Samuel Epstein Foundation Trust

Pittsburgh, PA
Tax-exempt since Feb. 1997
EIN: 25-6311365

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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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$185k (2024)

Expenses

$179k (2024)

Total Assets

$2.93M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$184,849

Expenses

$179,460

Net Income

$5,389

Net Assets

$2,934,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,711	46.9%
Sales of Assets	$98,138	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,640	83.4%
Compensation of Officers*	$33,598	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,934,809
Total Liabilities	$0
Net Assets	$2,934,809

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$33,598	$0

990-PF

Filed on April 21, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$109,380

Expenses

$178,196

Net Income

-$68,816

Net Assets

$2,930,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,657	68.3%
Sales of Assets	$31,777	29.1%
Other Income	$2,946	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,564	90.7%
Compensation of Officers*	$31,189	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,930,505
Total Liabilities	$0
Net Assets	$2,930,505

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$31,189	$0

990-PF

Filed on April 26, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$19,292

Expenses

$194,823

Net Income

-$175,531

Net Assets

$2,997,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,478	> 100%
Sales of Assets	-$47,186
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,542	87.5%
Compensation of Officers*	$32,276	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,997,784
Total Liabilities	$0
Net Assets	$2,997,784

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$32,276	$0

990-PF

Filed on April 12, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$304,753

Expenses

$164,231

Net Income

$140,522

Net Assets

$3,172,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,442	27.1%
Sales of Assets	$222,311	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,968	88.3%
Compensation of Officers*	$35,285	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,172,447
Total Liabilities	$0
Net Assets	$3,172,447

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$35,285	$0

990-PF

Filed on April 26, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$22,197

Expenses

$160,993

Net Income

-$138,796

Net Assets

$3,030,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,575	> 100%
Sales of Assets	$0
Other Income	$9,354	42.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,407	89.1%
Compensation of Officers*	$30,953	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,030,219
Total Liabilities	$1
Net Assets	$3,030,218

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$30,953	$0

990-PF

Filed on May 6, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$101,072

Expenses

$174,792

Net Income

-$73,720

Net Assets

$3,177,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,202	74.4%
Sales of Assets	$25,870	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,379	79.7%
Compensation of Officers*	$31,058	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,177,246
Total Liabilities	$1
Net Assets	$3,177,245

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$31,058	$0

990-PF

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$547,860

Expenses

$157,168

Net Income

$390,692

Net Assets

$3,250,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,335	11.2%
Sales of Assets	$486,525	88.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,940	89.0%
Compensation of Officers*	$31,439	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,250,967
Total Liabilities	$0
Net Assets	$3,250,967

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$31,439	$0

990-PF

Filed on July 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$157,065

Expenses

$170,829

Net Income

-$13,764

Net Assets

$2,860,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,846	41.3%
Sales of Assets	$90,738	57.8%
Other Income	$1,481	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,433	89.2%
Compensation of Officers*	$30,206	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,860,278
Total Liabilities	$0
Net Assets	$2,860,278

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$30,206	$0

990-PF

Filed on April 13, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$181,934

Expenses

$171,965

Net Income

$9,969

Net Assets

$2,873,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,420	35.4%
Sales of Assets	$117,514	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,565	89.3%
Compensation of Officers*	$29,350	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,873,471
Total Liabilities	$0
Net Assets	$2,873,471

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$29,350	$0

990-PF

Filed on May 8, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$192,763

Expenses

$173,484

Net Income

$19,279

Net Assets

$2,864,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,095	35.3%
Sales of Assets	$119,312	61.9%
Other Income	$5,356	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,057	87.1%
Compensation of Officers*	$30,535	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,864,393
Total Liabilities	$0
Net Assets	$2,864,393

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$567,686

Expenses

$303,155

Net Income

$264,531

Net Assets

$4,836,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,627	22.5%
Sales of Assets	$439,892	77.5%
Other Income	$167	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,914	89.4%
Compensation of Officers*	$52,848	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,836,182
Total Liabilities	$0
Net Assets	$4,836,182

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$52,848	$0

990-PF

Filed on July 6, 2015

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

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PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$335,102

Expenses

$263,549

Net Income

$71,553

Net Assets

$4,571,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,846	30.7%
Sales of Assets	$231,993	69.2%
Other Income	$263	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,732	89.4%
Compensation of Officers*	$54,743	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,571,489
Total Liabilities	$0
Net Assets	$4,571,489

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$54,743	$0

990-PF

Filed on April 18, 2014

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

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Schedules ▼

PDF XML

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2012

Revenue

$152,329

Expenses

$254,663

Net Income

-$102,334

Net Assets

$4,496,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,442	73.8%
Sales of Assets	$39,807	26.1%
Other Income	$80	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,739	80.8%
Compensation of Officers*	$40,414	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,496,894
Total Liabilities	$1
Net Assets	$4,496,893

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$776,441

Expenses

$210,301

Net Income

$566,140

Net Assets

$4,599,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$109,642	14.1%
Sales of Assets	$666,057	85.8%
Other Income	$742	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,671	88.8%
Compensation of Officers*	$36,489	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,599,238
Total Liabilities	$1
Net Assets	$4,599,237

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.

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Updated March 23, 2026

Samuel Epstein Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $185k (2024)

Expenses $179k (2024)

Total Assets $2.93M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

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

Compensation

Document Links

990-PF

Revenue

$185k (2024)

Expenses

$179k (2024)

Total Assets

$2.93M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2015

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2013

Fiscal Year Ending Dec.
2012

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