Funder DirectoryDAVID AND GERI EPSTEIN
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Private foundation (trust)EIN 201069019Est. 2004-06

DAVID AND GERI EPSTEIN

WESTPORT, CT 06881

Accepts unsolicited proposals

Total Assets

$33.8M

FY 2024

Annual Giving

$1.0M

FY 2024

Grants Made

15

FY 2024

Avg Grant

$68K

FY 2024

Grant Range

$5K–$250K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$12.9M

Total Expenses

$1.4M

Qualifying Distributions

$1.1M

Distributable Amount

$1.2M

Min. Investment Return

$1.4M

Undistributed Income

$195K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $5K through median $50K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $2.5M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

83 grants

MEMORIAL SLOAN-KETTERING CANCER CENTER
$950K
5 grants
UNIVERSITY OF NOTRE DAME
$625K
5 grants
HUNTER COLLEGE FOUNDATION
$500K
2 grants
WAKE FOREST UNIVERSITY
$440K
5 grants
CONNECTICUT CHILDREN'S FOUNDATION
$360K
2 grants
LAFAYETTE COLLEGE-JOHN COOPER
$350K
5 grants
STAPLES TUITION GRANTS
$300K
5 grants
CONNECTICUT CHILDRENS MEDICAL CENTER
$300K
3 grants

Grant Size Distribution

83 grants

<$10K
3
grants
$10–50K
54
grants
$50–250K
26
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Connecticut
$2.0M
37% of total
New York
$1.5M
28% of total
Indiana
$625K
12% of total
North Carolina
$440K
8% of total
Pennsylvania
$350K
6% of total
Oklahoma
$250K
5% of total
Florida
$150K
3% of total
Maryland
$110K
2% of total
Virginia
$5K
0% of total

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DAVID AND GERI EPSTEIN — Grants, Financials & Contact | Grantivo