Nonprofit · EIN 20-1069019
DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00
Tax-exempt · WESTPORT, CT 06881
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $12,928,411 | $1,435,812 | $11,492,599 | $31,524,223 | $0 | $31,524,223 |
| December 31, 2023 | 990-PF | $1,403,901 | $1,402,446 | $1,455 | $19,834,598 | $0 | $19,834,598 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $20,985
- Dividends
- $83,224
- Interest
- $270,721
- Net gain from sales of assets
- $11,154,257
- Other income
- $1,399,224
Expenses
- Grants and similar amounts paid
- $1,025,000
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $1,065,760
- Excise tax on investment income
- $174,529
Balance sheet and other
- Total assets, start of year
- $19,834,598
- Total assets, end of year
- $31,524,223
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,524,223
- Fair market value of assets
- $33,812,248
- Qualifying distributions
- $1,065,760
- Net investment income
- $12,907,426
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 |
|---|---|---|---|
| KAREN HESS PO BOX 456, WESTPORT, CT 06881 | PRESIDENT | 5 | $60,000 |
| ROBERT HESS PO BOX 456, WESTPORT, CT 06881 | TRUSTEE | 5 | $0 |
| MICHAEL CONNELL 13068 CAMINITO MAR VILLA, DEL MAR, CA 92014 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN HESS PO BOX 456, WESTPORT, CT 06881 | PRESIDENT | 5 | $60,000 |
| ROBERT HESS PO BOX 456, WESTPORT, CT 06881 | TRUSTEE | 5 | $0 |
| MICHAEL CONNELL 13068 CAMINITO MAR VILLA, DEL MAR, CA 92014 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 456, WESTPORT, CT 06881-0456
- In care of
- % ROBERT HESS
- Signed the 990-PF
- ROBERT HESS, TRUSTEE
- Phone
- (203) 803-3978
- Return prepared by
- HILL BARTH & KING 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 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
- 20-1069019
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $31,524,223
- Income (IRS master file)
- $14,388,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $12,928,411 | $1,435,812 | $31,524,223 | XML |
| 990-PF | December 2023 | $1,403,901 | $1,402,446 | $19,834,598 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-1069019).
Questions about DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00
- What is the EIN of DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00?
- The employer identification number (EIN) of DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 is 20-1069019.
- Is DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 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 DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 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 DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $60,000 (KAREN HESS, PRESIDENT).
- How much revenue does DAVID AND GERI EPSTEIN PRIVATE FOUNDATION DATED 9-13-00 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $12,928,411, expenses of $1,435,812 and total assets of $31,524,223 at year end.
Other nonprofits in WESTPORT
- DALIO FOUNDATION INC EIN 43-1965846 · last filed 990-PF for 2024
- NEWMANS OWN FOUNDATION EIN 06-1606588 · last filed 990-PF for 2024
- MARTELLO FAMILY FOUNDATION EIN 87-4020692 · last filed 990-PF for 2025
- WHITTAKER FAMILY FOUNDATION EIN 92-0836768 · last filed 990-PF for 2024
- PINK AID INC EIN 47-1031835 · last filed 990 for 2025
- GEORGESCU FAMILY FOUNDATION EIN 13-4111095 · last filed 990-PF for 2025
- MCINERNEY FAMILY FOUNDATION EIN 13-3949885 · last filed 990-PF for 2026
- SUZUKI MUSIC SCHOOL OF WESTPORT INC EIN 06-1498198 · last filed 990 for 2025
All nonprofits in WESTPORT · Connecticut · Philanthropy, voluntarism and grantmaking foundations