David and Geri Epstein Private Foundation Dated 9-13-00
Only null% goes to programs Strong reserves Growing revenue
David and Geri Epstein Private Foundation Dated 9-13-00 is a 501(c)(3) organization based in Westport, Connecticut, registered in 2004, with $12,928,411 in FY2024 revenue. CharityIndex grades it C+.
Po Box 456, Westport, CT, 06881 EIN 20-1069019 Since 2004
Revenue (FY2024)
$12.9M
▲ 820.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.4M
Net assets
$31.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for David and Geri Epstein Private Foundation Dated 9-13-00— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating263 mo reserves · +89% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For David and Geri Epstein Private Foundation Dated 9-13-00: 263 mo reserves · +89% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for David and Geri Epstein Private Foundation Dated 9-13-00— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For David and Geri Epstein Private Foundation Dated 9-13-00: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 456, Westport, CT, 06881
- City
- Westport
- State
- Connecticut
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $464K (FY2013) to $12.9M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $31.5M
Operating margin
88.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$31.5M
Total liabilities
$0
Net assets
$31.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $12,928,411▲821% | $1,435,812▲2.4% | $31,524,223▲58.9% | $31,524,223▲58.9% | 990PF |
| 2023 | $1,403,901▲33.1% | $1,402,446▲11.7% | $19,834,598▲0.8% | $19,834,598▲0.8% | 990PF |
| 2022 | $1,055,056▼41.2% | $1,255,614▼3.2% | $19,681,178▼4.0% | $19,681,178▼4.0% | 990PF |
| 2021 | $1,793,754▲267% | $1,297,475▼21.0% | $20,510,758▲2.5% | $20,510,758▲2.5% | 990PF |
| 2020 | $488,607▼77.4% | $1,642,976▲99.8% | $20,010,458▼4.9% | $20,010,458▼4.9% | 990PF |
| 2019 | $2,159,907▼85.0% | $822,483▲277% | $21,051,025▲7.4% | $21,051,025▲7.4% | 990PF |
| 2018 | $14,432,794▲13301% | $218,253▼28.7% | $19,604,067▲275% | $19,604,067▲275% | 990PF |
| 2017 | $107,697▼44.1% | $305,961▼9.9% | $5,224,767▼2.5% | $5,224,767▼2.5% | 990PF |
| 2016 | $192,647▼63.3% | $339,695▲13.2% | $5,361,140▼2.6% | $5,361,140▼2.6% | 990PF |
| 2015 | $524,509▼35.2% | $300,058▲2.6% | $5,503,617▲4.3% | $5,503,617▲4.3% | 990PF |
| 2014 | $809,832▲74.4% | $292,483▼5.1% | $5,279,166▲10.9% | $5,279,166▲10.9% | 990PF |
| 2013 | $464,273 | $308,084 | $4,761,817 | $4,761,817 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is David and Geri Epstein Private Foundation Dated 9-13-00 a legitimate nonprofit?
- Yes. David and Geri Epstein Private Foundation Dated 9-13-00 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-1069019, based in Westport, Connecticut. Donations are tax-deductible.
- What is David and Geri Epstein Private Foundation Dated 9-13-00's EIN?
- David and Geri Epstein Private Foundation Dated 9-13-00's Employer Identification Number (EIN) is 20-1069019.
- How much revenue does David and Geri Epstein Private Foundation Dated 9-13-00 report?
- David and Geri Epstein Private Foundation Dated 9-13-00 reported $12,928,411 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does David and Geri Epstein Private Foundation Dated 9-13-00 have?
- CharityIndex grades David and Geri Epstein Private Foundation Dated 9-13-00 C+, based on financial health (reserves and operating margin).
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Data for David and Geri Epstein Private Foundation Dated 9-13-00 (EIN 20-1069019) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.