GREENWICH, CT
Jane And Daniel Och Family Foundation
Quick Facts
- EIN
- 263791338
- Location
- GREENWICH, CT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $570.1M
- Annual Income
- $45.5M
- IRS Ruling Year
- 2009
- Organization Type
- Trust
- Principal Officer
- % Ernst & Young Us Llp
- Tax Deductibility
- Contributions are deductible
About This Foundation
Jane And Daniel Och Family Foundation is a private trust based in GREENWICH, CT. The foundation received its IRS ruling in 2009. The principal officer is % Ernst & Young Us Llp. It holds total assets of $570.1M. Annual income is reported at $45.5M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$29.2M
2023-12%
Total Assets
$523.3M
2023+2%
Fair Market Value
$523.3M
2023
Net Worth
$523.3M
2023
Grants Paid
$26.5M
2023
Contributions
$2.6M
2023
Net Investment Income
$4M
2023
Distribution Amount
$24.6M
2023
Total Giving by Year
$17.6M
11$19.5M
12$17.2M
13$20.9M
14$10.8M
15$22.6M
19$25.8M
20$24M
21$33.2M
22$29.2M
23Asset Growth
$130.8M
11$142.9M
12$179.7M
13$237.1M
14$248.3M
15$357.6M
19$465.9M
20$671.9M
21$510.6M
22$523.3M
23Expense Breakdown (2023)
Grants Paid$26.5M
Legal Fees$4K
Revenue Sources (2023)
- Other Income
- $3.4M
- Contributions
- $2.6M
- Capital Gains (Net)
- $2.2M
- Interest
- $725K
- Dividends
- $153K
Financial Details (2023)
- Total Revenue
- $9.1M
- Total Expenses
- $29.2M
- Exempt Purpose Expenses
- $26.5M
- Required Distribution
- $24.6M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $56K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
27
Total Giving
$23.2M
Average Grant
$859K
Median Grant
$250K
Grant Range
Min$50K
Max$6.7M
Median: $250K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $19.9M (14)
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
PA: $98K (1)
NJ
NJ: $810K (2)
CA
CA: $500K (1)
UT
CO
CO: $250K (2)
NE
MO
KY
WV
VA
MD
DE
DC
DC: $980K (4)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $700K (3)
HI
TX
NY$19.9M (14)
DC$980K (4)
NJ$810K (2)
FL$700K (3)
CA$500K (1)
CO$250K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Uja Federation Of NyGeneral Unrestricted | New York, NY | $6.7M | 2020 |
| New York Presbyterian Fund IncGeneral Unrestricted | New York, NY | $4.1M | 2020 |
| The Museum Of Modern ArtGeneral Unrestricted | New York, NY | $3.3M | 2020 |
| Robin HoodGeneral Unrestricted | New York, NY | $2.5M | 2020 |
| Birthright Israel FoundationGeneral Unrestricted | Hicksville, NY | $1.5M | 2020 |
| Jewish Communal FundGeneral Unrestricted | New York, NY | $521K | 2020 |
| Beth ElGeneral Unrestricted | South Orange, NJ | $510K | 2020 |
| Greater Miami Jewish FederationGeneral Unrestricted | Miami, FL | $500K | 2020 |
| Tides FoundationGeneral Unrestricted | San Francisco, CA | $500K | 2020 |
| New Venture FundGeneral Unrestricted | Washington, DC | $420K | 2020 |
| Friends Of Schools In The SquareGeneral Unrestricted | New York, NY | $345K | 2020 |
| American Jewish CommitteeGeneral Unrestricted | Millburn, NJ | $300K | 2020 |
| Harlem Village AcademiesGeneral Unrestricted | New York, NY | $251K | 2020 |
| Leadership Conference Education FundGeneral Unrestricted | Washington, DC | $250K | 2020 |
| United States Holocaust Memorial MuseumGeneral Unrestricted | Washington, DC | $200K | 2020 |
| Aspen Community FoundationGeneral Unrestricted | Basalt, CO | $200K | 2020 |
| Camp Ramah In The BerkshiresGeneral Unrestricted | Wingdale, NY | $135K | 2020 |
| Hillel The Foundation For Jewish Campus LifeGeneral Unrestricted | Washington, DC | $110K | 2020 |
| Westchester Reform TempleGeneral Unrestricted | Scarsdale, NY | $100K | 2020 |
| Anti-Defamation LeagueGeneral Unrestricted | New York, NY | $100K | 2020 |
| The Community Security ServiceGeneral Unrestricted | New York, NY | $100K | 2020 |
| Health In The HoodGeneral Unrestricted | Miami, FL | $100K | 2020 |
| Mount Sinai Medical Center FoundationGeneral Unrestricted | Miami Beach, FL | $100K | 2020 |
| New Heights Youth IncGeneral Unrestricted | New York, NY | $100K | 2020 |
| University Of PennsylvaniaGeneral Unrestricted | Philadelphia, PA | $98K | 2020 |
| Icahn School Of MedicineGeneral Unrestricted | New York, NY | $75K | 2020 |
| Aspen Valley Hospital FoundationGeneral Unrestricted | Aspen, CO | $50K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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