2025-11-12T14:18:37-06:00 2024-12-31 135565207 KPMG LLP 4655 EXECUTIVE DRIVE SUITE 1100 SAN DIEGO CA 92121 990PF 2024-01-01 203905090 EPSTEIN FAMILY FOUNDATION EPST 8586147200 8620 SPECTRUM CENTER BLVD SUITE 20 SAN DIEGO CA 92123 DANIEL J EPSTEIN PRESIDENT 8586147200 2025-11-12 1 0 RYAN A ROBINET P03130925 8587507100 2025-11-05 2024 2025-03-06 01:10:19Z X X 32655763 X X 579678 579678 579678 198366 198366 198366 1083837 10615673 1083837 125700 125700 125700 1987581 1987581 903744 0 0 0 0 45764 45764 45764 45764 700 700 700 700 81180 81180 81180 81180 127644 127644 127644 127644 1355000 1355000 1482644 127644 127644 1482644 504937 1859937 776100 2568331 425639 425639 85000 0 85000 85000 85000 7520959 12772969 12772969 17534545 14662861 14662861 920062 4709294 4709294 28628897 32655763 32655763 20000 6413 20000 6413 X 0 0 0 0 28608897 32649350 28608897 32649350 28628897 32655763 28608897 504937 3535516 32649350 0 32649350 PUBLICLY TRADED SECURITIES (ST) 2024-01-01 2024-12-31 473217 501400 -28183 -28183 PUBLICLY TRADED SECURITIES (LT) 2023-01-01 2024-12-31 10043008 9030436 1012572 1012572 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2024-12-31 99369 99369 99369 1250 GAIN P 2023-01-01 2024-12-31 79 79 79 1083837 -28183 25853 0 25853 0 25853 19623 0 15500 0 35123 X 186 9084 9084 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A EPSTEIN FAMILY FOUNDATION 8586147200 8620 SPECTRUM CENTER BLVD SUITE 200 SAN DIEGO CA 92123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL EPSTEIN 3990 RUFFIN ROAD SUITE 100 SAN DIEGO CA 92123 PRESIDENT 0.00 0 0 0 JULIE BRONSTEIN 10809 CHERRY HILL DRIVE SAN DIEGO CA 92130 CFO 0.00 0 0 0 PHYLLIS EPSTEIN 3990 RUFFIN ROAD SUITE 100 SAN DIEGO CA 92123 SECRETARY 0.00 0 0 0 MARK LIPSON 888 NAPOLI DRIVE PACIFIC PALISADES CA 90272 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 26702145 742917 4794294 32239356 0 0 32239356 483590 31755766 1587788 1587788 25853 25853 1561935 0 1561935 0 1561935 1482644 0 1482644 1561935 0 0 2088703 677381 2766084 1482644 0 0 0 1482644 0 79291 79291 2686793 0 0 0 0 0 0 2009412 677381 677381 DANIEL EPSTEIN PHYLLIS EPSTEIN X CULTURAL CENTERS DONEE ADDRESS AVAILABLE UPON REQUEST DONOR ADDRESS 3990 RUFFIN R SAN DIEGO CA 92123 N/A TO PROVIDE SUPPORT FOR THE PRESERVATION, CONSERVATION, AND ADVANCEMENT OF VARIOUS ART FORMS AND NATURE 467500 EDUCATION DONEE ADDRESS AVAILABLE UPON REQUEST DONOR ADDRESS 3990 RUFFIN R SAN DIEGO CA 92123 N/A TO PROVIDE SUPPORT IN THE FIELD OF EDUCATION AND RESEARCH 627500 HEALTH AND SOCIAL SUPPORT DONEE ADDRESS AVAILABLE UPON REQUEST DONOR ADDRESS 3990 RUFFIN R SAN DIEGO CA 92123 N/A FOR HEALTH AND SOCIAL SUPPORT TO COMMUNITIES 260000 1355000 0 14 579678 14 198366 14 125700 18 1083837 0 1987581 0 1987581 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 45764 45764 45764 45764 EQUITIES (SEE ATTACHMENT) 14662861 14662861 12772969 12772969 0 0 HEDGE FUND (SEE ATTACHMENT) FMV 4709294 4709294 INVESTMENT FEES 81180 81180 81180 81180 OTHER INCOME 125700 125700 125700 UNREALIZED GAIN (LOSS) 1077874 GRANT PAYABLE ADJUSTMENT 747513 CHANGE IN ASSET VALUE 1342019 GAAP TO TAX INCOME ADJUSTMENTS 368110 EXCISE TAX PAYABLE 20000 6413 LEGAL FEES 700 700 700 700