The Bruce M Epstein Family Charitable Trust
- Assets
- $300.5k
- Revenue
- $20.6k
- Investments
- $278.6k
- Employees
- 0
- Location
- Briarcliff Manor, NY
- Founding
- 08/1985
- Data as of
- 12/2022
- EIN
- 22-6389588
Organization Overview
The Bruce M Epstein Family Charitable Trust is located in Briarcliff Manor, NY. The organization was established in 1985. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bruce M Epstein Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bruce M Epstein Family Charitable Trust generated $20.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $16.8k during the year ending 12/2022. While expenses have increased by 0.3% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bruce M Epstein Family Charitable Trust has awarded 149 individual grants totaling $110,763. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,000 |
| Interest on Savings | $1 |
| Dividends & Interest | $9,262 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,318 |
| Capital Gain Net Income | $6,318 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $20,581 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $200 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $130 |
| Total operating and administrative expenses | $1,850 |
| Contributions, gifts, grants paid | $14,950 |
| Total expenses and disbursements | $16,800 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $21,879 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $35,287 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $300,465 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Bruce M Epstein Family Charitable Trust has awarded $14,950 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
CITYMEALS ON WHEELS PURPOSE: CHARITABLE CONTRIBUTION | $500 |
FEEDING WESTCHESTER PURPOSE: CHARITABLE CONTRIBUTION | $750 |
JEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO) PURPOSE: CHARITABLE CONTRIBUTION | $500 |
MERCEY SHIPS PURPOSE: CHARITABLE CONTRIBUTIONS | $250 |
OSSINING FOOD PANTRY PURPOSE: CHARITABLE CONTRIBUTION | $750 |
MOTHERS AGAINST DRUNK DRIVING (MADD) PURPOSE: CHARITABLE CONTRIBUTION | $250 |