Nonprofit · EIN 38-7125397
BERNARD B ROTKO MD FOUNDATION
Also known as JACOB A SHIPON & JUDITH SHIPON TTEE
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,266 | $29,052 | -$5,786 | $141,249 | $0 | $141,249 |
| December 31, 2024 | 990-PF | $19,045 | $31,745 | -$12,700 | $146,994 | $0 | $146,994 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,331
- Net gain from sales of assets
- $18,935
Expenses
- Grants and similar amounts paid
- $24,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $26,007
- Excise tax on investment income
- $285
Balance sheet and other
- Total assets, start of year
- $146,994
- Total assets, end of year
- $141,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,249
- Fair market value of assets
- $198,983
- Qualifying distributions
- $26,007
- Net investment income
- $23,266
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 |
|---|---|---|---|
| JUDITH R SHIPON 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| marc shipon 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| david shipon 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| elisa shipon-blum 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH R SHIPON 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| marc shipon 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| david shipon 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
| elisa shipon-blum 1650 market street suite 1200, Philadelphia, PA 19103 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- ROY ROSS 1650 MARKET ST STE 1200, PHILADELPHIA, PA 19103-0000
- In care of
- % ROY ROSS
- Signed the 990-PF
- Judith R Shipon, Trustee
- Phone
- (215) 575-7093
- Return prepared by
- DILWORTH PAXSON 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 | 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
- 38-7125397
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $141,249
- Income (IRS master file)
- $50,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,266 | $29,052 | $141,249 | IRS |
| 990-PF | December 2024 | $19,045 | $31,745 | $146,994 | IRS |
| 990-PF | December 2023 | $6,450 | $32,915 | $159,783 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERNARD B ROTKO MD FOUNDATION
- What is the EIN of BERNARD B ROTKO MD FOUNDATION?
- The employer identification number (EIN) of BERNARD B ROTKO MD FOUNDATION is 38-7125397.
- Is BERNARD B ROTKO MD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BERNARD B ROTKO MD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD B ROTKO MD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD B ROTKO MD 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 BERNARD B ROTKO MD 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 BERNARD B ROTKO MD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERNARD B ROTKO MD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,266, expenses of $29,052 and total assets of $141,249 at year end.
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