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 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

ANN ARBOR, MI · 2023

General Purpose

$1,000,000

UNIVERSITY OF MICHIGAN

ANN ARBOR, MI · 2022

GENERAL UNRESTRICTED

$1,000,000

University of Michigan

Ann Arbor, MI · 2020

General Unrestricted

$1,000,000

UNIVERSITY OF MICHIGAN

ANN ARBOR, MI · 2019

GENERAL UNRESTRICTED

$1,000,000

ROBIN HOOD FOUNDATION

NEW YORK, NY · 2017

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

GENERAL UNRESTRICTED

$4,500,000 3 grants

General Purpose

$1,000,000 1 grant

General Unrestricted

$1,000,000 1 grant

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.

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