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Phyllis And Donald Epstein Foundation

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 / Fund Raising and/or Fund Distribution (NTEE)

Summary charts: organization finances over time

Revenue
$302k (2024)

Expenses
$148k (2024)

Total Assets
$555k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$302,497
Expenses
$147,570
Net Income
$154,927
Net Assets
$555,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,647
6.5%
Sales of Assets $282,850
93.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,182
82.8%
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 $555,291
Total Liabilities $0
Net Assets $555,291
Compensation
Key Employees and Officers Compensation Other
Edward Stafford (President) $0 $0
Joe Clapper (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,788
Expenses
$112,407
Net Income
-$33,619
Net Assets
$400,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,547
24.8%
Sales of Assets $59,241
75.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,387
92.9%
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 $400,364
Total Liabilities $0
Net Assets $400,364
Compensation
Key Employees and Officers Compensation Other
Edward Stafford (President) $0 $0
Joe Clapper (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,048
Expenses
$122,197
Net Income
-$114,149
Net Assets
$433,983
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,242
> 100%
Sales of Assets -$13,194
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,063
92.5%
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 $436,348
Total Liabilities $2,365
Net Assets $433,983
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,023
Expenses
$87,898
Net Income
$22,125
Net Assets
$548,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,147
15.6%
Sales of Assets $92,876
84.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,645
92.9%
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 $550,497
Total Liabilities $2,365
Net Assets $548,132
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,222
Expenses
$73,220
Net Income
$34,002
Net Assets
$526,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,804
12.9%
Sales of Assets $93,418
87.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,200
100.0%
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 $528,372
Total Liabilities $2,365
Net Assets $526,007
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$12,460
Expenses
$61,778
Net Income
-$74,238
Net Assets
$492,005
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
Interest Revenue $0
Dividends $13,479
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,683
99.8%
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 $494,370
Total Liabilities $2,365
Net Assets $492,005
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,606
Expenses
$56,930
Net Income
-$29,324
Net Assets
$566,243
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,329
44.7%
Sales of Assets $15,277
55.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,600
90.6%
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 $568,608
Total Liabilities $2,365
Net Assets $566,243
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,719
Expenses
$54,636
Net Income
$36,083
Net Assets
$595,567
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,455
14.8%
Sales of Assets $77,264
85.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,150
95.4%
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 $633,741
Total Liabilities $38,174
Net Assets $595,567
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,982
Expenses
$27,227
Net Income
-$21,245
Net Assets
$559,484
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,712
> 100%
Sales of Assets -$5,730
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,450
82.5%
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 $559,484
Total Liabilities $0
Net Assets $559,484
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treasury) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,045
Expenses
$50,536
Net Income
$38,509
Net Assets
$580,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,087
12.5%
Sales of Assets $77,958
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,502
88.1%
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 $580,729
Total Liabilities $0
Net Assets $580,729
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treas) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,760
Expenses
$38,696
Net Income
$33,064
Net Assets
$542,220
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,061
12.6%
Sales of Assets $62,699
87.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,212
80.7%
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 $542,220
Total Liabilities $0
Net Assets $542,220
Compensation
Key Employees and Officers Compensation Other
Donald Epstein (President) $0 $0
Phyllis Epstein (Secretary/Treas) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,463
Expenses
$44,284
Net Income
$37,179
Net Assets
$552,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $46,008
56.5%
Interest Revenue $0
Dividends $11,057
13.6%
Sales of Assets $24,398
29.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,870
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 $552,441
Total Liabilities $0
Net Assets $552,441

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,327
Expenses
$22,132
Net Income
$100,195
Net Assets
$547,889
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $35,350
28.9%
Interest Revenue $0
Dividends $10,546
8.6%
Sales of Assets $76,431
62.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,690
70.9%
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 $547,889
Total Liabilities $0
Net Assets $547,889

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,903
Expenses
$8,751
Net Income
$61,152
Net Assets
$477,259
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $32,420
46.4%
Interest Revenue $0
Dividends $5,557
7.9%
Sales of Assets $31,926
45.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $600
6.9%
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 $477,259
Total Liabilities $0
Net Assets $477,259

Document Links

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

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

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

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

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

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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 »

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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.
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  • 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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