Overview

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Est.

2005

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ is dedicated to transforming how individuals in need access essential benefits, focusing on the cause areas of insurance and education. With an operating budget of $23.9 million and total revenue of $5.9 million for the filing year 2024, the organization receives significant support from major funders including BILL & MELINDA GATES FOUNDATION, FIDELITY INVESTMENTS CHARITABLE GIFT FUND, and THE ROBERT WOOD JOHNSON FOUNDATION. The organization does not rely on a single funder for 50% or more of its revenue.

Mission Statement

COMMITTED TO TRANSFORMING HOWINDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS.
Revenues
$5.9M
Expenses
$23.9M
Net Income:
-$17.9M
Assets
$13.8M
Liabilities
$8.1M
Net Assets:
+$5.7M
Operating Budget
$23.9M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
14
Median grant size
$250K
Largest grant received
$1.5M
T
Trooper Sanders
Board Member
W
Warren Kantor
Board Member
T
Thomas Shaffert
Board Member

Frequently Asked Questions

What is BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ’s budget?
In 2024, BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ reported an annual operating budget of around $23.9 million. More detailed financial information is available to registered users.
What causes does BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ support?
BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ supports work in Insurance and Education.
Where does BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ operate?
BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ is headquartered in Allentown, PA.
Who funded BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ recently?
In 2025, BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ received grants from THE MORRIS AND GWENDOLYN CAFRITZ FOUNDATION, WAL-MART FOUNDATION, and HUNGER SOLUTIONS NEW YORK INC. More information on this organization’s funders is available to registered users.
What is the largest grant BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ received in 2024?
The largest grant to BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ in 2024 exceeds $1.5 million.