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· 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 FY2024still arriving
15
Grants FY2024still arriving
8
States reached
$250k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 44% of DAVID AND GERI EPSTEIN PRIVATE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 15 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k5 grants · $110k
  • $50k–250k8 grants · $660k
  • $250k+1 grant · $250k
$50,000
Median grant
8
States reached
$32M
Total assets
Largest grants
RecipientAmount
MEMORIAL SLOAN-KETTERING CANCER CENTER$250,000
CONNECTICUT CHILDREN'S FOUNDATION$185,000
UNIVERSITY OF NOTRE DAME$125,000
WAKE FOREST UNIVERSITY$100,000
FOLDS OF HONOR FOUNDATION$50,000
BIRDIES FOR CHARITY FIRST TEE -CT$50,000
ACHIEVEMENT FIRST BRIDGEPORT ACADEMY$50,000
LAFAYETTE COLLEGE-JOHN COOPER$50,000
STAPLES TUITION GRANTS$50,000
HORIZONS BRIDGEPORT$25,000
THERE GOES MY HERO FOUNDATION$25,000
Individual grant recipient$25,000
CONNECTICUT SCIENCE CENTER$25,000
READ TO GROW$10,000
HUMANITY FOR FREEDOM FOUNDATION$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–20, $25k) land where the poverty rate runs at 7%, against an area that typically sits at 8%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 8%LONG ISLAND CARES: $25k → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

IL
NY
IN
PA
CT
VA
MD
NC
OK
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

89%of every dollar goes to organizations you’ve funded before.
$4.8M · 17 repeat orgs$606k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +28% since the first grant, against +19% for the ones you funded once.

17 repeat relationships — 12 still active in FY2024, 5 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
11

Total granted

$4.8M
$551k

Median revenue growth · since first grant

+28%
+19%

Still filing today

59%
64%

New vs renewed · share of each year

In FY2024, 94% of grant dollars renewed an existing relationship; $55k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationHealthArts & CultureHuman ServicesPhilanthropyRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • WAKE FOREST UNIVERSITY
    6× · 2019–2024 · $450k · revenue +33%
  • AF
    ACHIEVEMENT FIRST BRIDGEPORT ACADEMY INC
    8× · 2017–2024 · $380k · revenue +17%
  • SH
    STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC
    8× · 2017–2024 · $365k · revenue +113%

Funded once

  • TH
    THE HUNTER COLLEGE FOUNDATION INCgraduated
    one grant, 2020 · $250k · revenue +49%
  • PT
    PGA TOUR INC
    one grant, 2023 · $50k · revenue -58%
  • GB
    GHCF BIRDIES FOR CHARITY
    one grant, 2021 · $50k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
University of Hartford

Dedicated to learning, personal growth, knowledge creation, and the betterment of society. the university engages students in aquiring the knowledge, skills, and values necessary to thrive in and contribute to a pluralistic, complex world.

Education
3
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
4
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
8
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
9
Fairfield University

To establish, organize, maintain and conduct an institution for secondary, undergraduate and graduate education in the state of connecticut, and to perform such other works of education, charity and religion. see schedule o.

Education
10
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Connecticut College

Connecticut college educates students to put the liberal arts into action as citizens of a global society. for additional information, see schedule o.

Education
12
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health

For reference, the grantee most central to the portfolio’s shape is The Hunter College Foundation Inc and the most unlike its peers is Wake Forest University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

19 grantees tracked through their own filings, 2017–2026.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 19 of the 31 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
19/19
Grantees still filing
14/19
Grew since you first funded

