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· Private foundation

Dan J Epstein Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$877k
Granted FY2024still arriving
22
Grants FY2024still arriving
8
States reached
$196k
Largest
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Arts & Culture$2.0MEducation$1.1MHealth$342kPhilanthropy$196kCivil Rights$74kInternational$34kFood & Nutrition$21kPublic Safety & Disaster$16kOther$0
02FY2024 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $22k
  • $10k–50k10 grants · $212k
  • $50k–250k6 grants · $644k
$25,000
Median grant
8
States reached
$5.6M
Total assets
Largest grants
RecipientAmount
JULLIARD SCHOOL$196,399
Individual grant recipient$115,000
NEW WORLD SYMPHONY$102,500
FORWARD MOMENTUM CHICAGO$100,000
PRINCETON UNIVERSITY$70,000
HOLOCAUST MUSEUM OF LOS ANGELES$60,000
ALAS-WINGS$30,750
NY STEM CELL FOUNDATION$30,000
JEWISH UNITED FUND$30,000
CHICAGO SYMPHONY ORCHESTRA$25,709
THE NEW SCHOOL NYC$25,000
HYDE PARK ARTS CENTER$20,000
UC SANTA CRUZ FOUNDATION$20,000
Individual grant recipient$10,422
Individual grant recipient$10,000
02The need
03

Does the money reach high-need areas?

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

show:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 92% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%RUSH PHILANTHROPIC: $54k → 22%NEW WORLD SYMPHONY: $176k → 15%OREGON JEWISH MUSEUM AND CENTER: $72k → 12%ART AUTHORITY LLC DIE PLAGE: $100k → 13%PRINCETON UNIVERSITY: $70k → 11%RUSH PHILANTHROPIC: $40k → 22%HOLOCAUST MUSEUM OF LOS ANGELES: $60k → 14%NEW WORLD SYMPHONY: $120k → 15%JAZZ INSTITUTE OF CHICAGO: $52k → 14%PRINCETON UNIVERSITY: $50k → 11%NEW WORLD SYMPHONY: $103k → 15%NEW WORLD SYMPHONY: $73k → 15%NEW WORLD SYMPHONY: $65k → 15%NEW WORLD SYMPHONY: $35k → 15%BEN BROWN GALLERY: $115k → 17%JULLIARD SCHOOL: $220k → 17%JULLIARD SCHOOL: $196k → 17%PEOPLE'S MUSIC SCHOOL: $31k → 14%JULLIARD SCHOOL: $127k → 17%RUSH UNIVERSITY: $43k → 14%JULLIARD SCHOOL: $90k → 17%PEOPLE'S MUSIC SCHOOL: $26k → 14%JULLIARD SCHOOL: $87k → 17%RUSH HOSPITAL: $40k → 14%JULLIARD SCHOOL: $83k → 17%NY STEM CELL FOUNDATION: $30k → 17%FORWARD MOMENTUM CHICAGO: $111k → 14%FORWARD MOMENTUM CHICAGO: $100k → 14%HYDE PARK ARTS CENTER: $60k → 14%HYDE PARK ART CENTER: $43k → 14%FORWARD MOMENTUM CHICAGO: $41k → 14%ALAS-WINGS: $40k → 14%HYDE PARK ART CENTER: $40k → 14%ALAS-WINGS: $36k → 14%FORWARD MOMENTUM CHICAGO: $30k → 14%ALAS-WINGS: $31k → 14%ALAS-WINGS: $31k → 14%ALAS-WINGS: $31k → 14%ALAS-WINGS: $26k → 14%JEWISH UNITED FUND: $50k → 14%LYRIC OPERA OF CHICAGO: $35k → 14%JEWISH UNITED FUND: $31k → 14%JEWISH UNITED FUND: $30k → 14%JEWISH UNITED FUND: $30k → 14%CHICAGO SYMPHONY ORCHESTRA: $64k → 14%CHICAGO SYMPHONY ORCHESTRA: $45k → 14%CHICAGO SYMPHONY ORCHESTRA: $44k → 14%JOFFREY BALLET: $40k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
MN
IL
NY
MA
OR
PA
NJ
CA
MD
NC
SC
DC
MS
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$3.6M · 30 repeat orgs$468k to everyone else

Grantees it renews have grown median revenue +41% since the first grant, against +13% for those funded once.

