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US nonprofit · EIN 273246789 · Greenwich, CTiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 273246789) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PF), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

David and Caole Caplan Charitable Foundation

Donations deductible
Total assets
$4m
IRS master file
Directors and trustees
3
8.4y av
Left since last filing
0
no seats appear to have opened
Activity
T22
Philanthropy, voluntary services and grantmaking
Filings on record
6
latest 2024
Renewal outlook
Low current likelihood
score 6 of 100
How am I connected?

David and Caole Caplan Charitable Foundation's network

3 people1 organisationi3 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.
NameRole as filedSinceOn the board
Daniel S OCH (also filed as Daniel S Och)Secretary/Treasurer/Director2018
8 yrs
Jane C OCH (also filed as Jane C Och)President/Director2018
8 yrs
Nancy BernsteinVice President2018
8 yrs
Under 5 years5 to 6 years6 years or more

About

Legal name
David and Caole Caplan Charitable Foundation
EIN
273246789
Address
330 Railroad Avenue Suite 101, Greenwich, CT, 06830-6396
State
Connecticut
Activity (NTEE)
T22 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
6 (IRS master file code)
IRS ruling date
1 June 2011
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PF (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsDaniel S OCH
≥8years on the filingsJane C OCH
≥8years on the filingsNancy Bernstein

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$0$250Deficit $250

As filed on the IRS Form 990. US dollars.