The Jeff a Epstein & Roberta G

ALLENTOWN, PA EIN: 20-5799520

The Jeff a Epstein & Roberta G is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLENTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $190K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$190K

+7.9% YoY

Annual Giving

$13K

+101.9% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$13K

+505.6% YoY

Under IRS private-foundation payout rules, The Jeff a Epstein & Roberta G reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About The Jeff a Epstein & Roberta G

Based on IRS filings

The Jeff a Epstein & Roberta G is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLENTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $190K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $5K.

Ready to take the next step with The Jeff a Epstein & Roberta G?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Allentown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$97K$146K$194K20202021202220232024
Metric202420232022
Total Assets$189,660$175,742$178,125
Revenue$176,511$4,094$1,173
Expenses$13,100$6,477$6,372
Qualifying Distributions$13,043$6,461$6,370
Net Investment Income$5,351$4,078$1,171
Distributable Amount$10,674$10,084$10,085

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$7K$10K$13K4 grants20204 grants20213 grants20223 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

MISCELLANEOUS$13K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$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 Miscellaneous ($13,043).

RecipientPurposeAmount
MISCELLANEOUS ALLENTOWN, PAGENERAL$13,043

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFF A EPSTEINPRESIDENT
ROBERTA G EPSTEINVICE PRES
JONATHAN EPSTEINSECRETARY

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Jeff a Epstein & Roberta G?

The Jeff a Epstein & Roberta G is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLENTOWN, PA. It holds $190K in total assets as of 2024.

How large is The Jeff a Epstein & Roberta G?

As of 2024, The Jeff a Epstein & Roberta G holds $190K in total assets with $177K in annual revenue. It awarded 1 grants totaling $13K in 2024.

Where does The Jeff a Epstein & Roberta G operate?

The Jeff a Epstein & Roberta G has awarded grants in Pennsylvania.

What size grants does The Jeff a Epstein & Roberta G award?

In 2024, The Jeff a Epstein & Roberta G awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is The Jeff a Epstein & Roberta G required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jeff a Epstein & Roberta G reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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