Before you apply to David and Carole Caplan Charitable Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
David and Carole Caplan Charitable Foundation
Based in Greenwich, CT, David and Carole Caplan Charitable Foundation operates as a Private Foundation. The organization reported $113K in revenue, $250 in expenses, $4.0M in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $6.5M.
EIN: 273246789
Greenwich, CT
Private Independent Foundations
NTEE: T22
Latest filing: 2024
Total Revenue$113K
Total Expenses$250
Total Assets$4.0M
Grants Given5
Grant Total$6.5M
Filing Years2019–2024
Sample Grants Given
UNIVERSITY OF MICHIGAN
General Purpose
$1,000,000
UNIVERSITY OF MICHIGAN
GENERAL UNRESTRICTED
$1,000,000
University of Michigan
General Unrestricted
$1,000,000
UNIVERSITY OF MICHIGAN
GENERAL UNRESTRICTED
$1,000,000
ROBIN HOOD FOUNDATION
GENERAL UNRESTRICTED
$2,500,000
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
SECRETARY/TREASURER/DIRECTOR
Daniel S Och
PRESIDENT/DIRECTOR
Jane C Och
VICE PRESIDENT
Nancy Bernstein
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $113K | $250 | $4.0M |
| 2023 | $114K | $1.0M | $3.9M |
| 2022 | $44K | $1.0M | $4.8M |
| 2020 | $22K | $1.0M | $6.8M |
| 2019 | $244K | $1.1M | $7.7M |
Between 2019 and 2024, reported annual revenue declined from $244K to $113K (-54%), with total assets most recently reported at $4.0M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MI, NY.
MINY
Full geographic grant map with state-by-state breakdown available with membership.