Sander & Ray Epstin Charitable Foundation Inc

Naperville, IL
Tax-exempt since May 1967
EIN: 13-6218324

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$44.5k (2023)

Expenses

$72.7k (2023)

Total Assets

$933k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$44,454

Expenses

$72,735

Net Income

-$28,281

Net Assets

$933,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,368	14.3%
Dividends	$16,113	36.2%
Sales of Assets	$18,814	42.3%
Other Income	$3,159	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,591	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$933,432
Total Liabilities	$0
Net Assets	$933,432

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Gross (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Wayne Epstein (President)	$0	$0

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990-PF

Filed on Oct. 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$42,034

Expenses

$82,939

Net Income

-$40,905

Net Assets

$960,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,519	10.8%
Dividends	$14,019	33.4%
Sales of Assets	$22,114	52.6%
Other Income	$1,382	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,301	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$960,159
Total Liabilities	$0
Net Assets	$960,159

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$207,260

Expenses

$76,792

Net Income

$130,468

Net Assets

$1,003,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,257	2.1%
Dividends	$14,758	7.1%
Sales of Assets	$182,825	88.2%
Other Income	$5,420	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,940	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,003,887
Total Liabilities	$0
Net Assets	$1,003,887

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$35,985

Expenses

$66,590

Net Income

-$30,605

Net Assets

$871,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,816	13.4%
Dividends	$17,008	47.3%
Sales of Assets	$12,382	34.4%
Other Income	$1,779	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,530	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$871,636
Total Liabilities	$1
Net Assets	$871,635

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Sept. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$90,797

Expenses

$79,203

Net Income

$11,594

Net Assets

$901,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,615	6.2%
Dividends	$18,969	20.9%
Sales of Assets	$64,015	70.5%
Other Income	$2,198	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,762	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$903,137
Total Liabilities	$1,166
Net Assets	$901,971

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$69,827

Expenses

$74,654

Net Income

-$4,827

Net Assets

$887,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,843	8.4%
Dividends	$20,601	29.5%
Sales of Assets	$43,301	62.0%
Other Income	$82	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,254	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$889,088
Total Liabilities	$1,232
Net Assets	$887,856

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$71,746

Expenses

$71,052

Net Income

$694

Net Assets

$892,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,055	7.0%
Dividends	$19,299	26.9%
Sales of Assets	$47,284	65.9%
Other Income	$108	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,833	80.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$892,984
Total Liabilities	$568
Net Assets	$892,416

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$52,004

Expenses

$76,932

Net Income

-$24,928

Net Assets

$893,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,971	9.6%
Dividends	$20,654	39.7%
Sales of Assets	$26,073	50.1%
Other Income	$306	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,523	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$893,237
Total Liabilities	$0
Net Assets	$893,237

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$60,341

Expenses

$78,730

Net Income

-$18,389

Net Assets

$916,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,258	8.7%
Dividends	$19,776	32.8%
Sales of Assets	$34,695	57.5%
Other Income	$612	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,210	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$916,056
Total Liabilities	$0
Net Assets	$916,056

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$78,947

Expenses

$83,698

Net Income

-$4,751

Net Assets

$936,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,936	6.3%
Dividends	$18,994	24.1%
Sales of Assets	$55,017	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,941	76.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$937,734
Total Liabilities	$903
Net Assets	$936,831

Compensation

Key Employees and Officers	Compensation	Other
Wayne Epstein (President)	$0	$0
Jeff Gross (Vice President)	$0	$0
Richard Rothenberg (Vice President)	$0	$0
Mark Epstein (Secretary)	$0	$0

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990-PF

Filed on Aug. 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$61,641

Expenses

$99,246

Net Income

-$37,605

Net Assets

$941,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,099	44.0%
Sales of Assets	$34,542	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,908	76.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$942,233
Total Liabilities	$490
Net Assets	$941,743

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$40,354

Expenses

$80,111

Net Income

-$39,757

Net Assets

$979,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,033	69.5%
Sales of Assets	$12,321	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,026	73.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$979,348
Total Liabilities	$0
Net Assets	$979,348

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$55,599

Expenses

$70,822

Net Income

-$15,223

Net Assets

$1,019,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$28,731	51.7%
Sales of Assets	$26,829	48.3%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,170	65.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,019,105
Total Liabilities	$0
Net Assets	$1,019,105

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated September 25, 2025

Sander & Ray Epstin Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $44.5k (2023)

Expenses $72.7k (2023)

Total Assets $933k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$44.5k (2023)

Expenses

$72.7k (2023)

Total Assets

$933k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

Fiscal Year Ending Dec.
2020

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2019

Fiscal Year Ending Dec.
2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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