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· Private foundation

Bruce M Epstein Family Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$13k
Granted FY2025still arriving
14
Grants FY2025still arriving
5
States reached
$3k
Largest
01What you fund
0192% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Health$39kPhilanthropy$31kFood & Nutrition$17kHuman Services$9kArts & Culture$7kReligion$7kRecreation & Sports$4kEducation$2kOther$0
02FY2025 · 14 grants

Where the money goes

Your grants by size, and where they go.

$750
Median grant
5
States reached
$309k
Total assets
Largest grants
RecipientAmount
ROBIN HOOD FOUNDATION$2,500
PHELPS MEMORIAL HOSPITAL NURSES PROMISE$2,000
WNET$1,500
US HOLOCAUST MEMORIAL MUSEUM$1,125
ST JUDES$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA$1,000
ALZHEIMER'S FOUNDATION OF AMERICA$750
JEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO)$750
OSSINING FOOD PANTRY$750
CITYMEALS ON WHEELS$500
WOUNDED WARRIOR PROJECT$400
MOTHERS AGAINST DRUNK DRIVING (MADD)$300
TOYS FOR TOTS$150
MERCEY SHIPS$100
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $11k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%WOUNDED WARRIOR PROJECT: $400 → 14%WOUNDED WARRIOR PROJECT: $400 → 14%WOUNDED WARRIOR PROJECT: $300 → 14%WOUNDED WARRIOR PROJECT: $300 → 14%WOUNDED WARRIOR PROJECT: $300 → 14%WOUNDED WARRIOR PROJECT: $300 → 14%WOUNDED WARRIOR PROJECT: $250 → 14%WOUNDED WARRIOR PROJECT: $250 → 14%WOUNDED WARRIOR PROJECT: $250 → 14%OSSINING FOOD PANTRY: $1k → 9%OSSINING FOOD PANTRY: $1k → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%OSSINING FOOD PANTRY: $750 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
MA
IA
NJ
CT
DC
TX
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve funded before.
$118k · 29 repeat orgs$5k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +42% since the first grant, against +3% for the ones you funded once.

29 repeat relationships — 13 still active in FY2025, 16 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
12

Total granted

$118k
$4k

Median revenue growth · since first grant

+42%
+3%

Still filing today

62%
42%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $750 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
HealthPhilanthropyHuman ServicesArts & CultureRecreation & SportsInternationalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • RH
    ROBIN HOOD FOUNDATION
    9× · 2017–2025 · $23k · revenue +49%
  • OF
    Ossining Food Pantry
    9× · 2017–2025 · $8k · revenue +108%
  • UJ
    UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
    7× · 2017–2024 · $7k · revenue +39%

Funded once

  • AC
    ADMIRALS COVE CARES
    one grant, 2017 · $700
  • BC
    BROOKLYN COLLEGE
    one grant, 2023 · $500
  • SANDY HOOK PROMISE FOUNDATION
    one grant, 2023 · $500 · revenue -4%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
2
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
3
Northwell Health Inc

Northwell health is the parent company of a fully integrated health system that is committed to promote clinical care, health education, conduct biomedical research, and caring for the community regardless of ability to pay.

Community Improvement
4
Lenox Hill Hospital

Lenox hill hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future generations…

Health
5
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Northern Westchester Hospital Association

Northern westchester hospital association is an affiliate within northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care;…

Health
7
North Shore University Hospital

North shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
8
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
9
John T Mather Memorial Hospital

John t. mather memorial hospital ("mather") is a non-profit community hospital that is part of northwell health. mather strives to improve the health of the communities it serves and is committed to providing the highest quality clinical…

Health
10
Northwell Health Foundation

Northwell health foundation inc. is dedicated toward helping donors, patients, and leaders link their vision and philanthropic support toward helping the underserved and uninsured, advancing the latest frontiers in medical technology and…

Health
11
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education

For reference, the grantee most central to the portfolio’s shape is March of Dimes Inc and the most unlike its peers is Roundabout Theatre Company Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 37 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%0%<5yr14%0%5–10yr20%13%10–20yr19%22%20–35yr13%35%35–55yr16%30%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr14%0%5–10yr20%5%10–20yr19%17%20–35yr13%61%35–55yr16%17%55yr+

The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.0%0/24
the rest of the field
10%
11,858/120,736

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 42 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
24/24
Grantees still filing
18/24
Grew since you first funded

