Nonprofit · EIN 36-3729186
CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $151,346 | $761,154 | -$609,808 | $336,813 | $0 | $336,813 |
| December 31, 2023 | 990-PF | $53,597 | $213,355 | -$159,758 | $946,621 | $0 | $946,621 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,704
- Dividends
- $17,835
- Interest
- $1,885
- Net gain from sales of assets
- $122,922
Expenses
- Grants and similar amounts paid
- $755,020
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $755,035
- Excise tax on investment income
- $1,890
Balance sheet and other
- Total assets, start of year
- $946,621
- Total assets, end of year
- $336,813
- Total liabilities, end of year
- $0
- Net assets, end of year
- $336,813
- Fair market value of assets
- $379,283
- Qualifying distributions
- $755,035
- Net investment income
- $142,100
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEON LIPSHITZ 2828 W JARVIS, CHICAGO, IL 60645 | TREASURER | 1 | $0 |
| DEBORAH KATZ 225 W 83RD ST APT 7G, NEW YORK, NY 10024 | PRESIDENT | 4 | $0 |
| ISAAC KATZ 225 W 83RD ST APT 7G, NEW YORK, NY 10024 | DIRECTOR | 0.5 | $0 |
| JAY LIPSHITZ 935 NORTHFIELD RD, WOODMERE, NY 11598 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEON LIPSHITZ 2828 W JARVIS, CHICAGO, IL 60645 | TREASURER | 1 | $0 |
| DEBORAH KATZ 225 W 83RD ST APT 7G, NEW YORK, NY 10024 | PRESIDENT | 4 | $0 |
| ISAAC KATZ 225 W 83RD ST APT 7G, NEW YORK, NY 10024 | DIRECTOR | 0.5 | $0 |
| JAY LIPSHITZ 935 NORTHFIELD RD, WOODMERE, NY 11598 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 225 W 83RD ST APT 7G, NEW YORK, NY 10024-4956
- Signed the 990-PF
- DEBORAH KATZ, PRESIDENT
- Phone
- (781) 690-1918
- Return prepared by
- WARADY & DAVIS LLP
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 | Not 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
- 36-3729186
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $336,813
- Income (IRS master file)
- $804,334
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $151,346 | $761,154 | $336,813 | IRS |
| 990-PF | December 2023 | $53,597 | $213,355 | $946,621 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 36-3729186).
Questions about CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION
- What is the EIN of CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION?
- The employer identification number (EIN) of CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION is 36-3729186.
- Is CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does CHARLES AND RENE LIPSHITZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $151,346, expenses of $761,154 and total assets of $336,813 at year end.
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