Robert L Epstein Family Foundation

Foundation · Grantmaker BOSTON, MA EIN: 04-6833652

Robert L Epstein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $713K in total assets. In 2024, it awarded 18 grants totaling $502K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$713K

+2.6% YoY

Annual Giving

$502K

+147.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

+147.3% YoY

Under IRS private-foundation payout rules, Robert L Epstein Family Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert L Epstein Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $1.2M (81%)

Florida $173K (12%)

Connecticut $90K (6%)

Louisiana $10K (1%)

Minnesota $3K (0%)

California $1K (0%)

Pennsylvania $500 (0%)

Tennessee $300 (0%)

States

California Connecticut Florida Louisiana Massachusetts Minnesota Pennsylvania Tennessee

Cities

AmherstBabson ParkBostonBrocktonBrooklineCotuitDanburyDartmouthDedhamEast BridgewaterEast FalmouthHyannisHyannis PortJupiterLa JollaLongmeadowLowellMemphisMinneapolisNantucket

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$712,584	$694,798	$395,148
Revenue	$519,286	$502,739	$400,000
Expenses	$501,500	$203,089	$271,975
Qualifying Distributions	$501,500	$202,784	$271,975
Net Investment Income	$19,286	$2,434	—
Distributable Amount	$28,781	$20,325	$12,099

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

98 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Raymond F Kravis Center for the Performing Arts Inc ($163,000), University of Massachusetts - Amherst ($67,000), University of Massachusetts - Boston ($50,000).

Recipient	Purpose	Amount
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC WEST PALM BEACH, FL	TO ENHANCE THE QUALITY OF LIFE IN PALM BEACH COUNTY BY PRESENTING A DIVERSE SCHEDULE OF NATIONAL AND INTERNATIONAL PERFORMING ARTSTS AND COMPANIES OF THE HIGHEST QUALITY	$163,000
UNIVERSITY OF MASSACHUSETTS - AMHERST AMHERST, MA	TO SUPPORT UNDERGRADUATE STUDENTS IN GOOD ACADEMIC STANDING IN THE ISENBERG SCHOOL OF MANAGEMENT	$67,000
UNIVERSITY OF MASSACHUSETTS - BOSTON BOSTON, MA	TO SUPPORT THE ACADEMIC SUCCESS AND PERSONAL DEVELOPMENT OF STUDENTS BY PROVIDING EXCELLENT CARE IN WELCOMING AND INCLUSIVE ENVIRONMENTS	$50,000
UNIVERSITY OF MASSACHUSETTS - HILLEL AMHERST, MA	TO EMPOWER STUDENTS THROUGH THE VITALITY OF JEWISH LIFE TO CULTIVATE PURPOSEFUL, HEALTHY LIVES AND RELATIONSHIPS THAT BETTER OUR COMMUNITY AND WORLD	$50,000
THE WONDERFUND BOSTON, MA	TO PROVIDE COMFORT AND DIGNITY TO CHILDREN IN TRAUMATIC SITUATIONS AND ENRICH CHILDHOODS THAT HAVE BEEN IMPACTED BY ABUSE AND NEGLECT	$35,000
UNIVERSITY OF MASSACHUSETTS - AMHERST AMHERST, MA	TO SUPPORT THE CHANCELLOR'S INAUGURATION	$33,000
CAPE COD HOSPITAL HYANNIS, MA	TO COORDINATE AND DELIVER THE HIGHEST QUALITY, ACCESSIBLE HEALTHCARE TO ALL CAPE COD RESIDENTS AND VISITORS	$25,000
TEMPLE BETH ELOHIM WELLESLEY, MA	TO FIND WHOLENESS, FULFILLMENT, AND PEACE FOR OURSELVES, ISRAEL, AND OUR WORLD	$25,000
JOHN F KENNEDY LIBRARY FOUNDATION BOSTON, MA	TO SUPPORT THE WORK OF THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM	$15,000
THE RASHI SCHOOL DEDHAM, MA	TO CULTIVATE A STUDENT POPULATION THAT REFLECTS THE RICHNESS AND DIVERSITY OF THE GREATER BOSTON JEWISH COMMUNITY	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROBERT L EPSTEIN	TRUSTEE	0.2	—
DOUGLAS M EPSTEIN	TRUSTEE	0.1	—
MICHAEL J EPSTEIN	TRUSTEE	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert L Epstein Family Foundation?

Robert L Epstein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $713K in total assets as of 2024.

How large is Robert L Epstein Family Foundation?

As of 2024, Robert L Epstein Family Foundation holds $713K in total assets with $519K in annual revenue. It awarded 18 grants totaling $502K in 2024.

Where does Robert L Epstein Family Foundation operate?

Robert L Epstein Family Foundation has awarded grants in California, Connecticut, Florida, Louisiana, Massachusetts, Minnesota, Pennsylvania, Tennessee.

What size grants does Robert L Epstein Family Foundation award?

In 2024, Robert L Epstein Family Foundation awarded 18 grants totaling $502K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Robert L Epstein Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L Epstein Family Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert L Epstein Family Foundation's EIN?

Robert L Epstein Family Foundation's EIN (Employer Identification Number) is 04-6833652. IRS Form 990 filing data is available on this page for 2020–2024.