Bruce M Epstein Family Charitable Trust
Bruce M Epstein Family Charitable Trust is a private foundation based in Briarcliff Manor, New York. It made 14 grants totaling $12,825 in 2025 to charitable organizations, with listed recipients working in areas including public media, food assistance, health, veterans’ services, and other causes.
Key facts about Bruce M Epstein Family Charitable Trust
In short: Bruce M Epstein Family Charitable Trust gave $13K across 14 grants in 2025 (avg $916.071), mostly in New York. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 22-6389588
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,825
- Grants made (2025)
- 14
- Average grant
- $916
- Median grant
- $750
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2025)
- Total assets
- $309,252
- Primary geography
- New York (71% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$309K
+2.8% YoY
Annual Giving
$13K
-25.7% YoY
Grant Count
14
-36.4% YoY
Avg Grant Size
$916.071
+16.8% YoY
Under IRS private-foundation payout rules, Bruce M Epstein Family Charitable Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Is Bruce M Epstein Family Charitable Trust open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 14 grantees (7%) were first-time recipients. First grants averaged $750; repeat grants $929. How we count
Medians: $750 first-time, $750 repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 73% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants include support for public media, food assistance, health-related organizations, veterans’ services, and other charitable organizations.
Grantees describe their own work in varied ways: WNET says it delivers lifelong learning and meaningful experiences through public-service media; the Alzheimer’s Foundation of America says it supports, serves, and educates people affected by Alzheimer’s disease and related dementias and funds research; the Ossining Food Pantry says it provides food assistance to people in need; and Wounded Warrior Project says it focuses on the well-being of post-9/11 veterans, active-duty service members, and their families.
Grantmaking
In 2025, the trust gave $12,825 through 14 grants. Grants ranged from $100 to $2,500, with a median of $750.
Review Cycle
, or award restrictions.
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Geographic Focus
Where this funder awards grants
In 2025, 71% of grant dollars went to recipients in New York, 17% to recipients in Washington, D.C., 9% to Florida, 2% to Iowa, and 1% to Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2019) to $19K (2023). In 2025 it made 14 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Robin Hood Foundation ($3K). Together the top 10 received $12K.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 90 grants of 90 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Robin Hood Foundation New York, NY | General Support | $2,500 |
| Phelps Memorial Hospital Nurses Promise Tarrytown, NY | General Support | $2,000 |
| Wnet New York, NY | General Support | $1,500 |
| US Holocaust Memorial Museum Washington, DC | General Support | $1,125 |
| Planned Parenthood Federation of America Washington, DC | General Support | $1,000 |
| St Judes New York, NY | General Support | $1,000 |
| Alzheimer's Foundation of America New York, NY | General Support | $750 |
| Jewish Adoption and Family Care Options (Jafco) Sunrise, FL | General Support | $750 |
| Ossining Food Pantry Ossining, NY | General Support | $750 |
| Citymeals on Wheels New York, NY | General Support | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $309,252 | $23,172 | $14,851 | $12,825 |
| 2024 | $300,931 | $25,174 | $19,136 | $17,250 |
| 2023 | $294,500 | $14,248 | $20,925 | $19,050 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $309,252 | $300,931 | $294,500 |
| Revenue | $23,172 | $25,174 | $14,248 |
| Expenses | $14,851 | $19,136 | $20,925 |
| Qualifying Distributions | $14,580 | $17,920 | $19,720 |
| Net Investment Income | $18,137 | $16,958 | $13,043 |
| Distributable Amount | $20,081 | $17,030 | $15,138 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Barbara Epstein and Douglas Epstein as trustees.
Bruce M Epstein Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Epstein
Trustee
On filings since 2019
6 hrs/week
No compensation reported
Douglas Epstein
Trustee
New on the 2025 filing
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Barbara Epstein
Mailing address: 23 Algonquian Trail, Briarcliff Manor, NY 10510
Phone: (914) 747-3304
Frequently asked questions about Bruce M Epstein Family Charitable Trust
How much does Bruce M Epstein Family Charitable Trust give each year?
Bruce M Epstein Family Charitable Trust gave $13K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 22 grants.
What is Bruce M Epstein Family Charitable Trust's typical grant size?
Bruce M Epstein Family Charitable Trust's median grant in 2025 was $750, and its average grant was $916, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bruce M Epstein Family Charitable Trust that year got $750 on average.
Where does Bruce M Epstein Family Charitable Trust give grants?
Bruce M Epstein Family Charitable Trust gives mostly in New York: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (17%) and Florida (9%). The most frequent recipient cities were New York, NY (5 grants) and Washington, DC (2 grants).
Does Bruce M Epstein Family Charitable Trust give general operating support?
Yes: 100% of Bruce M Epstein Family Charitable Trust's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bruce M Epstein Family Charitable Trust's largest grantees?
Bruce M Epstein Family Charitable Trust's largest 2025 grantees include Robin Hood Foundation ($2,500), Phelps Memorial Hospital Nurses Promise ($2,000) and Wnet ($1,500), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is Bruce M Epstein Family Charitable Trust?
Bruce M Epstein Family Charitable Trust reported $309K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bruce M Epstein Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants include support for public media, food assistance, health-related organizations, veterans’ services, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Bruce M Epstein Family Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Bruce M Epstein Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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