Nonprofit · EIN 13-2902852
EPSTEIN PHILANTHROPIES
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,449,151 | $2,274,156 | -$825,005 | $18,062,589 | $0 | $18,062,589 |
| December 31, 2024 | 990-PF | $1,806,666 | $2,329,410 | -$522,744 | $18,887,594 | $0 | $18,887,594 |
| December 31, 2023 | 990-PF | $2,384,168 | $3,426,102 | -$1,041,934 | $19,410,338 | $0 | $19,410,338 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $610,040
- Net gain from sales of assets
- $839,111
Expenses
- Grants and similar amounts paid
- $1,800,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,800,000
- Excise tax on investment income
- $13,552
Balance sheet and other
- Total assets, start of year
- $18,887,594
- Total assets, end of year
- $18,062,589
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,062,589
- Fair market value of assets
- $28,108,599
- Qualifying distributions
- $1,800,000
- Net investment income
- $1,449,151
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 |
|---|---|---|---|
| JACK STERN ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | TREASURER | 8 | $0 |
| JANE E HEFFNER ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | PRESIDENT | 8 | $0 |
| ADRIENNE SIMPSON ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | VICE PRESIDENT | 8 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK STERN ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | TREASURER | 8 | $0 |
| JANE E HEFFNER ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | PRESIDENT | 8 | $0 |
| ADRIENNE SIMPSON ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | VICE PRESIDENT | 8 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK STERN ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | TREASURER | 8 | $0 |
| JANE E HEFFNER ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | PRESIDENT | 8 | $0 |
| ADRIENNE SIMPSON ONE ROCKEFELLER PLAZA SUITE, 1710-1712 ROOM 4, NEW YORK, NY 10020 | VICE PRESIDENT | 8 | $0 |
Address and contacts
- Address (IRS master file)
- ONE ROCKEFELLER PLAZA STE 1710-12, NEW YORK, NY 10020-2003
- In care of
- % A SETH TEICHER
- Signed the 990-PF
- JANE E HEFFNER, PRESIDENT
- Phone
- (212) 586-0541
- Website
- EPSTEINTEICHER.ORG
- Return prepared by
- HOWARD SIMOWITZ CPA
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
- 13-2902852
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,062,589
- Income (IRS master file)
- $5,386,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,449,151 | $2,274,156 | $18,062,589 | XML |
| 990-PF | December 2024 | $1,806,666 | $2,329,410 | $18,887,594 | XML |
| 990-PF | December 2023 | $2,384,168 | $3,426,102 | $19,410,338 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 13-2902852).
Questions about EPSTEIN PHILANTHROPIES
- What is the EIN of EPSTEIN PHILANTHROPIES?
- The employer identification number (EIN) of EPSTEIN PHILANTHROPIES is 13-2902852.
- Is EPSTEIN PHILANTHROPIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to EPSTEIN PHILANTHROPIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EPSTEIN PHILANTHROPIES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EPSTEIN PHILANTHROPIES 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 EPSTEIN PHILANTHROPIES 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 EPSTEIN PHILANTHROPIES?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does EPSTEIN PHILANTHROPIES have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,449,151, expenses of $2,274,156 and total assets of $18,062,589 at year end.
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