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.

David and Geri Epstein Private Foundation

David and Geri Epstein Private Foundation at a glance

· 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

Grants FY2024still arriving

States reached

$250k

Largest

01What it funds

0188% 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

02FY2024 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

Under $10k1 grant · $5k
$10k–50k5 grants · $110k
$50k–250k8 grants · $660k
$250k+1 grant · $250k

$50,000

Median grant

States reached

$32M

Total assets

Largest grants
Recipient	Amount
MEMORIAL SLOAN-KETTERING CANCER CENTER	$250,000
CONNECTICUT CHILDREN'S FOUNDATION	$185,000
UNIVERSITY OF NOTRE DAME	$125,000
WAKE FOREST UNIVERSITY	$100,000
LAFAYETTE COLLEGE-JOHN COOPER	$50,000
STAPLES TUITION GRANTS	$50,000
BIRDIES FOR CHARITY FIRST TEE -CT	$50,000
FOLDS OF HONOR FOUNDATION	$50,000
ACHIEVEMENT FIRST BRIDGEPORT ACADEMY	$50,000
HORIZONS BRIDGEPORT	$25,000
Individual grant recipient	$25,000
THERE GOES MY HERO FOUNDATION	$25,000
CONNECTICUT SCIENCE CENTER	$25,000
READ TO GROW	$10,000
HUMANITY FOR FREEDOM FOUNDATION	$5,000

02The need

Does the money reach high-need areas?

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

show:

Its 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. Its grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

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

Which US states its grants reach

How this is measured

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

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.

$4.8M · 17 repeat orgs$606k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +19% for those 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

Total granted

$4.8M

$551k

Median revenue growth · since first grant

+33%

+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.

RenewedFirst-time

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

EducationHealthArts & CultureHuman 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.

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%
GB
GHCF BIRDIES FOR CHARITY
one grant, 2021 · $50k
PT
PGA TOUR INC
one grant, 2023 · $50k · revenue -58%

How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

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

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

President and Fellows of Harvard College

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

Education

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

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

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

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

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

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

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

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

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

How this is measured

The grantee most central to the portfolio’s shape is The Hunter College Foundation Inc; 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 grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

19/19

Grantees still filing

14/19

Grew since first funded

Where the money sits, by cause and then by grantee

Other$2,646,000Education$2,370,000Health$660,000Arts & Culture$280,000Human Services$25,000Philanthropy$25,000Recreation & Sports$25,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

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

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.

How much its grantees rely on government

Each dot is one organization David and Geri Epstein Private Foundation funds: left to right is the share of its income from government, bottom to top the share from David and Geri Epstein Private Foundation. Bigger dots raise more.

2024

’20’21’22’23’24’25

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, FY20–25

How this is measured

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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

Play a game based on David and Geri Epstein Private’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home