Nonprofit · EIN 20-8355941
THE BARBARA EPSTEIN FOUNDATION INC
Tax-exempt · WAYLAND, MA 01778
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $660,462 | $1,019,483 | -$359,021 | $1,889,299 | $0 | $1,889,299 |
| December 31, 2023 | 990-PF | $202,177 | $829,658 | -$627,481 | $2,248,320 | $0 | $2,248,320 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $101,856
- Net gain from sales of assets
- $558,606
Expenses
- Grants and similar amounts paid
- $1,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,000,000
- Excise tax on investment income
- $8,910
Balance sheet and other
- Total assets, start of year
- $2,248,320
- Total assets, end of year
- $1,889,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,889,299
- Fair market value of assets
- $4,754,457
- Qualifying distributions
- $1,000,000
- Net investment income
- $660,462
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 |
|---|---|---|---|
| LEWIS EPSTEIN 23 JOYCE ROAD, WAYLAND, MA 01778 | PRESIDENT | 0 | $0 |
| JODI EPSTEIN 5803 RIDGEFIELD ROAD, BETHESDA, MD 20816 | TREASURER | 0 | $0 |
| MICHELLE KLEINERT BADER 3530 CODY ROAD, SHERMAN OAKS, CA 91403 | V PRESIDENT | 0 | $0 |
| REBECCA HIRSH 340 W DIVERSEY PKWY APT 2117, CHICAGO, IL 60657 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS EPSTEIN 23 JOYCE ROAD, WAYLAND, MA 01778 | PRESIDENT | 0 | $0 |
| JODI EPSTEIN 5803 RIDGEFIELD ROAD, BETHESDA, MD 20816 | TREASURER | 0 | $0 |
| MICHELLE KLEINERT BADER 3530 CODY ROAD, SHERMAN OAKS, CA 91403 | V PRESIDENT | 0 | $0 |
| REBECCA HIRSH 340 W DIVERSEY PKWY APT 2117, CHICAGO, IL 60657 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 23 JOYCE RD, WAYLAND, MA 01778-4515
- In care of
- % LEWIS EPSTEIN
- Signed the 990-PF
- LEWIS EPSTEIN, PRESIDENT
- Phone
- (617) 974-4834
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
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
- 20-8355941
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,889,299
- Income (IRS master file)
- $1,111,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $660,462 | $1,019,483 | $1,889,299 | XML |
| 990-PF | December 2023 | $202,177 | $829,658 | $2,248,320 | 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 20-8355941).
Questions about THE BARBARA EPSTEIN FOUNDATION INC
- What is the EIN of THE BARBARA EPSTEIN FOUNDATION INC?
- The employer identification number (EIN) of THE BARBARA EPSTEIN FOUNDATION INC is 20-8355941.
- Is THE BARBARA EPSTEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE BARBARA EPSTEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BARBARA EPSTEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BARBARA EPSTEIN FOUNDATION INC 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 THE BARBARA EPSTEIN FOUNDATION INC 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 THE BARBARA EPSTEIN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE BARBARA EPSTEIN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $660,462, expenses of $1,019,483 and total assets of $1,889,299 at year end.
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All nonprofits in WAYLAND · Massachusetts · Philanthropy, voluntarism and grantmaking foundations