Nonprofit · EIN 27-3246789
DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $112,903 | $250 | $112,653 | $4,007,682 | $2,461 | $4,005,221 |
| December 31, 2023 | 990-PF | $114,004 | $1,006,550 | -$892,546 | $3,895,029 | $2,461 | $3,892,568 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $101,139
- Interest
- $11,764
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $250
- Excise tax on investment income
- $1,569
Balance sheet and other
- Total assets, start of year
- $3,895,029
- Total assets, end of year
- $4,007,682
- Total liabilities, end of year
- $2,461
- Net assets, end of year
- $4,005,221
- Fair market value of assets
- $2,326,839
- Qualifying distributions
- $250
- Net investment income
- $112,903
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE C OCH 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | PRESIDENT/DIRECTOR | 1 | $0 |
| NANCY BERNSTEIN 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | VICE PRESIDENT | 1 | $0 |
| DANIEL S OCH 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | SECRETARY/TREASURER/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE C OCH 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | PRESIDENT/DIRECTOR | 1 | $0 |
| NANCY BERNSTEIN 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | VICE PRESIDENT | 1 | $0 |
| DANIEL S OCH 330 Railroad Avenue Suite 101, Greenwich, NY 06830 | SECRETARY/TREASURER/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 330 RAILROAD AVENUE SUITE 101, GREENWICH, CT 06830-6396
- In care of
- % ERNST & YOUNG US LLP
- Signed the 990-PF
- JANE C OCH, DIRECTOR
- Phone
- (212) 773-3000
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3246789
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,007,682
- Income (IRS master file)
- $112,903
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $112,903 | $250 | $4,007,682 | XML |
| 990-PF | December 2023 | $114,004 | $1,006,550 | $3,895,029 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3246789).
Questions about DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION
- What is the EIN of DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION is 27-3246789.
- Is DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $112,903, expenses of $250 and total assets of $4,007,682 at year end.
Other nonprofits in GREENWICH
- ZOOM FOUNDATION EIN 06-1600601 · last filed 990-PF for 2025
- BERKLEY FOUNDATION FOR HISTORICAL BOOKS AND DOCUMENTS EIN 99-5033731 · last filed 990-PF for 2024
- JANE AND DANIEL OCH FAMILY FOUNDATION EIN 26-3791338 · last filed 990-PF for 2024
- BURSKY FAMILY FOUNDATION EIN 33-1531703 · last filed 990-PF for 2024
- LONE PINE FOUNDATION INC EIN 06-1637040 · last filed 990-PF for 2024
- AZCAT FOUNDATION EIN 81-4754238 · last filed 990-PF for 2025
- MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC EIN 20-5953051 · last filed 990-PF for 2025
- S & L MARX FOUNDATION INC EIN 20-0677535 · last filed 990-PF for 2024
All nonprofits in GREENWICH · Connecticut · Philanthropy, voluntarism and grantmaking foundations