30 repeat relationships: 12 still active in FY2024, 18 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

30
31

Total granted

$3.6M
$276k

Median revenue growth · since first grant

+41%
+13%

Still filing today

63%
61%

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $192k went to new ones.

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

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

’19’20’21’22’23’24
Arts & CultureEducationHealthInternationalPhilanthropyCivil RightsOther
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.

Backed again, and grew

  • JS
    JUILLIARD SCHOOL
    6× · 2019–2024 · $802k · revenue +75%
  • NW
    NEW WORLD SYMPHONY INC
    6× · 2019–2024 · $570k · revenue +17%
  • FM
    FORWARD MOMENTUM CHICAGO
    5× · 2019–2024 · $297k · revenue +68%

Funded once

  • RU
    Rush University Medical Center
    one grant, 2022 · $43k · revenue +6%
  • RH
    RUSH HOSPITAL
    one grant, 2023 · $40k
  • LO
    Lyric Opera of Chicago
    one grant, 2019 · $35k · revenue -1%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
2
Music Institute of Chicago

The music institute of chicago ("music institute") leads people toward a lifelong engagement with music, by providing widely accessible resources for high quality music teaching, performing, and service activities.

Arts & Culture
3
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
4
National Opinion Research Center

See schedule onorc at the university of chicago conducts research and data science on critical societal issues to guide decision-making and the development of programs and public policy. our experts identify relationships and trends, and…

Social Science
5
Music and Dance Theater Chicago Inc
Arts & Culture
6
Uchicago Medicine Network Inc

Uchicago medicine network, inc. supports and encourages health and human service by providing support, directly or indirectly to ingalls memorial hospital, the university of chicago medical center, and other related tax-exempt…

Health
7
Junior Achievement of Chicago

To inspire and prepare young people to succeed in a global economy

International
8
Auditorium Theatre of Roosevelt University Inc

The Auditorium Theatre of Roosevelt University ("The Auditorium"), an Illinois not-for-profit corporation, is committed to presenting the finest in international, cultural, community and educational programming to Chicago and to the…

Arts & Culture
9
Chicago Opera Theater

Chicago opera theater expands the tradition of opera as a living art form by engaging lovers of music and storytelling through innovative experiences, predominantly of new and rarely performed works.

Arts & Culture
10
Chicago Theatre Group Inc

The chicago theatre group is committed to producing both classic and contemporary works giving full voice to a wide range of artists and visions. by dedicating itself to three guiding principles - quality, equity, and community - the…

Arts & Culture
11
The Chicago High School for the Arts

The chicago high school for the arts (chiarts) develops the next generation of diverse, artistically promising scholar-artists through intensive pre-professional training in the arts, combined with a comprehensive college preparatory…

Education
12
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
How this is measured
The grantee most central to the portfolio’s shape is Juilliard School; the most unlike its peers is Lynn Sage Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 45 of the 72 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
44/45
Grantees still filing
33/45
Grew since first funded

