Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-3791338

JANE AND DANIEL OCH FAMILY FOUNDATION

Tax-exempt · GREENWICH, CT 06830

Financials

$9.1M$29.2M2023$43.6M$33.7M2024
Revenue Expenses · by fiscal year end
Financials of JANE AND DANIEL OCH FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$43,601,047$33,727,142$9,873,905$570,069,664$0$570,069,664
December 31, 2023990-PF$9,057,937$29,223,293-$20,165,356$523,283,742$0$523,283,742
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$23,808,094
Dividends
$143,582
Net gain from sales of assets
$9,695,611
Other income
$9,953,760

Expenses

Grants and similar amounts paid
$30,875,805
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$30,920,529
Excise tax on investment income
$212,283

Balance sheet and other

Total assets, start of year
$523,283,742
Total assets, end of year
$570,069,664
Total liabilities, end of year
$0
Net assets, end of year
$570,069,664
Fair market value of assets
$570,069,664
Qualifying distributions
$30,920,529
Net investment income
$18,063,264

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.

NameTitleHours / weekCompensation
Daniel S Och
330 Railroad Avenue, Greenwich, CT 06830
Trustee1$0
Jane C Och
330 Railroad Avenue, Greenwich, CT 06830
Trustee1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Daniel S Och
330 Railroad Avenue, Greenwich, CT 06830
Trustee1$0
Jane C Och
330 Railroad Avenue, Greenwich, CT 06830
Trustee1$0

Address and contacts

Address (IRS master file)
330 RAILROAD AVENUE SUITE 101 STE, GREENWICH, CT 06830-6396
In care of
% ERNST & YOUNG US LLP
Signed the 990-PF
Daniel Och, TRUSTEE
Phone
(914) 787-7865
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3791338
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$570,069,664
Income (IRS master file)
$45,518,047

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$43,601,047$33,727,142$570,069,664XML
990-TDecember 2024–––IRS
990-PFDecember 2023$9,057,937$29,223,293$523,283,742XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 26-3791338).

Questions about JANE AND DANIEL OCH FAMILY FOUNDATION

What is the EIN of JANE AND DANIEL OCH FAMILY FOUNDATION?
The employer identification number (EIN) of JANE AND DANIEL OCH FAMILY FOUNDATION is 26-3791338.
Is JANE AND DANIEL OCH FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to JANE AND DANIEL OCH FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE AND DANIEL OCH FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE AND DANIEL OCH FAMILY 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 JANE AND DANIEL OCH FAMILY 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 JANE AND DANIEL OCH FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JANE AND DANIEL OCH FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $43,601,047, expenses of $33,727,142 and total assets of $570,069,664 at year end.

Other nonprofits in GREENWICH

All nonprofits in GREENWICH · Connecticut · Philanthropy, voluntarism and grantmaking foundations