Nonprofit · EIN 65-6299984
ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION
Tax-exempt · SURFSIDE, FL 33154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $236,250 | $214,250 | $22,000 | $736,242 | $0 | $736,242 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $13,564
- Net gain from sales of assets
- $222,686
Expenses
- Grants and similar amounts paid
- $202,208
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $205,973
- Excise tax on investment income
- $3,169
Balance sheet and other
- Total assets, start of year
- $714,242
- Total assets, end of year
- $736,242
- Total liabilities, end of year
- $0
- Net assets, end of year
- $736,242
- Fair market value of assets
- $2,128,087
- Qualifying distributions
- $205,973
- Net investment income
- $236,250
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RHODA Z LIPTON 1450 BRICKELL AVENUE SUITE 1800, MIAMI, FL 33131 | TRUSTEE | 0 | $0 |
| MORDECHAI LIPTON 1450 BRICKELL AVENUE SUITE 1800, MIAMI, FL 33131 | TRUSTEE | 0 | $0 |
| ESTHER ROGATINSKY 1450 BRICKELL AVENUE SUITE 1800, MIAMI, FL 33131 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9559 COLLINS AVE APT 501, SURFSIDE, FL 33154-2657
- In care of
- % RHODA LIPTON
- Signed the 990-PF
- Rhoda Lipton, Trustee
- Phone
- (305) 373-5500
- Return prepared by
- BDO USA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6299984
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $736,242
- Income (IRS master file)
- $341,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $26,117 | $198,014 | $757,162 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION
- What is the EIN of ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION is 65-6299984.
- Is ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT L AND RHODA LIPTON CHARITABLE 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 ROBERT L AND RHODA LIPTON CHARITABLE 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 ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT L AND RHODA LIPTON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $236,250, expenses of $214,250 and total assets of $736,242 at year end.
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