Nonprofit · EIN 04-6833652
ROBERT L EPSTEIN FAMILY FNDTN TR UD
Also known as EPSTEIN RL & DM & MJ TTEE
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $519,286 | $501,500 | $17,786 | $712,584 | $0 | $712,584 |
| December 31, 2023 | 990-PF | $502,739 | $203,089 | $299,650 | $694,798 | $0 | $694,798 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $500,000
- Interest
- $19,286
Expenses
- Grants and similar amounts paid
- $501,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $501,500
- Excise tax on investment income
- $268
Balance sheet and other
- Total assets, start of year
- $694,798
- Total assets, end of year
- $712,584
- Total liabilities, end of year
- $0
- Net assets, end of year
- $712,584
- Fair market value of assets
- $712,584
- Qualifying distributions
- $501,500
- Net investment income
- $19,286
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L EPSTEIN 300 BOYLSTON STREET STE 703, BOSTON, MA 02116 | TRUSTEE | 0.2 | $0 |
| DOUGLAS M EPSTEIN 31 NOBSCOT ROAD, WESTON, MA 02493 | TRUSTEE | 0.1 | $0 |
| MICHAEL J EPSTEIN 23 LEDGEWOOD ROAD, WESTON, MA 02493 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L EPSTEIN 300 BOYLSTON STREET STE 703, BOSTON, MA 02116 | TRUSTEE | 0.2 | $0 |
| DOUGLAS M EPSTEIN 31 NOBSCOT ROAD, WESTON, MA 02493 | TRUSTEE | 0.1 | $0 |
| MICHAEL J EPSTEIN 23 LEDGEWOOD ROAD, WESTON, MA 02493 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 BOYLSTON ST UNIT 703, BOSTON, MA 02116-3961
- In care of
- % SULLIVAN & WORCESTER LLP
- Signed the 990-PF
- ROBERT L EPSTEIN, TRUSTEE
- Phone
- (508) 524-9313
- Return prepared by
- RAPHAEL AND RAPHAEL LLP
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 | Not 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
- 04-6833652
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $712,584
- Income (IRS master file)
- $519,286
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $519,286 | $501,500 | $712,584 | IRS |
| 990-PF | December 2023 | $502,739 | $203,089 | $694,798 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-6833652).
Questions about ROBERT L EPSTEIN FAMILY FNDTN TR UD
- What is the EIN of ROBERT L EPSTEIN FAMILY FNDTN TR UD?
- The employer identification number (EIN) of ROBERT L EPSTEIN FAMILY FNDTN TR UD is 04-6833652.
- Is ROBERT L EPSTEIN FAMILY FNDTN TR UD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERT L EPSTEIN FAMILY FNDTN TR UD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT L EPSTEIN FAMILY FNDTN TR UD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT L EPSTEIN FAMILY FNDTN TR UD due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT L EPSTEIN FAMILY FNDTN TR UD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT L EPSTEIN FAMILY FNDTN TR UD?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT L EPSTEIN FAMILY FNDTN TR UD have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $519,286, expenses of $501,500 and total assets of $712,584 at year end.
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