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Eric and Julie Epstein Charitable Trust at a glance

· 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
6
States reached
$6k
Largest
01What it fundsRead
02The needRead
03Its fieldRead

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.

01What it funds
0196% 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
02FY2017 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
EDUCATION REFORM NOW$6,000
WOUNDED WARRIOR PROJECT$2,000
THE VALLEY HOSPITAL FOUNDATION$1,500
CENTER FOR HOPE & SAFETY$1,500
CUMAC$1,500
CYCLE FOR SURVIVAL$1,100
COMMUNITY FOOD BANK$1,000
JEWISH WOMEN INTERNATIONAL$1,000
COMPETE 360$1,000
Individual grant recipient$500
ARTHRITIS FOUNDATION$500
SADDLE RIVER PBA ASSOCIATION$500
SADDLE RIVER FIRE DEPARTMENT$350
SPRING LAKE TOYS FOUNDATION$250
DR JAMES CLEARY RESEARCH FOUNDATION$200
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:

Its human-services grants (FY17–17, $5k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 67% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $2k → 14%SPRING LAKE TOYS FOUNDATION: $250 → 7%CUMAC: $2k → 12%CENTER FOR HOPE & SAFETY: $2k → 7%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.
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 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
Central Pennsylvania Food Bank

Our mission is to solve hunger in central pennsylvania by ensuring that everyone struggling with hunger has access to enough wholesome food every day. we will achieve this bold goal with the help of our generous donors, volunteers and…

Food & Nutrition
2
New Jersey Food Council Inc

To provide vision and leadership to advance the interest of the food industry in new jersey.

—
3
West Side Center for Community Life

To pursue anti-hunger initiatives through the west side campaign against hunger (wscah) program whose mission is to alleviate hunger by ensuring that all new yorkers have access with dignity to a choice of healthy food and supportive…

Youth Development
4
Feeding Westchester Inc

Driven by the belief that access to healthy food is a basic right for all people, feeding westchester leads hunger action programs and mobilizes the resources needed to eradicate hunger in westchester county.

—
5
Philabundance

PHILABUNDANCE WAS FOUNDED IN 1984 WITH THE SIMPLE BELIEF THAT NO ONE SHOULD GO HUNGRY WHILE HEALTHY FOOD GOES TO WASTE. OUR MISSION IS TO DRIVE HUNGER FROM OUR COMMUNITIES TODAY AND TO END HUNGER FOR GOOD. We have a commitment to always…

Food & Nutrition
6
United Food Bank

United Food Bank unites communities to alleviate hunger.

Food & Nutrition
7
Second Harvest Food Bank Santa Cruz County

Second harvest food bank's mission is to end hunger and malnutrition by educating and involving the community.

Food & Nutrition
8
Feeding San Diego

On a mission to connect every person facing hunger with nutritious meals by maximizing food rescue. through direct service and community partnerships, feeding san diego provides more than 26 million meals each year to children, families,…

Food & Nutrition
9
New Jersey Health Care Quality Institute Inc

The Organization's mission is to improve the safety, quality, and affordability of healthcare for everyone.

—
10
Hunger Solutions New York Inc

We strive to maximize participation in, and support for, federally funded nutrition assistance programs including supplemental nutrition assistance program (snap), the school breakfast program and national school lunch program, the summer…

Food & Nutrition
11
Montco Anti-Hunger Network

By leading coordinated action, montco anti-hunger network strengthens the food security safety net system in montgomery county, pa, working to end hunger in montgomery county.

Food & Nutrition
12
Share My Meals Inc

Originating in mercer county in 2020 with the mission of tackling both food insecurity and food waste, share my meals has since expanded across the state of new jersey. more than 994,000 new jersey residents are food-secure while over 1.9…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Community Food Bank of New Jersey Inc; the most unlike its peers is Feeding America. 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

18 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. 18 of the 23 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)
2
Early backer (in before they grew)
17/18
Grantees still filing
14/18
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY FOUNDATION OF NEW JERSEY: $711,269 · PhilanthropyCOMMUNITY FOUNDATION OF NEW JERSEYTHE VALLEY HOSPITAL FOUNDATION INC: $6,500 · HealthMEMORIAL SLOAN-KETTERING CANCER CENTER: $4,600 · HealthARTHRITIS FOUNDATION INC: $500 · Health+1 more: $300 · HealthCOMMUNITY MEALS INC: $2,500 · OtherJewish Women International: $1,000 · OtherCOMPETE 360: $1,000 · OtherIndividual grant recipient: $500 · OtherSADDLE RIVER PBA ASSOCIATION: $500 · OtherSADDLE RIVER FIRE DEPARTMENT: $350 · Other+3 more: $500 · OtherAMERICA'S SECOND HARVEST OF COASTAL GEORGIA INC: $2,510 · Food & NutritionFeeding America: $2,500 · Food & NutritionCommunity Food Bank Of New Jersey Inc: $1,000 · Food & NutritionEDUCATION REFORM NOW INC: $6,000 · EducationWOUNDED WARRIOR PROJECT INC: $2,000 · Human ServicesCUMACECHO INC: $1,500 · Human ServicesCENTER FOR HOPE AND SAFETY INC: $1,500 · Human ServicesSpring Lake Toys Foundation Inc DBA- Spring Lake Hope Foundation: $250 · Human ServicesWORLD CENTRAL KITCHEN INC: $2,500 · International
Philanthropy$711,269Health$11,900Other$6,350Food & Nutrition$6,010Education$6,000Human Services$5,250International$2,500

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 budgetCOMMUNITY FOUNDATION OF NEW JERSEY: $711,269 over 1y, 0.4% of 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
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.

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 Fo…Columbia Bank Foundat…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Eric and Julie Epstein Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Eric and Julie Epstein Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 25%
  • Center for Hope and Safety Inc: 69% of income from government
  • Cumacecho Inc: 25% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
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.

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

Play a game based on Eric and Julie Epstein’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home