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Nonprofit · EIN 16-1459717

LOUISE AND HENRY EPSTEIN FOUNDATION INC

Tax-exempt · ROCHESTER, NY 14618

Financials

−$2K$16K2023−$3K$18K2024−$136$21K2025
Revenue Expenses · by fiscal year end
Financials of LOUISE AND HENRY EPSTEIN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF-$136$20,943-$21,079$54,161$0$54,161
March 31, 2025990-PF-$3,043$18,073-$21,116$75,240$0$75,240
March 31, 2024990-PF-$1,661$15,588-$17,249$96,356$0$96,356
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$2,539
Interest
$1
Net gain from sales of assets
-$2,676

Expenses

Grants and similar amounts paid
$19,005
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$20,655
Excise tax on investment income
$31

Balance sheet and other

Total assets, start of year
$75,240
Total assets, end of year
$54,161
Total liabilities, end of year
$0
Net assets, end of year
$54,161
Fair market value of assets
$50,622
Qualifying distributions
$20,655
Net investment income
$2,540

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
LOUISE W EPSTEIN
137 HEATHERSTONE LANE, ROCHESTER, NY 14618
PRESIDENT, TREAS., SEC'Y0$0
GEOFFREY EPSTEIN
34 DEVONWOOD LANE, PITTSFORD, NY 14534
DIRECTOR0$0
NEIL EPSTEIN
256 HARRISON STREET, HAWORTH, NJ 07641
DIRECTOR0$0
STEVEN EPSTEIN
120 TIPTOE LANE, BURLINGAME, CA 94010
DIRECTOR0$0
990-PF for the year ended March 31, 2025: 4 people
NameTitleHours / weekCompensation
LOUISE W EPSTEIN
137 HEATHERSTONE LANE, ROCHESTER, NY 14618
PRESIDENT, TREAS., SEC'Y0$0
GEOFFREY EPSTEIN
34 DEVONWOOD LANE, PITTSFORD, NY 14534
DIRECTOR0$0
NEIL EPSTEIN
256 HARRISON STREET, HAWORTH, NJ 07641
DIRECTOR0$0
STEVEN EPSTEIN
120 TIPTOE LANE, BURLINGAME, CA 94010
DIRECTOR0$0
990-PF for the year ended March 31, 2024: 4 people
NameTitleHours / weekCompensation
LOUISE W EPSTEIN
137 HEATHERSTONE LANE, ROCHESTER, NY 14618
PRESIDENT, TREAS., SEC'Y0$0
GEOFFREY EPSTEIN
34 DEVONWOOD LANE, PITTSFORD, NY 14534
DIRECTOR0$0
NEIL EPSTEIN
256 HARRISON STREET, HAWORTH, NJ 07641
DIRECTOR0$0
STEVEN EPSTEIN
120 TIPTOE LANE, BURLINGAME, CA 94010
DIRECTOR0$0

Address and contacts

Address (IRS master file)
137 HEATHERSTONE LN, ROCHESTER, NY 14618-4864
In care of
% HENRY P EPSTEIN
Signed the 990-PF
LOUISE EPSTEIN, PRESIDENT
Phone
(585) 385-1111
Return prepared by
EFPR 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
16-1459717
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
1994
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$54,161
Income (IRS master file)
$39,277

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026-$136$20,943$54,161XML
990-PFMarch 2025-$3,043$18,073$75,240XML
990-PFMarch 2024-$1,661$15,588$96,356XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 16-1459717).

Questions about LOUISE AND HENRY EPSTEIN FOUNDATION INC

What is the EIN of LOUISE AND HENRY EPSTEIN FOUNDATION INC?
The employer identification number (EIN) of LOUISE AND HENRY EPSTEIN FOUNDATION INC is 16-1459717.
Is LOUISE AND HENRY EPSTEIN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to LOUISE AND HENRY EPSTEIN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOUISE AND HENRY EPSTEIN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LOUISE AND HENRY EPSTEIN FOUNDATION INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUISE AND HENRY EPSTEIN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of LOUISE AND HENRY EPSTEIN FOUNDATION INC?
The 990-PF for the year ended March 31, 2026 lists 4 people; 0 received compensation from the organization.
How much revenue does LOUISE AND HENRY EPSTEIN FOUNDATION INC have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of -$136, expenses of $20,943 and total assets of $54,161 at year end.

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