Nonprofit · EIN 94-3108580
ROBERT L LIPPERT FOUNDATION
Also known as RICHARD SHERRATT TTEE
Tax-exempt · ALAMEDA, CA 94501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $342,560 | $287,382 | $55,178 | $1,204,969 | $0 | $1,204,969 |
| December 31, 2024 | 990-PF | $122,403 | $375,293 | -$252,890 | $1,096,947 | $0 | $1,096,947 |
| December 31, 2023 | 990-PF | $63,925 | $272,597 | -$208,672 | $1,344,118 | $0 | $1,344,118 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $60,611
- Interest
- $10
- Net gain from sales of assets
- $278,273
- Other income
- $3,666
Expenses
- Grants and similar amounts paid
- $265,000
- Disbursements for charitable purposes
- $265,000
- Excise tax on investment income
- $4,400
Balance sheet and other
- Total assets, start of year
- $1,096,947
- Total assets, end of year
- $1,204,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,204,969
- Fair market value of assets
- $3,035,161
- Qualifying distributions
- $265,000
- Net investment income
- $338,894
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 |
|---|---|---|---|
| EDWARD W WITHROW JR 133 CUMBERLAND WAY, ALAMEDA, CA 94502 | Director | 0 | $0 |
| RICK V MCKINLEY 1106 SHERMAN ST, ALAMEDA, CA 94501 | Secretary | 0 | $0 |
| TOM SULLIVAN 1000 MARINA VILLAGE PKWY 120, ALAMEDA, CA 94501 | Treasurer | 0 | $0 |
| RICHARD H SHERRATT 1150 BALLENA BLVD 250, ALAMEDA, CA 94501 | President | 0 | $0 |
| KRISTIN THORSON 6248 BOULDER LN, OAKLAND, CA 94605 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD W WITHROW JR 133 CUMBERLAND WAY, ALAMEDA, CA 94502 | Director | 0 | $0 |
| RICK V MCKINLEY 1106 SHERMAN ST, ALAMEDA, CA 94501 | Secretary | 0 | $0 |
| TOM SULLIVAN 1000 MARINA VILLAGE PKWY 120, ALAMEDA, CA 94501 | Treasurer | 0 | $0 |
| RICHARD H SHERRATT 1150 BALLENA BLVD 250, ALAMEDA, CA 94501 | President | 0 | $0 |
| KRISTIN THORSON 6248 BOULDER LN, OAKLAND, CA 94605 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD W WITHROW JR 133 CUMBERLAND WAY, ALAMEDA, CA 94502 | Director | 0 | $0 |
| RICK V MCKINLEY 2515 SANTA CLARA AVE 200, ALAMEDA, CA 94501 | Secretary | 0 | $0 |
| TOM SULLIVAN 1000 MARINA VILLAGE PKWY 120, ALAMEDA, CA 94501 | Treasurer | 0 | $0 |
| RICHARD H SHERRATT 1150 BALLENA BLVD 250, ALAMEDA, CA 94501 | President | 0 | $0 |
| JAMES A STONEHOUSE 2990 NORTHWOD DRIVE, ALAMEDA, CA 94501 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1150 BALLENA BLVD STE 250, ALAMEDA, CA 94501-7313
- Signed the 990-PF
- RICHARD H SHERRATT, Trustee
- Phone
- (510) 521-0720
- Return prepared by
- ERIC SHELDON CPA PC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3108580 or by the name ROBERT L LIPPERT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 94-3108580
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,204,969
- Income (IRS master file)
- $475,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $342,560 | $287,382 | $1,204,969 | XML |
| 990-PF | December 2024 | $122,403 | $375,293 | $1,096,947 | IRS |
| 990-PF | December 2023 | $63,925 | $272,597 | $1,344,118 | 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 94-3108580).
Questions about ROBERT L LIPPERT FOUNDATION
- What is the EIN of ROBERT L LIPPERT FOUNDATION?
- The employer identification number (EIN) of ROBERT L LIPPERT FOUNDATION is 94-3108580.
- Is ROBERT L LIPPERT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ROBERT L LIPPERT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT L LIPPERT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT L LIPPERT 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 ROBERT L LIPPERT 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 ROBERT L LIPPERT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROBERT L LIPPERT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $342,560, expenses of $287,382 and total assets of $1,204,969 at year end.
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