The Jeff a Epstein & Roberta G
The Jeff a Epstein & Roberta G is a private foundation, based in Allentown, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $395K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $12K.
The Jeff a Epstein & Roberta G at a glance
In short: The Jeff a Epstein & Roberta G gave $5K across 1 grant in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,701
- -64.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $4,701
- -64.0% vs 2024
- Median grant
- $4,701
- Total assets
- $395,042
- +108.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Jeff a Epstein & Roberta G funds
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Jeff a Epstein & Roberta G gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 18% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2025) to $13K (2024). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Miscellaneous Allentown, PA | General | $4,701 |
Ready to take the next step with The Jeff a Epstein & Roberta G?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $395,042 | $273,042 | $4,748 | $4,701 | 1 | $4,701 | $12,419 | $25,846 |
| 2024 | $189,660 | $176,511 | $13,100 | $13,043 | 1 | $13,043 | $5,351 | $10,674 |
| 2023 | $175,742 | $4,094 | $6,477 | $6,461 | 3 | $6,461 | $4,078 | $10,084 |
| 2022 | $178,125 | $1,173 | $6,372 | $6,370 | 3 | $6,370 | $1,171 | $10,085 |
| 2021 | $183,324 | $208 | $12,679 | $12,605 | 4 | $12,605 | $134 | $10,907 |
| 2020 | $195,795 | $287 | $12,510 | $12,510 | 4 | — | $287 | $10,883 |
| 2019 | $208,018 | $167,038 | $11,382 | $11,382 | 4 | — | $643 | $5,437 |
Under IRS private-foundation payout rules, The Jeff a Epstein & Roberta G reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jeff a Epstein & Roberta G is led by Jeff A. Epstein, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeff A. Epstein
President
On filings since 2019
No compensation reported
Jonathan Epstein
Secretary
On filings since 2019
No compensation reported
Roberta G. Epstein
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Jeff a Epstein & Roberta G
How much does The Jeff a Epstein & Roberta G give each year?
The Jeff a Epstein & Roberta G gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
How large is The Jeff a Epstein & Roberta G?
The Jeff a Epstein & Roberta G reported $395K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Jeff a Epstein & Roberta G operate?
The Jeff a Epstein & Roberta G has awarded grants in Pennsylvania.
What is The Jeff a Epstein & Roberta G's EIN?
The Jeff a Epstein & Roberta G's EIN (Employer Identification Number) is 20-5799520. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 17, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Jeff a Epstein & Roberta G's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Kim and Martin Sands Family
Greenwich, CT
The foundation supports Jewish community organizations, Israel-related programs, education, emergency services, and anti-hate work, primarily in New York and Connecticut. Its 2024 grants ranged from $500 to $50,000, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$213K
Grants
23
Total Given
$170K
Irvin and Beverly Small Foundation
Nashville, TN
Assets
$2K
Grants
6
Total Given
$61K
Mario and Alma Pastega Family Foundation
Corvallis, OR
The foundation supports a range of community, health, education, arts, and social-service organizations, primarily in Oregon statewide. Its 2025 grants ranged from $500 to $647,000, with a median of $4,000. It requests letters seeking funding and lists no deadline; unsolicited requests are not explicitly addressed.
Assets
$17.1M
Grants
74
Total Given
$1.4M
Kathryn & W H Schwarzschild Fund
Richmond, VA
Assets
$1.4M
Grants
79
Total Given
$79K
Willow Springs Charitable Trust
Mt Carroll, IL
The trust funds community services and development, arts, education, civil rights, reproductive rights, and other charitable work. Its 2024 grants ranged from $3,600 to $500,000, with a median of $95,000; Illinois received the largest share, with additional support in Montana and other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$111.1M
Grants
81
Total Given
$11.4M
The Fifth C Foundation
Palm Beach Gardens, FL
The Fifth C Foundation funds organizations working in areas including Jewish life, education, arts, health, community service, and military support. Its 2025 grants ranged from $1,000 to $48,000, with a median of $2,500, and went mainly to organizations in New York and Florida, with smaller amounts elsewhere. The filing says applicants may submit a letter request.
Assets
$1.3M
Grants
13
Total Given
$99K
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Jeff a Epstein & Roberta G's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Jeff a Epstein & Roberta G down — hundreds of funders to go?