Bruce M Epstein Family Charitable Trust
Bruce M Epstein Family Charitable Trust is a private foundation, based in BRIARCLIFF MANOR, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 22 grants totaling $17K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$301K
+2.2% YoY
Annual Giving
$17K
-9.4% YoY
Grant Count
22
+4.8% YoY
Avg Grant Size
$784.091
-13.6% YoY
Under IRS private-foundation payout rules, Bruce M Epstein Family Charitable Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Bruce M Epstein Family Charitable Trust
Based on IRS filings
Bruce M Epstein Family Charitable Trust is a private foundation, based in BRIARCLIFF MANOR, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 22 grants totaling $17K. Net investment income was $17K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $300,931 | $294,500 | $300,465 |
| Revenue | $25,174 | $14,248 | $20,581 |
| Expenses | $19,136 | $20,925 | $16,800 |
| Qualifying Distributions | $17,920 | $19,720 | $15,570 |
| Net Investment Income | $16,958 | $13,043 | $14,351 |
| Distributable Amount | $17,030 | $15,138 | $15,074 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Phelps Memorial Hospital Nurses Promise ($2,500), Robin Hood Foundation ($2,500), Phelps Hospital ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS BOONE, IA | CHARITABLE CONTRIBUTION | $200 |
| CITYMEALS ON WHEELS NEW YORK, NY | CHARITABLE CONTRIBUTION | $500 |
| FEEDING WESTCHESTER ELMSFORD, NY | CHARITABLE CONTRIBUTION | $1,000 |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO) SUNRISE, FL | CHARITABLE CONTRIBUTION | $750 |
| JUPITER MEDICAL CENTER JUPITER, FL | CHARITABLE CONTRIBUTION | $150 |
| MERCEY SHIPS GARDEN VALLEY, TX | CHARITABLE CONTRIBUTIONS | $350 |
| MOTHERS AGAINST DRUNK DRIVING (MADD) DES MOINES, IA | CHARITABLE CONTRIBUTION | $300 |
| MULTIPLE SCLEROSIS FOUNDATION FORT LAUDERDALE, FL | CHARITABLE CONTRIBUTION | $100 |
| OSSINING FOOD PANTRY OSSINING, NY | CHARITABLE CONTRIBUTION | $750 |
| PHELPS HOSPITAL SLEEPY HOLLOW, NY | CHARITABLE CONTRIBUTION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA EPSTEIN | TRUSTEE | 6 | — |
Frequently Asked Questions
How large is Bruce M Epstein Family Charitable Trust?
As of 2024, Bruce M Epstein Family Charitable Trust holds $301K in total assets with $25K in annual revenue. It awarded 22 grants totaling $17K in 2024.
Where does Bruce M Epstein Family Charitable Trust operate?
Bruce M Epstein Family Charitable Trust has awarded grants in Connecticut, District of Columbia, Florida, Iowa, Massachusetts, New Jersey, New York, Texas.
What size grants does Bruce M Epstein Family Charitable Trust award?
In 2024, Bruce M Epstein Family Charitable Trust awarded 22 grants totaling $17K — an average of about $784.091 per grant, based on its IRS Form 990 filings.
How much is Bruce M Epstein Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bruce M Epstein Family Charitable Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bruce M Epstein Family Charitable Trust's EIN?
Bruce M Epstein Family Charitable Trust's EIN (Employer Identification Number) is 22-6389588. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bruce M Epstein Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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