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David And Geri Epstein Private Foundation Dated 9 13 00

  • Westport, CT
  • Tax-exempt since June 2004
  • EIN: 20-1069019

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.4M (2023)

Expenses
$1.4M (2023)

Total Assets
$19.8M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,403,901
Expenses
$1,402,446
Net Income
$1,455
Net Assets
$19,834,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $162,289
11.6%
Dividends $87,958
6.3%
Sales of Assets $8,658
0.6%
Other Income $1,144,996
81.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,054,689
75.2%
Compensation of Officers* $60,000
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,834,598
Total Liabilities $0
Net Assets $19,834,598
Compensation
Key Employees and Officers Compensation Other
Karen Hess (President) $60,000 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,055,056
Expenses
$1,255,614
Net Income
-$200,558
Net Assets
$19,681,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,124
3.2%
Dividends $57,684
5.5%
Sales of Assets -$13,010
Other Income $976,258
92.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $971,795
77.4%
Compensation of Officers* $60,000
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,681,178
Total Liabilities $0
Net Assets $19,681,178
Compensation
Key Employees and Officers Compensation Other
Karen Hess (President) $60,000 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,793,754
Expenses
$1,297,475
Net Income
$496,279
Net Assets
$20,510,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $260,000
14.5%
Interest Revenue $17,891
1.0%
Dividends $62,240
3.5%
Sales of Assets $125,865
7.0%
Other Income $1,327,758
74.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $998,024
76.9%
Compensation of Officers* $60,000
4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,510,758
Total Liabilities $0
Net Assets $20,510,758
Compensation
Key Employees and Officers Compensation Other
Karen Hess (President) $60,000 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 8, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$488,607
Expenses
$1,642,976
Net Income
-$1,154,369
Net Assets
$20,010,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $26,763
5.5%
Dividends $53,169
10.9%
Sales of Assets $68,156
13.9%
Other Income $340,519
69.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,297,491
79.0%
Compensation of Officers* $60,000
3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,010,458
Total Liabilities $1
Net Assets $20,010,457
Compensation
Key Employees and Officers Compensation Other
Karen Hess (President) $60,000 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Jan. 20, 2022

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

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,159,907
Expenses
$822,483
Net Income
$1,337,424
Net Assets
$21,051,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $482,000
22.3%
Interest Revenue $29,286
1.4%
Dividends $65,209
3.0%
Sales of Assets $0
Other Income $1,735,790
80.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $468,822
57.0%
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 $21,051,025
Total Liabilities $1
Net Assets $21,051,024
Compensation
Key Employees and Officers Compensation Other
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,432,794
Expenses
$218,253
Net Income
$14,214,541
Net Assets
$19,604,067
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,166,000
98.2%
Interest Revenue $11,994
0.1%
Dividends $60,288
0.4%
Sales of Assets $23,524
0.2%
Other Income $170,988
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $214,410
98.2%
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 $19,604,067
Total Liabilities $0
Net Assets $19,604,067
Compensation
Key Employees and Officers Compensation Other
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,697
Expenses
$305,961
Net Income
-$198,264
Net Assets
$5,224,767
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,159
9.4%
Dividends $57,621
53.5%
Sales of Assets $39,917
37.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,860
97.4%
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 $5,224,767
Total Liabilities $0
Net Assets $5,224,767
Compensation
Key Employees and Officers Compensation Other
Geraldine Epstein (Trustee) $0 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$192,647
Expenses
$339,695
Net Income
-$147,048
Net Assets
$5,361,140
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,242
5.3%
Dividends $28,255
14.7%
Sales of Assets $158,822
82.4%
Other Income -$4,672
Notable Expenses Percent of Total Expenses
Charitable Disbursements $322,410
94.9%
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 $5,361,140
Total Liabilities $0
Net Assets $5,361,140
Compensation
Key Employees and Officers Compensation Other
Geraldine Epstein (Trustee) $0 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 7, 2017

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$524,509
Expenses
$300,058
Net Income
$224,451
Net Assets
$5,503,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $345,152
65.8%
Dividends $0
Sales of Assets $185,951
35.5%
Other Income -$6,594
Notable Expenses Percent of Total Expenses
Charitable Disbursements $283,168
94.4%
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 $5,503,617
Total Liabilities $0
Net Assets $5,503,617
Compensation
Key Employees and Officers Compensation Other
Geraldine Epstein (Trustee) $0 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 6, 2016

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

View Filing
PDF XML
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$809,832
Expenses
$292,483
Net Income
$517,349
Net Assets
$5,279,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $202,902
25.1%
Dividends $24,150
3.0%
Sales of Assets $582,731
72.0%
Other Income $49
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $279,644
95.6%
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 $5,279,166
Total Liabilities $0
Net Assets $5,279,166
Compensation
Key Employees and Officers Compensation Other
Geraldine Epstein (Trustee) $0 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2015

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$464,273
Expenses
$308,084
Net Income
$156,189
Net Assets
$4,761,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $120,868
26.0%
Dividends $36,516
7.9%
Sales of Assets $304,772
65.6%
Other Income $2,117
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $289,568
94.0%
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 $4,761,817
Total Liabilities $0
Net Assets $4,761,817
Compensation
Key Employees and Officers Compensation Other
Geraldine Epstein (Trustee) $0 $0
Robert Hess (Trustee) $0 $0
Michael Connell (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2014

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,882
Expenses
$294,412
Net Income
-$212,530
Net Assets
$4,605,628
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,797
4.6%
Dividends $51,856
63.3%
Sales of Assets $24,153
29.5%
Other Income $2,076
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $277,617
94.3%
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 $4,605,628
Total Liabilities $0
Net Assets $4,605,628

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,004
Expenses
$293,546
Net Income
$36,458
Net Assets
$4,818,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,975
2.4%
Dividends $264,232
80.1%
Sales of Assets $48,593
14.7%
Other Income $9,204
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $274,018
93.3%
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 $4,818,157
Total Liabilities $0
Net Assets $4,818,157

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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