Robert L Epstein Family Fndtn Tr Ud
EIN: 46833652 · Boston, MA · NTEE: T20Z
| Metric | Value |
|---|---|
| Total Revenue | $519K |
| Total Expenses | $203K |
| Net Assets | $695K |
Is Robert L Epstein Family Fndtn Tr Ud Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Robert L Epstein Family Fndtn Tr Ud
Robert L Epstein Family Fndtn Tr Ud (EIN: 46833652) is a nonprofit organization based in Boston, MA, classified under NTEE code T20Z. The organization reported total revenue of $519K and total assets of $713K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert L Epstein Family Fndtn Tr Ud's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert L Epstein Family Fndtn Tr Ud is a small nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $503K |
| Total Expenses | $203K |
| Surplus / Deficit | +$300K |
| Total Assets | $695K |
| Total Liabilities | $1 |
| Net Assets | $695K |
| Operating Margin | 59.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 41.1 months |
Financial Health Grade: A
In 2023, Robert L Epstein Family Fndtn Tr Ud reported a surplus of $300K with revenue exceeding expenses, holds 41.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Robert L Epstein Family Fndtn Tr Ud's revenue has grown at a compound annual growth rate (CAGR) of 9.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +25.7% | -25.3% | +75.8% |
| 2022 | +33.3% | -10.8% | +47.9% |
| 2021 | +33.3% | +97.1% | -1.7% |
| 2020 | +0.0% | -32.1% | +34.9% |
| 2019 | +28.5% | +19.5% | +145.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Robert L Epstein Family Fndtn Tr Ud has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Robert L Epstein Family Fndtn Tr Ud with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $300K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Robert L Epstein Family Fndtn Tr Ud
Is Robert L Epstein Family Fndtn Tr Ud a legitimate charity?
Robert L Epstein Family Fndtn Tr Ud (EIN: 46833652) is a registered tax-exempt nonprofit based in Massachusetts. It has 10 years of IRS 990 filings on record. Total revenue: $519K. No red flags identified. Financial health grade: A.
How does Robert L Epstein Family Fndtn Tr Ud spend its money?
Robert L Epstein Family Fndtn Tr Ud reported $519K in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Robert L Epstein Family Fndtn Tr Ud tax-deductible?
Robert L Epstein Family Fndtn Tr Ud is registered as a tax-exempt nonprofit (EIN: 46833652). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Robert L Epstein Family Fndtn Tr Ud located?
Robert L Epstein Family Fndtn Tr Ud is headquartered in Boston, Massachusetts and files with the IRS under EIN 46833652. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Robert L Epstein Family Fndtn Tr Ud have?
Robert L Epstein Family Fndtn Tr Ud has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $519K in total revenue.
Filing History
IRS 990 filing history for Robert L Epstein Family Fndtn Tr Ud showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert L Epstein Family Fndtn Tr Ud's revenue has grown by 187.2%, moving from $175K to $503K. Total assets increased by 274.1% over the same period, from $186K to $695K. Total functional expenses rose by 98.2%, from $102K to $203K. In its most recent filing year (2023), Robert L Epstein Family Fndtn Tr Ud reported a surplus of $300K, with revenue exceeding expenses. The organization holds $1 in liabilities against $695K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $695K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $503K | $203K | $695K | $1 | — | — |
| 2022 | $400K | $272K | $395K | $1 | — | View 990 |
| 2021 | $300K | $305K | $267K | $1 | — | View 990 |
| 2020 | $225K | $155K | $272K | $1 | — | View 990 |
| 2019 | $225K | $228K | $201K | $1 | — | View 990 |
| 2015 | $175K | $191K | $82K | $1 | — | View 990 |
| 2014 | $450K | $375K | $98K | $1 | — | View 990 |
| 2013 | $550K | $598K | $22K | $1 | — | View 990 |
| 2012 | $275K | $391K | $70K | $1 | — | View 990 |
| 2011 | $175K | $102K | $186K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $503K, expenses of $203K, and assets of $695K (revenue +25.7% year-over-year).
- 2022: Revenue of $400K, expenses of $272K, and assets of $395K (revenue +33.3% year-over-year).
- 2021: Revenue of $300K, expenses of $305K, and assets of $267K (revenue +33.3% year-over-year).
- 2020: Revenue of $225K, expenses of $155K, and assets of $272K (revenue +0.0% year-over-year).
- 2019: Revenue of $225K, expenses of $228K, and assets of $201K (revenue +28.5% year-over-year).
- 2015: Revenue of $175K, expenses of $191K, and assets of $82K (revenue -61.1% year-over-year).
- 2014: Revenue of $450K, expenses of $375K, and assets of $98K (revenue -18.1% year-over-year).
- 2013: Revenue of $550K, expenses of $598K, and assets of $22K (revenue +100.0% year-over-year).
- 2012: Revenue of $275K, expenses of $391K, and assets of $70K (revenue +57.1% year-over-year).
- 2011: Revenue of $175K, expenses of $102K, and assets of $186K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert L Epstein Family Fndtn Tr Ud:
Data Sources and Methodology
This transparency report for Robert L Epstein Family Fndtn Tr Ud is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.