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David and Carole Caplan Charitable Foundation

Greenwich, CT 273246789

The David and Carole Caplan Charitable Foundation, located in Greenwich, CT, has assets of $3.9 million and supports initiatives in Ann Arbor, MI, with a leadership team working voluntarily.

Overview

About David and Carole Caplan Charitable Foundation

The David and Carole Caplan Charitable Foundation is based in Greenwich, Connecticut, and operates within the United States. With assets totaling $3,895,029, the foundation reported expenses of $1,006,550 and revenue of $114,004. The foundation does not specify particular subject areas of focus but has funded initiatives in Ann Arbor, Michigan. The leadership team includes Jane C. Och as President and Director, Nancy Bernstein as Vice President, and Daniel S. Och as Secretary, Treasurer, and Director. All officers work on a voluntary basis without compensation.

Focus Areas

N/A

Geographic Focus

MI
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

Example compatibility analysis for demonstration purposes

Match Score measures the compatibility between your organization and this funder based on focus areas alignment (92%), geographic location preferences (85%), previous grantees similarity (88%), grant size match (78%), application process compatibility (73%), and timeline compatibility (80%).

87%
Excellent compatibility match
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Key Statistics
Total Assets $3.9M
Total Awarded This Year $1.0M
Average Grant Size $1.0M
Total Grants (Previous Year) 252
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
Greenwich, CT, US
Geographic Funding Distribution

Financials

Total Assets
$3,895,029

in 2024, compared to $4,787,589 in 2023

Annual Grants
$1,000,000

1 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
PurposeLocation
$1,000,000University of MichiganGeneral Unrestricted3003 South State Street Suite 9000 Ann Arbor, MI US2022
$1,000,000UNIVERSITY OF MICHIGANGENERAL UNRESTRICTED3003 SOUTH STATE STREET SUITE 9000 ANN ARBOR, MI US2023
$1,000,000UNIVERSITY OF MICHIGANGeneral Purpose3003 SOUTH STATE STREET SUITE 9000 ANN ARBOR, MI US2024
3 row(s) total.

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People

Leadership & Staff

Compensation data from most recent available 990 forms

Title
JCO
Jane C Och
President/Director$02022
NB
Nancy Bernstein
Vice President$02022
DSO
Daniel S Och
Secretary/Treasurer/Direct$02022
JCO
JANE C OCH
PRESIDENT/DIRECTOR$02023
NB
NANCY BERNSTEIN
VICE PRESIDENT$02023
DSO
DANIEL S OCH
SECRETARY/TREASURER/DIRECT$02023
JCO
JANE C OCH
PRESIDENT/DIRECTOR$02024
NB
NANCY BERNSTEIN
VICE PRESIDENT$02024
DSO
DANIEL S OCH
SECRETARY/TREASURER/DIRECTOR$02024
9 row(s) total.

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on August 25, 2025