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Foundation Lookup

Form 990-PFTax year 2024EIN 20-1069019

David and Geri Epstein Private Foundation

A private foundation in Westport, CT. Its return for tax year 2024 lists 15 grants and $1 million paid in grants.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
N/A
Restrictions
None

Contact person, phone, mailing address and application materials on file. See them with a plan.

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Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $1,025,000

    Grants listed
    15
    Assets, end of year
    $31,524,223

  • Tax year 2023

    $995,000

    Grants listed
    15
    Assets, end of year
    $19,834,598

  • Tax year 2022

    $930,000

    Grants listed
    15
    Assets, end of year
    $19,681,178

  • Tax year 2021

    $956,000

    Grants listed
    16
    Assets, end of year
    $20,510,758

  • Tax year 2020

    $1,230,000

    Grants listed
    19
    Assets, end of year
    $20,010,458

  • Tax year 2019

    $435,000

    Grants listed
    11
    Assets, end of year
    $21,051,025

  • Tax year 2018

    $190,000

    Grants listed
    8
    Assets, end of year
    $19,604,067

Grants paid in 2024

15 grants, largest first

As listed on the return.

  1. Memorial Sloan-Kettering Cancer CenterNew York, NY

    General support

    $250,000
  2. Connecticut Children's FoundationHartford, CT

    General support

    $185,000
  3. University of Notre DameNotre Dame, IN

    General support

    $125,000
  4. Wake Forest UniversityWinstonsalem, NC

    General support

    $100,000
  5. Achievement First Bridgeport AcademyNew Haven, CT

    General support

    $50,000
  6. Birdies for Charity First Tee -CTCromwell, CT

    General support

    $50,000
  7. Folds of Honor FoundationOwasso, OK

    General support

    $50,000
  8. Lafayette College-John CooperEaston, PA

    General support

    $50,000
  9. Staples Tuition GrantsWestport, CT

    General support

    $50,000
  10. Connecticut Science CenterHartford, CT

    General support

    $25,000
  11. Horizons BridgeportBridgeport, CT

    General support

    $25,000
  12. Levitt PavilionWestport, CT

    General support

    $25,000
  13. There Goes My Hero FoundationBel Air, MD

    General support

    $25,000
  14. Read to GrowBranford, CT

    General support

    $10,000
  15. Humanity for Freedom FoundationArlington, VA

    General support

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education5 grants $335,00061% of the total
  2. Health1 grant $185,00034% of the total
  3. Arts and culture1 grant $25,0005% of the total

By State

Grants to organizations with a US address, latest year.

  1. Connecticut8 grants $420,000
  2. New York1 grant $250,000
  3. Indiana1 grant $125,000
  4. North Carolina1 grant $100,000
  5. Oklahoma1 grant $50,000
  6. Pennsylvania1 grant $50,000
  7. Maryland1 grant $25,000
  8. Virginia1 grant $5,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Robert HessTRUSTEE Hours 5Pay $0
  • Michael ConnellTRUSTEE Hours 5Pay $0
  • Karen HessPRESIDENT Hours 5Pay $60,000

The return

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