The Herman & Kate Caro Foundation

NEW YORK, NY EIN: 11-6077126

The Herman & Kate Caro Foundation is a private foundation focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $818K in total assets. In 2024, it awarded 18 grants totaling $144K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$818K

-13.0% YoY

Annual Giving

$144K

+98.6% YoY

Grant Count

18

+20.0% YoY

Avg Grant Size

$8K

+65.5% YoY

Under IRS private-foundation payout rules, The Herman & Kate Caro Foundation reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.

About The Herman & Kate Caro Foundation

Based on IRS filings

The Herman & Kate Caro Foundation is a private foundation focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $818K in total assets. In 2024, it awarded 18 grants totaling $144K. Net investment income was $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BethesdaBrooklynFar RockawayNew YorkYonkers

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$87K$130K$174K20202021202220232024
Metric202420232022
Total Assets$817,593$940,066$1,006,284
Revenue$35,435$20,073$-14,110
Expenses$157,908$86,291$89,394
Qualifying Distributions$144,000$72,500$75,500
Net Investment Income$19,988$2,050
Distributable Amount$57,603$55,411$58,316

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$72K$108K$144K5 grants202013 grants202113 grants202215 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EILAT CHARITIES$36KAMERICAN FRIENDS OF MAGE…$15KFRIENDS OF THE ISRAEL DE…$15KFRIENDS OF YAD SARAH$15KAMIT WOMEN$10KFRIENDS OF UNITED HATZALAH$10KAMERICAN JEWISH JOINT DI…$5KMACHON MORESHES ASHKENAZ$5KANTI-DEFAMATION LEAGUE$5KBIRTHRIGHT ISRAEL FOUNDA…$5K

Grant Size Distribution

64 grants across all recorded years

64<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Eilat Charities ($36,000), American Friends of Magen David Adom ($15,000), Friends of the Israel Defense Forces ($15,000).

RecipientPurposeAmount
ALZHEIMER'S ASSOCIATION NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$2,500
AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$15,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$5,000
AMIT WOMEN NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$10,000
CONGREGATION KNESETH ISRAEL FAR ROCKAWAY, NYFOR GENERAL CHARITABLE PURPOSESFOR GENERAL CHARITABLE PURPOSES$3,000
EILAT CHARITIES NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$36,000
FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$15,000
FRIENDS OF UNITED HATZALAH NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$10,000
FRIENDS OF YAD SARAH NEW YORK, NYFOR GENERAL CHARITABLE PURPOSES$15,000
HATZALAH OF THE ROCKAWAYS AND NASSAU COUNTY FAR ROCKAWAY, NYFOR GENERAL CHARITABLE PURPOSES$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JONATHAN HERLANDSTRUSTEE0.01

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Herman & Kate Caro Foundation?

The Herman & Kate Caro Foundation is a private foundation focused on Education, based in NEW YORK, NY. It holds $818K in total assets as of 2024.

How large is The Herman & Kate Caro Foundation?

As of 2024, The Herman & Kate Caro Foundation holds $818K in total assets with $35K in annual revenue. It awarded 18 grants totaling $144K in 2024.

Where does The Herman & Kate Caro Foundation operate?

The Herman & Kate Caro Foundation has awarded grants in Maryland, New York.

What size grants does The Herman & Kate Caro Foundation award?

In 2024, The Herman & Kate Caro Foundation awarded 18 grants totaling $144K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Herman & Kate Caro Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herman & Kate Caro Foundation reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Herman & Kate Caro Foundation's EIN?

The Herman & Kate Caro Foundation's EIN (Employer Identification Number) is 11-6077126. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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