The Barbara Epstein Foundation Inc

Foundation · Grantmaker WAYLAND, MA EIN: 20-8355941 Website

The Barbara Epstein Foundation Inc is a private foundation established in 2007 in New York and currently based in Wayland, Massachusetts. The foundation is a 501(c)(3) tax-exempt organization that has been tax-exempt since January 2008.

Key facts about The Barbara Epstein Foundation Inc

EIN: 20-8355941
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,000,000
Grants made (2024): 33
Average grant: $30,303
Median grant: $28,000
Total assets: $1,889,299
Primary geography: New York (36% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Barbara Epstein Foundation Inc funds

By grant dollars, the top recipient states for The Barbara Epstein Foundation Inc's 33 itemized 2024 grants were New York (36%), California (16%) and Illinois (10%). The most frequent recipient cities were New York, NY (8 grants), Los Angeles, CA (3 grants), Chicago, IL (3 grants) and Washington, DC (3 grants). 94% of grants with a stated purpose were for general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

-16.0% YoY

Annual Giving

$1.0M

+29.2% YoY

Grant Count

-17.5% YoY

Avg Grant Size

$30K

+56.7% YoY

Under IRS private-foundation payout rules, The Barbara Epstein Foundation Inc reported a distributable amount of $242K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports initiatives across four primary areas:

Arts and culture
Health and diseases/conditions
Religion
General charitable purposes

Grantmaking

The foundation is open to new applicants. Recent grant activity shows:

Grant Range

**: Typical awards range from $1,800 to $109,000

Average Grant

**: $16,200-$73,000

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Geographic Focus

Where this funder awards grants

The foundation supports projects across multiple states and cities throughout the United States, with particular activity in:

California
Illinois
Massachusetts
New York
Texas

The foundation also funds initiatives in Colorado, Florida, Georgia, Indiana, Minnesota, Ohio, Rhode Island, and other states.

Grant Distribution by State

New York $1.5M (32%)

District of Columbia $750K (16%)

Massachusetts $679K (14%)

California $650K (14%)

Illinois $477K (10%)

Georgia $186K (4%)

Ohio $159K (3%)

Texas $138K (3%)

+5 more states

States

California District of Columbia Florida Georgia Illinois Massachusetts Michigan Minnesota New Jersey New York Ohio Rhode Island Texas

Cities

New YorkWashingtonChicagoLos AngelesAtlantaBronxBrooklineBrooklynCambridgeEast Palo AltoGarden CityLake ParkWakefieldWest NewtonAnn ArborCalabasasDallasNeedhamSan AntonioWaltham

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

Total assets: $1,889,299
Total revenues: $660,462
Total expenses: $1,019,483
Investment income and dividends: $101,856

Contact Information:

Address: 23 Joyce Rd, Wayland, MA 01778-4515
Telephone: 617-974-4834
EIN: 20-8355941

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,889,299	$2,248,320	$2,873,839
Revenue	$660,462	$202,177	$631,649
Expenses	$1,019,483	$829,658	$694,872
Qualifying Distributions	$1,000,000	$773,700	$647,600
Net Investment Income	$640,979	$146,219	$584,377
Distributable Amount	$242,436	$238,379	$258,014

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

193 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include The Brigid Alliance ($50,000), National Dance Institute ($50,000), Viva Dance ($50,000).

Recipient	Purpose	Amount
THE BRIGID ALLIANCE NEW YORK, NY	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
NATIONAL DANCE INSTITUTE NEW YORK, NY	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
VIVA DANCE CLEVELAND, OH	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
MAB COMMUNITY SERVICES BROOKLINE, MA	MSUVOROV - 06/12/24 12:10PM WORKSHEET PRIVATE FOUNDATION	$50,000
JEWISH FREE LOAN ASSOCIATION LOS ANGELES, CA	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
CROSSROADS COMMUNITY SERVICES DALLAS, TX	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
CITY HARVEST NEW YORK, NY	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
BROADWAY CARES NEW YORK, NY	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
ALBANY PARK THEATER PROJECT CHICAGO, IL	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000
THE POINT FOUNDATION LOS ANGELES, CA	GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE	$50,000

Leadership & Key People

Leadership team and compensation from IRS filings

Key personnel include:

Lewis Epstein - President
Jodi Epstein - Treasurer
Michelle Kleinert Bader - Vice President
Rebecca Hirsh - Director

All key personnel work on a voluntary basis without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LEWIS EPSTEIN	PRESIDENT	—	—
JODI EPSTEIN	TREASURER	—	—
MICHELLE KLEINERT BADER	V PRESIDENT	—	—
REBECCA HIRSH	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Barbara Epstein Foundation Inc fund?

The foundation supports initiatives across four primary areas: • Arts and culture • Health and diseases/conditions • Religion • General charitable purposes

How do I apply for a grant from The Barbara Epstein Foundation Inc?

The foundation is open to new applicants. Recent grant activity shows: • **Total giving (2024)**: $1,000,000 • **Number of grants (recent year)**: 28-40 grants • **Grant range**: Typical awards range from $1,800 to $109,000 • **Median grant size**: $11,800 • **Average grant size**: $16,200-$73,000 Recent grantees include The Brigid Alliance ($50,000), Albany Park Theater Project ($50,000), Mab Community Services ($50,000), and Building Bridges Across The River Inc.

Where does The Barbara Epstein Foundation Inc make grants?

The foundation supports projects across multiple states and cities throughout the United States, with particular activity in: • California • Illinois • Massachusetts • New York • Texas The foundation also funds initiatives in Colorado, Florida, Georgia, Indiana, Minnesota, Ohio, Rhode Island, and other states.

What size grants does The Barbara Epstein Foundation Inc award?

In 2024, The Barbara Epstein Foundation Inc awarded 33 grants totaling $1.0M — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is The Barbara Epstein Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Barbara Epstein Foundation Inc reported a distributable amount of $242K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Barbara Epstein Foundation Inc's EIN?

The Barbara Epstein Foundation Inc's EIN (Employer Identification Number) is 20-8355941. IRS Form 990 filing data is available on this page for 2020–2024.