Where your money sits — by cause, then by grantee

PHELPS MEMORIAL HOSPITAL NURSES PROMISE — $14,000 · OtherPHELPS MEMORIAL HOSPITAL NURSES PROMISEST JUDES — $6,750 · OtherST JUDESPHELPS HOSPITAL — $6,000 · OtherPHELPS HOSPITALJEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO) — $3,150 · OtherJEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO)FOOD BANK OF WESTCHESTER — $2,900 · OtherTHIRTEEN — $2,900 · OtherFEEDING WESTCHESTER INC — $2,500 · OtherMOTHERS AGAINST DRUNK DRIVING (MADD) — $2,350 · OtherSHRINERS HOSPITAL — $2,000 · Other+16 more — $12,120 · Other+16 moreROBIN HOOD FOUNDATION — $23,000 · PhilanthropyROBIN HOOD FOUNDATIONUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC — $7,000 · PhilanthropyUNITED JEWISH APPEAL-FEDERAT…ADMIRALS COVE FOUNDATION INC — $1,150 · PhilanthropyPHELPS MEMORIAL HOSPITAL ASSOCIATION — $6,800 · HealthPHELPS MEMO…PLANNED PARENTHOOD FEDERATION OF AMERICA INC — $4,250 · HealthPLANNED PAR…ALZHEIMER'S FOUNDATION OF AMERICA INC — $750 · HealthALZHEIMER'S…+3 more — $550 · HealthOssining Food Pantry — $7,750 · Human ServicesOssining …WOUNDED WARRIOR PROJECT INC — $2,750 · Human ServicesWOUNDED W…+1 more — $200 · Human ServicesThe United States Holocaust Memorial Museum — $4,375 · Arts & CultureWNET — $1,900 · Arts & CultureROUNDABOUT THEATRE COMPANY INC — $250 · Arts & CultureCITYMEALS-ON-WHEELS — $4,200 · Food & NutritionFRESH AIR FUND — $3,500 · Recreation & Sports
Other$54,670Philanthropy$31,150Health$12,350Human Services$10,700Arts & Culture$6,525Food & Nutrition$4,200Recreation & Sports$3,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetROBIN HOOD FOUNDATION — $23,000 over 9y, 0.0% of budgetOssining Food Pantry — $7,750 over 9y, 0.2% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC — $7,000 over 7y, 0.0% of budgetPHELPS MEMORIAL HOSPITAL ASSOCIATION — $6,800 over 2y, 0.0% of budgetThe United States Holocaust Memorial Museum — $4,375 over 9y, 0.0% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC — $4,250 over 5y, 0.0% of budgetCITYMEALS-ON-WHEELS — $4,200 over 7y, 0.0% of budgetFRESH AIR FUND — $3,500 over 5y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC — $2,750 over 9y, 0.0% of budgetFEEDING WESTCHESTER INC — $2,500 over 3y, 0.0% of budgetWNET — $1,900 over 2y, 0.0% of budgetTRUSTEES OF THE LAWRENCEVILLE SCHOOL — $1,500 over 2y, 0.0% of budgetMercy Ships International — $1,400 over 6y, 0.0% of budgetTOYS FOR TOTS INC — $1,250 over 8y, 0.2% of budgetADMIRALS COVE FOUNDATION INC — $1,150 over 2y, 0.0% of budgetMULTIPLE SCLEROSIS FOUNDATION INC — $520 over 5y, 0.0% of budgetSANDY HOOK PROMISE FOUNDATION — $500 over 1y, 0.0% of budgetSTANLEY M ISAACS NEIGHBORHOOD CENTER INC — $500 over 2y, 0.0% of budgetMARCH OF DIMES INC — $300 over 2y, 0.0% of budgetROUNDABOUT THEATRE COMPANY INC — $250 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $200 over 1y, 0.0% of budgetJupiter Medical Center Inc — $150 over 1y, 0.0% of budgetDana-Farber Cancer Institute Inc — $100 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds ROBIN HOOD FOUNDATION
  • Who funds Ossining Food Pantry
  • Who funds UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
  • Who funds PHELPS MEMORIAL HOSPITAL ASSOCIATION
  • Who funds The United States Holocaust Memorial Museum
  • Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC
  • Who funds CITYMEALS-ON-WHEELS
  • Who funds FRESH AIR FUND
  • Who funds WOUNDED WARRIOR PROJECT INC
  • Who funds FEEDING WESTCHESTER INC
  • Who funds WNET
  • Who funds TRUSTEES OF THE LAWRENCEVILLE SCHOOL
  • Who funds Mercy Ships International
  • Who funds TOYS FOR TOTS INC
  • Who funds ADMIRALS COVE FOUNDATION INC
  • Who funds ALZHEIMER'S FOUNDATION OF AMERICA INC
  • Who funds MULTIPLE SCLEROSIS FOUNDATION INC
  • Who funds SANDY HOOK PROMISE FOUNDATION
  • Who funds STANLEY M ISAACS NEIGHBORHOOD CENTER INC
  • Who funds MARCH OF DIMES INC
  • Who funds ROUNDABOUT THEATRE COMPANY INC
  • Who funds American National Red Cross & Its Constituent Chapters and Branches

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Morgan Stanley Global Impact Funding Trust IncIN11× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Bruce M Epstein Family Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 30%0%1%3%5%your share of their income ↑0%4%8%11%15%share of the org’s income from governmentmedian 2%
  • Dana-Farber Cancer Institute Inc7% of income from government
  • Jupiter Medical Center Inc2% of income from government
  • Sandy Hook Promise Foundation0% of income from government
  • Wounded Warrior Project Inc0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Bruce M Epstein Family Charitable Trust?

Find your warmest path to Bruce M Epstein Family Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 42 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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