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New Jersey · Private foundation

Eric and Julie Epstein Charitable Trust

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$19k
Granted FY2017
16
Grants FY2017
16
Organizations funded FY2017
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Read this first · the figures below need context

97% of Eric and Julie Epstein Charitable Trust’s FY2020 grant dollars went to Community Foundation Of New Jersey, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 8 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2017, the last year Eric and Julie Epstein Charitable Trust named its own grantees at scale: 11 organizations, $19k. It is dated, not current.

Organizations named directly on the return

11
’17
8
’20

Amber years are those where most dollars went to a sponsor.

Median grant, FY2017
$1,000
Largest grant, FY2017
$6,000
States reached, FY2017
6
Applications
Preselected organizations only
Per its most recent filing; check its own site
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Philanthropy$711kHealth$12kFood & Nutrition$10kEducation$7kHuman Services$4kPublic Safety & Disaster$3kInternational$1kRecreation & Sports$500Other$0

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

Show all 17 grantees

Plus 5 recipients with no EIN on record ($2k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Eric and Julie Epstein Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Valley Hospital Foundation Inc: $6,500 over 2y, 0.0% of budgetEducation Reform Now Inc: $6,000 over 1y, 0.1% of budgetMemorial Sloan-Kettering Cancer Center: $4,600 over 2y, 0.0% of budgetAmerica's Second Harvest of Coastal Georgia Inc: $2,510 over 1y, 0.0% of budgetCommunity Meals Inc: $2,500 over 1y, 1.6% of budgetWorld Central Kitchen Inc: $2,500 over 1y, 0.0% of budgetFeeding America: $2,500 over 1y, 0.0% of budgetWounded Warrior Project Inc: $2,000 over 1y, 0.0% of budgetCumacecho Inc: $1,500 over 1y, 0.0% of budgetCenter for Hope and Safety Inc: $1,500 over 1y, 0.1% of budgetJewish Women International: $1,000 over 1y, 0.1% of budgetCommunity Food Bank Of New Jersey Inc: $1,000 over 1y, 0.0% of budgetArthritis Foundation Inc: $500 over 1y, 0.0% of budgetWhite Plains Hospital Medical Center: $300 over 1y, 0.0% of budgetSpring Lake Toys Foundation Inc DBA- Spring Lake Hope Foundation: $250 over 1y, 0.3% of budgetShare Our Strength: $150 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 16.

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 Provident Bank FoundationNJ13.6× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Provident Bank Foundation · Columbia Bank Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

Compare Eric and Julie Epstein Charitable Trust with peer funders

About Eric and Julie Epstein Charitable Trust

How much does Eric and Julie Epstein Charitable Trust give?
Eric and Julie Epstein Charitable Trust reported 16 grants totaling $19,050 in its FY2017 IRS filing.
What does Eric and Julie Epstein Charitable Trust fund?
By grant dollars over FY2017 to FY2020, its largest causes are Philanthropy (95%), Health (2%), Food & Nutrition (1%).
Who are Eric and Julie Epstein Charitable Trust's largest grantees?
By total granted over FY2017 to FY2020: The Valley Hospital Foundation Inc ($7k), Education Reform Now Inc ($6k), Memorial Sloan-Kettering Cancer Center ($5k).
Does Eric and Julie Epstein 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 Eric and Julie Epstein Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include The Provident Bank Foundation, Columbia Bank Foundation, Fidelity Investments Charitable Gift Fund.
Where is Eric and Julie Epstein Charitable Trust based?
Eric and Julie Epstein Charitable Trust is based in NJ.

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 23 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2021) is on record and reports no grant expense, so the figures above are from FY2017, the most recent year this funder made grants.

Source object · view filing

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