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New York · 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 FY2025(still arriving)
14
Grants FY2025
22
Organizations funded FY2024
9%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$750
Largest grant, FY2025
$2,500
Organizations funded a year
14 to 24
FY2018 to FY2024
States reached, FY2025
5
Total assets, FY2025
$309k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 9% of the organizations Bruce M Epstein Family Charitable Trust funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $350 went to new ones.

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

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

’18’19’20’21’22’23’24
HealthArts & CultureFood & NutritionEducationInternationalPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving14$13k7%
FY202422$17k9%
FY202321$19k10%
FY202219$15k16%
FY202114$11k7%
FY202024$12k42%
FY201914$6k14%
FY201818$14k11%
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

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

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
MA
IA
NJ
CT
DC
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 24 grantees

What it could do for these grantees

Plus 18 recipients with no EIN on record ($47k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bruce M Epstein Family Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 23.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bruce M Epstein Family Charitable Trust with peer funders

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.

About Bruce M Epstein Family Charitable Trust

How much does Bruce M Epstein Family Charitable Trust give?
Bruce M Epstein Family Charitable Trust reported 14 grants totaling $12,825 in its FY2025 IRS filing. It funded between 14 and 24 organizations a year over FY2018 to FY2024.
What does Bruce M Epstein Family Charitable Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Health (32%), Philanthropy (25%), Food & Nutrition (14%).
Who are Bruce M Epstein Family Charitable Trust's largest grantees?
By total granted over FY2017 to FY2025: Robin Hood Foundation ($23k), Ossining Food Pantry ($8k), United Jewish Appeal-Federation of Jewish Philanthropies of New York Inc ($7k).
Does Bruce M Epstein Family Charitable Trust fund new organizations?
In FY2024, 9% of the organizations it funded were first-time grantees.
Does Bruce M Epstein Family Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Bruce M Epstein Family Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Morgan Stanley Global Impact Funding Trust Inc, Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
Where is Bruce M Epstein Family Charitable Trust based?
Bruce M Epstein Family Charitable Trust is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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