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Connecticut · Private foundation

David and Geri Epstein Private Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.0M
Granted FY2024(still arriving)
15
Grants FY2024
14
Organizations funded FY2023
29%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$50,000
Largest grant, FY2024
$250,000
Organizations funded a year
8 to 18
FY2017 to FY2023
States reached, FY2024
8
Total assets, FY2024
$32M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 29% of the organizations David and Geri Epstein Private Foundation funded were first-time grantees, receiving 30% of its grant dollars.

New vs renewed · share of each year

In FY2023, 70% of grant dollars renewed an existing relationship; $260k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationHealthHuman ServicesPhilanthropyRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving14$900k14%
FY202314$870k29%
FY202214$805k0%
FY202115$831k13%
FY202018$1.1M39%
FY201911$435k27%
FY20188$190k0%
FY201712$270kn/a
88% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$2.1MHealth$2.1MRecreation & Sports$970kScience & Tech$160kYouth Development$140kArts & Culture$120kFood & Nutrition$25kHousing & Shelter$25kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
NY
IN
PA
CT
VA
MD
NC
OK
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 18 grantees

What it could do for these grantees

Plus 12 recipients with no EIN on record ($2.4M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget David and Geri Epstein Private Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWake Forest University: $450,000 over 6y, 0.0% of budgetAchievement First Bridgeport Academy Inc: $380,000 over 8y, 0.4% of budgetStaples High School Tuition Grants Committee Inc: $365,000 over 8y, 15% of budgetConnecticut Children's Foundation Inc: $360,000 over 2y, 0.6% of budgetConnecticut Children's Medical Center: $300,000 over 3y, 0.0% of budgetFolds of Honor Foundation: $255,000 over 6y, 0.1% of budgetThe Hunter College Foundation Inc: $250,000 over 1y, 1.3% of budgetConnecticut Science Center Inc: $160,000 over 8y, 0.4% of budgetHorizons Bridgeport: $125,000 over 5y, 6.5% of budgetWestport Country Playhouse Inc: $120,000 over 6y, 0.9% of budgetPga Tour Inc: $50,000 over 1y, 0.0% of budgetIcahn School of Medicine at Mount Sinai: $25,000 over 1y, 0.0% of budgetLong Island Cares Inc: $25,000 over 1y, 0.1% of budgetHomes With Hope: $25,000 over 1y, 0.8% of budgetPga Tour First Tee Foundation Inc: $25,000 over 1y, 0.1% of budgetRead to Grow Inc: $20,000 over 2y, 0.7% of budgetHumanity for Freedom Foundation: $5,000 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 17.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fairfield County's Community Foundation IncCT15.4× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fairfield County's Community Foundation Inc · The Scripps Family Fund for Education and the Arts · Newman's Own Foundation · Global Impact · The Pfizer Foundation Inc · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare David and Geri Epstein Private Foundation with peer funders

About David and Geri Epstein Private Foundation

How much does David and Geri Epstein Private Foundation give?
David and Geri Epstein Private Foundation reported 15 grants totaling $1,025,000 in its FY2024 IRS filing. It funded between 8 and 18 organizations a year over FY2017 to FY2023.
What does David and Geri Epstein Private Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (36%), Health (35%), Recreation & Sports (16%).
Who are David and Geri Epstein Private Foundation's largest grantees?
By total granted over FY2017 to FY2024: Wake Forest University ($450k), Achievement First Bridgeport Academy Inc ($380k), Staples High School Tuition Grants Committee Inc ($365k).
Does David and Geri Epstein Private Foundation fund new organizations?
In FY2023, 29% of the organizations it funded were first-time grantees.
Does David and Geri Epstein Private Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as David and Geri Epstein Private Foundation?
Its strongest co-funders, measured against what their size predicts, include Fairfield County's Community Foundation Inc, The Scripps Family Fund for Education and the Arts, Newman's Own Foundation.
Where is David and Geri Epstein Private Foundation based?
David and Geri Epstein Private Foundation is based in CT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 31 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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