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Nonprofit · EIN 20-1985794

LIPP FAMILY FOUNDATION

Tax-exempt · CORONADO, CA 92118

Financials

$199K$326K2022$361K$312K2023$394K$335K2024
Revenue Expenses · by fiscal year end
Financials of LIPP FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$394,462$334,920$59,542$4,753,260$0$4,753,260
June 30, 2024990-PF$361,259$311,823$49,436$4,400,707$0$4,400,707
June 30, 2023990-PF$199,288$326,009-$126,721$3,995,730$0$3,995,730
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$59,177
Interest
$686
Net gain from sales of assets
$334,599

Expenses

Grants and similar amounts paid
$275,500
Compensation of officers, directors and key employees
$14,849
Disbursements for charitable purposes
$275,500
Excise tax on investment income
$5,070

Balance sheet and other

Total assets, start of year
$4,400,707
Total assets, end of year
$4,753,260
Total liabilities, end of year
$0
Net assets, end of year
$4,753,260
Fair market value of assets
$4,753,260
Qualifying distributions
$275,500
Net investment income
$394,462

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
William J Barkhurst
1030 E Avenue, Coronado, CA 92118
Director5$11,138
John M Hart
1001 B Avenue Suite 211, Coronado, CA 92118
Director5$6,053
Sydney J Stanley
960 A Avenue, Coronado, CA 92118
Director5$3,711
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
William J Barkhurst
1030 E Avenue, Coronado, CA 92118
Director5$9,884
John M Hart
1001 B Avenue Suite 211, Coronado, CA 92118
Director5$3,294
Sydney J Stanley
960 A Avenue, Coronado, CA 92118
Director5$3,294
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
William J Barkhurst
1030 E Avenue, Coronado, CA 92118
Director5$18,721
John M Hart
1001 B Avenue Suite 211, Coronado, CA 92118
Director5$6,241
Sydney J Stanley
960 A Avenue, Coronado, CA 92118
Director5$6,241

Address and contacts

Address (IRS master file)
1001 B AVE STE 211, CORONADO, CA 92118-3424
In care of
% CHARLES W HAYES
Signed the 990-PF
Sydney J Stanley, Director
Phone
(619) 435-4195
Return prepared by
Hayes Hart CPAs Wealth Management Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 20-1985794 or by the name LIPP FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-1985794
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$4,753,260
Income (IRS master file)
$394,462

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$394,462$334,920$4,753,260IRS
990-PFJune 2024$361,259$311,823$4,400,707IRS
990-PFJune 2023$199,288$326,009$3,995,730XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1985794).

Questions about LIPP FAMILY FOUNDATION

What is the EIN of LIPP FAMILY FOUNDATION?
The employer identification number (EIN) of LIPP FAMILY FOUNDATION is 20-1985794.
Is LIPP FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to LIPP FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LIPP FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LIPP FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LIPP FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LIPP FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $11,138 (William J Barkhurst, Director).
How much revenue does LIPP FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $394,462, expenses of $334,920 and total assets of $4,753,260 at year end.

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