Estate Plus Foundation

MONROE, NY EIN: 85-1497468

Estate Plus Foundation is a private foundation, based in MONROE, NY. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $97K in total assets. In 2021, it awarded 8 grants totaling $250K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$97K

-48.5% YoY

Annual Giving

$250K

+1909.8% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$31K

+2412.3% YoY

About Estate Plus Foundation

Based on IRS filings

Estate Plus Foundation is a private foundation, based in MONROE, NY. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $97K in total assets. In 2021, it awarded 8 grants totaling $250K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BrooklynMonroeMonsey

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$138K$206K$275K20202021
Metric20212020
Total Assets$96,593$187,616
Revenue$159,025$200,056
Expenses$250,048$12,440
Qualifying Distributions$250,023
Net Investment Income$33
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$63K$125K$188K$250K10 grants20208 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2021

Cong Binyan Yerushlaim$150KCong Benei Torah$97KBeer Yitzchok$1KCong Yetev Lev$818Mikvah USA Congegation$450Neizer Hatorah$330UTA$250Krulla Charity$100

Grant Size Distribution

18 grants across all recorded years

16<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
Isreal GottliebTrustee2

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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