Robert L Epstein Family Foundation

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

18

+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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AmherstBabson ParkBostonBrocktonBrooklineCotuitDanburyDartmouthDedhamEast BridgewaterEast FalmouthHyannisHyannis PortJupiterLa JollaLongmeadowLowellMemphisMinneapolisNantucket

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$143K$286K$428K$571K20202021202220232024
Metric202420232022
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

$0$125K$251K$376K$502K18 grants202021 grants202123 grants202218 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

RAYMOND F KRAVIS CENTER …$163KUNIVERSITY OF MASSACHUSE…$67KUNIVERSITY OF MASSACHUSE…$50KUNIVERSITY OF MASSACHUSE…$50KTHE WONDERFUND$35KUNIVERSITY OF MASSACHUSE…$33KCAPE COD HOSPITAL$25KTEMPLE BETH ELOHIM$25KJOHN F KENNEDY LIBRARY F…$15KTHE RASHI SCHOOL$10K

Grant Size Distribution

98 grants across all recorded years

91<$50K5$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC WEST PALM BEACH, FLTO 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, MATO SUPPORT UNDERGRADUATE STUDENTS IN GOOD ACADEMIC STANDING IN THE ISENBERG SCHOOL OF MANAGEMENT$67,000
UNIVERSITY OF MASSACHUSETTS - BOSTON BOSTON, MATO 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, MATO 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, MATO 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, MATO SUPPORT THE CHANCELLOR'S INAUGURATION$33,000
CAPE COD HOSPITAL HYANNIS, MATO COORDINATE AND DELIVER THE HIGHEST QUALITY, ACCESSIBLE HEALTHCARE TO ALL CAPE COD RESIDENTS AND VISITORS$25,000
TEMPLE BETH ELOHIM WELLESLEY, MATO FIND WHOLENESS, FULFILLMENT, AND PEACE FOR OURSELVES, ISRAEL, AND OUR WORLD$25,000
JOHN F KENNEDY LIBRARY FOUNDATION BOSTON, MATO SUPPORT THE WORK OF THE JOHN F. KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM$15,000
THE RASHI SCHOOL DEDHAM, MATO 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

NameTitleHoursCompensation
ROBERT L EPSTEINTRUSTEE0.2
DOUGLAS M EPSTEINTRUSTEE0.1
MICHAEL J EPSTEINTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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