Where the money sits, by cause and then by grantee

JUILLIARD SCHOOL: $802,499 · EducationJUILLIARD SCHOOLNEW WORLD SYMPHONY INC: $570,040 · EducationNEW WORLD SYMPHONY INCThe Trustees of Princeton University: $155,000 · EducationThe Trustees of Princeton University+4 more: $51,000 · EducationFORWARD MOMENTUM CHICAGO: $297,110 · Arts & CultureFORWARD MOMENTUM CHICAGOChicago Symphony Orchestra: $224,227 · Arts & CultureChicago Symphony OrchestraHYDE PARK ART CENTER: $177,500 · Arts & CultureHYDE PARK ART CENTERJazz Institute of Chicago: $85,710 · Arts & CultureJazz Institute of ChicagoTHE JOFFREY BALLET: $80,000 · Arts & CultureTHE JOFFREY BALLETThe People's Music School: $56,750 · Arts & CultureThe People's Music SchoolMarwen Foundation Inc: $50,000 · Arts & CultureLyric Opera of Chicago: $35,292 · Arts & Culture+5 more: $33,525 · Arts & CultureIndividual grant recipient: $115,000 · OtherIndividual grant recipientART AUTHORITY LLC DIE PLAGE: $112,416 · OtherART AUTHORITY LLC DIE PLAG…Individual grant recipient: $94,000 · OtherIndividual grant recipientOREGON JEWISH MUSEUM AND CENTER: $81,700 · OtherOREGON JEWISH MUSEUM AND C…THE NEW SCHOOL PARSONS SCHOOL OF DESIGN: $75,000 · OtherTHE NEW SCHOOL PARSONS SCH…HOLOCAUST MUSEUM OF LOS ANGELES: $70,000 · OtherHOLOCAUST MUSEUM OF LOS AN…Individual grant recipient: $60,000 · OtherIndividual grant recipientNY STEM CELL FOUNDATION: $55,000 · OtherNY STEM CELL FOUNDATIONIndividual grant recipient: $49,250 · OtherRUSH HOSPITAL: $40,000 · OtherACLU: $35,000 · Other+28 more: $181,302 · Other+28 moreASOCIACION LATINA DE ASISTENCIA Y PREVENCION DEL CANCER DE MAMA: $194,435 · HealthRush University Medical Center: $42,500 · Health+2 more: $949 · HealthJEWISH UNITED FUND OF METROPOLITAN CHICAGO: $184,518 · Philanthropy+2 more: $5,250 · PhilanthropyANTI-DEFAMATION LEAGUE: $26,050 · Civil RightsAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $12,500 · Civil RightsMEDECINS SANS FRONTIERES USA INC: $15,000 · InternationalFRIENDS OF THE ISRAEL DEFENSE FORCES: $10,000 · InternationalINTERNATIONAL MEDICAL CORPS: $5,000 · International+1 more: $1,000 · International
Education$1,578,539Arts & Culture$1,040,114Other$968,668Health$237,884Philanthropy$189,768Civil Rights$38,550International$31,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJUILLIARD SCHOOL: $802,499 over 6y, 0.1% of budgetNEW WORLD SYMPHONY INC: $570,040 over 6y, 3.1% of budgetFORWARD MOMENTUM CHICAGO: $297,110 over 5y, 8.6% of budgetChicago Symphony Orchestra: $224,227 over 6y, 0.1% of budgetASOCIACION LATINA DE ASISTENCIA Y PREVENCION DEL CANCER DE MAMA: $194,435 over 6y, 20% of budgetJEWISH UNITED FUND OF METROPOLITAN CHICAGO: $184,518 over 6y, 0.0% of budgetHYDE PARK ART CENTER: $177,500 over 5y, 1.6% of budgetThe Trustees of Princeton University: $155,000 over 6y, 0.0% of budgetJazz Institute of Chicago: $85,710 over 4y, 6.3% of budgetTHE JOFFREY BALLET: $80,000 over 3y, 0.2% of budgetThe People's Music School: $56,750 over 2y, 1.4% of budgetMarwen Foundation Inc: $50,000 over 2y, 1.3% of budgetRush University Medical Center: $42,500 over 1y, 0.0% of budgetLyric Opera of Chicago: $35,292 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $26,050 over 1y, 0.1% of budgetTHE CHICAGO ACADEMY FOR THE ARTS: $25,000 over 3y, 0.3% of budgetAlbany Park Theater Project: $25,000 over 1y, 1.8% of budgetThe New School: $25,000 over 1y, 0.0% of budgetGREATER CHICAGO FOOD DEPOSITORY: $20,000 over 3y, 0.0% of budgetUC SANTA CRUZ FOUNDATION: $20,000 over 1y, 0.1% of budgetHyde Park Jazz Festival: $15,500 over 2y, 2.7% of budgetMEDECINS SANS FRONTIERES USA INC: $15,000 over 2y, 0.0% of budgetAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $12,500 over 2y, 0.0% of budgetONETABLE INC: $10,400 over 2y, 0.1% of budgetSECURE COMMUNITY NETWORK INC: $10,000 over 1y, 0.0% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $10,000 over 1y, 0.0% of budgetChicago Filmmakers: $7,500 over 1y, 1.0% of budgetYOGACARE: $5,150 over 1y, 2.5% of budgetTHE AMERICAN INDEPENDENT FOUNDATION: $5,102 over 1y, 0.0% of budgetCOUNCIL OF AMERICAN JEWISH MUSEUMS INC: $5,000 over 1y, 3.4% of budgetFordham University: $5,000 over 1y, 0.0% of budgetINTERNATIONAL MEDICAL CORPS: $5,000 over 1y, 0.0% of budgetCHILDREN'S CANCER RESEARCH FUND: $5,000 over 1y, 0.0% of budgetAMERICAN COMPOSERS FORUM: $5,000 over 1y, 0.6% of budgetJewish Women International: $3,770 over 3y, 0.2% of budgetWORLD CENTRAL KITCHEN INC: $1,000 over 1y, 0.0% of budgetThe George Washington University: $1,000 over 1y, 0.0% of budgetCHICAGO'S GREEN CITY MARKET PROGRAM: $641 over 1y, 0.1% of budgetALZHEIMER'S FOUNDATION OF AMERICA INC: $527 over 1y, 0.0% of budgetIMERMAN ANGELS: $422 over 1y, 0.0% of budgetLYNN SAGE FOUNDATION: $400 over 2y, 0.1% of budgetSARAH'S CIRCLE: $309 over 1y, 0.0% of budgetACTIVE TRANSPORTATION ALLIANCE: $250 over 1y, 0.0% of budgetCharleston Jewish Federation Inc: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

