Nonprofit · EIN 23-3008418
LIPSTEIN FAMILY FOUNDATION
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $359,272 | $233,617 | $125,655 | $2,039,601 | $0 | $0 |
| December 31, 2024 | 990-PF | $407,706 | $217,643 | $190,063 | $1,913,946 | $0 | $1,913,946 |
| December 31, 2023 | 990-PF | $336,700 | $213,909 | $122,791 | $1,723,883 | $0 | $1,723,883 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,154
- Dividends
- $147,382
- Interest
- $1
- Net gain from sales of assets
- $199,891
- Other income
- $1,844
Expenses
- Grants and similar amounts paid
- $227,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $227,333
- Excise tax on investment income
- $4,827
Balance sheet and other
- Total assets, start of year
- $1,913,946
- Total assets, end of year
- $2,039,601
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Fair market value of assets
- $3,922,107
- Qualifying distributions
- $227,333
- Net investment income
- $347,274
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sanford Lipstein 417 Conestoga Road, Malvern, PA 19355 | President | 2 | $0 |
| Gail Lipstein 417 Conestoga Road, Malvern, PA 19355 | Vice President | 1 | $0 |
| Loree Lipstein 5619 Western Avenue NW, Washington, DC 20015 | Director | 0.5 | $0 |
| Brian Lipstein 731 S Jessup Street, Philadelphia, PA 19147 | Director | 0.5 | $0 |
| Julie Lipstein 325 E Paces Ferry Road Apt605, Atlanta, GA 30305 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sanford Lipstein 417 Conestoga Road, Malvern, PA 19355 | President | 2 | $0 |
| Gail Lipstein 417 Conestoga Road, Malvern, PA 19355 | Vice President | 1 | $0 |
| Loree Lipstein 5619 Western Avenue NW, Washington, DC 20015 | Director | 0.5 | $0 |
| Brian Lipstein 731 S Jessup Street, Philadelphia, PA 19147 | Director | 0.5 | $0 |
| Julie Lipstein 325 E Paces Ferry Road Apt605, Atlanta, GA 30305 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandford Lipstein 417 Conestoga Road, Malvern, PA 19355 | President | 2 | $0 |
| Gail Lipstein 417 Conestoga Road, Malvern, PA 19355 | Vice President | 1 | $0 |
| Loree Lipstein 5619 Western Avenue NW, Washington, DC 20015 | Director | 0.5 | $0 |
| Brian Lipstein 731 S Jessup Street, Philadelphia, PA 19147 | Director | 0.5 | $0 |
| Julie Lipstein 325 E Paces Ferry Road Apt605, Atlanta, GA 30305 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 417 CONESTOGA RD, MALVERN, PA 19355-1009
- In care of
- % SANFORD LIPSTEIN
- Signed the 990-PF
- SANFORD LIPSTEIN, PRESIDENT
- Phone
- (610) 648-0484
- Return prepared by
- SPECTACOR BUSINESS SERVICES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-3008418
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,039,601
- Income (IRS master file)
- $536,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $359,272 | $233,617 | $2,039,601 | XML |
| 990-PF | December 2024 | $407,706 | $217,643 | $1,913,946 | XML |
| 990-PF | December 2023 | $336,700 | $213,909 | $1,723,883 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-3008418).
Questions about LIPSTEIN FAMILY FOUNDATION
- What is the EIN of LIPSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of LIPSTEIN FAMILY FOUNDATION is 23-3008418.
- Is LIPSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LIPSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIPSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIPSTEIN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIPSTEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LIPSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LIPSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $359,272, expenses of $233,617 and total assets of $2,039,601 at year end.
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