Nonprofit · EIN 22-6389588
THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST
Tax-exempt · BRIARCLIFF, NY 10510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,172 | $14,851 | $8,321 | $309,252 | $0 | $309,252 |
| December 31, 2024 | 990-PF | $25,174 | $19,136 | $6,038 | $300,931 | $0 | $300,931 |
| December 31, 2023 | 990-PF | $14,248 | $20,925 | -$6,677 | $294,500 | $0 | $294,500 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Dividends
- $11,840
- Interest
- $2
- Net gain from sales of assets
- $7,939
- Other income
- -$1,609
Expenses
- Grants and similar amounts paid
- $12,825
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $14,580
- Excise tax on investment income
- $252
Balance sheet and other
- Total assets, start of year
- $300,931
- Total assets, end of year
- $309,252
- Total liabilities, end of year
- $0
- Net assets, end of year
- $309,252
- Fair market value of assets
- $446,211
- Qualifying distributions
- $14,580
- Net investment income
- $18,172
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA EPSTEIN 23 ALGONQUIAN TRAIL, BRIARCLIFF MANOR, NY 10510 | TRUSTEE | 6 | $0 |
| DOUGLAS EPSTEIN 23 ALGONQUIAN TRAIL, BRIARCLIFF MANOR, NY 10510 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA EPSTEIN 23 ALGONQUIAN TRAIL, BRIARCLIFF MANOR, NY 10510 | TRUSTEE | 6 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA EPSTEIN 23 ALGONQUIAN TRAIL, BRIARCLIFF MANOR, NY 10510 | TRUSTEE | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 23 ALGONQUIAN TRL, BRIARCLIFF, NY 10510-1949
- Signed the 990-PF
- BARBARA EPSTEIN, PRESIDENT
- Phone
- (914) 747-3304
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6389588
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $309,252
- Income (IRS master file)
- $23,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,172 | $14,851 | $309,252 | XML |
| 990-PF | December 2024 | $25,174 | $19,136 | $300,931 | IRS |
| 990-PF | December 2023 | $14,248 | $20,925 | $294,500 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6389588).
Questions about THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST
- What is the EIN of THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST is 22-6389588.
- Is THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE BRUCE M EPSTEIN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,172, expenses of $14,851 and total assets of $309,252 at year end.
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