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

  • Who funds JUILLIARD SCHOOL ↗
  • Who funds NEW WORLD SYMPHONY INC ↗
  • Who funds FORWARD MOMENTUM CHICAGO ↗
  • Who funds Chicago Symphony Orchestra ↗
  • Who funds ASOCIACION LATINA DE ASISTENCIA Y PREVENCION DEL CANCER DE MAMA ↗
  • Who funds JEWISH UNITED FUND OF METROPOLITAN CHICAGO ↗
  • Who funds HYDE PARK ART CENTER ↗
  • Who funds The Trustees of Princeton University ↗
  • Who funds Jazz Institute of Chicago ↗
  • Who funds THE JOFFREY BALLET ↗
  • Who funds The People's Music School ↗
  • Who funds Marwen Foundation Inc ↗
  • Who funds Rush University Medical Center ↗
  • Who funds Lyric Opera of Chicago ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds THE CHICAGO ACADEMY FOR THE ARTS ↗
  • Who funds Albany Park Theater Project ↗
  • Who funds The New School ↗
  • Who funds GREATER CHICAGO FOOD DEPOSITORY ↗
  • Who funds UC SANTA CRUZ FOUNDATION ↗
  • Who funds Hyde Park Jazz Festival ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC ↗
  • Who funds ONETABLE INC ↗
  • Who funds SECURE COMMUNITY NETWORK INC ↗
  • Who funds FRIENDS OF THE ISRAEL DEFENSE FORCES ↗

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.

The Chicago Community TrustIL25.6× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Chicago Community Trust · Lloyd a Fry Foundation · Ncrc Community Development Fund Inc · Arie and Ida Crown Memorial · John D and Catherine T Macarthur Foundation · Field Foundation of Illinois · Polk Bros Foundation Inc · Jewish Federation of Metropolitan Chicago · Prince Foundation · Reva and David Logan Foundation · Fulk Family Foundation Inc · Walder Foundation

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.

How much its grantees rely on government

Each dot is one organization Dan J Epstein Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Dan J Epstein Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 11%
  • The Trustees of Princeton University: 11% of income from government
  • New World Symphony Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
12report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Dan J Epstein Family Foundation?

Find your warmest path to Dan J Epstein Family Foundation 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 72 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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