David & Rachel Epstein Foundation Trust Fund
Private foundation · Ottawa, Ontario · BN 118882828RR0001 · Foundations
Source: T3010 return, FPE 2024-06-30. Split of total expenditures ($244,997) as filed with the CRA.
David & Rachel Epstein Foundation Trust Fund is a private foundation based in Ottawa, Ontario, classified by the CRA under foundations. In its fiscal year ending June 30, 2024, it reported $139K in revenue and $245K in expenditures. Spending exceeded revenue that year — the gap came out of reserves.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 10% of peers.
As a grantmaker, it reported gifts to 3 qualified donees totalling $122K in 2024, the largest being $59K to The Ottawa Jewish Community School. Revenue has declined over its filings on record here, from $299K in 2020 to $139K in 2024. Its filed list of directors and trustees shows 1 name.
In its own words
Terms of the testamentary trust to provide educational funds to carleton university and to fund various jewish charities recommended to the trustee by the board of directors. Pay the annual income as stated above in the following proportions: 15% of funds to carleton university and the remaining 85% to jewish charities in the ottawa area which are religious or educational in nature.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $139K | $245K | — | — | $122K | $3.1M |
| 2023 | $217K | $182K | — | — | $142K | $3.2M |
| 2022 | $137K | $141K | — | — | $100K | $3.1M |
| 2021 | $131K | $242K | — | — | $123K | $3.1M |
| 2020 | $299K | $156K | — | — | $115K | $3.3M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $122K to 3 qualified donees:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Canada Trust (trustee).
As listed on its 2024 return.
Check the source
Every figure on this page is from David & Rachel Epstein Foundation Trust Fund’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 118882828RR0001), or read how we compute the receipt.