Epstein Family Foundation

  • Atlanta, GA
  • Tax-exempt since Sept. 2007
  • EIN: 26-0231191

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 Grantmaking Foundations (NTEE)

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 June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,719
Expenses
$63,400
Net Income
-$17,681
Net Assets
$593,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,180
55.1%
Sales of Assets $11,880
26.0%
Other Income $8,659
18.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,570
79.8%
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 $593,861
Total Liabilities $1
Net Assets $593,860
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Feb. 19, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$174,371
Expenses
$56,407
Net Income
-$230,778
Net Assets
$611,541
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,555
Sales of Assets $115,335
Other Income -$312,261
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,800
79.4%
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 $611,542
Total Liabilities $1
Net Assets $611,541
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Feb. 4, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$386,142
Expenses
$51,520
Net Income
$334,622
Net Assets
$842,320
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,654
5.3%
Sales of Assets $25,544
6.6%
Other Income $339,944
88.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,850
75.4%
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 $842,320
Total Liabilities $0
Net Assets $842,320
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Aug. 13, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,127
Expenses
$55,525
Net Income
-$8,398
Net Assets
$507,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,697
43.9%
Sales of Assets $12,046
25.6%
Other Income $14,384
30.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,250
74.3%
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 $507,698
Total Liabilities $0
Net Assets $507,698
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Aug. 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,795
Expenses
$40,110
Net Income
$9,685
Net Assets
$516,096
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,788
43.8%
Sales of Assets $19,991
40.1%
Other Income $8,016
16.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,672
71.5%
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 $516,096
Total Liabilities $0
Net Assets $516,096
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Aug. 23, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,406
Expenses
$34,704
Net Income
$14,702
Net Assets
$506,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,186
42.9%
Sales of Assets $18,912
38.3%
Other Income $9,308
18.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,585
68.0%
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 $506,411
Total Liabilities $0
Net Assets $506,411
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Aug. 17, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,091
Expenses
$35,760
Net Income
-$10,669
Net Assets
$491,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,607
90.1%
Sales of Assets $0
Other Income $2,484
9.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,541
71.4%
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 $491,709
Total Liabilities $0
Net Assets $491,709
Compensation
Key Employees and Officers Compensation Other
David C Epstein Md (President/Di) $0 $0
Stacey Hader Epstein (Secretary/Di) $0 $0

Document Links

990-PF
Filed on Aug. 23, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,091
Expenses
$35,926
Net Income
-$19,835
Net Assets
$502,377
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,847
86.1%
Sales of Assets $2,244
13.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,494
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 $502,378
Total Liabilities $1
Net Assets $502,377

Document Links

990-PF
Filed on Nov. 14, 2013

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,551
Expenses
$32,846
Net Income
-$15,295
Net Assets
$522,212
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,524
82.8%
Sales of Assets $3,027
17.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,370
74.2%
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 $522,213
Total Liabilities $1
Net Assets $522,212

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2011

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 June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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