Where your money sits — by cause, then by grantee

MEMORIAL SLOAN-KETTERING CANCER CENTER — $1,100,000 · OtherMEMORIAL SLOAN-KETTERING CANCER CENTERLAFAYETTE COLLEGE-JOHN COOPER — $305,000 · OtherLAFAYETTE COLLEGE-JOHN COOPERMEMORIAL SLOAN-KETTERING CANCER CEN — $250,000 · OtherMEMORIAL SLOAN-KETTERING CANCER CENFIRST TEE OF CT — $170,000 · OtherFIRST TEE OF CTIndividual grant recipient — $150,000 · OtherIndividual grant recipientIndividual grant recipient — $150,000 · OtherIndividual grant recipientTHERE GOES MY HERO FOUNDATION — $140,000 · OtherHORIZONS BRIDGEPORT — $125,000 · Other+8 more — $256,000 · Other+8 moreUniversity of Notre Dame du Lac — $625,000 · EducationUniversity of Notre Dame du LacWAKE FOREST UNIVERSITY — $450,000 · EducationWAKE FOREST UNIVERSITYACHIEVEMENT FIRST BRIDGEPORT ACADEMY INC — $380,000 · EducationACHIEVEMENT FIRST BRIDGEPORT ACADEMY INCSTAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC — $365,000 · EducationSTAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE…FOLDS OF HONOR FOUNDATION — $255,000 · EducationFOLDS OF HONOR FOUNDATIONTHE HUNTER COLLEGE FOUNDATION INC — $250,000 · EducationTHE HUNTER COLLEGE FOUNDATION INC+2 more — $45,000 · EducationCONNECTICUT CHILDREN'S FOUNDATION INC — $360,000 · HealthCONNECTICUT …CONNECTICUT CHILDREN'S MEDICAL CENTER — $300,000 · HealthCONNECTICUT …CONNECTICUT SCIENCE CENTER INC — $160,000 · Arts & CultureWESTPORT COUNTRY PLAYHOUSE INC — $120,000 · Arts & CultureLong Island Cares Inc — $25,000 · Human ServicesPGA TOUR FIRST TEE FOUNDATION INC — $25,000 · Recreation & SportsPERSON TO PERSON INC — $25,000 · Philanthropy
Other$2,646,000Education$2,370,000Health$660,000Arts & Culture$280,000Human Services$25,000Recreation & Sports$25,000Philanthropy$25,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetUniversity of Notre Dame du Lac — $625,000 over 5y, 0.0% of 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 budgetLong Island Cares Inc — $25,000 over 1y, 0.1% of budgetPGA TOUR FIRST TEE FOUNDATION INC — $25,000 over 1y, 0.1% of budgetHOMES WITH HOPE — $25,000 over 1y, 0.8% of budgetICAHN SCHOOL OF MEDICINE AT MOUNT SINAI — $25,000 over 1y, 0.0% of budgetREAD TO GROW INC — $20,000 over 2y, 0.7% of budgetHumanity for Freedom Foundation — $5,000 over 1y, 0.3% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds University of Notre Dame du Lac
  • Who funds WAKE FOREST UNIVERSITY
  • Who funds ACHIEVEMENT FIRST BRIDGEPORT ACADEMY INC
  • Who funds STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC
  • Who funds CONNECTICUT CHILDREN'S FOUNDATION INC
  • Who funds CONNECTICUT CHILDREN'S MEDICAL CENTER
  • Who funds FOLDS OF HONOR FOUNDATION
  • Who funds THE HUNTER COLLEGE FOUNDATION INC
  • Who funds CONNECTICUT SCIENCE CENTER INC
  • Who funds HORIZONS BRIDGEPORT
  • Who funds WESTPORT COUNTRY PLAYHOUSE INC
  • Who funds PGA TOUR INC
  • Who funds Long Island Cares Inc
  • Who funds PGA TOUR FIRST TEE FOUNDATION INC
  • Who funds HOMES WITH HOPE
  • Who funds ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
  • Who funds PERSON TO PERSON INC
  • Who funds READ TO GROW INC
  • Who funds Humanity for Freedom Foundation

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization David and Geri Epstein Private Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 50%1%5%11%20%your share of their income ↑0%8%15%22%30%share of the org’s income from governmentmedian 5%
  • Homes With Hope28% of income from government
  • Connecticut Science Center Inc14% of income from government
  • Person to Person Inc5% of income from government
  • Connecticut Children's Medical Center5% of income from government
  • Westport Country Playhouse Inc2% of income from government
  • Pga Tour Inc0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 31 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

Source object · view filing

More from the funding graph