director
On filings since 2020
1 hr/week
No compensation reported
Daniel S. Och
Secretary, Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Nancy Bernstein
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about David and Carole Caplan Charitable Foundation
How large is David and Carole Caplan Charitable Foundation?
David and Carole Caplan Charitable Foundation reported $4.0M in total assets on its 2024 IRS Form 990-PF. It paid out $250 in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does David and Carole Caplan Charitable Foundation operate?
David and Carole Caplan Charitable Foundation has awarded grants in Michigan.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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