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Nonprofit · EIN 20-5799520

JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION

Tax-exempt · ALLENTOWN, PA 18103

Financials

$4K$6K2023$177K$13K2024$273K$5K2025
Revenue Expenses · by fiscal year end
Financials of JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$273,042$4,748$268,294$395,042$0$395,042
December 31, 2024990-PF$176,511$13,100$163,411$189,660$0$189,660
December 31, 2023990-PF$4,094$6,477-$2,383$175,742$0$175,742
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$89,600
Dividends
$11,610
Interest
$480
Net gain from sales of assets
$171,352

Expenses

Grants and similar amounts paid
$4,701
Disbursements for charitable purposes
$4,701
Excise tax on investment income
$173

Balance sheet and other

Total assets, start of year
$189,660
Total assets, end of year
$395,042
Total liabilities, end of year
$0
Net assets, end of year
$395,042
Fair market value of assets
$553,645
Qualifying distributions
$4,701
Net investment income
$12,466

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.

NameTitleHours / weekCompensation
JEFF A EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
PRESIDENT0$0
ROBERTA G EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
VICE PRES0$0
JONATHAN EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
SECRETARY0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JEFF A EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
PRESIDENT0$0
ROBERTA G EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
VICE PRES0$0
JONATHAN EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JEFF A EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
PRESIDENT0$0
ROBERTA G EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
VICE PRES0$0
JONATHAN EPSTEIN
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103
SECRETARY0$0

Address and contacts

Address (IRS master file)
3900 HAMILTON BLVD STE 208, ALLENTOWN, PA 18103-6122
In care of
% JEFF A EPSTEIN
Signed the 990-PF
JEFF A EPSTEIN, PRESIDENT
Phone
(610) 432-4321
Return prepared by
BUCKNO LISICKY & COMPANY PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-5799520
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$395,042
Income (IRS master file)
$318,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$273,042$4,748$395,042XML
990-PFDecember 2024$176,511$13,100$189,660XML
990-PFDecember 2023$4,094$6,477$175,742XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-5799520).

Questions about JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION

What is the EIN of JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION?
The employer identification number (EIN) of JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION is 20-5799520.
Is JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION 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 JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION 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 JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JEFF A EPSTEIN AND ROBERTA G EPSTEIN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $273,042, expenses of $4,748 and total assets of $395,042 at year end.

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